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Boyd Wealth Management

Latest statistics and disclosures from Boyd Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, AGG, VTV, SCHF, SCHE, and represent 54.98% of Boyd Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG (+$9.5M), SCHF (+$7.3M), SCHE (+$6.8M), ISTB, HYLB, VTV, SCHG, EEMX, ET, ABBV.
Started 3 new stock positions in EEMX, ET, ABBV.
Reduced shares in these 10 stocks: SPYG (-$8.6M), IAGG, IJH, VOO, , IJR, KO, SPYX, IWL, IUSG.
Sold out of its positions in KO, GBDC, IAGG.
Boyd Wealth Management was a net buyer of stock by $17M.
Boyd Wealth Management has $203M in assets under management (AUM), dropping by 2.74%.
Central Index Key (CIK): 0001846114

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Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 48 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	21.3	$43M	-5%	80k	538.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	11.8	$24M	+65%	248k	96.90	View chart
Vanguard Index Fds Value Etf (VTV)	8.6	$18M	+20%	103k	169.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.1	$15M	+102%	783k	18.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	6.1	$12M	+122%	467k	26.63	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	5.8	$12M	+51%	244k	47.77	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	5.7	$12M	+44%	323k	36.08	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	5.2	$11M	-44%	120k	87.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$9.7M		17k	588.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$6.8M	-38%	108k	62.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$4.4M	-5%	38k	115.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$3.8M	+296%	137k	27.87	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.6	$3.3M		26k	124.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$2.9M		41k	70.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$2.4M		10k	240.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.2M		8.5k	264.13	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.9	$1.8M	-9%	38k	48.15	View chart
Oracle Corporation (ORCL)	0.9	$1.8M		11k	166.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$1.7M		4.1k	410.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$1.5M	+8%	30k	50.13	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.7	$1.5M	-4%	10k	144.71	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.2M	+2%	22k	52.22	View chart
Apple (AAPL)	0.6	$1.1M		4.5k	250.42	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$990k	+6%	11k	92.59	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.4	$893k		19k	48.29	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$872k		18k	49.84	View chart
Amazon (AMZN)	0.4	$765k		3.5k	219.39	View chart
Procter & Gamble Company (PG)	0.3	$689k		4.1k	167.65	View chart
Deere & Company (DE)	0.3	$591k		1.4k	423.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$545k	-3%	7.3k	74.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$518k	+11%	883.00	586.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$500k		8.5k	58.93	View chart
Emerson Electric (EMR)	0.2	$496k		4.0k	123.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$428k		945.00	453.28	View chart
NVIDIA Corporation (NVDA)	0.2	$421k	+84%	3.1k	134.29	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$410k	+24%	3.8k	106.55	View chart
JPMorgan Chase & Co. (JPM)	0.2	$359k		1.5k	239.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$340k	-13%	2.4k	139.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$314k		1.7k	189.30	View chart
Exxon Mobil Corporation (XOM)	0.2	$311k		2.9k	107.57	View chart
International Business Machines (IBM)	0.1	$293k		1.3k	219.83	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.1	$283k	NEW	8.8k	32.30	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.1	$258k	-13%	6.5k	39.81	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$249k		19k	12.86	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$243k		10k	23.26	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$223k	NEW	11k	19.59	View chart
Abbvie (ABBV)	0.1	$211k	NEW	1.2k	177.74	View chart
Origin Materials (ORGN)	0.0	$31k		24k	1.28	View chart

Past Filings by Boyd Wealth Management

SEC 13F filings are viewable for Boyd Wealth Management going back to 2021

Boyd Wealth Management 2024 Q4 filed Jan. 23, 2025
Boyd Wealth Management 2024 Q3 filed Oct. 25, 2024
Boyd Wealth Management 2024 Q2 filed July 24, 2024
Boyd Wealth Management 2024 Q1 filed April 24, 2024
Boyd Wealth Management 2023 Q4 filed Jan. 31, 2024
Boyd Wealth Management 2023 Q3 filed Oct. 25, 2023
Boyd Wealth Management 2023 Q2 filed July 20, 2023
Boyd Wealth Management 2023 Q1 filed April 20, 2023
Boyd Wealth Management 2022 Q4 filed Jan. 20, 2023
Boyd Wealth Management 2022 Q3 filed Oct. 17, 2022
Boyd Wealth Management 2022 Q2 filed Aug. 3, 2022
Boyd Wealth Management 2022 Q1 filed April 29, 2022
Boyd Wealth Management 2021 Q4 filed Feb. 7, 2022

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