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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, VTV, SCHF, SPYG, ISTB, and represent 51.46% of Boyd Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ISTB (+$13M), IJR (+$7.9M), SCHF, HYLB, SPYG, IJH, VCSH, IAGG, USHY, SPTI.
Started 3 new stock positions in VCSH, ISTB, USHY.
Reduced shares in these 10 stocks: BIV (-$12M), SCHE (-$8.0M), AGG, VTEB, MUB, VOO, EEMX, VTV, IUSV, NVDA.
Sold out of its positions in MUB, EEMX.
Boyd Wealth Management was a net buyer of stock by $789k.
Boyd Wealth Management has $236M in assets under management (AUM), dropping by 1.54%.
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 2025 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)	21.7	$51M		82k	627.13	View chart
Vanguard Index Fds Value Etf (VTV)	9.5	$23M		118k	190.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.3	$20M	+4%	810k	24.04	View chart
Spdr Series Trust State Street Spd (SPYG)	6.4	$15M	+2%	141k	106.70	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	5.6	$13M	NEW	271k	48.75	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	5.4	$13M	+3%	348k	36.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.4	$13M	+163%	106k	120.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$11M		16k	684.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.4	$11M	-53%	134k	77.88	View chart
Ishares Tr Core Intl Aggr (IAGG)	3.2	$7.5M	+3%	151k	50.01	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.2	$7.5M	-51%	230k	32.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$7.2M	+4%	109k	66.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$5.0M		153k	32.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$4.5M		50k	89.46	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.7	$4.1M	-2%	29k	141.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$3.5M		12k	290.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.1M		12k	257.95	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.0	$2.4M		14k	170.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$2.1M		4.2k	487.86	View chart
Spdr Series Trust State Street Spd (SPYX)	0.9	$2.0M		36k	56.19	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$2.0M		30k	67.22	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$1.5M	-12%	14k	102.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.4M	-28%	14k	99.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.3M	-29%	26k	50.29	View chart
Apple (AAPL)	0.5	$1.1M	-2%	4.2k	271.85	View chart
Oracle Corporation (ORCL)	0.4	$1.0M		5.3k	194.91	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$782k		16k	47.93	View chart
Amazon (AMZN)	0.3	$743k	-10%	3.2k	230.82	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$725k	+2%	4.3k	167.92	View chart
Deere & Company (DE)	0.3	$649k		1.4k	465.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$639k		8.5k	75.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$601k		22k	26.91	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$581k	+45%	20k	28.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$565k	-14%	828.00	681.92	View chart
Emerson Electric (EMR)	0.2	$531k		4.0k	132.72	View chart
Procter & Gamble Company (PG)	0.2	$523k	-3%	3.7k	143.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$511k		1.6k	313.03	View chart
JPMorgan Chase & Co. (JPM)	0.2	$483k		1.5k	322.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$475k		945.00	502.65	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.2	$419k	+3%	8.3k	50.47	View chart
NVIDIA Corporation (NVDA)	0.2	$402k	-30%	2.2k	186.51	View chart
International Business Machines (IBM)	0.2	$395k		1.3k	296.21	View chart
Exxon Mobil Corporation (XOM)	0.1	$348k		2.9k	120.34	View chart
Abbvie (ABBV)	0.1	$261k		1.1k	228.54	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$255k	NEW	3.2k	79.72	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$223k	NEW	6.0k	37.40	View chart
Microsoft Corporation (MSFT)	0.1	$209k		432.00	483.62	View chart
Origin Materials (ORGN)	0.0	$3.4k	-33%	16k	0.21	View chart

Past Filings by Boyd Wealth Management

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

Boyd Wealth Management 2025 Q4 filed Jan. 28, 2026
Boyd Wealth Management 2025 Q3 filed Oct. 31, 2025
Boyd Wealth Management 2025 Q2 filed July 15, 2025
Boyd Wealth Management 2025 Q1 filed April 24, 2025
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

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