Boyd Wealth Management

Boyd Wealth Management as of Dec. 31, 2025

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