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CIK: 0001846114
Total reported value
$264.2M
$264.2M
44 檔
47.8%
In Q1 2025, Boyd Wealth Management, LLC's U.S. equity holdings reached a combined market value of $264.2M, distributed across 44 disclosed stock positions.
In Q1 2025, Boyd Wealth Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 17.97% | -0.22% | +47.31% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.21% | +0.52% | -25.74% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 12.69% | +0.08% | +64.38% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.79% | -1.07% | +104.58% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.30% | -5.40% | -17.94% | |
| 6 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 5.87% | — | +1.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.63% | +0.09% | -0.12% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.16% | +0.17% | +0.41% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.96% | +3.17% | -53.85% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.07% | +3.55% | +3.65% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.94% | +0.05% | +13.23% | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.85% | +0.01% | +8.69% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.71% | +0.01% | +10.99% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.21% | — | +10.37% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.14% | +0.04% | +2.53% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.98% | -0.15% | +30.90% | |
| 17 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.95% | — | +33.58% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.79% | +0.06% | +31.32% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.77% | -0.03% | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.05% | — | |
| 21 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.71% | -0.05% | -18.48% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.50% | -0.07% | +2.27% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.02% | +0.02% | |
| 24 | FMHI | First Trust Municipal High I | ETF-Other | 0.39% | -0.01% | -11.87% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.02% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | — | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.33% | +0.01% | — | |
| 28 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.30% | -0.01% | +113.26% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.26% | -0.01% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | — | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.25% | — | +23.89% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | — | — | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.24% | +1.77% | -14.06% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.22% | — | — | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.20% | +0.01% | +31.17% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.51% | +3.83% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.06% | — | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.03% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | -0.10% | EXIT | |
| 42 | ET | Energy Transfer LP | Stock-Energy | 0.11% | — | +5.99% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | — | — | |
| 44 | AACQGBP | Origin Materials Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +6.2% | +47.31% | Add |
| 2 | SCHF | Schwab Intl Equity ETF | +5.5% | +64.38% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +4.6% | +104.58% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +10.99% | Add |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +30.90% | Add |
| 6 | MGV | Vanguard Mega Cap Value ETF | +0.2% | +8.69% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.2% | +31.32% | Add |
| 8 | IWL | Ishares Russell Top 200 ETF | +0.2% | +33.58% | Add |
| 9 | EFAX | State Street Spdr Msci Eafe | +0.2% | +113.26% | Add |
| 10 | HYLB | Xtrackers Usd High Yield Cor | +0.1% | +1.02% | Add |
| 11 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 12 | VO | Vanguard Mid-cap ETF | +0.1% | +10.37% | Add |
| 13 | MUB | Ishares National Muni Bond E | +0.1% | +23.89% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | +0.1% | +13.23% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 16 | DE | Deere & Co | 0% | — | Unchanged |
| 17 | IUSG | Ishares Core S&p U.s. Growth | 0% | +31.17% | Add |
| 18 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 19 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 20 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 21 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 22 | IUSV | Ishares Core S&p U.s. Value | 0% | +2.27% | Add |
| 23 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 25 | ET | Energy Transfer LP | — | +5.99% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 27 | AACQGBP | Origin Materials Inc | 0% | — | Unchanged |
| 28 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 29 | NVDA | Nvidia CORP | 0% | +3.83% | Add |
| 30 | BIV | Vanguard Intermediate-term B | 0% | -14.06% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 32 | VB | Vanguard Small-cap ETF | -0.1% | +2.53% | Add |
| 33 | FMHI | First Trust Municipal High I | -0.1% | -11.87% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 35 | AAPL | Apple Inc | -0.1% | +0.02% | Add |
| 36 | VUG | Vanguard Growth ETF | -0.1% | — | Unchanged |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.1% | +3.65% | Add |
| 38 | PBR | Petroleo Brasileiro-spon Adr | -0.1% | EXIT | Sold out |
| 39 | OWL | Blue Owl Capital Inc | -0.1% | EXIT | Sold out |
| 40 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 41 | EEMX | State Street Spdr Msci Emerg | -0.1% | EXIT | Sold out |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | -0.12% | Trim |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +0.41% | Add |
| 44 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | -0.2% | -18.48% | Trim |
| 45 | SMMU | Pimco Shrt Trm Muni Bnd ETF | -0.4% | EXIT | Sold out |
| 46 | VTV | Vanguard Value ETF | -1.3% | -17.94% | Trim |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | -3.2% | -53.85% | Trim |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | -5.8% | EXIT | Sold out |
| 49 | VOO | Vanguard S&p 500 ETF | -6% | -25.74% | Trim |
According to official SEC Form 13F filings, Boyd Wealth Management, LLC reported a total U.S. public equity portfolio value of $264.2M across 44 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, SCHF) accounted for 47.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
KO
市值: $200.7K
Top Position Liquidated / Trimmed
ISTB
前期市值: $11.7M
During Q1 2025, Boyd Wealth Management, LLC's top holdings by market value included AGG (18.0%)、VOO (15.2%)、SCHF (12.7%). The largest single position, AGG, represented 18.0% of total portfolio value.
In Q1 2025, Boyd Wealth Management, LLC made 34 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 7 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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