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CIK: 0001846114
Total reported value
$264.2M
$264.2M
52 檔
49.9%
As reported in its official Q2 2025 Form 13F filing, Boyd Wealth Management, LLC's tracked investment portfolio stood at $264.2M with 52 total positions.
In Q2 2025, Boyd Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.19% | +0.52% | +38.20% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 15.10% | -0.22% | -3.56% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.73% | -5.40% | +34.45% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.11% | +0.08% | -42.28% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.98% | +0.17% | +104.75% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.33% | -1.07% | -47.19% | |
| 7 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 5.16% | — | -0.84% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | +0.09% | -2.09% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.06% | -3.51% | EXIT | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.90% | +3.17% | +3.31% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.05% | +0.05% | +4.31% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.84% | +3.55% | -2.13% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.83% | +0.01% | +11.46% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.69% | +0.01% | +3.63% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.50% | — | +32.24% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.24% | +0.04% | +16.84% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.05% | -0.03% | — | |
| 18 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.02% | — | +10.03% | |
| 19 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.82% | -0.05% | +19.67% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.05% | +3.82% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.79% | -0.15% | -6.56% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.06% | -0.05% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.67% | -0.07% | +49.46% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.01% | +45.87% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.02% | +18.68% | |
| 26 | FMHI | First Trust Municipal High I | ETF-Other | 0.33% | -0.01% | -0.15% | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.31% | +0.01% | — | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.28% | +0.01% | +34.43% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | -7.93% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | — | +9.63% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | -0.01% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.03% | +96.93% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.25% | +1.77% | +17.16% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | +0.01% | — | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | — | — | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.22% | — | +1.59% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.51% | -8.80% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.01% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | — | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.18% | -0.02% | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | — | — | |
| 43 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.16% | -0.01% | -43.14% | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.14% | — | +48.18% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.14% | — | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.06% | — | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.13% | — | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | — | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | — | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +5% | +38.20% | Add |
| 2 | IAGG | Ishares Intl Aggregate Bond | +3.1% | NEW | New buy |
| 3 | IJH | Ishares Core S&p Midcap ETF | +2.8% | +104.75% | Add |
| 4 | VTV | Vanguard Value ETF | +1.4% | +34.45% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +0.3% | +32.24% | Add |
| 6 | ORCL | Oracle CORP | +0.3% | — | Unchanged |
| 7 | SCHX | Schwab US Large-cap ETF | +0.2% | NEW | New buy |
| 8 | MSFT | Microsoft CORP | +0.2% | NEW | New buy |
| 9 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | NEW | New buy |
| 10 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +49.46% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +45.87% | Add |
| 12 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +11.46% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +96.93% | Add |
| 16 | SCHG | Schwab US Large-cap Growth | +0.1% | +4.31% | Add |
| 17 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +0.1% | +19.67% | Add |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | +16.84% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 20 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 21 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +34.43% | Add |
| 22 | IWL | Ishares Russell Top 200 ETF | +0.1% | +10.03% | Add |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +3.82% | Add |
| 24 | ET | Energy Transfer LP | 0% | +48.18% | Add |
| 25 | NVTS | Navitas Semiconductor CORP | 0% | NEW | New buy |
| 26 | NVDA | Nvidia CORP | 0% | -8.80% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +9.63% | Add |
| 28 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 29 | BIV | Vanguard Intermediate-term B | 0% | +17.16% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 31 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 32 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 33 | DE | Deere & Co | 0% | — | Unchanged |
| 34 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 35 | IEMG | Ishares Core Msci Emerging | 0% | -0.05% | Trim |
| 36 | AAPL | Apple Inc | 0% | +18.68% | Add |
| 37 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | +3.31% | Add |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -7.93% | Trim |
| 41 | KO | Coca-cola Co/the | -0.1% | EXIT | Sold out |
| 42 | EFAX | State Street Spdr Msci Eafe | -0.1% | -43.14% | Trim |
| 43 | MGV | Vanguard Mega Cap Value ETF | -0.2% | +3.63% | Add |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -6.56% | Trim |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.2% | -2.13% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.3% | -2.09% | Trim |
| 47 | HYLB | Xtrackers Usd High Yield Cor | -0.7% | -0.84% | Trim |
| 48 | AGG | Ishares Core U.s. Aggregate | -2.9% | -3.56% | Trim |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | -4.5% | -47.19% | Trim |
| 50 | SCHF | Schwab Intl Equity ETF | -5.6% | -42.28% | 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 52 disclosed positions in Q2 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 VOO, AGG, VTV) accounted for 49.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
IAGG
市值: $7.1M
Top Position Liquidated / Trimmed
KO
前期市值: $200.7K
During Q2 2025, Boyd Wealth Management, LLC's top holdings by market value included VOO (20.2%)、AGG (15.1%)、VTV (8.7%). The largest single position, VOO, represented 20.2% of total portfolio value.
In Q2 2025, Boyd Wealth Management, LLC made 41 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 1 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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