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CIK: 0001846114
Total reported value
$285.7M
$285.7M
47 檔
45.1%
At the close of Q3 2025, Boyd Wealth Management, LLC disclosed equity holdings valued at approximately $285.7M, spread across 47 reported holdings.
In Q3 2025, Boyd Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 18 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 | 21.72% | +0.22% | +0.34% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.63% | -0.44% | +3798.88% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.56% | -0.23% | +4.41% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.75% | -0.21% | +4.11% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.80% | -3.29% | +112.57% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.16% | +3.47% | +6.01% | |
| 7 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 5.36% | — | +3.84% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.62% | -0.26% | -0.85% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.21% | — | +5.19% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.91% | -0.29% | -53.53% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.11% | -0.04% | -5.24% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.06% | -0.50% | +3.94% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.86% | -0.10% | -2.23% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.76% | -0.18% | -0.65% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.54% | -0.17% | -1.66% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.30% | -0.21% | -1.08% | |
| 17 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.01% | -0.06% | -7.92% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | -0.02% | -0.16% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.87% | +0.03% | -94.29% | |
| 20 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.84% | -0.03% | -4.61% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | -0.09% | -0.22% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | -0.06% | — | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.70% | +0.05% | -0.30% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.04% | -51.91% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.35% | -19.81% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.13% | -29.40% | |
| 27 | FMHI | First Trust Municipal High I | ETF-Other | 0.33% | -0.03% | +0.09% | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.30% | +0.04% | -2.30% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.01% | — | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.27% | +0.02% | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.27% | -0.02% | — | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | -0.02% | +0.14% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | +0.01% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.64% | +4.45% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | — | — | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.22% | — | +0.95% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | +0.10% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.01% | — | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.17% | -0.01% | -2.88% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.16% | -50.08% | |
| 41 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.17% | — | +1.95% | |
| 42 | EEMX | State Street Spdr Msci Emerg | ETF-Other | 0.17% | -0.11% | EXIT | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.04% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.15% | EXIT | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | +0.07% | NEW | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | +0.28% | NEW | |
| 47 | AACQGBP | Origin Materials Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +9.4% | +3798.88% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +6.5% | +0.34% | Add |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | +3.8% | +112.57% | Add |
| 4 | VTV | Vanguard Value ETF | +2.3% | +4.41% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +0.3% | -1.66% | Add |
| 6 | IUSV | Ishares Core S&p U.s. Value | +0.2% | -0.30% | Add |
| 7 | SCHG | Schwab US Large-cap Growth | +0.2% | -5.24% | Trim |
| 8 | VB | Vanguard Small-cap ETF | +0.2% | -1.08% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | -2.23% | Add |
| 10 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +0.1% | -4.61% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.1% | -0.16% | Add |
| 12 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -2.30% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +4.45% | Trim |
| 14 | IWL | Ishares Russell Top 200 ETF | +0.1% | -7.92% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | 0% | -0.22% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | -50.08% | Trim |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Add |
| 18 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 19 | AMZN | Amazon.com Inc | 0% | -29.40% | Add |
| 20 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 21 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 22 | AACQGBP | Origin Materials Inc | — | — | Unchanged |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | -0.85% | Trim |
| 24 | IJR | Ishares Core S&p Small-cap E | 0% | +3.94% | Add |
| 25 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 26 | ABBV | Abbvie Inc | 0% | -3.96% | Trim |
| 27 | AAPL | Apple Inc | 0% | -19.81% | Trim |
| 28 | MUB | Ishares National Muni Bond E | 0% | +0.95% | Add |
| 29 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 31 | DE | Deere & Co | -0.1% | — | Unchanged |
| 32 | FMHI | First Trust Municipal High I | -0.1% | +0.09% | Trim |
| 33 | MGV | Vanguard Mega Cap Value ETF | -0.1% | -0.65% | Add |
| 34 | PG | Procter & Gamble Co/the | -0.1% | — | Trim |
| 35 | EFAX | State Street Spdr Msci Eafe | -0.1% | +1.95% | Trim |
| 36 | ORCL | Oracle CORP | -0.1% | -51.91% | Trim |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | — | Trim |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -53.53% | Trim |
| 39 | HYLB | Xtrackers Usd High Yield Cor | -0.5% | +3.84% | Add |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | -3.6% | +6.01% | Trim |
| 41 | SCHF | Schwab Intl Equity ETF | -4.9% | +4.11% | Trim |
| 42 | AGG | Ishares Core U.s. Aggregate | -17.1% | -94.29% | Trim |
| 43 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 44 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | New buy |
| 46 | EEMX | State Street Spdr Msci Emerg | — | NEW | New buy |
| 47 | ET | Energy Transfer LP | — | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | EXIT | Sold out |
According to official SEC Form 13F filings, Boyd Wealth Management, LLC reported a total U.S. public equity portfolio value of $285.7M across 47 disclosed positions in Q3 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, BIV, VTV) accounted for 45.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
IAGG
市值: $7.5M
Top Position Liquidated / Trimmed
ET
前期市值: $224.5K
During Q3 2025, Boyd Wealth Management, LLC's top holdings by market value included VOO (21.7%)、BIV (9.6%)、VTV (9.6%). The largest single position, VOO, represented 21.7% of total portfolio value.
In Q3 2025, Boyd Wealth Management, LLC made 41 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 2 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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