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CIK: 0001846114
Total reported value
$264.2M
$264.2M
48 檔
45.9%
As reported in its official Q4 2025 Form 13F filing, Boyd Wealth Management, LLC's tracked investment portfolio stood at $264.2M with 48 total positions.
Boyd Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.71% | +0.52% | -0.89% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.54% | -5.40% | -1.06% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.25% | +0.08% | +4.64% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.36% | -1.07% | +2.76% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.60% | -5.69% | EXIT | |
| 6 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 5.43% | — | +3.66% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.42% | +3.55% | +163.78% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.59% | +0.09% | -1.48% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.44% | +1.77% | -53.10% | |
| 10 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.20% | -3.51% | EXIT | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.19% | +3.17% | -51.37% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.04% | +0.17% | +4.87% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.11% | +0.05% | -0.76% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.90% | +0.01% | +1.27% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.74% | +0.01% | -2.04% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.50% | — | -0.10% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.30% | +0.04% | +0.13% | |
| 18 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.02% | — | -0.03% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.05% | -1.87% | |
| 20 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.86% | -0.05% | +1.42% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.06% | +1.63% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.62% | -0.07% | -12.64% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | -0.22% | -28.50% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | -0.15% | -29.22% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.02% | -2.85% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.03% | +0.40% | |
| 27 | FMHI | First Trust Municipal High I | ETF-Other | 0.33% | -0.01% | +0.19% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | -10.38% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.31% | +0.01% | +2.79% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.28% | +0.01% | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.27% | -0.01% | — | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | +0.01% | -0.01% | |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.25% | -0.02% | +45.72% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | -14.46% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | — | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.02% | -3.54% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.03% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.01% | — | |
| 40 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.18% | -0.01% | +3.64% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.51% | -30.35% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | — | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.06% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | -0.10% | EXIT | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.11% | -0.11% | EXIT | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.09% | -0.01% | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | +1.41% | |
| 48 | AACQGBP | Origin Materials Inc | Stock-Other | — | — | -33.81% |
According to official SEC Form 13F filings, Boyd Wealth Management, LLC reported a total U.S. public equity portfolio value of $264.2M across 48 disclosed positions in Q4 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, VTV, SCHF) accounted for 45.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ISTB
市值: $13.2M
Top Position Liquidated / Trimmed
MUB
前期市值: $520.5K
During Q4 2025, Boyd Wealth Management, LLC's top holdings by market value included VOO (21.7%)、VTV (9.5%)、SCHF (8.3%). The largest single position, VOO, represented 21.7% of total portfolio value.
In Q4 2025, Boyd Wealth Management, LLC made 41 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 20 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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