Boyd Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Boyd Wealth Management, LLC reported 52 stock positions worth $230.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 20.2% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 15.1%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.7%). Compared with Q1 2025, it opened 9 new positions, sold out of 1, added to 21 and reduced 12. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +38%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0001846114
- Portfolio Value
- $230.9M (Q2 2025)
- SEC Filing
- 0001667731-25-000805 ↗ filed Jul 15, 2025
Holdings Value
Holdings 52 stocks · $230.9M
| VOO Vanguard S&P 500 ETF | 20.19% | 82,086 | $46.6M | Add +38.2% |
| AGG iShares Core U.S. Aggregate | 15.10% | 351,574 | $34.9M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.73% | 114,022 | $20.2M | Add +34.5% |
| SCHF Schwab Intl Equity ETF | 7.11% | 743,141 | $16.4M | Reduce -42.3% |
| IJH iShares Core S&P Midcap ETF | 5.98% | 222,830 | $13.8M | Add +104.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.33% | 129,102 | $12.3M | Reduce -47.2% |
| HYLB Xtrackers Usd High Yield Cor | 5.16% | 323,073 | $11.9M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 4.35% | 16,172 | $10.0M | Reduce -2.1% |
| IAGG iShares Intl Aggregate Bond | 3.06% | 138,457 | $7.1M | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.90% | 222,524 | $6.7M | Add +3.3% |
| SCHG Schwab US Large-Cap Growth | 2.05% | 162,255 | $4.7M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 1.84% | 38,819 | $4.2M | Reduce -2.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.83% | 50,640 | $4.2M | Add +11.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.69% | 29,788 | $3.9M | Add +3.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.50% | 12,384 | $3.5M | Add +32.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.24% | 12,036 | $2.9M | Add +16.8% |
| ORCL Oracle Corp. | 1.05% | 11,052 | $2.4M | No change |
| IWL iShares Russell Top 200 ETF | 1.02% | 15,310 | $2.3M | Add +10.0% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.82% | 37,365 | $1.9M | Add +19.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.81% | 4,290 | $1.9M | Add +3.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.79% | 37,192 | $1.8M | Reduce -6.6% |
| IEMG iShares Core MSCI Emerging | 0.76% | 29,397 | $1.8M | Reduce -0.1% |
| IUSV iShares Core S&P U.S. Value | 0.67% | 16,343 | $1.5M | Add +49.5% |
| AMZN Amazon.com Inc. | 0.48% | 5,088 | $1.1M | Add +45.9% |
| AAPL Apple Inc. | 0.47% | 5,337 | $1.1M | Add +18.7% |
| FMHI First Trust Municipal High I | 0.33% | 16,272 | $760K | Reduce -0.1% |
| DE Deere & Co. | 0.31% | 1,394 | $709K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.28% | 4,299 | $647K | Add +34.4% |
| PG The Procter & Gamble Co. | 0.26% | 3,786 | $603K | Reduce -7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 968 | $598K | Add +9.6% |
| VXUS Vanguard Total Intl Stock | 0.25% | 8,476 | $586K | No change |
| GOOGL Alphabet Inc. Class A | 0.25% | 3,269 | $576K | Add +96.9% |
| BIV Vanguard Intermediate-Term B | 0.25% | 7,348 | $568K | Add +17.2% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 22,318 | $545K | New |
| EMR Emerson Electric Co. | 0.23% | 4,000 | $533K | No change |
| MUB iShares National Muni Bond E | 0.22% | 4,842 | $506K | Add +1.6% |
| NVDA Nvidia Corp. | 0.20% | 2,965 | $468K | Reduce -8.8% |
| MSFT Microsoft Corp. | 0.20% | 926 | $461K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 945 | $459K | No change |
| JPM JPMorgan Chase & Co. | 0.19% | 1,498 | $434K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.18% | 14,221 | $409K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 1,333 | $393K | No change |
| EFAX State Street SPDR MSCI Eafe | 0.16% | 7,864 | $372K | Reduce -43.1% |
| ET Energy Transfer LP | 0.14% | 17,894 | $324K | Add +48.2% |
| MS Morgan Stanley | 0.14% | 2,267 | $319K | New |
| XOM Exxon Mobil Corp. | 0.14% | 2,893 | $312K | No change |
| GS Goldman Sachs Group Inc. | 0.13% | 435 | $308K | New |
| META Meta Platforms Inc. Class A | 0.10% | 327 | $241K | New |
| AVGO Broadcom Inc. | 0.10% | 861 | $237K | New |
| ABBV Abbvie Inc. | 0.10% | 1,187 | $220K | No change |
| NVTS Navitas Semiconductor Corp. | 0.03% | 10,100 | $66K | New |
| ORIGIN MATERIALS INC | 0.01% | 23,958 | $12K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SCHF Schwab Intl Equity ETF | Reduce -42.3% | 7.11% | −5.58 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -47.2% | 5.33% | −4.46 |
| AGG iShares Core U.S. Aggregate | Reduce -3.6% | 15.10% | −2.87 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -0.8% | 5.16% | −0.70 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 4.35% | −0.28 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.1% | 1.84% | −0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.6% | 0.79% | −0.19 |
| EFAX State Street SPDR MSCI Eafe | Reduce -43.1% | 0.16% | −0.13 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -7.9% | 0.26% | −0.09 |
| FMHI First Trust Municipal High I | Reduce -0.1% | 0.33% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 0.76% | −0.03 |
| NVDA Nvidia Corp. | Reduce -8.8% | 0.20% | +0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +38.2% | 20.19% | +4.98 |
| IAGG iShares Intl Aggregate Bond | New | 3.06% | +3.06 |
| IJH iShares Core S&P Midcap ETF | Add +104.8% | 5.98% | +2.82 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +34.5% | 8.73% | +1.43 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +32.2% | 1.50% | +0.29 |
| SCHX Schwab US Large-Cap ETF | New | 0.24% | +0.24 |
| MSFT Microsoft Corp. | New | 0.20% | +0.20 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.18% | +0.18 |
| IUSV iShares Core S&P U.S. Value | Add +49.5% | 0.67% | +0.17 |
| AMZN Amazon.com Inc. | Add +45.9% | 0.48% | +0.15 |
| MS Morgan Stanley | New | 0.14% | +0.14 |
| GS Goldman Sachs Group Inc. | New | 0.13% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +96.9% | 0.25% | +0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.5% | 1.83% | +0.12 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +19.7% | 0.82% | +0.11 |
| SCHG Schwab US Large-Cap Growth | Add +4.3% | 2.05% | +0.11 |
| META Meta Platforms Inc. Class A | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | New | 0.10% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +16.8% | 1.24% | +0.10 |
| IUSG iShares Core S&P U.S. Growth | Add +34.4% | 0.28% | +0.08 |
| IWL iShares Russell Top 200 ETF | Add +10.0% | 1.02% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.8% | 0.81% | +0.05 |
| ET Energy Transfer LP | Add +48.2% | 0.14% | +0.03 |
| NVTS Navitas Semiconductor Corp. | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.6% | 0.26% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +17.2% | 0.25% | +0.01 |
| AAPL Apple Inc. | Add +18.7% | 0.47% | −0.02 |
| MUB iShares National Muni Bond E | Add +1.6% | 0.22% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.3% | 2.90% | −0.06 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +3.6% | 1.69% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $264.2M | VOO, SCHF, SPYG, SCHE, BIV |
| Q1 2026 | 48 | $236.5M | VOO, VTV, SPYG, SCHF, ISTB |
| Q4 2025 | 48 | $235.8M | VOO, VTV, SCHF, SPYG, ISTB |
| Q3 2025 | 47 | $232.3M | VOO, BIV, VTV, SCHF, SCHE |
| Q2 2025 | 52 | $230.9M | VOO, AGG, VTV, SCHF, IJH |
| Q1 2025 | 44 | $200.7M | AGG, VOO, SCHF, SPYG, VTV |
| Q4 2024 | 48 | $202.8M | VOO, AGG, VTV, SCHF, SCHE |
| Q3 2024 | 48 | $197.4M | VOO, SPYG, SCHF, AGG, VTV |
| Q2 2024 | 44 | $181.2M | VOO, AGG, SCHF, SPYG, VTV |
| Q1 2024 | 42 | $175.1M | VOO, AGG, SPYG, SCHF, VTV |