Boyd Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Boyd Wealth Management, LLC reported 47 stock positions worth $232.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.7% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 9.6%) and Vanguard Mrngstr Val ETF-Aui (VTV, 9.6%). Compared with Q2 2025, it opened 1 new position, sold out of 6, added to 14 and reduced 21. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +3799%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0001846114
- Portfolio Value
- $232.3M (Q3 2025)
- SEC Filing
- 0001846114-25-000002 ↗ filed Oct 31, 2025
Holdings Value
Holdings 47 stocks · $232.3M
| VOO Vanguard S&P 500 ETF | 21.72% | 82,363 | $50.4M | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 9.63% | 286,490 | $22.4M | Add +3798.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.56% | 119,052 | $22.2M | Add +4.4% |
| SCHF Schwab Intl Equity ETF | 7.75% | 773,652 | $18.0M | Add +4.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.80% | 473,015 | $15.8M | Add +112.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.16% | 136,863 | $14.3M | Add +6.0% |
| HYLB Xtrackers Usd High Yield Cor | 5.36% | 335,492 | $12.5M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 4.62% | 16,034 | $10.7M | Reduce -0.8% |
| IAGG iShares Intl Aggregate Bond | 3.21% | 145,639 | $7.5M | Add +5.2% |
| IJH iShares Core S&P Midcap ETF | 2.91% | 103,551 | $6.8M | Reduce -53.5% |
| SCHG Schwab US Large-Cap Growth | 2.11% | 153,752 | $4.9M | Reduce -5.2% |
| IJR iShares Core S&P Small-Cap E | 2.06% | 40,349 | $4.8M | Add +3.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.86% | 49,510 | $4.3M | Reduce -2.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.76% | 29,595 | $4.1M | Reduce -0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.54% | 12,179 | $3.6M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.30% | 11,906 | $3.0M | Reduce -1.1% |
| IWL iShares Russell Top 200 ETF | 1.01% | 14,097 | $2.3M | Reduce -7.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.88% | 4,283 | $2.1M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.87% | 20,088 | $2.0M | Reduce -94.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.84% | 35,644 | $2.0M | Reduce -4.6% |
| IEMG iShares Core MSCI Emerging | 0.83% | 29,333 | $1.9M | Reduce -0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.80% | 37,192 | $1.9M | No change |
| IUSV iShares Core S&P U.S. Value | 0.70% | 16,294 | $1.6M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.64% | 5,315 | $1.5M | Reduce -51.9% |
| AAPL Apple Inc. | 0.47% | 4,280 | $1.1M | Reduce -19.8% |
| AMZN Amazon.com Inc. | 0.34% | 3,592 | $789K | Reduce -29.4% |
| FMHI First Trust Municipal High I | 0.33% | 16,287 | $774K | Add +0.1% |
| IUSG iShares Core S&P U.S. Growth | 0.30% | 4,200 | $691K | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 968 | $645K | No change |
| DE Deere & Co. | 0.27% | 1,394 | $637K | No change |
| VXUS Vanguard Total Intl Stock | 0.27% | 8,476 | $623K | No change |
| SCHX Schwab US Large-Cap ETF | 0.25% | 22,350 | $589K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.25% | 3,786 | $582K | No change |
| NVDA Nvidia Corp. | 0.25% | 3,097 | $578K | Add +4.5% |
| EMR Emerson Electric Co. | 0.23% | 4,000 | $525K | No change |
| MUB iShares National Muni Bond E | 0.22% | 4,888 | $521K | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 945 | $475K | No change |
| JPM JPMorgan Chase & Co. | 0.20% | 1,498 | $473K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.17% | 13,812 | $399K | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,632 | $397K | Reduce -50.1% |
| EFAX State Street SPDR MSCI Eafe | 0.17% | 8,017 | $395K | Add +1.9% |
| EEMX State Street SPDR MSCI Emerg | 0.17% | 9,173 | $384K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,333 | $376K | No change |
| XOM Exxon Mobil Corp. | 0.14% | 2,893 | $326K | No change |
| ABBV Abbvie Inc. | 0.11% | 1,140 | $264K | Reduce -4.0% |
| MSFT Microsoft Corp. | 0.10% | 426 | $221K | Reduce -54.0% |
| ORIGIN MATERIALS INC | 0.01% | 23,958 | $12K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | Reduce -94.3% | 0.87% | −14.23 |
| IJH iShares Core S&P Midcap ETF | Reduce -53.5% | 2.91% | −3.07 |
| ORCL Oracle Corp. | Reduce -51.9% | 0.64% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -29.4% | 0.34% | −0.14 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.14 |
| MS Morgan Stanley | Sold out | 0.00% | −0.14 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.13 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.10 |
| MSFT Microsoft Corp. | Reduce -54.0% | 0.10% | −0.10 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -50.1% | 0.17% | −0.08 |
| NVTS Navitas Semiconductor Corp. | Sold out | 0.00% | −0.03 |
| IWL iShares Russell Top 200 ETF | Reduce -7.9% | 1.01% | −0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -2.9% | 0.17% | −0.01 |
| AAPL Apple Inc. | Reduce -19.8% | 0.47% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.3% | 0.30% | +0.02 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -4.6% | 0.84% | +0.02 |
| ABBV Abbvie Inc. | Reduce -4.0% | 0.11% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 1.86% | +0.03 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.3% | 0.70% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.7% | 1.54% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.2% | 2.11% | +0.06 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -0.7% | 1.76% | +0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -0.2% | 0.83% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.1% | 1.30% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 0.88% | +0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 4.62% | +0.27 |
Portfolio Buys Q2 2025 → Q3 2025
| BIV Vanguard Intermediate-Term B | Add +3798.9% | 9.63% | +9.39 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +112.6% | 6.80% | +3.89 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 21.72% | +1.53 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.4% | 9.56% | +0.83 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.0% | 6.16% | +0.83 |
| SCHF Schwab Intl Equity ETF | Add +4.1% | 7.75% | +0.64 |
| IJR iShares Core S&P Small-Cap E | Add +3.9% | 2.06% | +0.23 |
| HYLB Xtrackers Usd High Yield Cor | Add +3.8% | 5.36% | +0.20 |
| EEMX State Street SPDR MSCI Emerg | New | 0.17% | +0.17 |
| IAGG iShares Intl Aggregate Bond | Add +5.2% | 3.21% | +0.15 |
| NVDA Nvidia Corp. | Add +4.5% | 0.25% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +0.1% | 0.25% | +0.02 |
| EFAX State Street SPDR MSCI Eafe | Add +1.9% | 0.17% | +0.01 |
| MUB iShares National Muni Bond E | Add +0.9% | 0.22% | +0.01 |
| FMHI First Trust Municipal High I | Add +0.1% | 0.33% | +0.00 |
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 |