Boyd Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Boyd Wealth Management, LLC reported 48 stock positions worth $235.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.7% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.5%) and Schwab Intl Equity ETF (SCHF, 8.3%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 16 and reduced 20. The biggest buy was a new position in iShares Core 1-5 Year Usd Bo (ISTB) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0001846114
- Portfolio Value
- $235.8M (Q4 2025)
- SEC Filing
- 0001846114-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 48 stocks · $235.8M
| VOO Vanguard S&P 500 ETF | 21.71% | 81,632 | $51.2M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.54% | 117,790 | $22.5M | Reduce -1.1% |
| SCHF Schwab Intl Equity ETF | 8.25% | 809,521 | $19.5M | Add +4.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.36% | 140,643 | $15.0M | Add +2.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 5.60% | 270,731 | $13.2M | New |
| HYLB Xtrackers Usd High Yield Cor | 5.43% | 347,777 | $12.8M | Add +3.7% |
| IJR iShares Core S&P Small-Cap E | 5.42% | 106,432 | $12.8M | Add +163.8% |
| IVV iShares Core S&P 500 ETF | 4.59% | 15,796 | $10.8M | Reduce -1.5% |
| BIV Vanguard Intermediate-Term B | 4.44% | 134,353 | $10.5M | Reduce -53.1% |
| IAGG iShares Intl Aggregate Bond | 3.20% | 150,720 | $7.5M | Add +3.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.19% | 230,030 | $7.5M | Reduce -51.4% |
| IJH iShares Core S&P Midcap ETF | 3.04% | 108,595 | $7.2M | Add +4.9% |
| SCHG Schwab US Large-Cap Growth | 2.11% | 152,584 | $5.0M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.90% | 50,140 | $4.5M | Add +1.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.74% | 28,992 | $4.1M | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.50% | 12,167 | $3.5M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.30% | 11,922 | $3.1M | Add +0.1% |
| IWL iShares Russell Top 200 ETF | 1.02% | 14,093 | $2.4M | Reduce -0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.87% | 4,203 | $2.1M | Reduce -1.9% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.86% | 36,151 | $2.0M | Add +1.4% |
| IEMG iShares Core MSCI Emerging | 0.85% | 29,811 | $2.0M | Add +1.6% |
| IUSV iShares Core S&P U.S. Value | 0.62% | 14,235 | $1.5M | Reduce -12.6% |
| AGG iShares Core U.S. Aggregate | 0.61% | 14,362 | $1.4M | Reduce -28.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 26,323 | $1.3M | Reduce -29.2% |
| AAPL Apple Inc. | 0.48% | 4,158 | $1.1M | Reduce -2.9% |
| ORCL Oracle Corp. | 0.44% | 5,336 | $1.0M | Add +0.4% |
| FMHI First Trust Municipal High I | 0.33% | 16,318 | $782K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.32% | 3,219 | $743K | Reduce -10.4% |
| IUSG iShares Core S&P U.S. Growth | 0.31% | 4,317 | $725K | Add +2.8% |
| DE Deere & Co. | 0.28% | 1,394 | $649K | No change |
| VXUS Vanguard Total Intl Stock | 0.27% | 8,476 | $639K | No change |
| SCHX Schwab US Large-Cap ETF | 0.26% | 22,348 | $601K | Reduce -0.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.25% | 20,127 | $580K | Add +45.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 828 | $565K | Reduce -14.5% |
| EMR Emerson Electric Co. | 0.23% | 4,000 | $531K | No change |
| PG The Procter & Gamble Co. | 0.22% | 3,652 | $523K | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,632 | $511K | No change |
| JPM JPMorgan Chase & Co. | 0.20% | 1,498 | $483K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 945 | $475K | No change |
| EFAX State Street SPDR MSCI Eafe | 0.18% | 8,309 | $419K | Add +3.6% |
| NVDA Nvidia Corp. | 0.17% | 2,157 | $402K | Reduce -30.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 1,333 | $395K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 2,893 | $348K | No change |
| ABBV Abbvie Inc. | 0.11% | 1,140 | $261K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 3,198 | $255K | New |
| USHY iShares Broad Usd High Yield | 0.09% | 5,969 | $223K | New |
| MSFT Microsoft Corp. | 0.09% | 432 | $209K | Add +1.4% |
| ORIGIN MATERIALS INC | 0.00% | 15,858 | $3K | Reduce -33.8% |
Portfolio Sells Q3 2025 → Q4 2025
| BIV Vanguard Intermediate-Term B | Reduce -53.1% | 4.44% | −5.20 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -51.4% | 3.19% | −3.60 |
| AGG iShares Core U.S. Aggregate | Reduce -28.5% | 0.61% | −0.26 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -29.2% | 0.56% | −0.24 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.22 |
| EEMX State Street SPDR MSCI Emerg | Sold out | 0.00% | −0.17 |
| IUSV iShares Core S&P U.S. Value | Reduce -12.6% | 0.62% | −0.08 |
| NVDA Nvidia Corp. | Reduce -30.4% | 0.17% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 1.50% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.5% | 0.24% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 4.59% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.22% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -10.4% | 0.32% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.1% | 9.54% | −0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -2.0% | 1.74% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.9% | 0.87% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 21.71% | −0.01 |
| ORIGIN MATERIALS INC | Reduce -33.8% | 0.00% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.8% | 2.11% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.0% | 0.26% | +0.00 |
| AAPL Apple Inc. | Reduce -2.9% | 0.48% | +0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -0.0% | 1.02% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| ISTB iShares Core 1-5 Year Usd Bo | New | 5.60% | +5.60 |
| IJR iShares Core S&P Small-Cap E | Add +163.8% | 5.42% | +3.36 |
| SCHF Schwab Intl Equity ETF | Add +4.6% | 8.25% | +0.50 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.8% | 6.36% | +0.20 |
| IJH iShares Core S&P Midcap ETF | Add +4.9% | 3.04% | +0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.11% | +0.11 |
| USHY iShares Broad Usd High Yield | New | 0.09% | +0.09 |
| SPTI SS SPDR P Int Term TSY ETF | Add +45.7% | 0.25% | +0.07 |
| HYLB Xtrackers Usd High Yield Cor | Add +3.7% | 5.43% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.3% | 1.90% | +0.04 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +1.4% | 0.86% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.6% | 0.85% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +2.8% | 0.31% | +0.01 |
| EFAX State Street SPDR MSCI Eafe | Add +3.6% | 0.18% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 1.30% | +0.00 |
| FMHI First Trust Municipal High I | Add +0.2% | 0.33% | −0.00 |
| MSFT Microsoft Corp. | Add +1.4% | 0.09% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Add +3.5% | 3.20% | −0.02 |
| ORCL Oracle Corp. | Add +0.4% | 0.44% | −0.20 |
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 |