Boyd Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Boyd Wealth Management, LLC 13F Holdings
CIK 0001846114 · Sacramento, CA
As of Sep 30, 2025, Boyd Wealth Management, LLC reported
47 positions worth $232.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 82,363 | $50.4M | 21.72% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 286,490 | $22.4M | 9.63% |
| VANGUARD VALUE INDEX FUND | VTV | — | 119,052 | $22.2M | 9.56% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 773,652 |
|
8.0M7.75% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 473,015 |
5.8M | 6.80% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 136,863 |
4.3M | 6.16% |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | HYLB | — | 335,492 |
2.5M | 5.36% |
| ISHARES CORE S&P 500 ETF | IVV | — | 16,034 |
0.7M | 4.62% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 145,639 | $7.5M | 3.21% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 103,551 | $6.8M | 2.91% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 153,752 | $4.9M | 2.11% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 40,349 | $4.8M | 2.06% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 49,510 | $4.3M | 1.86% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 29,595 | $4.1M | 1.76% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 12,179 | $3.6M | 1.54% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 11,906 | $3.0M | 1.30% |
| ISHARES RUSSELL TOP 200 ETF | IWL | — | 14,097 | $2.3M | 1.01% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 4,283 | $2.1M | 0.88% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 20,088 | $2.0M | 0.87% |
| STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF | SPYX | — | 35,644 | $2.0M | 0.84% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 29,333 |
.9M | 0.83% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 37,192 |
.9M | 0.80% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 16,294 |
.6M | 0.70% |
| ORACLE CORP | ORCL | Technology | 5,315 |
.5M | 0.64% |
| APPLE INC | AAPL | Technology | 4,280 |
.1M | 0.47% |