Boyd Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Boyd Wealth Management, LLC held in its portfolio 46 assets valued at $235,840,902 (i.e. $235.84M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($51.19M), VANGUARD INDEX FDS ($22.50M), and SCHWAB STRATEGIC TR ($19.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Boyd Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 81632 | 51194073 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 117790 | 22496712 | VALUE ETF |
| SCHWAB STRATEGIC TR | 809521 | 19460891 | INTL EQTY ETF |
| SPDR SERIES TRUST | 196921 | 17618392 | STATE STREET SPD |
| ISHARES TR | 270731 | 13198136 | CORE 1 5 YR USD |
| DBX ETF TR | 347777 | 12808627 | XTRACK USD HIGH |
| ISHARES TR | 106432 | 12791031 | CORE S&P SCP ETF |
| ISHARES TR | 15796 | 10819256 | CORE S&P500 ETF |
| VANGUARD BD INDEX FDS | 134353 | 10463412 | INTERMED TERM |
| ISHARES TR | 150720 | 7537510 | CORE INTL AGGR |
| SCHWAB STRATEGIC TR | 230030 | 7533475 | EMRG MKTEQ ETF |
| ISHARES TR | 108595 | 7167287 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 152584 | 4977290 | US LCAP GR ETF |
| ISHARES TR | 50140 | 4485524 | CORE MSCI EAFE |
| VANGUARD WORLD FD | 28992 | 4092511 | MEGA CAP VAL ETF |
| VANGUARD INDEX FDS | 12167 | 3531107 | MID CAP ETF |
| VANGUARD INDEX FDS | 11922 | 3075280 | SMALL CP ETF |
| ISHARES TR | 14093 | 2404689 | RUS TOP 200 ETF |
| VANGUARD INDEX FDS | 4203 | 2050476 | GROWTH ETF |
| ISHARES INC | 29811 | 2003895 | CORE MSCI EMKT |
| ISHARES TR | 14235 | 1459651 | CORE S&P US VLU |
| ISHARES TR | 14362 | 1434508 | CORE US AGGBD ET |
| VANGUARD MUN BD FDS | 26323 | 1323784 | TAX EXEMPT BD |
| APPLE INC | 4158 | 1130365 | COM |
| ORACLE CORP | 5336 | 1040040 | COM |
| FIRST TR EXCH TRADED FD III | 16318 | 782194 | MUNI HI INCM ETF |
| AMAZON COM INC | 3219 | 743010 | COM |
| ISHARES TR | 4317 | 724930 | CORE S&P US GWT |
| DEERE & CO | 1394 | 649005 | COM |
| VANGUARD STAR FDS | 8476 | 639429 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 22348 | 601385 | US LRG CAP ETF |
| SPDR S&P 500 ETF TR | 828 | 564630 | TR UNIT |
| EMERSON ELEC CO | 4000 | 530880 | COM |
| PROCTER AND GAMBLE CO | 3652 | 523368 | COM |
| ALPHABET INC | 1632 | 510867 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 1498 | 482686 | COM |
| BERKSHIRE HATHAWAY INC DEL | 945 | 475004 | CL B NEW |
| SPDR INDEX SHS FDS | 8309 | 419322 | MSCI EAFE FS ETF |
| NVIDIA CORPORATION | 2157 | 402302 | COM |
| INTERNATIONAL BUSINESS MACHS | 1333 | 394848 | COM |
| EXXON MOBIL CORP | 2893 | 348132 | COM |
| ABBVIE INC | 1140 | 260536 | COM |
| VANGUARD SCOTTSDALE FDS | 3198 | 254953 | SHRT TRM CORP BD |
| ISHARES TR | 5969 | 223218 | BROAD USD HIGH |
| MICROSOFT CORP | 432 | 208924 | COM |
| ORIGIN MATERIALS INC | 15858 | 3357 | COM |
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