Q4 2025 · 13F-HR
Boyd Wealth Management, LLCholdings as filed
Filed 2026-01-28 · accession 0001846114-26-000001
$235.8M
Reported value
48
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $51.2M | 21.7% | 81,632 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $22.5M | 9.54% | 117,790 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $19.5M | 8.25% | 809,521 | Common | NONE |
| 78464A409 | SPYG | SPDR SERIES TRUST | $15.0M | 6.36% | 140,643 | Common | NONE |
| 46432F859 | ISTB | ISHARES TR | $13.2M | 5.60% | 270,731 | Common | NONE |
| 233051432 | HYLB | DBX ETF TR | $12.8M | 5.43% | 347,777 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $12.8M | 5.42% | 106,432 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $10.8M | 4.59% | 15,796 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $10.5M | 4.44% | 134,353 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $7.5M | 3.20% | 150,720 | Common | NONE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $7.5M | 3.19% | 230,030 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $7.2M | 3.04% | 108,595 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $5.0M | 2.11% | 152,584 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $4.5M | 1.90% | 50,140 | Common | NONE |
| 921910840 | MGV | VANGUARD WORLD FD | $4.1M | 1.74% | 28,992 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $3.5M | 1.50% | 12,167 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $3.1M | 1.30% | 11,922 | Common | NONE |
| 464289446 | IWL | ISHARES TR | $2.4M | 1.02% | 14,093 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $2.1M | 0.87% | 4,203 | Common | NONE |
| 78468R796 | SPYX | SPDR SERIES TRUST | $2.0M | 0.86% | 36,151 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $2.0M | 0.85% | 29,811 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $1.5M | 0.62% | 14,235 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $1.4M | 0.61% | 14,362 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $1.3M | 0.56% | 26,323 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.1M | 0.48% | 4,158 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.0M | 0.44% | 5,336 | Common | NONE |
| 33739P301 | FMHI | FIRST TR EXCH TRADED FD III | $782,194 | 0.33% | 16,318 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $743,010 | 0.32% | 3,219 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $724,930 | 0.31% | 4,317 | Common | NONE |
| 244199105 | DE | DEERE & CO | $649,005 | 0.28% | 1,394 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $639,429 | 0.27% | 8,476 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $601,385 | 0.25% | 22,348 | Common | NONE |
| 78464A672 | SPTI | SPDR SERIES TRUST | $580,459 | 0.25% | 20,127 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $564,630 | 0.24% | 828 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $530,880 | 0.23% | 4,000 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $523,368 | 0.22% | 3,652 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $510,867 | 0.22% | 1,632 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $482,686 | 0.20% | 1,498 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $475,004 | 0.20% | 945 | Common | NONE |
| 78470E106 | EFAX | SPDR INDEX SHS FDS | $419,322 | 0.18% | 8,309 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $402,302 | 0.17% | 2,157 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $394,848 | 0.17% | 1,333 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $348,132 | 0.15% | 2,893 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $260,536 | 0.11% | 1,140 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $254,953 | 0.11% | 3,198 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $223,218 | 0.09% | 5,969 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $208,924 | 0.09% | 432 | Common | NONE |
| 68622D106 | AACQGBP | ORIGIN MATERIALS INC | $3,357 | 0.00% | 15,858 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.