Boyd Wealth Management, LLC
CIK: 0001846114SEC EDGAR →
Portfolio Value
$235.8M
Holdings
48
As of
Q4 2025
New Positions
48
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 81,632 | $51.2M | 21.71% |
| 2 | VANGUARD INDEX FDS | 117,790 | $22.5M | 9.54% |
| 3 | SCHWAB STRATEGIC TR | 809,521 | $19.5M | 8.25% |
| 4 | SPDR SERIES TRUST | 140,643 | $15.0M | 6.36% |
| 5 | ISHARES TR | 270,731 | $13.2M | 5.60% |
| 6 | DBX ETF TR | 347,777 | $12.8M | 5.43% |
| 7 | ISHARES TR | 106,432 | $12.8M | 5.42% |
| 8 | ISHARES TR | 15,796 | $10.8M | 4.59% |
| 9 | VANGUARD BD INDEX FDS | 134,353 | $10.5M | 4.44% |
| 10 | ISHARES TR | 150,720 | $7.5M | 3.20% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (48)
$51.2M · 82K shares
$22.5M · 118K shares
$19.5M · 810K shares
$15.0M · 141K shares
$13.2M · 271K shares
$12.8M · 348K shares
$12.8M · 106K shares
$10.8M · 16K shares
$10.5M · 134K shares
$7.5M · 151K shares
$7.5M · 230K shares
$7.2M · 109K shares
$5.0M · 153K shares
$4.5M · 50K shares
$4.1M · 29K shares
$3.5M · 12K shares
$3.1M · 12K shares
$2.4M · 14K shares
$2.0M · 4K shares
$2.0M · 36K shares
$2.0M · 30K shares
$1.5M · 14K shares
$1.4M · 14K shares
$1.3M · 26K shares
$1.1M · 4K shares
$1.0M · 5K shares
$782K · 16K shares
$743K · 3K shares
$724K · 4K shares
$649K · 1K shares
$639K · 8K shares
$601K · 22K shares
$580K · 20K shares
$564K · 828 shares
$530K · 4K shares
$523K · 4K shares
$510K · 2K shares
$482K · 1K shares
$475K · 945 shares
$419K · 8K shares
$402K · 2K shares
$394K · 1K shares
$348K · 3K shares
$260K · 1K shares
$254K · 3K shares
$223K · 6K shares
$208K · 432 shares
$3K · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $221.7M | 94.0% |
| Unknown | 3 | $7.4M | 3.1% |
| Technology | 5 | $3.2M | 1.3% |
| Industrials | 2 | $1.2M | 0.5% |
| Consumer Cyclical | 1 | $743K | 0.3% |
| Consumer Defensive | 1 | $523K | 0.2% |
| Communication Services | 1 | $510K | 0.2% |
| Energy | 1 | $348K | 0.1% |
| Healthcare | 1 | $260K | 0.1% |
| Basic Materials | 1 | $3K | 0.0% |