Boyd Wealth Management, LLC Portfolio Holdings

Boyd Wealth Management, LLC

  • $231 Million
  • Q3 2025

Boyd Wealth Management, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $231 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.4M, Vanguard Bd Index Fd Inc Inter with a value of $22.4M, Vanguard Value ETF with a value of $22.2M, Schwab Strategic Tr Intl Eqty with a value of $18M, and Schwab Strategic Tr Us Emergin with a value of $15.8M.

Examining the 13F form we can see an increase of $761K in the current position value, from $231M to 231M.

Below you can find more details about Boyd Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $223 Million
Technology: $3.76 Million
Industrials: $1.16 Million
Financial Services: $947,000
Consumer Cyclical: $788,000
Consumer Defensive: $581,000
Communication Services: $396,000
Energy: $326,000
Other: $275,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.4 Million 21.79% of portfolio
82,363
Q3 2025 Added 0.34%
$0
$22.4 Million 9.66% of portfolio
286,490
Q3 2025 Added 3,798.88%
$0
$22.2 Million 9.59% of portfolio
119,052
Q3 2025 Added 4.41%
$0
$18 Million 7.78% of portfolio
773,652
Q3 2025 Added 4.11%
$0
$15.8 Million 6.82% of portfolio
473,015
Q3 2025 Added 112.57%
$0
$14.3 Million 6.18% of portfolio
136,863
Q3 2025 Added 6.01%
$0
$12.5 Million 5.38% of portfolio
335,492
Q3 2025 Added 3.84%
$0
$10.7 Million 4.64% of portfolio
16,034
Q3 2025 Reduced 0.85%
$0
$7.46 Million 3.22% of portfolio
145,639
Q3 2025 Added 5.19%
$0
$6.76 Million 2.92% of portfolio
103,551
Q3 2025 Reduced 53.53%
$0
$4.91 Million 2.12% of portfolio
153,752
Q3 2025 Reduced 5.24%
$0
$4.79 Million 2.07% of portfolio
40,349
Q3 2025 Added 3.94%
$0
$4.32 Million 1.87% of portfolio
49,510
Q3 2025 Reduced 2.23%
$0
$4.08 Million 1.76% of portfolio
29,595
Q3 2025 Reduced 0.65%
$0
$3.58 Million 1.55% of portfolio
12,179
Q3 2025 Reduced 1.66%
$0
$3.03 Million 1.31% of portfolio
11,906
Q3 2025 Reduced 1.08%
$0
$2.05 Million 0.89% of portfolio
4,283
Q3 2025 Reduced 0.16%
$0
$2.01 Million 0.87% of portfolio
20,088
Q3 2025 Reduced 94.29%
$0
$1.96 Million 0.84% of portfolio
35,644
Q3 2025 Reduced 4.61%
$0
$1.86 Million 0.8% of portfolio
37,192
Q2 2025 Reduced 6.56%
$0
$1.63 Million 0.7% of portfolio
16,294
Q3 2025 Reduced 0.3%
$0
$1.57 Million 0.68% of portfolio
29,333
Q3 2025 Reduced 0.22%
$593B
$1.49 Million 0.65% of portfolio
5,315
Q3 2025 Reduced 51.91%
$4.3T
$1.09 Million 0.47% of portfolio
4,280
Q3 2025 Reduced 19.81%
$2.39T
$788,000 0.34% of portfolio
3,592
Q3 2025 Reduced 29.4%
$0
$773,000 0.33% of portfolio
16,287
Q3 2025 Added 0.09%
$0
$691,000 0.3% of portfolio
4,200
Q3 2025 Reduced 2.3%
$0
$644,000 0.28% of portfolio
968
Q2 2025 Added 9.63%
$144B
$637,000 0.28% of portfolio
1,394
Q4 2024 Reduced 1.62%
$0
$622,000 0.27% of portfolio
8,476
Q4 2023 Reduced 7.42%
$0
$588,000 0.25% of portfolio
22,350
Q3 2025 Added 0.14%
$346B
$581,000 0.25% of portfolio
3,786
Q2 2025 Reduced 7.93%
$465B
$577,000 0.25% of portfolio
3,097
Q3 2025 Added 4.45%
$75.4B
$524,000 0.23% of portfolio
4,000
Q4 2021 New
$0
$520,000 0.22% of portfolio
4,888
Q3 2025 Added 0.95%
$662B
$475,000 0.21% of portfolio
945
Q3 2024 Added 9.5%
$881B
$472,000 0.2% of portfolio
1,498
Q4 2024 Reduced 1.9%
$1.65T
$396,000 0.17% of portfolio
1,632
Q3 2025 Reduced 50.08%
$0
$395,000 0.17% of portfolio
8,017
Q3 2025 Added 1.95%
$0
$399,000 0.17% of portfolio
13,812
Q3 2025 Reduced 2.88%
$266B
$376,000 0.16% of portfolio
1,333
Q4 2023 New
$490B
$326,000 0.14% of portfolio
2,893
Q4 2022 Added 4.52%
$414B
$263,000 0.11% of portfolio
1,140
Q3 2025 Reduced 3.96%
$3.78T
$220,000 0.1% of portfolio
426
Q3 2025 Reduced 54.0%
$68.3M
$12,000 0.01% of portfolio
23,958
Q4 2021 New
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $231 Million
  • Prior Value $231 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Boyd Wealth Management, LLC Portfolio

Follow Boyd Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boyd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boyd Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email