Boyd Wealth Management, LLC Portfolio Holdings

Boyd Wealth Management, LLC

  • $231 Million
  • Q2 2025

Boyd Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $231 Million distributed in 52 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 $46.6M, Ishares Core U.S. Aggregate Bo with a value of $34.9M, Vanguard Value ETF with a value of $20.2M, Schwab Strategic Tr Intl Eqty with a value of $16.4M, and Ishares Core S&P Mid Cap ETF with a value of $13.8M.

Examining the 13F form we can see an increase of $30.1M in the current position value, from $201M 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: $219 Million
Technology: $5.13 Million
Financial Services: $1.52 Million
Industrials: $1.24 Million
Consumer Cyclical: $1.12 Million
Communication Services: $817,000
Energy: $635,000
Consumer Defensive: $603,000
Other: $231,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.6 Million 20.21% of portfolio
82,086
Q2 2025 Added 38.2%
$0
$34.9 Million 15.12% of portfolio
351,574
Q2 2025 Reduced 3.56%
$0
$20.2 Million 8.73% of portfolio
114,022
Q2 2025 Added 34.45%
$0
$16.4 Million 7.12% of portfolio
743,141
Q2 2025 Reduced 42.28%
$0
$13.8 Million 5.99% of portfolio
222,830
Q2 2025 Added 104.75%
$0
$12.3 Million 5.33% of portfolio
129,102
Q2 2025 Reduced 47.19%
$0
$11.9 Million 5.17% of portfolio
323,073
Q2 2025 Reduced 0.84%
$0
$10 Million 4.35% of portfolio
16,172
Q2 2025 Reduced 2.09%
$0
$7.07 Million 3.07% of portfolio
138,457
Q2 2025 New
$0
$6.71 Million 2.91% of portfolio
222,524
Q2 2025 Added 3.31%
$0
$4.74 Million 2.05% of portfolio
162,255
Q2 2025 Added 4.31%
$0
$4.24 Million 1.84% of portfolio
38,819
Q2 2025 Reduced 2.13%
$0
$4.23 Million 1.83% of portfolio
50,640
Q2 2025 Added 11.46%
$0
$3.91 Million 1.69% of portfolio
29,788
Q2 2025 Added 3.63%
$0
$3.47 Million 1.5% of portfolio
12,384
Q2 2025 Added 32.24%
$0
$2.85 Million 1.24% of portfolio
12,036
Q2 2025 Added 16.84%
$0
$2.34 Million 1.02% of portfolio
15,310
Q2 2025 Added 10.03%
$0
$1.9 Million 0.82% of portfolio
37,365
Q2 2025 Added 19.67%
$0
$1.88 Million 0.81% of portfolio
4,290
Q2 2025 Added 3.82%
$0
$1.82 Million 0.79% of portfolio
37,192
Q2 2025 Reduced 6.56%
$0
$1.58 Million 0.68% of portfolio
29,397
Q2 2025 Reduced 0.05%
$0
$1.55 Million 0.67% of portfolio
16,343
Q2 2025 Added 49.46%
$2.26T
$1.12 Million 0.48% of portfolio
5,088
Q2 2025 Added 45.87%
$3.69T
$1.09 Million 0.47% of portfolio
5,337
Q2 2025 Added 18.68%
$0
$759,000 0.33% of portfolio
16,272
Q2 2025 Reduced 0.15%
$153B
$708,000 0.31% of portfolio
1,394
Q4 2024 Reduced 1.62%
$0
$646,000 0.28% of portfolio
4,299
Q2 2025 Added 34.43%
$0
$598,000 0.26% of portfolio
968
Q2 2025 Added 9.63%
$368B
$603,000 0.26% of portfolio
3,786
Q2 2025 Reduced 7.93%
$0
$568,000 0.25% of portfolio
7,348
Q2 2025 Added 17.16%
$1.21T
$576,000 0.25% of portfolio
3,269
Q2 2025 Added 96.93%
$0
$585,000 0.25% of portfolio
8,476
Q4 2023 Reduced 7.42%
$0
$545,000 0.24% of portfolio
22,318
Q2 2025 New
$78.6B
$533,000 0.23% of portfolio
4,000
Q4 2021 New
$0
$505,000 0.22% of portfolio
4,842
Q2 2025 Added 1.59%
$621B
$459,000 0.2% of portfolio
945
Q3 2024 Added 9.5%
$3.95T
$460,000 0.2% of portfolio
926
Q2 2025 New
$456B
$468,000 0.2% of portfolio
2,965
Q2 2025 Reduced 8.8%
$859B
$434,000 0.19% of portfolio
1,498
Q4 2024 Reduced 1.9%
$0
$409,000 0.18% of portfolio
14,221
Q2 2025 New
$210B
$392,000 0.17% of portfolio
1,333
Q4 2023 New
$0
$372,000 0.16% of portfolio
7,864
Q2 2025 Reduced 43.14%
$250B
$319,000 0.14% of portfolio
2,267
Q2 2025 New
$53.7B
$324,000 0.14% of portfolio
17,894
Q2 2025 Added 48.18%
$254B
$307,000 0.13% of portfolio
435
Q2 2025 New
$442B
$311,000 0.13% of portfolio
2,893
Q4 2022 Added 4.52%
$1.78T
$241,000 0.1% of portfolio
327
Q2 2025 New
$351B
$220,000 0.1% of portfolio
1,187
Q4 2024 New
$127B
$237,000 0.1% of portfolio
861
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $231 Million
  • Prior Value $201 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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