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%
$2.27T
$1.12 Million 0.48% of portfolio
5,088
Q2 2025 Added 45.87%
$3.54T
$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%
$364B
$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%
$1.17T
$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
$78.5B
$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%
$611B
$459,000 0.2% of portfolio
945
Q3 2024 Added 9.5%
$3.88T
$460,000 0.2% of portfolio
926
Q2 2025 New
$450B
$468,000 0.2% of portfolio
2,965
Q2 2025 Reduced 8.8%
$842B
$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
$224B
$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%
$239B
$319,000 0.14% of portfolio
2,267
Q2 2025 New
$54.4B
$324,000 0.14% of portfolio
17,894
Q2 2025 Added 48.18%
$246B
$307,000 0.13% of portfolio
435
Q2 2025 New
$442B
$311,000 0.13% of portfolio
2,893
Q4 2022 Added 4.52%
$1.71T
$241,000 0.1% of portfolio
327
Q2 2025 New
$352B
$220,000 0.1% of portfolio
1,187
Q4 2024 New
$123B
$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
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