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Boyd Wealth Management, LLC

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13F filer, CIK 1846114, SACRAMENTO, CA

Boyd Wealth Management, LLC reported $232,262,901 across 47 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-31. Its ten largest share positions make up 77.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001846114-25-000002

Period
2025-09-30
Reported value
$232M
Holdings
47
Top 10 weight
77.72%
New
1
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BIVadded+279,142$21.8M
SCHEadded+250,491$8.36M
VTVadded+5,030$938K
SPYGadded+7,761$811K
SCHFadded+30,511$710K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGGreduced-331,486-$33.2M
IJHreduced-119,279-$7.78M
ORCLreduced-5,737-$1.61M
GOOGLreduced-1,637-$398K
AMZNreduced-1,496-$328K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001846114-25-000002, largest first. % of portfolio is the value over $232,262,901, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,855 shares; 2024Q4: 79,988 shares; 2025Q1: 59,398 shares; 2025Q2: 82,086 shares; 2025Q3: 82,363 shares 82,363$50.4M21.72%+277Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 7,298 shares; 2025Q1: 6,272 shares; 2025Q2: 7,348 shares; 2025Q3: 286,490 shares 286,490$22.4M9.63%+279,142Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,592 shares; 2024Q4: 103,346 shares; 2025Q1: 84,804 shares; 2025Q2: 114,022 shares; 2025Q3: 119,052 shares 119,052$22.2M9.56%+5,030Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,281 shares; 2024Q4: 783,296 shares; 2025Q1: 1,287,600 shares; 2025Q2: 743,141 shares; 2025Q3: 773,652 shares 773,652$18M7.75%+30,511Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,215 shares; 2024Q4: 466,712 shares; 2025Q1: 215,390 shares; 2025Q2: 222,524 shares; 2025Q3: 473,015 shares 473,015$15.8M6.8%+250,491Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,847 shares; 2024Q4: 119,495 shares; 2025Q1: 244,466 shares; 2025Q2: 129,102 shares; 2025Q3: 136,863 shares 136,863$14.3M6.16%+7,761Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,314 shares; 2024Q4: 322,517 shares; 2025Q1: 325,818 shares; 2025Q2: 323,073 shares; 2025Q3: 335,492 shares 335,492$12.5M5.36%+12,419Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 16,538 shares; 2025Q1: 16,518 shares; 2025Q2: 16,172 shares; 2025Q3: 16,034 shares 16,034$10.7M4.62%-138Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,457 shares; 2025Q3: 145,639 shares 145,639$7.46M3.21%+7,182Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,669 shares; 2024Q4: 108,379 shares; 2025Q1: 108,828 shares; 2025Q2: 222,830 shares; 2025Q3: 103,551 shares 103,551$6.76M2.91%-119,279Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,609 shares; 2024Q4: 137,381 shares; 2025Q1: 155,551 shares; 2025Q2: 162,255 shares; 2025Q3: 153,752 shares 153,752$4.91M2.11%-8,503Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,596 shares; 2024Q4: 38,269 shares; 2025Q1: 39,665 shares; 2025Q2: 38,819 shares; 2025Q3: 40,349 shares 40,349$4.79M2.06%+1,530Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,644 shares; 2024Q4: 40,933 shares; 2025Q1: 45,432 shares; 2025Q2: 50,640 shares; 2025Q3: 49,510 shares 49,510$4.32M1.86%-1,130Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,388 shares; 2024Q4: 26,447 shares; 2025Q1: 28,744 shares; 2025Q2: 29,788 shares; 2025Q3: 29,595 shares 29,595$4.08M1.76%-193Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,508 shares; 2024Q4: 8,485 shares; 2025Q1: 9,365 shares; 2025Q2: 12,384 shares; 2025Q3: 12,179 shares 12,179$3.58M1.54%-205Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,152 shares; 2024Q4: 10,047 shares; 2025Q1: 10,301 shares; 2025Q2: 12,036 shares; 2025Q3: 11,906 shares 11,906$3.03M1.3%-130Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,909 shares; 2024Q4: 10,417 shares; 2025Q1: 13,915 shares; 2025Q2: 15,310 shares; 2025Q3: 14,097 shares 14,097$2.34M1.01%-1,213Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,132 shares; 2025Q1: 4,132 shares; 2025Q2: 4,290 shares; 2025Q3: 4,283 shares 4,283$2.05M0.88%-7Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,404 shares; 2024Q4: 247,471 shares; 2025Q1: 364,543 shares; 2025Q2: 351,574 shares; 2025Q3: 20,088 shares 20,088$2.01M0.87%-331,486Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,360 shares; 2024Q4: 38,304 shares; 2025Q1: 31,224 shares; 2025Q2: 37,365 shares; 2025Q3: 35,644 shares 35,644$1.96M0.84%-1,721Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,811 shares; 2024Q4: 22,398 shares; 2025Q1: 29,412 shares; 2025Q2: 29,397 shares; 2025Q3: 29,333 shares 29,333$1.93M0.83%-64Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,967 shares; 2024Q4: 30,407 shares; 2025Q1: 39,802 shares; 2025Q2: 37,192 shares; 2025Q3: 37,192 shares 37,192$1.86M0.8%0Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 10,692 shares; 2025Q1: 10,935 shares; 2025Q2: 16,343 shares; 2025Q3: 16,294 shares 16,294$1.63M0.7%-49Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,052 shares; 2025Q1: 11,052 shares; 2025Q2: 11,052 shares; 2025Q3: 5,315 shares 5,315$1.49M0.64%-5,737Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,496 shares; 2025Q1: 4,497 shares; 2025Q2: 5,337 shares; 2025Q3: 4,280 shares 4,280$1.09M0.47%-1,057Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 5,088 shares; 2025Q3: 3,592 shares 3,592$789K0.34%-1,496Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,221 shares; 2024Q4: 18,492 shares; 2025Q1: 16,297 shares; 2025Q2: 16,272 shares; 2025Q3: 16,287 shares 16,287$774K0.33%+15Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,438 shares; 2025Q1: 3,198 shares; 2025Q2: 4,299 shares; 2025Q3: 4,200 shares 4,200$691K0.3%-99Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 968 shares; 2025Q3: 968 shares 968$645K0.28%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares 1,394$637K0.27%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 8,476 shares; 2025Q1: 8,476 shares; 2025Q2: 8,476 shares; 2025Q3: 8,476 shares 8,476$623K0.27%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,318 shares; 2025Q3: 22,350 shares 22,350$589K0.25%+32Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares 3,786$582K0.25%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,131 shares; 2025Q1: 3,251 shares; 2025Q2: 2,965 shares; 2025Q3: 3,097 shares 3,097$578K0.25%+132Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$525K0.23%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,847 shares; 2025Q1: 4,766 shares; 2025Q2: 4,842 shares; 2025Q3: 4,888 shares 4,888$521K0.22%+46Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares 945$475K0.2%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares 1,498$473K0.2%0Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,221 shares; 2025Q3: 13,812 shares 13,812$399K0.17%-409Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 3,269 shares; 2025Q3: 1,632 shares 1,632$397K0.17%-1,637Timeline
EFAXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 6,485 shares; 2025Q1: 13,830 shares; 2025Q2: 7,864 shares; 2025Q3: 8,017 shares 8,017$395K0.17%+153Timeline
EEMXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,173 shares 9,173$384K0.17%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares 1,333$376K0.16%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,893 shares 2,893$326K0.14%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,140 shares 1,140$264K0.11%-47Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 426 shares 426$221K0.09%-500Timeline
ORGNORIGIN MATLS INC (DE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,958 shares; 2024Q4: 23,958 shares; 2025Q1: 23,958 shares; 2025Q2: 23,958 shares; 2025Q3: 23,958 shares 23,958$12.4K0.01%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ETENERGY TRANSFER L P17,894$324Kshares
MSMORGAN STANLEY2,267$319Kshares
GSGOLDMAN SACHS GROUP INC435$308Kshares
METAMETA PLATFORMS INC327$241Kshares
AVGOBROADCOM INC861$237Kshares
NVTSNAVITAS SEMICONDUCTOR CORP10,100$66.2Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001846114-25-000002 base2025-10-31acceptance time not in the bulk data set