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Boyd Wealth Management, LLC

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13F filer, CIK 1846114, SACRAMENTO, CA

Boyd Wealth Management, LLC reported $235,840,902 across 48 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-28. Its ten largest share positions make up 74.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001846114-26-000001

Period
2025-12-31
Reported value
$236M
Holdings
48
Top 10 weight
74.53%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ISTBnew+270,731$13.2M
IJRadded+66,083$7.94M
SCHFadded+35,869$862K
HYLBadded+12,285$452K
SPYGadded+3,780$403K

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
BIVreduced-152,137-$11.8M
SCHEreduced-242,985-$7.96M
AGGreduced-5,726-$572K
VTEBreduced-10,869-$547K
MUBexited-4,888-$521K

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, Q4 2025

Share positions as resolved from 13F-HR 0001846114-26-000001, largest first. % of portfolio is the value over $235,840,902, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,855 shares; 2024Q4: 79,988 shares; 2025Q1: 59,398 shares; 2025Q2: 82,086 shares; 2025Q3: 82,363 shares; 2025Q4: 81,632 shares 81,632$51.2M21.71%-731Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,592 shares; 2024Q4: 103,346 shares; 2025Q1: 84,804 shares; 2025Q2: 114,022 shares; 2025Q3: 119,052 shares; 2025Q4: 117,790 shares 117,790$22.5M9.54%-1,262Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 809,521 shares 809,521$19.5M8.25%+35,869Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,847 shares; 2024Q4: 119,495 shares; 2025Q1: 244,466 shares; 2025Q2: 129,102 shares; 2025Q3: 136,863 shares; 2025Q4: 140,643 shares 140,643$15M6.36%+3,780Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,080 shares; 2024Q4: 244,111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,731 shares 270,731$13.2M5.6%newTimeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,314 shares; 2024Q4: 322,517 shares; 2025Q1: 325,818 shares; 2025Q2: 323,073 shares; 2025Q3: 335,492 shares; 2025Q4: 347,777 shares 347,777$12.8M5.43%+12,285Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,596 shares; 2024Q4: 38,269 shares; 2025Q1: 39,665 shares; 2025Q2: 38,819 shares; 2025Q3: 40,349 shares; 2025Q4: 106,432 shares 106,432$12.8M5.42%+66,083Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 16,538 shares; 2025Q1: 16,518 shares; 2025Q2: 16,172 shares; 2025Q3: 16,034 shares; 2025Q4: 15,796 shares 15,796$10.8M4.59%-238Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 7,298 shares; 2025Q1: 6,272 shares; 2025Q2: 7,348 shares; 2025Q3: 286,490 shares; 2025Q4: 134,353 shares 134,353$10.5M4.44%-152,137Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,457 shares; 2025Q3: 145,639 shares; 2025Q4: 150,720 shares 150,720$7.54M3.2%+5,081Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,215 shares; 2024Q4: 466,712 shares; 2025Q1: 215,390 shares; 2025Q2: 222,524 shares; 2025Q3: 473,015 shares; 2025Q4: 230,030 shares 230,030$7.53M3.19%-242,985Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,669 shares; 2024Q4: 108,379 shares; 2025Q1: 108,828 shares; 2025Q2: 222,830 shares; 2025Q3: 103,551 shares; 2025Q4: 108,595 shares 108,595$7.17M3.04%+5,044Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,609 shares; 2024Q4: 137,381 shares; 2025Q1: 155,551 shares; 2025Q2: 162,255 shares; 2025Q3: 153,752 shares; 2025Q4: 152,584 shares 152,584$4.98M2.11%-1,168Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,644 shares; 2024Q4: 40,933 shares; 2025Q1: 45,432 shares; 2025Q2: 50,640 shares; 2025Q3: 49,510 shares; 2025Q4: 50,140 shares 50,140$4.49M1.9%+630Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,388 shares; 2024Q4: 26,447 shares; 2025Q1: 28,744 shares; 2025Q2: 29,788 shares; 2025Q3: 29,595 shares; 2025Q4: 28,992 shares 28,992$4.09M1.74%-603Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,508 shares; 2024Q4: 8,485 shares; 2025Q1: 9,365 shares; 2025Q2: 12,384 shares; 2025Q3: 12,179 shares; 2025Q4: 12,167 shares 12,167$3.53M1.5%-12Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,152 shares; 2024Q4: 10,047 shares; 2025Q1: 10,301 shares; 2025Q2: 12,036 shares; 2025Q3: 11,906 shares; 2025Q4: 11,922 shares 11,922$3.08M1.3%+16Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,909 shares; 2024Q4: 10,417 shares; 2025Q1: 13,915 shares; 2025Q2: 15,310 shares; 2025Q3: 14,097 shares; 2025Q4: 14,093 shares 14,093$2.4M1.02%-4Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,132 shares; 2025Q1: 4,132 shares; 2025Q2: 4,290 shares; 2025Q3: 4,283 shares; 2025Q4: 4,203 shares 4,203$2.05M0.87%-80Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,360 shares; 2024Q4: 38,304 shares; 2025Q1: 31,224 shares; 2025Q2: 37,365 shares; 2025Q3: 35,644 shares; 2025Q4: 36,151 shares 36,151$2.03M0.86%+507Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,811 shares; 2024Q4: 22,398 shares; 2025Q1: 29,412 shares; 2025Q2: 29,397 shares; 2025Q3: 29,333 shares; 2025Q4: 29,811 shares 29,811$2M0.85%+478Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 10,692 shares; 2025Q1: 10,935 shares; 2025Q2: 16,343 shares; 2025Q3: 16,294 shares; 2025Q4: 14,235 shares 14,235$1.46M0.62%-2,059Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,404 shares; 2024Q4: 247,471 shares; 2025Q1: 364,543 shares; 2025Q2: 351,574 shares; 2025Q3: 20,088 shares; 2025Q4: 14,362 shares 14,362$1.43M0.61%-5,726Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,967 shares; 2024Q4: 30,407 shares; 2025Q1: 39,802 shares; 2025Q2: 37,192 shares; 2025Q3: 37,192 shares; 2025Q4: 26,323 shares 26,323$1.32M0.56%-10,869Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,496 shares; 2025Q1: 4,497 shares; 2025Q2: 5,337 shares; 2025Q3: 4,280 shares; 2025Q4: 4,158 shares 4,158$1.13M0.48%-122Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,052 shares; 2025Q1: 11,052 shares; 2025Q2: 11,052 shares; 2025Q3: 5,315 shares; 2025Q4: 5,336 shares 5,336$1.04M0.44%+21Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,221 shares; 2024Q4: 18,492 shares; 2025Q1: 16,297 shares; 2025Q2: 16,272 shares; 2025Q3: 16,287 shares; 2025Q4: 16,318 shares 16,318$782K0.33%+31Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 5,088 shares; 2025Q3: 3,592 shares; 2025Q4: 3,219 shares 3,219$743K0.32%-373Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,438 shares; 2025Q1: 3,198 shares; 2025Q2: 4,299 shares; 2025Q3: 4,200 shares; 2025Q4: 4,317 shares 4,317$725K0.31%+117Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares 1,394$649K0.28%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 8,476 shares; 2025Q1: 8,476 shares; 2025Q2: 8,476 shares; 2025Q3: 8,476 shares; 2025Q4: 8,476 shares 8,476$639K0.27%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,318 shares; 2025Q3: 22,350 shares; 2025Q4: 22,348 shares 22,348$601K0.25%-2Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,221 shares; 2025Q3: 13,812 shares; 2025Q4: 20,127 shares 20,127$580K0.25%+6,315Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 828 shares 828$565K0.24%-140Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$531K0.23%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,652 shares 3,652$523K0.22%-134Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 3,269 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares 1,632$511K0.22%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares 1,498$483K0.2%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945$475K0.2%0Timeline
EFAXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 6,485 shares; 2025Q1: 13,830 shares; 2025Q2: 7,864 shares; 2025Q3: 8,017 shares; 2025Q4: 8,309 shares 8,309$419K0.18%+292Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,131 shares; 2025Q1: 3,251 shares; 2025Q2: 2,965 shares; 2025Q3: 3,097 shares; 2025Q4: 2,157 shares 2,157$402K0.17%-940Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares 1,333$395K0.17%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares 2,893$348K0.15%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140$261K0.11%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,198 shares 3,198$255K0.11%newTimeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,969 shares 5,969$223K0.09%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 426 shares; 2025Q4: 432 shares 432$209K0.09%+6Timeline
ORGNORIGIN MATLS INC (DE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,958 shares; 2024Q4: 23,958 shares; 2025Q1: 23,958 shares; 2025Q2: 23,958 shares; 2025Q3: 23,958 shares; 2025Q4: 15,858 shares 15,858$3.36K<0.01%-8,100Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
MUBISHARES TR4,888$521Kshares
EEMXSPDR INDEX SHS FDS9,173$384Kshares

How Q4 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 0001846114-26-000001 base2026-01-28acceptance time not in the bulk data set