Latest Boyd Wealth Management, LLC Stock Portfolio
Boyd Wealth Management, LLC Performance:
2025 Q3: 2.83%YTD: 3.63%2024: -2.45%
Performance for 2025 Q3 is 2.83%, and YTD is 3.63%, and 2024 is -2.45%.
About Boyd Wealth Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Boyd Wealth Management, LLC reported an equity portfolio of $232.3 Millions as of 30 Sep, 2025.
The top stock holdings of Boyd Wealth Management, LLC are VB, BIV, VB. The fund has invested 21.7% of it's portfolio in VANGUARD INDEX FDS and 9.6% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off ENERGY TRANSFER L P (ET), MORGAN STANLEY (MS) and GOLDMAN SACHS GROUP INC (GS) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), MICROSOFT CORP (MSFT) and ORACLE CORP (ORCL). Boyd Wealth Management, LLC opened new stock positions in SPDR INDEX SHS FDS (EEMX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), SCHWAB STRATEGIC TR (FNDA) and SPDR SERIES TRUST (BIL).
The top stock holdings of Boyd Wealth Management, LLC are VB, BIV, VB. The fund has invested 21.7% of it's portfolio in VANGUARD INDEX FDS and 9.6% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off ENERGY TRANSFER L P (ET), MORGAN STANLEY (MS) and GOLDMAN SACHS GROUP INC (GS) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), MICROSOFT CORP (MSFT) and ORACLE CORP (ORCL). Boyd Wealth Management, LLC opened new stock positions in SPDR INDEX SHS FDS (EEMX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), SCHWAB STRATEGIC TR (FNDA) and SPDR SERIES TRUST (BIL).
Boyd Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Boyd Wealth Management, LLC made a return of 2.83% in the last quarter. In trailing 12 months, it's portfolio return was 3.49%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr index shs fds | 383,723 |
New stocks bought by Boyd Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 3,798 |
| schwab strategic tr | 112 |
| spdr series trust | 6.01 |
| ishares tr | 5.19 |
| nvidia corporation | 4.45 |
| vanguard index fds | 4.41 |
| schwab strategic tr | 4.11 |
| ishares tr | 3.94 |
Additions to existing portfolio by Boyd Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -94.29 |
| microsoft corp | -54.00 |
| ishares tr | -53.53 |
| oracle corp | -51.91 |
| alphabet inc | -50.08 |
| amazon com inc | -29.4 |
| apple inc | -19.81 |
| ishares tr | -7.92 |
Boyd Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| energy transfer l p | -324,410 |
| navitas semiconductor corp | -66,155 |
| morgan stanley | -319,330 |
| broadcom inc | -237,198 |
| goldman sachs group inc | -307,871 |
| meta platforms inc | -241,355 |
Boyd Wealth Management, LLC got rid off the above stocks
Sector Distribution
Boyd Wealth Management, LLC has about 96.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.7 |
| Technology | 1.6 |
Market Cap. Distribution
Boyd Wealth Management, LLC has about 2.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96.7 |
| MEGA-CAP | 2.7 |
Stocks belong to which Index?
About 3.3% of the stocks held by Boyd Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.7 |
| S&P 500 | 3.3 |
Boyd Wealth Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Boyd Wealth Management, LLC
Boyd Wealth Management, LLC has 47 stocks in it's portfolio. About 77.7% of the portfolio is in top 10 stocks. DE proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Boyd Wealth Management, LLC last quarter.
Last Reported on: 31 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.47 | 4,280 | 1,089,900 | reduced | -19.81 | ||
| AAXJ | ishares tr | 0.22 | 4,888 | 520,523 | added | 0.95 | ||
| ABBV | abbvie inc | 0.11 | 1,140 | 264,014 | reduced | -3.96 | ||
| ACSG | dbx etf tr | 5.36 | 335,492 | 12,450,100 | added | 3.84 | ||
| AGT | ishares tr | 3.21 | 145,639 | 7,461,100 | added | 5.19 | ||
| AMZN | amazon com inc | 0.34 | 3,592 | 788,695 | reduced | -29.4 | ||
| AOA | ishares tr | 1.01 | 14,097 | 2,341,510 | reduced | -7.92 | ||
| AVGO | broadcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr series trust | 6.16 | 136,863 | 14,303,600 | added | 6.01 | ||
| BIL | spdr series trust | 0.84 | 35,644 | 1,955,070 | reduced | -4.61 | ||
| BIL | spdr series trust | 0.17 | 13,812 | 399,179 | reduced | -2.88 | ||
| BIV | vanguard bd index fds | 9.63 | 286,490 | 22,372,000 | added | 3,798 | ||
| DE | deere & co | 0.27 | 1,394 | 637,420 | unchanged | 0.00 | ||
| EDV | vanguard world fd | 1.75 | 29,595 | 4,076,420 | reduced | -0.65 | ||
| EEMX | spdr index shs fds | 0.17 | 8,017 | 395,353 | added | 1.95 | ||
| EEMX | spdr index shs fds | 0.16 | 9,173 | 383,723 | new | |||
| EMGF | ishares inc | 0.83 | 29,333 | 1,933,630 | reduced | -0.22 | ||
| EMR | emerson elec co | 0.23 | 4,000 | 524,720 | unchanged | 0.00 | ||
| ET | energy transfer l p | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FCAL | first tr exch traded fd iii | 0.33 | 16,287 | 773,795 | added | 0.09 | ||