Boyd Wealth Management, LLC
•CIK: 1846114•Filing: Q4 2025
**Boyd Wealth Management, LLC** manages $236M across a portfolio of 48 positions, exhibiting a clear focus on core equity and sector diversification. The top holdings reveal significant allocations to broad market indices, notably VOO ($51.2M) and VTV ($22.5M), suggesting a foundational commitment to established market segments. Further concentration is evident in factor-tilted ETFs such as SCHF ($19.5M) and SPYG ($15.0M), alongside tactical allocations to sectors like technology and industrials. This structure indicates a disciplined, large-cap oriented approach to wealth preservation and growth.
Total AUM
$235.8M
QoQ Performance
+1.5%
Positions
29
Top 10 Concentration
74.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VTV
SCHF
SPYG
ISTB
HYLB
IJR
VOO21.7%
VTV9.5%
SCHF8.3%
SPYG6.4%
ISTB5.6%
HYLB5.4%
IJR5.4%
IVV4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.6%
ETF26.5%
Technology1.6%
Financial0.4%
Consumer0.3%
Industrial0.3%
Energy0.1%
Healthcare0.1%
Changes from Q3 2025
NEW3 new positions
↑16 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023