§ 13F · FUND PROFILE
Boyd Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $230.9T (13F)Positions · 52Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 82K | $51.2T | 21.7% | −1% |
| 2 | VTV | VANGUARD INDEX FDS | 118K | $22.5T | 9.5% | −1% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 810K | $19.5T | 8.3% | +5% |
| 4 | SPYG | SPDR SERIES TRUST | 141K | $15.0T | 6.4% | +3% |
| 5 | ISTB | ISHARES TR | 271K | $13.2T | 5.6% | NEW |
| 6 | HYLB | DBX ETF TR | 348K | $12.8T | 5.4% | +4% |
| 7 | IJR | ISHARES TR | 106K | $12.8T | 5.4% | +164% |
| 8 | IVV | ISHARES TR | 16K | $10.8T | 4.6% | −1% |
| 9 | BIV | VANGUARD BD INDEX FDS | 134K | $10.5T | 4.4% | −53% |
| 10 | IAGG | ISHARES TR | 151K | $7.5T | 3.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOYD SIGNAL
AC read
Boyd Wealth Management, LLC is a Other fund managing $230948.3 trillion in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed