Boyd Wealth Management, LLC

RIA/Wealth

Boyd Wealth Management, LLC is a RIA/Wealth based in Sacramento, CA led by Brian Adam Boyd, reporting $345.0M in AUM as of Q3 2025 with 97% ETF concentration, 78% concentrated in top 10 holdings, and 22% allocation to VOO.

Managing PartnerBrian Adam Boyd

Portfolio Value: $232.3M
Positions: 47
Top Holding: VOO at 21.72%
Last Reported: Q3 2025

Address1375 Exposition Blvd, Suite 220, Sacramento, CA, 95815, United States

Top Holdings

Largest long holdings in Boyd Wealth Management, LLC's portfolio (77.7% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$50.4M	21.72%	+$169.6K Bought	— 82.4K shares	Q4 2021 Held for 3y 11m
2 Vanguard Intermediate-Term Bond BIV	ETF ETF	$22.4M	9.63%	+$21.8M Bought	— 286.5K shares	Q2 2022 Held for 3y 5m
3 Vanguard Value VTV	ETF ETF	$22.2M	9.56%	+$938.0K Bought	— 119.1K shares	Q4 2021 Held for 3y 11m
4 Schwab International Equity SCHF	ETF ETF	$18.0M	7.75%	+$710.3K Bought	— 773.7K shares	Q4 2021 Held for 3y 11m
5 Schwab Emerging Markets Equity SCHE	ETF ETF	$15.8M	6.80%	+$8.4M Bought	— 473.0K shares	Q4 2021 Held for 3y 11m
6 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$14.3M	6.16%	+$811.1K Bought	— 136.9K shares	Q4 2021 Held for 3y 11m
7 Xtrackers USD High Yield Corporate Bond HYLB	ETF ETF	$12.5M	5.36%	+$460.9K Bought	— 335.5K shares	Q1 2023 Held for 2y 8m
8 iShares Core S&P 500 ETF IVV	ETF ETF	$10.7M	4.62%	-$92.4K Sold	— 16.0K shares	Q4 2021 Held for 3y 11m
9 iShares Core International Aggregate Bond IAGG	ETF ETF	$7.5M	3.21%	+$367.9K Bought	— 145.6K shares	Q2 2025 Held for 5 months
10 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$6.8M	2.91%	-$7.8M Sold	— 103.6K shares	Q4 2021 Held for 3y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Boyd Wealth Management, LLC's latest filing

See all changes

GthenC

Market Value

$232.3M

Prior: $230.9M

Q/Q Change

+0.569%

+$1.3M

Net Flows % of MV

-5.37%

Turnover Ratio

17.34%

New Purchases

0 stocks

Added To

14 stocks

+$33.8M

Sold Out Of

6 stocks

$1.5M

Reduced Holdings

21 stocks

-$44.8M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Intermediate-Term Bond BIV	+3,798.88%	7.3K → 286.5K +$21.8M
2 Schwab Emerging Markets Equity SCHE	+112.57%	222.5K → 473.0K +$8.4M
3 SPDR Portfolio S&P 500 Growth ETF SPYG	+6.01%	129.1K → 136.9K +$811.1K
4 iShares Core International Aggregate Bond IAGG	+5.19%	138.5K → 145.6K +$367.9K
5 Nvidia NVDA	+4.45%	3.0K → 3.1K +$24.6K

Decreased Positions

Position	Shares Δ	Change
1 Energy Transfer ET	Sold	17.9K → 0 −$324.4K
2 Morgan Stanley MS	Sold	2.3K → 0 −$319.3K
3 Goldman Sachs Group GS	Sold	435.0 → 0 −$307.9K
4 Meta Platforms, Inc. META	Sold	327.0 → 0 −$241.4K
5 Broadcom Inc. AVGO	Sold	861.0 → 0 −$237.2K