13F Filings History of Boyd Wealth Management, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$235,840,902
Signature - Title
Jiyao Peng - Investment Operations Manager
Location
Sacramento, CA
Summary
This page shows a list of all the recent 13F filings made by Boyd Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boyd Wealth Management, LLC reported 48 stock holdings with total value $235,840,902 as of Q4 2025. Top holdings included VOO, VTV, SCHF, SPYG, and ISTB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $235,840,902 +$24,269,356 -$23,479,998 +$789,358 VOO, VTV, SCHF, SPYG, ISTB 13F-HR 28 Jan 2026, 15:01
Q3 2025 47 $232,262,901 +$34,219,124 -$46,310,417 -$12,091,293 VOO, BIV, VTV, SCHF, SCHE 13F-HR 30 Oct 2025, 18:31
Q2 2025 52 $230,948,277 +$39,350,260 -$25,434,658 +$13,915,602 VOO, AGG, VTV, SCHF, IJH 13F-HR 15 Jul 2025, 08:47
Q1 2025 44 $200,662,061 +$35,350,010 -$34,539,558 +$810,452 AGG, VOO, SCHF, SPYG, VTV 13F-HR 24 Apr 2025, 08:41
Q4 2024 48 $202,798,982 +$38,392,694 -$21,556,506 +$16,836,188 VOO, AGG, VTV, SCHF, SCHE 13F-HR 23 Jan 2025, 15:38
Q3 2024 48 $197,385,108 +$27,507,871 -$21,711,815 +$5,796,056 VOO, SPYG, SCHF, AGG, VTV 13F-HR 25 Oct 2024, 13:30
Q2 2024 44 $181,200,350 +$23,392,568 -$20,954,262 +$2,438,306 VOO, AGG, SCHF, SPYG, VTV 13F-HR 24 Jul 2024, 16:08
Q1 2024 42 $175,091,946 +$35,728,199 -$22,715,321 +$13,012,878 VOO, AGG, SPYG, SCHF, VTV 13F-HR 24 Apr 2024, 16:22
Q4 2023 41 $160,831,685 +$32,075,433 -$34,071,099 -$1,995,666 VOO, VTV, AGG, SCHF, IJR 13F-HR 31 Jan 2024, 13:54
Q3 2023 42 $148,840,491 +$41,804,830 -$51,471,108 -$9,666,278 SPYG, VOO, IJH, AGG, SCHF 13F-HR 25 Oct 2023, 16:05
Q2 2023 39 $164,610,521 +$48,883,661 -$33,771,299 +$15,112,362 SCHF, VOO, VTV, AGG, SPTI 13F-HR 20 Jul 2023, 13:05
Q1 2023 40 $144,070,726 +$35,257,040 -$31,961,687 +$3,295,353 AGG, VTV, VOO, SCHF, IJR 13F-HR 20 Apr 2023, 14:32
Q4 2022 43 $136,213,017 +$17,536,104 -$12,960,474 +$4,575,630 AGG, SPTI, VTV, ISTB, VOO 13F-HR 20 Jan 2023, 15:59
Q3 2022 42 $124,971,000 +$19,866,864 -$10,306,994 +$9,559,870 AGG, SPTI, VOO, ISTB, VTV 13F-HR 17 Oct 2022, 16:04
Q2 2022 42 $122,434,000 +$27,136,521 -$21,916,326 +$5,220,195 AGG, SPTI, VOO, VTV, SCHF 13F-HR 02 Aug 2022, 18:35
Q1 2022 39 $133,731,000 +$29,679,202 -$25,499,409 +$4,179,793 AGG, SPYG, VOO, SPTI, IVV 13F-HR 29 Apr 2022, 14:57
Q4 2021 40 $137,722,000 $0 $0 $0 VOO, SCHF, SPYG, IVV, IJH 13F-HR 07 Feb 2022, 12:06