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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Boyd Wealth Management, LLC

Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001846114-26-000001

Total Value
$235.8M
Positions
48
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (48)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836381,632$51.2M21.71%
2VANGUARD INDEX FDS922908744117,790$22.5M9.54%
3SCHWAB STRATEGIC TR808524805809,521$19.5M8.25%
4SPDR SERIES TRUST78464A409140,643$15.0M6.36%
5ISHARES TR46432F859270,731$13.2M5.60%
6DBX ETF TR233051432347,777$12.8M5.43%
7ISHARES TR464287804106,432$12.8M5.42%
8ISHARES TR46428720015,796$10.8M4.59%
9VANGUARD BD INDEX FDS921937819134,353$10.5M4.44%
10ISHARES TR46435G672150,720$7.5M3.20%
11SCHWAB STRATEGIC TR808524706230,030$7.5M3.19%
12ISHARES TR464287507108,595$7.2M3.04%
13SCHWAB STRATEGIC TR808524300152,584$5.0M2.11%
14ISHARES TR46432F84250,140$4.5M1.90%
15VANGUARD WORLD FD92191084028,992$4.1M1.74%
16VANGUARD INDEX FDS92290862912,167$3.5M1.50%
17VANGUARD INDEX FDS92290875111,922$3.1M1.30%
18ISHARES TR46428944614,093$2.4M1.02%
19VANGUARD INDEX FDS9229087364,203$2.1M0.87%
20SPDR SERIES TRUST78468R79636,151$2.0M0.86%
21ISHARES INC46434G10329,811$2.0M0.85%
22ISHARES TR46428766314,235$1.5M0.62%
23ISHARES TR46428722614,362$1.4M0.61%
24VANGUARD MUN BD FDS92290774626,323$1.3M0.56%
25APPLE INCAAPL4,158$1.1M0.48%
26ORACLE CORPORCL-PD5,336$1.0M0.44%
27FIRST TR EXCH TRADED FD III33739P30116,318$782,1940.33%
28AMAZON COM INCAMZN3,219$743,0100.32%
29ISHARES TR4642876714,317$724,9300.31%
30DEERE & CODE1,394$649,0050.28%
31VANGUARD STAR FDS9219097688,476$639,4290.27%
32SCHWAB STRATEGIC TR80852420122,348$601,3850.25%
33SPDR SERIES TRUST78464A67220,127$580,4590.25%
34SPDR S&P 500 ETF TRSPY828$564,6300.24%
35EMERSON ELEC COEMR4,000$530,8800.23%
36PROCTER AND GAMBLE CO7427181093,652$523,3680.22%
37ALPHABET INCGOOG1,632$510,8670.22%
38JPMORGAN CHASE & CO.VYLD1,498$482,6860.20%
39BERKSHIRE HATHAWAY INC DELBRK-A945$475,0040.20%
40SPDR INDEX SHS FDS78470E1068,309$419,3220.18%
41NVIDIA CORPORATIONNVDA2,157$402,3020.17%
42INTERNATIONAL BUSINESS MACHSINTR1,333$394,8480.17%
43EXXON MOBIL CORPXOM2,893$348,1320.15%
44ABBVIE INCABBV1,140$260,5360.11%
45VANGUARD SCOTTSDALE FDS92206C4093,198$254,9530.11%
46ISHARES TR46435U8535,969$223,2180.09%
47MICROSOFT CORPMSFT432$208,9240.09%
48ORIGIN MATERIALS INCORGNW15,858$3,3570.00%