Boyd Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$232,263
Net value change ($000)
+1,315 (0.6%)
New positions
1
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIV 21,804 3838.7%
SCHE 9,078 135.4%
VOO 3,810 8.2%
VTV 2,050 10.2%
SPYG 1,998 16.2%
SCHWAB STRATEGIC TRUST 1,588 9.7%
IVV 691 6.9%
IJR 552 13.0%
HYLB 522 4.4%
IAGG 387 5.5%
Top Reduces (Value $000, Stocks/ETFs)
AGG -32,862 -94.2%
IJH -7,062 -51.1%
ORCL -921 -38.1%
AMZN -327 -29.3%
ET -324 -100.0%
MS -319 -100.0%
GS -308 -100.0%
META -241 -100.0%
MSFT -240 -52.1%
AVGO -237 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type