Boyd Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$235,841
Net value change ($000)
+3,578 (1.5%)
New positions
3
Sold out positions
2
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ISTB 13,198 NEW
IJR 7,996 166.8%
SCHWAB STRATEGIC TRUST 1,450 8.1%
VOO 757 1.5%
SPYG 703 4.9%
IJH 409 6.1%
HYLB 359 2.9%
VTV 295 1.3%
VCSH 255 NEW
USHY 223 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIV -11,909 -53.2%
SCHE -8,252 -52.3%
AGG -579 -28.7%
VTEB -538 -28.9%
MUB -521 -100.0%
ORCL -455 -30.4%
EEMX -384 -100.0%
NVDA -176 -30.4%
IUSV -169 -10.4%
SPY -80 -12.4%
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