Boyd Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$236,499
Net value change ($000)
+658 (0.3%)
New positions
3
Sold out positions
3
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HYDB 13,421 NEW
SPYG 7,166 47.8%
IAGG 759 10.1%
SCHWAB STRATEGIC TRUST 720 3.7%
VTV 641 2.8%
JMUB 463 NEW
IJH 444 6.2%
ISTB 267 2.0%
KO 208 NEW
BIV 174 1.7%
Top Reduces (Value $000, Stocks/ETFs)
HYLB -12,809 -100.0%
IJR -7,743 -60.5%
VOO -1,092 -2.1%
IVV -526 -4.9%
SCHG -451 -9.1%
SPYX -296 -14.6%
AMZN -278 -37.4%
ORCL -252 -24.2%
MSFT -209 -100.0%
VUG -188 -9.2%
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