Boyd Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$264,183
Net value change ($000)
+27,684 (11.7%)
New positions
3
Sold out positions
4
Turnover %
14.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VCLT 15,545 NEW
IJR 9,960 197.3%
SCHE 9,258 121.4%
VOO 7,220 14.4%
BIV 5,937 55.8%
SCHWAB STRATEGIC TRUST 2,567 12.7%
HYDB 1,728 12.9%
IVV 1,426 13.9%
NVDA 1,403 328.6%
IJH 1,343 17.6%
Top Reduces (Value $000, Stocks/ETFs)
ISTB -13,465 -100.0%
VTV -11,575 -50.0%
IAGG -8,297 -100.0%
AGG -401 -28.5%
VCSH -258 -100.0%
ABBV -248 -100.0%
VTEB -238 -18.1%
SPYG -207 -0.9%
XOM -92 -18.7%
ORCL -2 -0.3%
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