Boyd Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$285,734
Net value change ($000)
+21,551 (8.2%)
New positions
16
Sold out positions
2
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPYG 11,683 53.2%
VOO 5,298 9.2%
SCHWAB STRATEGIC TRUST 1,247 5.5%
AAPL 1,137 82.0%
MSFT 802 NEW
NVDA 762 41.6%
HYDB 726 4.8%
TSM 598 NEW
EXXONMOBIL HOLDINGS CORP 579 NEW
GOOGL 527 80.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHE -8,019 -47.5%
VCLT -415 -2.7%
XOM -399 -100.0%
VB -303 -8.6%
EEMX -297 -100.0%
IJR -207 -1.4%
VO -169 -4.4%
MGV -139 -3.0%
IJH -101 -1.1%
IBM -81 -21.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,210 (0.4% of total reported value)
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