Boyd Wealth Management, LLC
All 13F Filings
- Location
- Sacramento, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 235,841
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 48 | 235,841 | 13F-HR | Boyd Wealth Management, LLC |
| Q3 2025 | 10/31/2025 | 47 | 232,263 | 13F-HR | Boyd Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 52 | 230,948 | 13F-HR | Boyd Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.22 K | 23.8% | 0 | 10.28 K | -10.28 K |
| ETFs | 153.4 K | 65.0% | 75 | 0 | 75 |
| Other | 26.23 K | 11.1% | 13.78 K | 0 | 13.78 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
235,841
Holdings
48
QoQ value change ($000)
3,578
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.