Boyd Wealth Management, LLC

Registered adviser

CIK

1846114

Location

SACRAMENTO, CA

Portfolio Value

Small $266,325,894

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,477 / 8,811 ▲ 800 · as of Jun 2026

Top Industry

Semiconductors 29.4%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 293990

Roster of Oct 1, 2026

Regulatory AUM

$409,801,993

Main clients

Individuals and high net worth (81% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$409,801,993	Individuals and high net worth (81%)
Mar 2025 to Mar 2026	$345,018,336	Individuals and high net worth (80%)
Apr 2024 to Feb 2025	$305,526,296	Individuals and high net worth (78%)
May 2023 to Mar 2024	$250,337,737	Individuals and high net worth (78%)
Apr 2023	$250,337,737	Individuals and high net worth (78%)
Apr 2022 to Mar 2023	$260,509,702	Individuals and high net worth (77%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.7% of the book (60%+)

Turnover

Low turnover

21.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.4 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 92.6%; sector active share 87.1% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

61 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

31.4%

+1.7 pts

Top 5

89.0%

+2.9 pts

Top 10

94.1%

−1.6 pts

HHI

1,984

Moderately concentrated+56

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.7%	$246,852,503	34
Technology	4.0%	$10,534,810	11
Industrials	0.8%	$2,026,781	3
Communication Services	0.7%	$1,925,094	3
Financial Services	0.5%	$1,350,566	2
Consumer Cyclical	0.5%	$1,198,583	2
Healthcare	0.4%	$940,613	3
Consumer Defensive	0.3%	$917,554	2
Energy	0.2%	$579,390	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+88,792	273,393	$33,649,210
SCHF	Schwab International Equity ETF	+52,284	873,511	$23,995,347
HYDB	iShares High Yield Systematic Bond ETF	+29,196	353,100	$15,875,376
—		+14,286	220,870	$0
BIV	Vanguard Bond Index Funds	+12,402	228,490	$16,647,781
IJR	iShares Core S&P Small-Cap ETF	+7,605	108,797	$14,800,743
IJH	iShares Core S&P Mid-Cap ETF	+6,926	123,041	$8,852,799
VOO	VANGUARD 500 INDEX FUND	+5,887	89,348	$62,620,439
AAPL	Apple Inc.	+2,785	7,579	$2,523,958
IUSV	iShares Core S&P U.S. Value ETF	+2,372	15,647	$1,725,551
NVDA	Nvidia Corp	+2,203	11,348	$2,591,656
AGG	iShares Core U.S. Aggregate Bond ETF	+2,094	12,283	$1,161,234
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+2,060	22,165	$604,661
VTV	VANGUARD VALUE INDEX FUND	+1,833	54,891	$11,860,847
AMZN	Amazon Com Inc	+1,656	3,942	$982,149
GOOGL	Alphabet Inc.	+1,601	3,425	$1,178,474
USHY	iShares Broad USD High Yield Corporate Bond ETF	+1,316	7,977	$284,938
IEFA	iShares Core MSCI EAFE ETF	+1,003	53,912	$5,222,994
FMHI	First Trust Municipal High Income ETF	+977	19,450	$872,332
KO	Coca Cola Co	+876	3,662	$315,224
IUSG	iShares Core S&P U.S. Growth ETF	+841	5,366	$1,039,662
BRK-B	Berkshire Hathaway Inc	+661	1,622	$807,674
XOM	ExxonMobil Holdings Corp	+640	3,560	$579,390
EFAX	State Street(R) SPDR(R) MSCI EAFE Fossil Fuel Reserves Free ETF	+587	8,274	$443,238
GOOG	Alphabet Inc.	+529	1,176	$400,710
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
SCHE	Schwab Emerging Markets Equity ETF	−222,427	243,162	$8,863,254
SCHG	Schwab U.S. Large-Cap Growth ETF	−871	152,492	$5,479,037
VO	VANGUARD MID-CAP INDEX FUND	−839	47,144	$3,697,032
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	−446	28,071	$4,521,957
IWL	iShares Russell Top 200 ETF	−309	13,466	$2,560,694
VB	Vanguard Index Funds	−301	11,378	$3,236,927
IVV	iShares Core S&P 500 ETF	−46	15,602	$11,948,791
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	1,564	$802,175
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,310	$597,608
LLY	ELI LILLY & Co	449	$519,528
PANW	Palo Alto Networks Inc	1,093	$434,259
AVGO	Broadcom Inc.	1,222	$429,154
CAT	Caterpillar Inc	450	$364,855
AMD	Advanced Micro Devices Inc	568	$347,479
META	Meta Platforms, Inc.	477	$345,910
MU	Micron Technology Inc	298	$317,402
QQQ	Invesco Qqq Trust, Series 1	364	$269,276
SKHY	SK hynix Inc.	1,294	$238,290
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	1,130	$221,197
TSLA	Tesla, Inc.	610	$216,434
JNJ	Johnson & Johnson	807	$213,645
ABBV	AbbVie Inc.	793	$207,440
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
EEMX	State Street(R) SPDR(R) MSCI Emerging Markets Fossil Fuel Reserves Free ETF	5,487	$297,115
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 tracked positions · $266,325,894 total · filing declares 63 positions · $285,734,299 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	89,348	+5,887	$62,620,439	+9.2%	23.51%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	273,393	+88,792	$33,649,210	+53.2%	12.63%
SCHF	Schwab International Equity ETF	Added	873,511	+52,284	$23,995,347	+5.5%	9.01%
BIV	Vanguard Bond Index Funds	Added	228,490	+12,402	$16,647,781	+0.4%	6.25%
HYDB	iShares High Yield Systematic Bond ETF	Added	353,100	+29,196	$15,875,376	+4.8%	5.96%
IJR	iShares Core S&P Small-Cap ETF	Added	108,797	+7,605	$14,800,743	−1.4%	5.56%
IVV	iShares Core S&P 500 ETF	Reduced	15,602	-46	$11,948,791	+2.0%	4.49%
VTV	VANGUARD VALUE INDEX FUND	Added	54,891	+1,833	$11,860,847	+2.6%	4.45%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	243,162	-222,427	$8,863,254	−47.5%	3.33%
IJH	iShares Core S&P Mid-Cap ETF	Added	123,041	+6,926	$8,852,799	−1.1%	3.32%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	152,492	-871	$5,479,037	+5.6%	2.06%
IEFA	iShares Core MSCI EAFE ETF	Added	53,912	+1,003	$5,222,994	+2.2%	1.96%
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Reduced	28,071	-446	$4,521,957	−3.0%	1.70%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	16,648	+7,503	$3,802,070	+107.8%	1.43%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	47,144	-839	$3,697,032	−4.4%	1.39%
VB	Vanguard Index Funds	Reduced	11,378	-301	$3,236,927	−8.6%	1.22%
IWL	iShares Russell Top 200 ETF	Reduced	13,466	-309	$2,560,694	+0.5%	0.96%
AAPL	Apple Inc. Technology	Added	7,579	+2,785	$2,523,958	+81.9%	0.95%
VUG	VANGUARD GROWTH INDEX FUND	Added	25,934	+263	$2,336,912	+5.7%	0.88%
IUSV	iShares Core S&P U.S. Value ETF	Added	15,647	+2,372	$1,725,551	+18.0%	0.65%
GOOGL	Alphabet Inc. Communication Services	Added	3,425	+1,601	$1,178,474	+80.8%	0.44%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	12,283	+2,094	$1,161,234	+15.1%	0.44%
IUSG	iShares Core S&P U.S. Growth ETF	Added	5,366	+841	$1,039,662	+22.2%	0.39%
DE	Deere & Co Industrials	Added	1,544	+148	$1,036,873	+17.1%	0.39%
JMUB	JPMorgan Municipal ETF	Added	21,681	+163	$1,031,581	−5.4%	0.39%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Held	21,259	0	$1,006,826	−6.4%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,942	+1,656	$982,149	+80.3%	0.37%
FMHI	First Trust Municipal High Income ETF	Added	19,450	+977	$872,332	−2.6%	0.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,622	+661	$807,674	+68.0%	0.30%
MSFT	Microsoft Corp Technology	NEW	1,564	NEW	$802,175	NEW	0.30%
ORCL	Oracle Corp Technology	Added	5,433	+70	$745,950	−5.1%	0.28%
VXUS	Vanguard Total International Stock ETF	Held	8,476	0	$720,120	−0.6%	0.27%
SCHX	Schwab U.S. Large-Cap ETF	Held	22,343	0	$670,290	+1.9%	0.25%
SPY	Spdr S&P 500 ETF Trust	Held	828	0	$631,457	+2.1%	0.24%
EMR	Emerson Electric Co Industrials	Added	4,030	+23	$625,053	+9.0%	0.23%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Added	22,165	+2,060	$604,661	+5.9%	0.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,146	+468	$602,330	+11.7%	0.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	1,310	NEW	$597,608	NEW	0.22%
XOM	ExxonMobil Holdings Corp Energy	Added	3,560	+640	$579,390	+45.1%	0.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,641	+33	$542,892	+3.1%	0.20%
LLY	ELI LILLY & Co Healthcare	NEW	449	NEW	$519,528	NEW	0.20%
EFAX	State Street(R) SPDR(R) MSCI EAFE Fossil Fuel Reserves Free ETF	Added	8,274	+587	$443,238	+6.5%	0.17%
PANW	Palo Alto Networks Inc Technology	NEW	1,093	NEW	$434,259	NEW	0.16%
AVGO	Broadcom Inc. Technology	NEW	1,222	NEW	$429,154	NEW	0.16%
GOOG	Alphabet Inc. Communication Services	Added	1,176	+529	$400,710	+75.3%	0.15%
CAT	Caterpillar Inc Industrials	NEW	450	NEW	$364,855	NEW	0.14%
AMD	Advanced Micro Devices Inc Technology	NEW	568	NEW	$347,479	NEW	0.13%
META	Meta Platforms, Inc. Communication Services	NEW	477	NEW	$345,910	NEW	0.13%
MU	Micron Technology Inc Technology	NEW	298	NEW	$317,402	NEW	0.12%
KO	Coca Cola Co Consumer Defensive	Added	3,662	+876	$315,224	+39.2%	0.12%

Showing the top 50 of 61 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.