Boyd Wealth Management, LLC

CIK

1846114

Location

SACRAMENTO, CA

Portfolio Value

Micro $7,955,942

Diversification

Diversified

Filing Date

Global Rank

#8,218 / 8,605 ▲ 59 · as of Mar 2026

Top Industry

Consumer Electronics 16.2%

3Y Alpha vs SPY

-17.8%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.4%

SPY

+76.5%

Annualised alpha

-17.2%

Max drawdown

−37.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.1%

+1.6 pts

Top 5

48.2%

−1.1 pts

Top 10

79.2%

−0.3 pts

HHI

798

Diversified+14

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.4%	$2,737,395	4
Industrials	16.5%	$1,309,320	2
Financial Services	11.6%	$919,087	2
Consumer Defensive	9.2%	$735,110	2
Unclassified	6.8%	$538,481	1
Communication Services	6.4%	$512,719	1
Energy	6.2%	$490,826	1
Consumer Cyclical	5.8%	$465,066	1
Healthcare	3.1%	$247,938	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+568	4,726	$1,199,411
NVDA	Nvidia Corp	+292	2,449	$427,105
GOOGL	Alphabet Inc.	+151	1,783	$512,719
JPM	Jpmorgan Chase & Co	+87	1,585	$466,243
ORCL	Oracle Corp	+19	5,355	$787,774
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AMZN	Amazon Com Inc	−986	2,233	$465,066
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
KO	Coca Cola Co	2,730	$207,616
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	432	$208,923
ORGN	Origin Materials, Inc.	15,858	$100,856
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $7,955,942 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	4,726	+568	$1,199,411	+6.1%	15.08%
ORCL	Oracle Corp Technology	Added	5,355	+19	$787,774	−24.3%	9.90%
DE	Deere & Co Industrials	Held	1,394	0	$785,240	+21.0%	9.87%
SPY	Spdr S&P 500 ETF Trust	Held	828	0	$538,481	−4.6%	6.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,652	0	$527,494	+0.8%	6.63%
EMR	Emerson Electric Co Industrials	Held	4,000	0	$524,080	−1.3%	6.59%
GOOGL	Alphabet Inc. Communication Services	Added	1,783	+151	$512,719	+0.4%	6.44%
XOM	Exxon Mobil Corp Energy	Held	2,893	0	$490,826	+41.0%	6.17%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,585	+87	$466,243	−3.4%	5.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,233	-986	$465,066	−37.4%	5.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	945	0	$452,844	−4.7%	5.69%
NVDA	Nvidia Corp Technology	Added	2,449	+292	$427,105	+6.2%	5.37%
IBM	International Business Machines Corp Technology	Held	1,333	0	$323,105	−18.2%	4.06%
ABBV	AbbVie Inc. Healthcare	Held	1,140	0	$247,938	−4.8%	3.12%
KO	Coca Cola Co Consumer Defensive	NEW	2,730	NEW	$207,616	NEW	2.61%