Boyd Wealth Management, LLC
All 13F Filings
- Location
- Sacramento, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 236,499
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 48 | 236,499 | 13F-HR | Boyd Wealth Management, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.418 K | 3.1% | 0 | 48.8 K | -48.8 K |
| ETFs | 229.1 K | 96.9% | 75.69 K | 0 | 75.69 K |
| Other | 0 | 0.0% | 0 | 26.23 K | -26.23 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
236,499
Holdings
48
QoQ value change ($000)
658
(0.3%)
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.