Portfolio (Quarterly) Guide ↗

Boyd Wealth Management, LLC

· CIK 0001846114

13F Portfolio $236M AUM 48 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 18 Added 9 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HYLB	DBX ETF TR	—	347,777	$12.8M	5.43%	SOLD
2	MSFT	MICROSOFT CORP	Technology	432	$209K	0.09%	SOLD
3	—	ORIGIN MATERIALS INC	—	15,858	$3K	0.00%	SOLD

Sector Allocation

Technology 36.5%

Industrials 17.4%

Financial Services 13.4%

Consumer Defensive 9.8%

Communication Services 6.8%

Energy 6.5%

Consumer Cyclical 6.2%

Healthcare 3.3%