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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 Chg Shares Chg % Period Price ① Since Period ①
1 HYDB ISHARES TR 288,504.0 $13.4M 5.67% NEW $46.52 +0.8%
2 JMUB J P MORGAN EXCHANGE TRADED F 9,259.0 $463K 0.20% NEW $49.99 +0.6%
3 KO COCA COLA CO Consumer Defensive 2,730.0 $208K 0.09% NEW $76.05 +7.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%