BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Boyd Wealth Management, LLC

· CIK 0001846114
13F Portfolio $236M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION Technology 2,157.0 $402K 0.17% NEW $186.51 +14.3%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 1,333.0 $395K 0.17% NEW $296.21 -12.2%
43 XOM EXXON MOBIL CORP Energy 2,893.0 $348K 0.15% NEW $120.34 +22.6%
44 ABBV ABBVIE INC Healthcare 1,140.0 $261K 0.11% NEW $228.54 -4.2%
45 VCSH VANGUARD SCOTTSDALE FDS 3,198.0 $255K 0.11% NEW $79.72 -0.8%
46 USHY ISHARES TR 5,969.0 $223K 0.10% NEW $37.40 -0.7%
47 MSFT MICROSOFT CORP Technology 432.0 $209K 0.09% NEW $483.62 -12.0%
48 ORIGIN MATERIALS INC 15,858.0 $3K 0.00% NEW $0.21
Page 3 of 3  ·  48 positions

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 40.8%
Industrials 15.1%
Financial Services 13.4%
Consumer Cyclical 9.5%
Consumer Defensive 6.7%
Communication Services 6.6%
Energy 4.5%
Healthcare 3.3%