Boyd Wealth Management, LLC reported 26 positions worth $18.03M for the quarter ended Sep 30, 2026, up 91.0% on the prior quarter. It opened 12 new positions, added to 14, trimmed 0 and exited 0. Its largest holding is Nvidia Corp at 14.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +2,785 | +58.1% | $927.52K | 14% |
| MSFT Microsoft Corp | +1,564 | – | $802.27K | 4.45% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +1,310 | – | $597.61K | 3.32% |
| GOOGL Alphabet Inc. | +1,601 | +87.8% | $550.92K | 6.54% |
| LLY ELI LILLY & Co | +449 | – | $519.53K | 2.88% |
| NVDA Nvidia Corp | +2,203 | +24.1% | $503.14K | 14.38% |
| PANW Palo Alto Networks Inc | +1,093 | – | $434.26K | 2.41% |
| AVGO Broadcom Inc. | +1,222 | – | $429.28K | 2.38% |
| AMZN Amazon Com Inc | +1,656 | +72.4% | $412.59K | 5.45% |
| CAT Caterpillar Inc | +450 | – | $364.86K | 2.02% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MSFT Microsoft Corp | +1,564 | $802.27K | 4.45% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +1,310 | $597.61K | 3.32% |
| LLY ELI LILLY & Co | +449 | $519.53K | 2.88% |
| PANW Palo Alto Networks Inc | +1,093 | $434.26K | 2.41% |
| AVGO Broadcom Inc. | +1,222 | $429.28K | 2.38% |
| CAT Caterpillar Inc | +450 | $364.86K | 2.02% |
| AMD Advanced Micro Devices Inc | +568 | $347.48K | 1.93% |
| META Meta Platforms, Inc. | +477 | $345.91K | 1.92% |
| MU Micron Technology Inc | +298 | $317.76K | 1.76% |
| TSLA Tesla, Inc. | +610 | $216.43K | 1.2% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 11.3K | $2.59M | 14.38% | +2,203 | +24.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 7,579 | $2.52M | 14% | +2,785 | +58.1% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 3,425 | $1.18M | 6.54% | +1,601 | +87.8% | Added | 0% |
| 4 | DE Deere & Co | Industrials | 1,544 | $1.04M | 5.75% | +148 | +10.6% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 3,942 | $982.15K | 5.45% | +1,656 | +72.4% | Added | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,622 | $807.68K | 4.48% | +661 | +68.8% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 1,564 | $802.27K | 4.45% | +1,564 | – | New | 0% |
| 8 | ORCL Oracle Corp | Technology | 5,433 | $745.95K | 4.14% | +70 | +1.3% | Added | 0% |
| 9 | EMR Emerson Electric Co | Industrials | 4,030 | $625.05K | 3.47% | +23 | +0.6% | Added | 0% |
| 10 | PG PROCTER & GAMBLE Co | Consumer Staples | 4,146 | $602.33K | 3.34% | +468 | +12.7% | Added | 0% |
| 11 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,310 | $597.61K | 3.32% | +1,310 | – | New | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 3,560 | $579.37K | 3.21% | +640 | +21.9% | Added | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 1,641 | $543.01K | 3.01% | +33 | +2.1% | Added | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 449 | $519.53K | 2.88% | +449 | – | New | 0% |
| 15 | PANW Palo Alto Networks Inc | Technology | 1,093 | $434.26K | 2.41% | +1,093 | – | New | 0% |
Tip. Select a row to see that position’s full history at Boyd Wealth Management.
As of its Q3 2026 13F filing, Boyd Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 14.4%, Apple Inc. (AAPL) at 14.0%, Alphabet Inc. (GOOGL) at 6.5%, Deere & Co (DE) at 5.8%, Amazon Com Inc (AMZN) at 5.4% of the reported portfolio.
Boyd Wealth Management, LLC reported a 13F portfolio worth $18.03M across 26 positions for Q3 2026. That is up 91.0% from the previous quarter.
Its largest purchases by value were Apple Inc. ($927.52K), Microsoft Corp ($802.27K), Taiwan Semiconductor Manufacturing Co Ltd ($597.61K). It opened 12 new positions.
From the Form 13F-HR reports Boyd Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.