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Boyum Wealth Architects

Latest statistics and disclosures from Boyum Wealth Architects's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, PTRB, PRF, RUNN, DYNF, and represent 54.20% of Boyum Wealth Architects's stock portfolio.
Added to shares of these 10 stocks: SCHB, PTRB, JMHI, DYNF, PRF, JEPI, RUNN, AVDE, QQQM, AOR.
Started 8 new stock positions in FEGE, JEPQ, FAST, AOA, GOOGL, AOR, IWM, CGDV.
Reduced shares in these 10 stocks: GGG, TBIL, IWF, QQQ, TPMN, ITOT, SCHG, GDX, NVG, VTI.
Sold out of its positions in ITOT, NVG, TPMN.
Boyum Wealth Architects was a net buyer of stock by $19M.
Boyum Wealth Architects has $162M in assets under management (AUM), dropping by 19.54%.
Central Index Key (CIK): 0002068635

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Portfolio Holdings for Boyum Wealth Architects

Boyum Wealth Architects holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	19.4	$32M	+10%	1.2M	25.71	View chart
Pgim Etf Tr Total Return Bon (PTRB)	11.1	$18M	+18%	429k	42.20	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	10.6	$17M	+10%	381k	45.21	View chart
Strategic Trust Running Gwth Etf (RUNN)	6.6	$11M	+15%	311k	34.27	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.5	$11M	+18%	178k	59.20	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.3	$8.7M	+16%	110k	78.90	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.1	$6.6M	+32%	116k	57.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.5	$5.6M	+12%	23k	247.12	View chart
RBB Us Treas 3 Mnth (TBIL)	3.4	$5.5M	-5%	109k	50.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.5	$4.0M	+3%	121k	33.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$3.8M	-3%	12k	328.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$2.8M	+9%	37k	75.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$2.3M	-2%	12k	194.50	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.3	$2.1M		44k	47.55	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	1.2	$2.0M	+671%	40k	50.49	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.2	$2.0M		41k	47.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.7M	-13%	2.8k	600.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.0	$1.6M	+9%	17k	89.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$1.5M	-11%	48k	31.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$1.5M	-17%	3.2k	468.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$1.4M	+33%	28k	50.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.4M	-4%	16k	87.31	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.8	$1.3M		24k	55.33	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$1.2M	+87%	13k	93.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$1.2M	-5%	14k	82.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.1M	+3%	39k	27.30	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$1.0M		16k	62.91	View chart
Polaris Industries (PII)	0.6	$985k		17k	58.13	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.6	$962k		13k	73.73	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$913k	-16%	12k	76.40	View chart
Apple (AAPL)	0.6	$896k		3.5k	254.64	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.4	$719k		31k	23.07	View chart
Gra (GGG)	0.4	$679k	-42%	8.0k	84.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$626k	+95%	12k	53.40	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.4	$597k	NEW	9.3k	64.38	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.4	$596k	+41%	20k	29.54	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.4	$584k	NEW	13k	44.23	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$551k	NEW	6.2k	88.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$500k	NEW	2.1k	241.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$499k		17k	29.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$436k		16k	27.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$433k		707.00	612.68	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.3	$413k	+13%	17k	24.93	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$408k	+85%	11k	37.70	View chart
Amazon (AMZN)	0.2	$355k		1.6k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$341k	+46%	512.00	666.65	View chart
Xcel Energy (XEL)	0.2	$315k		3.9k	80.64	View chart
3M Company (MMM)	0.2	$298k		1.9k	155.18	View chart
Microsoft Corporation (MSFT)	0.2	$296k		571.00	517.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$282k	-3%	792.00	355.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$275k	NEW	1.1k	243.11	View chart
NVIDIA Corporation (NVDA)	0.2	$268k	+7%	1.4k	186.58	View chart
Independence Realty Trust In (IRT)	0.2	$250k		15k	16.39	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$238k	NEW	4.1k	57.52	View chart
Fastenal Company (FAST)	0.1	$233k	NEW	4.7k	49.04	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$201k	NEW	4.8k	42.03	View chart

Past Filings by Boyum Wealth Architects

SEC 13F filings are viewable for Boyum Wealth Architects going back to 2025

Boyum Wealth Architects 2025 Q3 filed Oct. 2, 2025
Boyum Wealth Architects 2025 Q2 filed July 9, 2025

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