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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, DYNF, RUNN, and represent 54.27% of Boyum Wealth Architects's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$7.9M), PTRB (+$7.5M), SCHB, AVEM, PRF, AVDE, RUNN, QQQM, TBIL, FAST.
Started 19 new stock positions in DFAS, ACWI, JMUB, NFLX, DFIC, MDY, GOOG, EFA, VCIT, JNJ. AVGO, ORCL, META, IEMG, WMT, RSP, IJR, SLV, JPM.
Reduced shares in these 10 stocks: TLT, BUFR, JEPI, GDX, QQQ, CGDV, SCHD, SCHG, HYMB, EEM.
Sold out of its positions in CGDV, TLT.
Boyum Wealth Architects was a net buyer of stock by $45M.
Boyum Wealth Architects has $214M in assets under management (AUM), dropping by 31.78%.
Central Index Key (CIK): 0002068635

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Portfolio Holdings for Boyum Wealth Architects

Boyum Wealth Architects holds 73 positions in its portfolio as reported in the December 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)	17.3	$37M	+13%	1.4M	26.62	View chart
Pgim Etf Tr Total Return Bon (PTRB)	11.9	$26M	+41%	606k	42.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	10.2	$22M	+17%	449k	48.48	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	8.8	$19M	+73%	309k	60.79	View chart
Strategic Trust Running Gwth Etf (RUNN)	6.1	$13M	+20%	376k	34.83	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.7	$12M	+27%	140k	86.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.8	$8.0M	+37%	31k	256.40	View chart
RBB Us Treas 3 Mnth (TBIL)	3.4	$7.4M	+34%	147k	49.99	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.2	$6.8M	+119%	82k	82.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.9	$6.1M	-10%	105k	58.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$4.0M		12k	340.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.3	$2.8M	-32%	82k	34.52	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	1.3	$2.7M	+36%	54k	50.41	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$2.5M	+19%	52k	47.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$2.3M		12k	202.67	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.0	$2.1M		41k	50.84	View chart
Fastenal Company (FAST)	0.9	$1.9M	+820%	44k	43.89	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.9	$1.9M	+210%	29k	66.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.7M	+12%	18k	93.33	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.8	$1.6M	+37%	18k	91.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$1.6M	+11%	32k	50.72	View chart
Apple (AAPL)	0.7	$1.6M	+81%	6.4k	248.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.5M		3.1k	468.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$1.4M	-6%	45k	32.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.4M	-19%	2.3k	622.62	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$1.4M		24k	57.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$1.2M	-3%	14k	89.24	View chart
Polaris Industries (PII)	0.5	$1.2M		17k	69.09	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.5	$1.0M	-2%	13k	80.15	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$1.0M	-2%	16k	64.29	View chart
Microsoft Corporation (MSFT)	0.5	$993k	+273%	2.1k	465.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$977k	-13%	34k	29.14	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.4	$950k	+51%	31k	31.16	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$930k	-27%	8.7k	107.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$903k	+143%	2.8k	327.91	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.4	$795k	+10%	34k	23.11	View chart
Gra (GGG)	0.3	$691k		8.0k	86.55	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$671k	NEW	1.1k	636.15	View chart
Amazon (AMZN)	0.3	$639k	+65%	2.7k	239.16	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$630k	-2%	13k	48.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$609k	-11%	10k	59.07	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$591k	+3%	6.4k	91.67	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$563k	NEW	11k	50.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$527k		17k	30.78	View chart
NVIDIA Corporation (NVDA)	0.2	$473k	+75%	2.5k	187.67	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$468k		15k	30.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$468k	-14%	1.8k	264.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$466k	NEW	2.3k	198.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$448k		707.00	634.14	View chart
3M Company (MMM)	0.2	$430k	+37%	2.6k	162.68	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$426k	+2%	11k	38.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$422k	+16%	921.00	458.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$419k	NEW	1.3k	328.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$417k	NEW	5.6k	74.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$406k	+15%	589.00	689.04	View chart
Wal-Mart Stores (WMT)	0.2	$391k	NEW	3.3k	117.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$387k	NEW	3.9k	99.97	View chart
JPMorgan Chase & Co. (JPM)	0.2	$358k	NEW	1.2k	297.72	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$348k	NEW	9.6k	36.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$344k	NEW	4.1k	83.89	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$326k	-21%	13k	25.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$323k	NEW	2.5k	128.12	View chart
Netflix (NFLX)	0.1	$314k	NEW	3.7k	86.12	View chart
Xcel Energy (XEL)	0.1	$301k	+2%	4.0k	75.02	View chart
Broadcom (AVGO)	0.1	$295k	NEW	923.00	320.05	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$282k	+15%	4.8k	59.22	View chart
Meta Platforms Cl A (META)	0.1	$275k	NEW	417.00	658.84	View chart
Oracle Corporation (ORCL)	0.1	$249k	NEW	1.4k	177.16	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$242k	NEW	2.6k	92.91	View chart
Independence Realty Trust In (IRT)	0.1	$237k	-7%	14k	16.84	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$216k	NEW	3.0k	72.40	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$212k	NEW	1.5k	145.16	View chart
Johnson & Johnson (JNJ)	0.1	$209k	NEW	949.00	220.14	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 Q4 filed Jan. 26, 2026
Boyum Wealth Architects 2025 Q3 filed Oct. 2, 2025
Boyum Wealth Architects 2025 Q2 filed July 9, 2025

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