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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, PRF, PTRB, DYNF, AVDE, and represent 57.45% of Boyum Wealth Architects's stock portfolio.
Added to shares of these 10 stocks: SGOV, LMT, QQQM, CRWD, AVDE, RUNN, AVDS, AVEM, JPST, PTRB.
Started 2 new stock positions in LMT, CRWD.
Reduced shares in these 10 stocks: SCHG, , FBND, SCHD, INMU, SCHV, JCPB, SCHA, PRF, .
Sold out of its positions in INMU, HYMB, SPYV, SCHG, SCHV, SCHA.
Boyum Wealth Architects was a net seller of stock by $-7.9M.
Boyum Wealth Architects has $246M in assets under management (AUM), dropping by -2.06%.
Central Index Key (CIK): 0002068635

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Portfolio Holdings for Boyum Wealth Architects

Boyum Wealth Architects holds 68 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	18.3	$45M		1.5M	29.61	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	11.8	$29M		528k	54.83	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	10.9	$27M		680k	39.41	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	9.5	$24M		335k	69.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.9	$17M		188k	90.33	View chart
Strategic Trust Running Gwth Etf (RUNN)	5.9	$14M		441k	32.68	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.3	$13M		136k	95.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.8	$12M	+2%	38k	308.69	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	3.3	$8.1M	+9%	80k	100.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$4.3M		12k	378.00	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	1.5	$3.7M	+2%	48k	78.05	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.2	$2.8M	-2%	49k	58.69	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	1.0	$2.5M	-4%	55k	46.80	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.0	$2.5M	-10%	67k	37.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$2.3M	-7%	10k	224.47	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$2.3M	-19%	52k	44.58	View chart
Apple (AAPL)	0.9	$2.1M		6.4k	333.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$2.0M		36k	56.10	View chart
Fastenal Company (FAST)	0.7	$1.8M		35k	50.75	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$1.7M	-4%	18k	97.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$1.7M		17k	97.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.6M	-3%	2.2k	749.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.6M		13k	127.07	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.5	$1.3M		15k	86.63	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.2M		13k	95.58	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.5	$1.2M	-13%	17k	68.57	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$1.1M		15k	74.62	View chart
Microsoft Corporation (MSFT)	0.4	$1.0M	+2%	2.0k	517.58	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.4	$1.0M	-6%	31k	32.70	View chart
Polaris Industries (PII)	0.4	$949k		18k	53.71	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.4	$867k	+6%	39k	22.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$834k		2.4k	343.53	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$752k	-2%	977.00	769.84	View chart
Amazon (AMZN)	0.3	$734k	+4%	2.9k	251.52	View chart
RBB F/m Us Treasury (TBIL)	0.3	$718k	-25%	14k	49.87	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$706k		1.1k	669.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$697k	-7%	10k	67.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$664k	-7%	938.00	707.80	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$564k	+12%	19k	29.97	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$555k	-13%	5.7k	97.63	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$522k	+19%	10k	50.23	View chart
NVIDIA Corporation (NVDA)	0.2	$508k		2.2k	233.95	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$492k	-23%	9.8k	50.18	View chart
JPMorgan Chase & Co. (JPM)	0.2	$408k	+5%	1.2k	332.38	View chart
3M Company (MMM)	0.2	$408k		2.5k	161.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$400k	-67%	9.2k	43.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$379k		1.1k	340.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$371k		3.6k	103.96	View chart
Xcel Energy (XEL)	0.1	$368k	+6%	5.1k	71.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$355k	-28%	1.3k	281.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$349k		2.5k	138.55	View chart
Gra (GGG)	0.1	$338k	-8%	4.3k	78.00	View chart
Broadcom (AVGO)	0.1	$322k		907.00	355.14	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$320k	-34%	7.5k	42.54	View chart
Wal-Mart Stores (WMT)	0.1	$319k		3.1k	104.26	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$318k	-34%	3.6k	87.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$314k	+8%	825.00	380.14	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$309k	-5%	3.7k	84.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$297k	NEW	588.00	505.41	View chart
Micron Technology (MU)	0.1	$288k		268.00	1074.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$278k		4.6k	61.04	View chart
Meta Platforms Cl A (META)	0.1	$277k	+4%	381.00	728.08	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.1	$265k		3.2k	83.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$250k	-76%	7.6k	32.72	View chart
Netflix (NFLX)	0.1	$238k		3.6k	67.06	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$236k		2.9k	82.36	View chart
Johnson & Johnson (JNJ)	0.1	$234k		915.00	256.03	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$202k	NEW	748.00	270.04	View chart

Past Filings by Boyum Wealth Architects

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

Boyum Wealth Architects 2026 Q3 filed Oct. 6, 2026
Boyum Wealth Architects 2026 Q2 filed July 15, 2026
Boyum Wealth Architects 2026 Q1 filed May 4, 2026
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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