Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 56.03% of Boyum Wealth Architects's stock portfolio.
Added to shares of these 10 stocks: SGOV, AVDE, RUNN, PRF, PTRB, FBND, JCPB, INMU, SCHB, DYNF.
Started 1 new stock position in INMU.
Reduced shares in these 10 stocks: TBIL, JMUB, FAST, QQQM, GGG, , AOR, SCHD, AVEM, MU.
Sold out of its positions in JMUB, ORCL.
Boyum Wealth Architects was a net buyer of stock by $5.9M.
Boyum Wealth Architects has $251M in assets under management (AUM), dropping by 4.95%.
Central Index Key (CIK): 0002068635

Tip: Access up to 7 years of quarterly data

Positions held by Boyum Wealth Architects consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Boyum Wealth Architects

Boyum Wealth Architects holds 72 positions in its portfolio as reported in the June 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)	17.6	$44M		1.5M	28.96	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	11.6	$29M	+3%	536k	54.46	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	11.1	$28M	+3%	678k	41.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	9.1	$23M	+2%	340k	67.60	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.6	$17M	+7%	187k	89.27	View chart
Strategic Trust Running Gwth Etf (RUNN)	5.8	$15M	+7%	437k	33.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.9	$12M		135k	91.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.4	$11M	-3%	37k	293.06	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.9	$7.3M	+48%	73k	100.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$4.3M	-2%	12k	369.78	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	1.4	$3.5M	+6%	46k	75.02	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$3.0M	+25%	64k	46.34	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.1	$2.9M		50k	57.99	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	1.1	$2.9M		57k	50.08	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.1	$2.8M		75k	36.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$2.4M		11k	218.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$2.1M	-5%	36k	56.76	View chart
Apple (AAPL)	0.8	$2.0M		6.3k	317.29	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$1.8M		19k	94.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$1.7M		18k	96.15	View chart
Fastenal Company (FAST)	0.7	$1.6M	-20%	35k	47.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.6M	-3%	2.3k	711.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.5M	-4%	13k	121.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$1.5M		44k	34.37	View chart
Spdr Series Trust St Str P500val (SPYV)	0.6	$1.5M		24k	61.84	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.6	$1.4M	-14%	20k	68.51	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.5	$1.3M	+16%	15k	89.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$1.3M	+227%	29k	45.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.2M	-2%	13k	93.57	View chart
Polaris Industries (PII)	0.5	$1.2M	+4%	18k	66.93	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$1.1M		15k	72.15	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.4	$1.1M	+15%	33k	32.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.0M	-12%	32k	32.56	View chart
RBB F/m Us Treasury (TBIL)	0.4	$964k	-60%	19k	49.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$849k	-2%	2.4k	352.55	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.3	$837k	+19%	37k	22.83	View chart
Microsoft Corporation (MSFT)	0.3	$771k		2.0k	391.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$747k	+2%	997.00	749.02	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$723k		1.1k	685.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$716k		11k	64.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$696k		1.0k	688.73	View chart
Amazon (AMZN)	0.3	$694k		2.8k	247.31	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$640k		13k	49.67	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.3	$637k		6.6k	96.55	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.2	$606k	NEW	25k	24.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$586k		17k	34.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$519k		1.8k	293.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$516k		15k	34.32	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.2	$476k		11k	41.60	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$475k	+53%	17k	28.36	View chart
NVIDIA Corporation (NVDA)	0.2	$442k		2.2k	203.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$439k	-18%	8.7k	50.44	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$404k		5.5k	73.37	View chart
3M Company (MMM)	0.2	$398k		2.5k	157.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$390k	-11%	1.1k	350.67	View chart
Xcel Energy (XEL)	0.2	$390k		4.8k	80.48	View chart
JPMorgan Chase & Co. (JPM)	0.2	$389k		1.2k	334.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$373k	-5%	3.6k	103.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$365k		2.5k	144.99	View chart
Gra (GGG)	0.1	$349k	-40%	4.7k	73.92	View chart
Wal-Mart Stores (WMT)	0.1	$345k		3.0k	114.78	View chart
Broadcom (AVGO)	0.1	$344k		896.00	384.05	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$328k		13k	25.22	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$314k	+5%	3.9k	81.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$278k		757.00	367.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$274k		4.6k	59.59	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.1	$263k		3.2k	82.38	View chart
Netflix (NFLX)	0.1	$261k		3.5k	73.83	View chart
Micron Technology (MU)	0.1	$251k	-33%	268.00	937.00	View chart
Meta Platforms Cl A (META)	0.1	$239k		364.00	656.73	View chart
Johnson & Johnson (JNJ)	0.1	$236k		915.00	257.77	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$225k		2.9k	78.49	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z