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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, AVDE, and represent 55.50% of Boyum Wealth Architects's stock portfolio.
Added to shares of these 10 stocks: AVEM, SGOV, PRF, AVDS, SCHB, AVDE, PTRB, QQQM, DYNF, IWF.
Started 7 new stock positions in IALT, AVDS, XT, MU, DCOR, FBND, SGOV.
Reduced shares in these 10 stocks: TBIL, JEPI, JPST, RSP, DFAS, AOR, DFIC, , GDX, .
Sold out of its positions in DFAS, DFIC, IRT, RSP, ACWI, SLV, VCIT.
Boyum Wealth Architects was a net buyer of stock by $20M.
Boyum Wealth Architects has $239M in assets under management (AUM), dropping by 11.87%.
Central Index Key (CIK): 0002068635

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

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Portfolio Holdings for Boyum Wealth Architects

Boyum Wealth Architects holds 73 positions in its portfolio as reported in the March 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)	17.5	$42M	+8%	1.5M	27.82	View chart
Pgim Etf Tr Total Return Bon (PTRB)	11.4	$27M	+8%	656k	41.63	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	11.2	$27M	+15%	518k	51.81	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	8.9	$21M	+7%	332k	64.19	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.5	$16M	+25%	175k	89.32	View chart
Strategic Trust Running Gwth Etf (RUNN)	5.6	$13M	+7%	405k	32.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.2	$12M	+66%	137k	90.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.5	$11M	+23%	39k	277.54	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.1	$4.9M	NEW	49k	100.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$4.2M	+2%	12k	355.29	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	1.4	$3.3M	NEW	43k	76.70	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	1.2	$2.8M	+4%	57k	50.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.1	$2.7M	-6%	76k	35.75	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.1	$2.7M	+23%	50k	53.97	View chart
RBB F/m Us Treasury (TBIL)	1.0	$2.4M	-66%	49k	49.88	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$2.4M	-3%	51k	46.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$2.3M	-2%	11k	207.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$2.2M	-63%	38k	56.82	View chart
Fastenal Company (FAST)	0.8	$2.0M		44k	44.91	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$1.8M	+6%	19k	94.07	View chart
Apple (AAPL)	0.7	$1.8M		6.3k	280.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$1.7M	-2%	18k	95.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.6M	+323%	13k	120.05	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.7	$1.6M	-18%	24k	67.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.6M	+2%	2.3k	674.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$1.4M	-2%	44k	33.14	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$1.4M		24k	59.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.3M		13k	93.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.2M	+8%	36k	31.86	View chart
Polaris Industries (PII)	0.5	$1.1M		17k	66.42	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.5	$1.1M		13k	85.07	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$1.0M	-3%	15k	66.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$953k	-10%	2.5k	385.73	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.4	$907k	-4%	29k	31.30	View chart
Microsoft Corporation (MSFT)	0.3	$818k	-7%	2.0k	414.48	View chart
Amazon (AMZN)	0.3	$740k	+3%	2.8k	268.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$722k	+9%	11k	64.13	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.3	$706k	-10%	31k	22.98	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$700k		1.1k	664.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$699k	+64%	970.00	720.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$669k	+42%	1.0k	662.75	View chart
Gra (GGG)	0.3	$632k		8.0k	79.19	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$631k		13k	48.99	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$630k	+3%	6.6k	94.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$554k		17k	32.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$551k		11k	50.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$536k	-66%	11k	50.45	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$500k		15k	32.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$494k		1.8k	279.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$484k		1.3k	383.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$480k	-36%	5.5k	87.11	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$451k	+3%	12k	39.33	View chart
NVIDIA Corporation (NVDA)	0.2	$431k	-13%	2.2k	198.45	View chart
Xcel Energy (XEL)	0.2	$400k	+20%	4.8k	82.58	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$399k	NEW	8.7k	45.60	View chart
Wal-Mart Stores (WMT)	0.2	$395k	-9%	3.0k	131.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$388k		3.8k	102.10	View chart
Broadcom (AVGO)	0.2	$378k	-2%	896.00	421.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$363k	-3%	1.2k	312.47	View chart
3M Company (MMM)	0.2	$359k	-4%	2.5k	142.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$346k		2.5k	137.42	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$325k		13k	25.00	View chart
Netflix (NFLX)	0.1	$322k	-4%	3.5k	92.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$320k	-17%	757.00	423.18	View chart
Blackrock Etf Trust Ishares Systemat (IALT)	0.1	$307k	NEW	11k	28.13	View chart
Ishares Tr Future Exponenti (XT)	0.1	$282k	NEW	3.7k	76.65	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$270k	-3%	4.6k	58.86	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$252k	NEW	3.2k	78.82	View chart
Oracle Corporation (ORCL)	0.1	$240k		1.4k	171.83	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$225k	-4%	2.9k	78.65	View chart
Meta Platforms Cl A (META)	0.1	$225k	-11%	369.00	608.75	View chart
Micron Technology (MU)	0.1	$217k	NEW	401.00	542.21	View chart
Johnson & Johnson (JNJ)	0.1	$208k	-3%	915.00	227.19	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 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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