Boyum Wealth Architects

Boyum Wealth Architects as of Sept. 30, 2025

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