Boyum Wealth Architects

Boyum Wealth Architects as of Dec. 31, 2025

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