Boyum Wealth Architects

Boyum Wealth Architects as of March 31, 2026

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