Boyum Wealth Architects

Boyum Wealth Architects as of June 30, 2026

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