Boyum Wealth Architects

Boyum Wealth Architects as of Sept. 30, 2026

Portfolio Holdings for Boyum Wealth Architects

Boyum Wealth Architects holds 68 positions in its portfolio as reported in the September 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) 18.3 $45M 1.5M 29.61
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 11.8 $29M 528k 54.83
Pgim Etf Tr Tota Retu Bd Etf (PTRB) 10.9 $27M 680k 39.41
Blackrock Etf Trust Ishares Us Equit (DYNF) 9.5 $24M 335k 69.97
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.9 $17M 188k 90.33
Strategic Trust Running Gwth Etf (RUNN) 5.9 $14M 441k 32.68
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.3 $13M 136k 95.41
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.8 $12M 38k 308.69
Ishares Tr 0-3 Mth Treasury (SGOV) 3.3 $8.1M 80k 100.44
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $4.3M 12k 378.00
American Centy Etf Tr Avantis Intl Sml (AVDS) 1.5 $3.7M 48k 78.05
J P Morgan Exchange Traded F Us Value Factr (JVAL) 1.2 $2.8M 49k 58.69
J P Morgan Exchange Traded F High Yield Muni (JMHI) 1.0 $2.5M 55k 46.80
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 1.0 $2.5M 67k 37.65
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $2.3M 10k 224.47
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.9 $2.3M 52k 44.58
Apple (AAPL) 0.9 $2.1M 6.4k 333.67
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $2.0M 36k 56.10
Fastenal Company (FAST) 0.7 $1.8M 35k 50.75
J P Morgan Exchange Traded F Active Growth (JGRO) 0.7 $1.7M 18k 97.69
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.7M 17k 97.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.6M 2.2k 749.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.6M 13k 127.07
Ishares Tr Rusel 2500 Etf (SMMD) 0.5 $1.3M 15k 86.63
Ishares Tr Core Msci Total (IXUS) 0.5 $1.2M 13k 95.58
Ishares Tr Core 60 Bala Etf (AOR) 0.5 $1.2M 17k 68.57
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.5 $1.1M 15k 74.62
Microsoft Corporation (MSFT) 0.4 $1.0M 2.0k 517.58
Mfs Active Exchange Traded F Internatinl Etf (MFSI) 0.4 $1.0M 31k 32.70
Polaris Industries (PII) 0.4 $949k 18k 53.71
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.4 $867k 39k 22.12
Alphabet Cap Stk Cl A (GOOGL) 0.3 $834k 2.4k 343.53
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $752k 977.00 769.84
Amazon (AMZN) 0.3 $734k 2.9k 251.52
RBB F/m Us Treasury (TBIL) 0.3 $718k 14k 49.87
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.3 $706k 1.1k 669.66
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $697k 10k 67.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $664k 938.00 707.80
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.2 $564k 19k 29.97
Ishares Tr Core 80 20 Etf (AOA) 0.2 $555k 5.7k 97.63
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $522k 10k 50.23
NVIDIA Corporation (NVDA) 0.2 $508k 2.2k 233.95
Rbb Fund Trust First Eagle Gbl (FEGE) 0.2 $492k 9.8k 50.18
JPMorgan Chase & Co. (JPM) 0.2 $408k 1.2k 332.38
3M Company (MMM) 0.2 $408k 2.5k 161.89
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $400k 9.2k 43.28
Alphabet Cap Stk Cl C (GOOG) 0.2 $379k 1.1k 340.35
Ishares Tr Msci Eafe Etf (EFA) 0.2 $371k 3.6k 103.96
Xcel Energy (XEL) 0.1 $368k 5.1k 71.40
Ishares Tr Russell 2000 Etf (IWM) 0.1 $355k 1.3k 281.52
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $349k 2.5k 138.55
Gra (GGG) 0.1 $338k 4.3k 78.00
Broadcom (AVGO) 0.1 $322k 907.00 355.14
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.1 $320k 7.5k 42.54
Wal-Mart Stores (WMT) 0.1 $319k 3.1k 104.26
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $318k 3.6k 87.78
Spdr Gold Tr Gold Shs (GLD) 0.1 $314k 825.00 380.14
Ishares Tr Futu Expo Te Etf (XT) 0.1 $309k 3.7k 84.31
Lockheed Martin Corporation (LMT) 0.1 $297k 588.00 505.41
Micron Technology (MU) 0.1 $288k 268.00 1074.89
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $278k 4.6k 61.04
Meta Platforms Cl A (META) 0.1 $277k 381.00 728.08
Dimensional Etf Trust Us Cor Equ 1 Etf 0.1 $265k 3.2k 83.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $250k 7.6k 32.72
Netflix (NFLX) 0.1 $238k 3.6k 67.06
Ishares Core Msci Emkt (IEMG) 0.1 $236k 2.9k 82.36
Johnson & Johnson (JNJ) 0.1 $234k 915.00 256.03
Crowdstrike Hldgs Cl A (CRWD) 0.1 $202k 748.00 270.04