BOYUM WEALTH ARCHITECTS LLC
CIK: 0002068635Latest portfolio: $213.9M · Q4 2025
Holdings
73
Total Value
$213.9M
New Positions
19
Closed Positions
2
Top Holdings
View All 73 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 1,388,726 | $37.0M | 17.28% | +163K | |
| 2 | PTRBPGIM ETF TR | 605,802 | $25.6M | 11.94% | +177K | |
| 3 | PRFINVESCO EXCHANGE TRADED FD T | 448,707 | $21.8M | 10.17% | +68K | |
| 4 | DYNFBLACKROCK ETF TRUST | 308,574 | $18.8M | 8.77% | +131K | |
| 5 | RUNNSTRATEGIC TRUST | 375,647 | $13.1M | 6.12% | +65K | |
| 6 | AVDEAMERICAN CENTY ETF TR | 139,543 | $12.1M | 5.65% | +30K | |
| 7 | QQQMINVESCO EXCH TRADED FD TR II | 31,305 | $8.0M | 3.75% | +8K | |
| 8 | TBILRBB FD INC | 147,117 | $7.4M | 3.44% | +38K | |
| 9 | AVEMAMERICAN CENTY ETF TR | 81,975 | $6.8M | 3.17% | +45K | |
| 10 | JEPIJ P MORGAN EXCHANGE TRADED F | 104,593 | $6.1M | 2.85% | -11,671 | |
| 11 | VTIVANGUARD INDEX FDS | 11,653 | $4.0M | 1.85% | +30 | |
| 12 | BUFRFIRST TR EXCHNG TRADED FD VI | 81,715 | $2.8M | 1.32% | -38,739 | |
| 13 | JMHIJ P MORGAN EXCHANGE TRADED F | 54,185 | $2.7M | 1.28% | +15K | |
| 14 | JCPBJ P MORGAN EXCHANGE TRADED F | 52,324 | $2.5M | 1.16% | +8K | |
| 15 | QUALISHARES TR | 11,494 | $2.3M | 1.09% | -157 | |
| 16 | JVALJ P MORGAN EXCHANGE TRADED F | 40,495 | $2.1M | 0.96% | -763 | |
| 17 | FASTFASTENAL CO | 43,622 | $1.9M | 0.89% | +39K | |
| 18 | AORISHARES TR | 28,737 | $1.9M | 0.89% | +19K | |
| 19 | AQLTISHARES TR | 18,169 | $1.7M | 0.79% | +2K | |
| 20 | JGROJ P MORGAN EXCHANGE TRADED F | 17,807 | $1.6M | 0.76% | +5K | |
| 21 | JPSTJ P MORGAN EXCHANGE TRADED F | 31,529 | $1.6M | 0.75% | +3K | |
| 22 | AAPLAPPLE INC | 6,395 | $1.6M | 0.74% | +3K | |
| 23 | IWFISHARES TR | 3,148 | $1.5M | 0.69% | -49 | |
| 24 | SCHGSCHWAB STRATEGIC TR | 44,578 | $1.4M | 0.67% | -3,065 | |
| 25 | NDQINVESCO QQQ TR | 2,267 | $1.4M | 0.66% | -532 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($3.6967255522175315e+171T)
Technology0.0% ($1586992473.3T)
Unknown0.0% ($16951.4T)
Communication Services0.0% ($903.4T)
Industrials0.0% ($1.9T)
Consumer Cyclical0.0% ($1.2B)
Consumer Defensive0.0% ($390K)
Utilities0.0% ($301K)
Real Estate0.0% ($236K)
Healthcare0.0% ($208K)
Filing History
Fund Information
BOYUM WEALTH ARCHITECTS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $213.9M across 73 holdings. The largest position is SCHWAB STRATEGIC TR (SCHB), representing 17.3% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.