BOYUM WEALTH ARCHITECTS LLC
Holdings as of 2026-06-30, filed 2026-07-15
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 15 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
72
Value reported by manager
$251.2M
Sum of our stored positions
$251.2M
should match the line above
Disclosure lag
15 d
quarter end to filing
Top 5 concentration
56.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
72 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $44.1M | 1,522,245 | — | 808524102 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $29.2M | 535,648 | — | 46137V613 |
| PGIM ETF TR | TOTA RETU BD ETF | $27.9M | 678,169 | — | 69344A800 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $23M | 339,680 | — | 09290C103 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $16.7M | 186,730 | — | 025072703 |
| STRATEGIC TRUST | RUNNING GWTH ETF | $14.6M | 437,177 | — | 48817R870 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $12.3M | 135,017 | — | 025072604 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $10.9M | 37,320 | — | 46138G649 |
| ISHARES TR | 0-3 MTH TREASURY | $7.3M | 73,093 | — | 46436E718 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.3M | 11,631 | — | 922908769 |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $3.5M | 46,214 | — | 025072190 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $3M | 63,897 | — | 46641Q670 |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $2.9M | 49,707 | — | 46641Q753 |
| J P MORGAN EXCHANGE TRADED F | HIGH YIELD MUNI | $2.9M | 56,979 | — | 46654Q799 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $2.8M | 75,123 | — | 33740F755 |
| ISHARES TR | MSCI USA QLT FCT | $2.4M | 11,143 | — | 46432F339 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $2.1M | 36,231 | — | 46641Q332 |
| APPLE INC | COM | $2M | 6,331 | — | 037833100 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $1.8M | 18,789 | — | 46654Q609 |
| ISHARES TR | CORE MSCI EAFE | $1.7M | 17,661 | — | 46432F842 |
| FASTENAL CO | COM | $1.6M | 34,740 | — | 311900104 |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 2,251 | — | 46090E103 |
| ISHARES TR | RUS 1000 GRW ETF | $1.5M | 12,726 | — | 464287614 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.5M | 43,582 | — | 808524300 |
| SPDR SERIES TRUST | ST STR P500VAL | $1.5M | 24,113 | — | 78464A508 |
| ISHARES TR | CORE 60 BALA ETF | $1.4M | 20,172 | — | 464289867 |
| ISHARES TR | RUSEL 2500 ETF | $1.3M | 14,764 | — | 46435G268 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.3M | 28,666 | — | 316188309 |
| ISHARES TR | CORE MSCI TOTAL | $1.2M | 13,049 | — | 46432F834 |
| POLARIS INC | COM | $1.2M | 17,663 | — | 731068102 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $1.1M | 14,994 | — | 46641Q761 |
| MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | $1.1M | 33,342 | — | 55286W405 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1M | 31,854 | — | 808524797 |
| RBB FD INC | F/M US TREASURY | $964.3K | 19,313 | — | 74933W452 |
| ALPHABET INC | CAP STK CL A | $848.9K | 2,408 | — | 02079K305 |
| ETFIS SER TR I | VIRTUS NEWFLEET | $836.6K | 36,643 | — | 26923G707 |
| MICROSOFT CORP | COM | $771.1K | 1,972 | — | 594918104 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $746.8K | 997 | — | 78462F103 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $723K | 1,054 | — | 78467Y107 |
| ISHARES TR | MSCI EMG MKT ETF | $716.3K | 11,105 | — | 464287234 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $695.6K | 1,010 | — | 922908363 |
| AMAZON COM INC | COM | $693.7K | 2,805 | — | 023135106 |
| RBB FUND TRUST | FIRST EAGLE GBL | $639.7K | 12,878 | — | 75526L886 |
| ISHARES TR | CORE 80 20 ETF | $636.8K | 6,596 | — | 464289859 |
| BLACKROCK ETF TRUST II | ISHAR INTER ETF | $605.7K | 25,132 | — | 092528207 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $586K | 17,125 | — | 808524409 |
| ISHARES TR | RUSSELL 2000 ETF | $518.6K | 1,767 | — | 464287655 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $516.1K | 15,037 | — | 808524607 |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | $475.5K | 11,430 | — | 87283Q867 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | $474.6K | 16,736 | — | 09290C665 |
| NVIDIA CORPORATION | COM | $441.9K | 2,171 | — | 67066G104 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $438.5K | 8,694 | — | 46641Q837 |
| VANECK ETF TRUST | GOLD MINERS ETF | $404.4K | 5,512 | — | 92189F106 |
| 3M CO | COM | $397.6K | 2,521 | — | 88579Y101 |
| ALPHABET INC | CAP STK CL C | $389.9K | 1,112 | — | 02079K107 |
| XCEL ENERGY INC | COM | $389.9K | 4,844 | — | 98389B100 |
| JPMORGAN CHASE & CO | COM | $388.7K | 1,162 | — | 46625H100 |
| ISHARES TR | MSCI EAFE ETF | $372.6K | 3,609 | — | 464287465 |
| ISHARES TR | CORE S&P SCP ETF | $365.2K | 2,519 | — | 464287804 |
| GRACO INC | COM | $349.4K | 4,727 | — | 384109104 |
| WALMART INC | COM | $344.6K | 3,002 | — | 931142103 |
| BROADCOM INC | COM | $344.1K | 896 | — | 11135F101 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | $328K | 13,005 | — | 78464A284 |
| ISHARES TR | FUTU EXPO TE ETF | $313.8K | 3,871 | — | 46434V381 |
| SPDR GOLD TR | GOLD SHS | $277.9K | 757 | — | 78463V107 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $273.7K | 4,593 | — | 46654Q203 |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $263K | 3,192 | — | 25434V625 |
| NETFLIX INC. | COM | $261.2K | 3,538 | — | 64110L106 |
| MICRON TECHNOLOGY INC | COM | $251.1K | 268 | — | 595112103 |
| META PLATFORMS INC | CL A | $239.1K | 364 | — | 30303M102 |
| JOHNSON & JOHNSON | COM | $235.9K | 915 | — | 478160104 |
| ISHARES INC | CORE MSCI EMKT | $224.5K | 2,860 | — | 46434G103 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-15