BW
Boyum Wealth Architects LLC 13F Holdings (72 Positions, Q2 2026)
Boyum Wealth Architects LLCCIK: 0002068635
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$251.2M
Reporting period: 2026-06-30 · Number of holdings: 72
BOYUM WEALTH ARCHITECTS LLC disclosed 72 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $251.2M and a quarterly turnover rate of 0.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "B"
Personality snowflake
- Concentration
- 31.89
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 65.52
- Diversification
- 100
- Sizing Uniformity
- 78.08
Boyum Wealth Architects LLC's disclosed holdings carry a Herfindahl concentration index of 0.080 — mathematically equivalent to about 13 equally-sized positions, well below its 72 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.19), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SGOV
+48.6% $2.4M
Trim TBIL
-60.5% -$1.5M
Add PRF
+3.4% $2.3M
Add FBND
+227.8% $894.1K
Trim PTRB
+3.4% $556.9K
Trim AVEM
-1.1% -$78.7K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 17.55% | +0.09% | +1.34% | |
| 2 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 11.61% | +0.39% | +3.36% | |
| 3 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 11.09% | -0.32% | +3.41% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 9.14% | +0.24% | +2.35% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 6.64% | +0.13% | +7.00% | |
| 6 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 5.80% | +0.22% | +7.91% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.89% | -0.28% | -1.15% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.35% | -0.13% | -3.47% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.93% | +0.86% | +48.58% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.71% | -0.05% | -2.18% | |
| 11 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 1.38% | -0.01% | +6.55% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.18% | +0.19% | +25.97% | |
| 13 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.15% | +0.02% | -0.41% | |
| 14 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 1.14% | -0.05% | +0.51% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.10% | -0.04% | -1.44% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.97% | — | -1.07% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | -0.09% | -5.69% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.06% | — | |
| 19 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.71% | -0.04% | -1.07% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.02% | — | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 0.65% | -0.17% | -20.45% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.02% | -3.51% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | -0.05% | -4.51% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | — | — | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | — | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.55% | -0.12% | -14.19% | |
| 27 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.53% | +0.08% | +16.53% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.51% | +0.34% | +227.80% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.49% | -0.03% | -2.94% | |
| 30 | PII | Polaris Inc | Stock-Consumer Disc | 0.47% | — | +4.61% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.43% | +0.01% | -0.79% | |
| 32 | MFSI | Mfs Active International | ETF-Other | 0.43% | +0.05% | +15.06% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.07% | -12.52% | |
| 34 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.38% | -0.64% | -60.46% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.06% | -2.51% | |
| 36 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.33% | +0.04% | +19.35% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.03% | -0.05% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.01% | +2.78% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.29% | — | — | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.29% | -0.01% | -1.38% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.03% | +1.74% | |
| 43 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.25% | -0.01% | — | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.25% | -0.01% | -0.77% | |
| 45 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.24% | +0.24% | NEW | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | — | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | — | — | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.21% | — | -1.92% | |
| 49 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.19% | — | -0.38% | |
| 50 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.19% | +0.06% | +53.44% |
1–50 of 72
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+17.1%
- Stdev
- +8.9%
- Beta
- +0.7
- Alpha
- +3%
- Max Drawdown
- -4.7%
- Annualized Perf
- +20.4%
- Batting Avg vs S&P
- +53.3%
- Sortino
- +4.52
- Stutzer
- +0.61
- Treynor
- +0.27
- Sterling
- +1.39
- Calmar
- +4.35
- Information Ratio
- -0.85
- Tracking Error
- +4.5%
- Stdev Down
- +4.2%
- Winning Months %
- +80%
- Losing Months %
- +20%
- Best 12 Months
- +23.6%
- Worst 12 Months
- +16.9%
- Efficiency Ratio
- +0.76
- Sharpe
- +2.14
- Stdev Sectors
- +10.8%
- Skewness
- -0.31
- Kurtosis
- +1.5
- Upside Potential
- +5.53
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Boyum Wealth Architects LLC's most significant position changes for 2026-06-30: New buy: Ishares Intermediate Muni In (INMU); Sold out: Jpmorgan Municipal ETF (JMUB); Sold out: Oracle CORP (ORCL); Add: Ishares 0-3 Month Treasury B (SGOV) — shares +48.58%; Trim: F/m US Treasury 3 Month Bill (TBIL) — shares -60.46%.
1–50 of 74
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Boyum Wealth Architects LLC and what type of investor is it?
Boyum Wealth Architects LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $251.2M, spread across 72 disclosed positions.
What are Boyum Wealth Architects LLC's largest equity positions?
Based on the latest 13F filing, Boyum Wealth Architects LLC's top holdings by market value are:
1. Schwab US Broad Market ETF (SCHB) — $44.1M (17.6%)
2. Invesco Rafi US 1000 ETF (PRF) — $29.2M (11.6%)
3. Pgim Total Return Bond ETF (PTRB) — $27.9M (11.1%)
4. Ishrs US E F R A Etf-usd Inc (DYNF) — $23.0M (9.1%)
5. Avantis International Equity (AVDE) — $16.7M (6.6%)
What changes did Boyum Wealth Architects LLC make in its most recent portfolio filing?
In the latest reported quarter, Boyum Wealth Architects LLC made 51 notable position adjustments: 1 new positions were initiated, 20 existing holdings were added to, 28 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ishares Intermediate Muni In (INMU); Sold out: Jpmorgan Municipal ETF (JMUB); Sold out: Oracle CORP (ORCL); Add: Ishares 0-3 Month Treasury B (SGOV) — shares +48.58%; Trim: F/m US Treasury 3 Month Bill (TBIL) — shares -60.46%
What sectors does Boyum Wealth Architects LLC focus on?
Boyum Wealth Architects LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.2%
• Industrials: 21.3%
• Consumer Discretionary: 16.8%
• Communication Services: 15.6%
• Utilities: 3.5%
• Financials: 3.5%
Investment Profile
Boyum Wealth Architects LLC returned an annualized 20.4% over the trailing 15 months — outperforming the S&P 500 by 3.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.70 (less volatile than the market) and a 53% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 34.2% of the portfolio concentrated in Information Technology.
It has added to its PRF position over the past two quarters (+$7.4M, now $29.2M), while trimming TBIL over the same stretch (-$6.4M, still holding $964.3K).
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