BW
Boyum Wealth Architects LLC 13F Holdings (68 Positions, Q3 2026)
Boyum Wealth Architects LLCCIK: 0002068635
Diversified strategyMomentum followerLong-term holder
Total reported value
$246.0M
Reporting period: 2026-09-30 · Number of holdings: 68
BOYUM WEALTH ARCHITECTS LLC disclosed 68 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $246.0M and a quarterly turnover rate of 6.9%.
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Personality snowflake
- Concentration
- 33.82
- Portfolio Stability
- 6.94
- Momentum
- 100
- Sector conviction
- 71.13
- Diversification
- 100
- Sizing Uniformity
- 78.05
Boyum Wealth Architects LLC's disclosed holdings carry a Herfindahl concentration index of 0.085 — mathematically equivalent to about 12 equally-sized positions, well below its 68 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 2.20), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.4 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 5% 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 SCHB
+0.2% $1.1M
Sold out SCHG
Sold out SPYV
Add QQQM
+2.0% $818.2K
Add DYNF
-1.3% $507.8K
Add AVEM
+0.7% $692.0K
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 | 18.35% | +0.80% | +0.15% | |
| 2 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 11.76% | +0.15% | -1.51% | |
| 3 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 10.90% | -0.19% | +0.29% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 9.54% | +0.40% | -1.25% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 6.91% | +0.27% | +0.73% | |
| 6 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 5.86% | +0.06% | +0.84% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.28% | +0.39% | +0.75% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.78% | +0.43% | +2.04% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.28% | +0.36% | +9.89% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | +0.06% | -1.18% | |
| 11 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 1.51% | +0.13% | +2.86% | |
| 12 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.16% | +0.01% | -2.39% | |
| 13 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 1.04% | -0.10% | -4.43% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.03% | -0.07% | -10.81% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.95% | -0.03% | -7.05% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.94% | -0.24% | -19.00% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.07% | +1.26% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | — | -0.91% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 0.72% | +0.07% | — | |
| 20 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.71% | — | -4.86% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | — | -1.87% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.02% | -3.20% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | +0.03% | -1.41% | |
| 24 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.52% | -0.01% | -0.37% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.50% | +0.01% | -0.83% | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.48% | -0.07% | -13.91% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.45% | +0.02% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.11% | +2.18% | |
| 29 | MFSI | Mfs Active International | ETF-Other | 0.41% | -0.02% | -6.40% | |
| 30 | PII | Polaris Inc | Stock-Consumer Disc | 0.39% | -0.08% | +0.06% | |
| 31 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.35% | +0.02% | +6.96% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | — | +0.79% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.01% | -2.01% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.02% | +4.10% | |
| 35 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.29% | -0.09% | -25.52% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.29% | — | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.28% | -0.01% | -7.20% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.01% | -7.13% | |
| 39 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.23% | +0.04% | +12.42% | |
| 40 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.23% | -0.02% | -13.77% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.21% | +0.04% | +19.61% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.03% | — | |
| 43 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.20% | -0.05% | -23.84% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | +0.02% | +5.68% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.17% | +0.01% | — | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.16% | -0.35% | -67.78% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | -0.01% | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.15% | — | -1.25% | |
| 49 | XEL | Xcel Energy Inc | Stock-Utilities | 0.15% | -0.01% | +6.26% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.14% | -0.07% | -28.64% |
1–50 of 68
Portfolio Performance
Performance for Q4 2026
+2.3%
Performance Last 4 Quarters
+12.2%
- Stdev
- +8.7%
- Beta
- +0.72
- Alpha
- +1%
- Max Drawdown
- -4.7%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +41.2%
- Sortino
- +3.96
- Stutzer
- +0.55
- Treynor
- +0.23
- Sterling
- +1.19
- Calmar
- +3.72
- Information Ratio
- -1.18
- Tracking Error
- +4.3%
- Stdev Down
- +4.2%
- Winning Months %
- +76.5%
- Losing Months %
- +23.5%
- Best 12 Months
- +23.6%
- Worst 12 Months
- +12.1%
- Efficiency Ratio
- +0.69
- Sharpe
- +1.9
- Stdev Sectors
- +11.8%
- Skewness
- -0.17
- Kurtosis
- +1.33
- Upside Potential
- +5.12
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 2026-09-30: Sold out: Schwab US Large-cap Growth (SCHG); Sold out: Ss Spdr P S&p 500 Value ETF (SPYV); Sold out: Ishares Intermediate Muni In (INMU); Sold out: Schwab US Large-cap Value (SCHV); Sold out: Schwab US Small-cap ETF (SCHA).
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 (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $246.0M, spread across 68 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) — $45.1M (18.4%)
2. Invesco Rafi US 1000 ETF (PRF) — $28.9M (11.8%)
3. Pgim Total Return Bond ETF (PTRB) — $26.8M (10.9%)
4. Ishrs US E F R A Etf-usd Inc (DYNF) — $23.5M (9.5%)
5. Avantis International Equity (AVDE) — $17.0M (6.9%)
What changes did Boyum Wealth Architects LLC make in its most recent portfolio filing?
In the latest reported quarter, Boyum Wealth Architects LLC made 64 notable position adjustments: 2 new positions were initiated, 23 existing holdings were added to, 33 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Schwab US Large-cap Growth (SCHG); Sold out: Ss Spdr P S&p 500 Value ETF (SPYV); Sold out: Ishares Intermediate Muni In (INMU); Sold out: Schwab US Large-cap Value (SCHV); Sold out: Schwab US Small-cap ETF (SCHA)
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: 37.4%
• Industrials: 23.3%
• Communication Services: 14.3%
• Consumer Discretionary: 14.0%
• Financials: 3.4%
• Utilities: 3.0%
Investment Profile
Boyum Wealth Architects LLC returned an annualized 17.5% over the trailing 17 months — outperforming the S&P 500 by 1.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.72 (less volatile than the market) and a 41% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 37.4% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 45 to 7 over the past 4 quarters — a shift toward longer holding periods.
It has added to its SCHB position over the past two quarters (+$3.4M, now $45.1M), while trimming TBIL over the same stretch (-$1.7M, still holding $717.5K).
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