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CIK: 0002068635
Total reported value
$251.2M
$251.2M
56 檔
35.0%
During the Q3 2025 filing period, Boyum Wealth Architects LLC (CIK: 0002068635) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $251.2M across 56 reported positions.
In Q3 2025, Boyum Wealth Architects LLC displayed an active expansion posture, initiating 27 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, PTRB, PRF) accounted for 35.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
DYNF
市值: $10.5M
Top Position Liquidated / Trimmed
AVUV
前期市值: $1.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 19.41% | +0.09% | +10.34% | |
| 2 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 11.15% | -0.32% | +18.81% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 10.60% | +0.39% | +10.64% | |
| 4 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 6.56% | +0.22% | +15.99% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.48% | +0.24% | +18.84% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 5.33% | +0.13% | +16.53% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.09% | -0.09% | +32.48% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.47% | -0.13% | +12.43% | |
| 9 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.37% | -0.64% | -5.50% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.48% | -0.04% | +3.39% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.35% | -0.05% | -3.61% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.73% | -0.28% | +9.07% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.40% | — | -2.91% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.28% | +0.19% | +1.57% | |
| 15 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 1.23% | -0.05% | +671.71% | |
| 16 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.21% | +0.02% | -1.82% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | -0.02% | -13.07% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.96% | — | +9.28% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.94% | — | -11.64% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | -0.05% | -17.00% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.88% | -0.05% | +33.85% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.87% | -0.02% | -4.83% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.01% | +0.46% | |
| 24 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.75% | -0.04% | +87.32% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.72% | -0.03% | -5.90% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.07% | +3.02% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.62% | +0.01% | -1.55% | |
| 28 | PII | Polaris Inc | Stock-Consumer Disc | 0.61% | — | +0.17% | |
| 29 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.59% | +0.08% | -1.10% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.56% | -0.04% | -16.76% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.06% | +0.03% | |
| 32 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.44% | +0.04% | +0.62% | |
| 33 | GGG | Graco Inc | Stock-Industrials | 0.42% | -0.12% | -42.57% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.39% | -0.01% | +95.27% | |
| 35 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.37% | -0.12% | — | |
| 36 | MFSI | Mfs Active International | ETF-Other | 0.37% | +0.05% | +41.00% | |
| 37 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.36% | -0.01% | — | |
| 38 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.34% | -0.01% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | — | — | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.31% | — | +0.51% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -1.94% | |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.25% | -0.01% | +13.58% | |
| 44 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.25% | — | +85.44% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | -0.03% | +0.19% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | +46.29% | |
| 47 | XEL | Xcel Energy Inc | Stock-Utilities | 0.19% | -0.01% | +0.13% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.18% | +0.01% | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.03% | +1.42% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.02% | -3.41% |
According to official SEC Form 13F filings, Boyum Wealth Architects LLC reported a total U.S. public equity portfolio value of $251.2M across 56 disclosed positions in Q3 2025.
During Q3 2025, Boyum Wealth Architects LLC's top holdings by market value included SCHB (19.4%)、PTRB (11.2%)、PRF (10.6%). The largest single position, SCHB, represented 19.4% of total portfolio value.
In Q3 2025, Boyum Wealth Architects LLC made 50 total portfolio adjustments, initiating 27 new buys, adding to 14 positions, trimming 4 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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