13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002068635
Total reported value
$251.2M
$251.2M
73 檔
46.2%
The Q4 2025 SEC filing reveals that Boyum Wealth Architects LLC held a total portfolio value of $251.2M, covering 73 public equity positions.
In Q4 2025, Boyum Wealth Architects LLC displayed an active expansion posture, initiating 19 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 17.28% | +0.09% | +13.32% | |
| 2 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 11.94% | -0.32% | +41.24% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 10.17% | +0.39% | +17.87% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.77% | +0.24% | +73.52% | |
| 5 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 6.12% | +0.22% | +20.87% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 5.65% | +0.13% | +27.13% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.75% | -0.13% | +37.22% | |
| 8 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.44% | -0.64% | +34.50% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.17% | -0.28% | +119.68% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.85% | -0.09% | -10.04% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.85% | -0.05% | +0.26% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.32% | -0.04% | -32.16% | |
| 13 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 1.28% | -0.05% | +36.82% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.16% | +0.19% | +19.31% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.09% | — | -1.35% | |
| 16 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.96% | +0.02% | -1.85% | |
| 17 | FAST | Fastenal Co | Stock-Industrials | 0.89% | -0.17% | +820.30% | |
| 18 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.89% | -0.12% | +210.10% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | -0.02% | +12.75% | |
| 20 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.76% | -0.04% | +37.77% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.75% | -0.05% | +11.90% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.74% | +0.06% | +81.78% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | -0.05% | -1.53% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.67% | — | -6.43% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | -0.02% | -19.01% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.01% | — | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.57% | -0.03% | -3.41% | |
| 28 | PII | Polaris Inc | Stock-Consumer Disc | 0.54% | — | -0.50% | |
| 29 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.48% | +0.08% | -2.80% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.47% | +0.01% | -2.11% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.03% | +273.20% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.07% | -13.23% | |
| 33 | MFSI | Mfs Active International | ETF-Other | 0.44% | +0.05% | +51.00% | |
| 34 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.43% | -0.04% | -27.30% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | -0.06% | +143.16% | |
| 36 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.37% | +0.04% | +10.37% | |
| 37 | GGG | Graco Inc | Stock-Industrials | 0.32% | -0.12% | — | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.31% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | -0.03% | +65.35% | |
| 40 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.29% | -0.01% | -2.46% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.28% | -0.01% | -11.94% | |
| 42 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.28% | -0.01% | +3.25% | |
| 43 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.26% | -0.23% | EXIT | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.25% | — | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | — | +75.43% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.22% | — | -1.79% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.22% | — | -14.43% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.22% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.20% | +0.01% | +37.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +2.3% | +73.52% | Add |
| 2 | AVEM | Avantis Emerging Markets Eq | +1.4% | +119.68% | Add |
| 3 | PTRB | Pgim Total Return Bond ETF | +0.8% | +41.24% | Add |
| 4 | FAST | Fastenal Co | +0.8% | +820.30% | Add |
| 5 | AOR | Ishares Core 60/40 Balanced | +0.5% | +210.10% | Add |
| 6 | AVDE | Avantis International Equity | +0.3% | +27.13% | Add |
| 7 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +37.22% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | +273.20% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +143.16% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +81.78% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +65.35% | Add |
| 12 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +34.50% | Add |
| 13 | MFSI | Mfs Active International | +0.1% | +51.00% | Add |
| 14 | JMHI | Jpmorgan High Yield Municpl | +0.1% | +36.82% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +75.43% | Add |
| 16 | GLD | Spdr Gold Shares | 0% | +16.29% | Add |
| 17 | MMM | 3m Co | 0% | +37.83% | Add |
| 18 | JGRO | Jpmorgan Active Growth ETF | 0% | +37.77% | Add |
| 19 | PII | Polaris Inc | -0.1% | -0.50% | Trim |
| 20 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +12.75% | Add |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | -0.1% | +19.31% | Add |
| 22 | JPST | Jpmorgan Ultra-short Income | -0.1% | +11.90% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -19.01% | Trim |
| 24 | PRF | Invesco Rafi US 1000 ETF | -0.4% | +17.87% | Add |
| 25 | RUNN | Running Oak Efficient Gr ETF | -0.4% | +20.87% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +0.26% | Add |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | -1.2% | -32.16% | Trim |
| 28 | JEPI | Jpmorgan Equity Premium Inco | -1.2% | -10.04% | Trim |
| 29 | SCHB | Schwab US Broad Market ETF | -2.1% | +13.32% | Add |
| 30 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 31 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 32 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 33 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 34 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 35 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 36 | WMT | Walmart Inc | — | NEW | New buy |
| 37 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 38 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 39 | DFIC | Dimensional International Co | — | NEW | New buy |
| 40 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 41 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 42 | NFLX | Netflix Inc | — | NEW | New buy |
| 43 | AVGO | Broadcom Inc | — | NEW | New buy |
| 44 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 45 | ORCL | Oracle CORP | — | NEW | New buy |
| 46 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 47 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 48 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 49 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 50 | CGDV | Cap Group Dividend Value | — | EXIT | Sold out |
According to official SEC Form 13F filings, Boyum Wealth Architects LLC reported a total U.S. public equity portfolio value of $251.2M across 73 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, PTRB, PRF) accounted for 46.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
MDY
市值: $670.5K
Top Position Liquidated / Trimmed
TLT
前期市值: $1.6M
During Q4 2025, Boyum Wealth Architects LLC's top holdings by market value included SCHB (17.3%)、PTRB (11.9%)、PRF (10.2%). The largest single position, SCHB, represented 17.3% of total portfolio value.
In Q4 2025, Boyum Wealth Architects LLC made 50 total portfolio adjustments, initiating 19 new buys, adding to 25 positions, trimming 4 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.