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CIK: 0002068635
Total reported value
$251.2M
$251.2M
73 檔
52.9%
In Q1 2026, Boyum Wealth Architects LLC's U.S. equity holdings reached a combined market value of $251.2M, distributed across 73 disclosed stock positions.
Boyum Wealth Architects LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 7 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 17.46% | +0.09% | +8.16% | |
| 2 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 11.41% | -0.32% | +8.26% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 11.22% | +0.39% | +15.49% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.90% | +0.24% | +7.55% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 6.51% | +0.13% | +25.06% | |
| 6 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 5.58% | +0.22% | +7.85% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.17% | -0.28% | +66.62% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.48% | -0.13% | +23.49% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.06% | +0.86% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.76% | -0.05% | +2.03% | |
| 11 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 1.39% | -0.01% | — | |
| 12 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 1.19% | -0.05% | +4.62% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.14% | -0.04% | -6.73% | |
| 14 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.13% | +0.02% | +23.25% | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.02% | -0.64% | -66.80% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.99% | +0.19% | -3.06% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.97% | — | -2.01% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.91% | -0.09% | -63.27% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 0.82% | -0.17% | +0.11% | |
| 20 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.75% | -0.04% | +6.66% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.74% | +0.06% | -1.00% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | -0.02% | -2.80% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.67% | -0.05% | +323.35% | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.67% | -0.12% | -18.19% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | -0.02% | +2.91% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | — | -2.23% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.01% | +1.07% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.52% | -0.03% | -1.92% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.07% | +8.58% | |
| 30 | PII | Polaris Inc | Stock-Consumer Disc | 0.47% | — | +0.14% | |
| 31 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.45% | +0.08% | -0.09% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.42% | +0.01% | -3.09% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | -0.06% | -10.34% | |
| 34 | MFSI | Mfs Active International | ETF-Other | 0.38% | +0.05% | -4.93% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.03% | -7.41% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.03% | +3.18% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.30% | -0.01% | +9.14% | |
| 38 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.29% | +0.04% | -10.81% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.29% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.01% | +64.69% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | +42.86% | |
| 42 | GGG | Graco Inc | Stock-Industrials | 0.26% | -0.12% | — | |
| 43 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.26% | -0.01% | — | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.26% | -0.01% | +3.07% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | — | — | |
| 46 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.23% | -0.23% | EXIT | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.22% | -0.05% | -66.30% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.21% | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | -0.04% | -1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +2% | +66.62% | Add |
| 2 | PRF | Invesco Rafi US 1000 ETF | +1.1% | +15.49% | Add |
| 3 | AVDE | Avantis International Equity | +0.9% | +25.06% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | +23.49% | Add |
| 5 | SCHB | Schwab US Broad Market ETF | +0.2% | +8.16% | Add |
| 6 | JVAL | Jpmorgan US Value Factor ETF | +0.2% | +23.25% | Add |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +7.55% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +64.69% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +42.86% | Add |
| 10 | XEL | Xcel Energy Inc | 0% | +20.62% | Add |
| 11 | SCHD | Schwab US Dvd Equity ETF | 0% | +8.58% | Add |
| 12 | EEM | Ishares Msci Emerging Market | 0% | +9.14% | Add |
| 13 | AVGO | Broadcom Inc | 0% | -2.93% | Trim |
| 14 | AMZN | Amazon.com Inc | 0% | +3.18% | Add |
| 15 | AAPL | Apple Inc | — | -1.00% | Trim |
| 16 | QQQ | Invesco Qqq Trust Series 1 | — | +2.91% | Add |
| 17 | GOOG | Alphabet Inc-cl C | — | -1.02% | Trim |
| 18 | JGRO | Jpmorgan Active Growth ETF | 0% | +6.66% | Add |
| 19 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 20 | TCAF | T Rowe Prc Cap Appreciation | 0% | +3.70% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +0.04% | Add |
| 23 | IEMG | Ishares Core Msci Emerging | 0% | -4.22% | Trim |
| 24 | WMT | Walmart Inc | 0% | -9.58% | Trim |
| 25 | JNJ | Johnson & Johnson | 0% | -3.58% | Trim |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | — | Unchanged |
| 27 | IWF | Ishares Russell 1000 Growth | 0% | +323.35% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -10.34% | Trim |
| 29 | AOA | Ishares Core 80/20 Aggressiv | 0% | +3.07% | Add |
| 30 | MDY | State Street Spdr S&p Midcap | 0% | — | Unchanged |
| 31 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 32 | JEPQ | JPM Nasdaq Equity Premium | 0% | -3.53% | Trim |
| 33 | ORCL | Oracle CORP | 0% | -0.99% | Trim |
| 34 | NFLX | Netflix Inc | 0% | -4.11% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -3.41% | Trim |
| 36 | EFA | Ishares Msci Eafe ETF | 0% | -1.66% | Trim |
| 37 | SMMD | Ishares Russell 2500 ETF | 0% | -0.09% | Trim |
| 38 | JMUB | Jpmorgan Municipal ETF | 0% | -1.20% | Trim |
| 39 | FEGE | First Eagle Gl Equity ETF | 0% | — | Unchanged |
| 40 | META | Meta Platforms Inc-class A | 0% | -11.51% | Trim |
| 41 | NVDA | Nvidia CORP | 0% | -13.88% | Trim |
| 42 | MMM | 3m Co | -0.1% | -4.69% | Trim |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +1.07% | Add |
| 44 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -1.92% | Trim |
| 45 | JQUA | Jpmorgan US Quality Factor | -0.1% | -3.09% | Trim |
| 46 | GGG | Graco Inc | -0.1% | — | Unchanged |
| 47 | MFSI | Mfs Active International | -0.1% | -4.93% | Trim |
| 48 | GLD | Spdr Gold Shares | -0.1% | -17.81% | Trim |
| 49 | FAST | Fastenal Co | -0.1% | +0.11% | Add |
| 50 | PII | Polaris Inc | -0.1% | +0.14% | Add |
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 Q1 2026.
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 52.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SGOV
市值: $4.9M
Top Position Liquidated / Trimmed
RSP
前期市值: $465.5K
During Q1 2026, Boyum Wealth Architects LLC's top holdings by market value included SCHB (17.5%)、PTRB (11.4%)、PRF (11.2%). The largest single position, SCHB, represented 17.5% of total portfolio value.
In Q1 2026, Boyum Wealth Architects LLC made 73 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 33 holdings, and fully liquidating 7 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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