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CIK: 0002068635
Total reported value
$246.0M
$246.0M
72 檔
57.2%
As reported in its official Q2 2026 Form 13F filing, Boyum Wealth Architects LLC's tracked investment portfolio stood at $246.0M with 72 total positions.
In Q2 2026, Boyum Wealth Architects LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 17.55% | +0.80% | +1.34% | |
| 2 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 11.61% | +0.15% | +3.36% | |
| 3 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 11.09% | -0.19% | +3.41% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 9.14% | +0.40% | +2.35% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 6.64% | +0.27% | +7.00% | |
| 6 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 5.80% | +0.06% | +7.91% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.89% | +0.39% | -1.15% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.35% | +0.43% | -3.47% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.93% | +0.36% | +48.58% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.71% | +0.06% | -2.18% | |
| 11 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 1.38% | +0.13% | +6.55% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.18% | -0.24% | +25.97% | |
| 13 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.15% | +0.01% | -0.41% | |
| 14 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 1.14% | -0.10% | +0.51% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.10% | -0.07% | -1.44% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.97% | -0.03% | -1.07% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | — | -5.69% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.07% | — | |
| 19 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.71% | — | -1.07% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | — | — | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 0.65% | +0.07% | -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% | +0.03% | -4.51% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | -0.60% | EXIT | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.59% | EXIT | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.55% | -0.07% | -14.19% | |
| 27 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.53% | -0.01% | +16.53% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.51% | -0.35% | +227.80% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.49% | +0.01% | -2.94% | |
| 30 | PII | Polaris Inc | Stock-Consumer Disc | 0.47% | -0.08% | +4.61% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.43% | +0.02% | -0.79% | |
| 32 | MFSI | Mfs Active International | ETF-Other | 0.43% | -0.02% | +15.06% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.31% | -12.52% | |
| 34 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.38% | -0.09% | -60.46% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | — | -2.51% | |
| 36 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.33% | +0.02% | +19.35% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | +0.11% | -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% | -0.01% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.02% | +1.74% | |
| 43 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.25% | -0.05% | — | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.25% | -0.02% | -0.77% | |
| 45 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.24% | -0.24% | EXIT | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | -0.23% | EXIT | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | -0.07% | — | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.21% | -0.21% | EXIT | |
| 49 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.19% | -0.06% | -0.38% | |
| 50 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.19% | +0.04% | +53.44% |
According to official SEC Form 13F filings, Boyum Wealth Architects LLC reported a total U.S. public equity portfolio value of $246.0M across 72 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, PRF, PTRB) accounted for 57.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
INMU
市值: $605.7K
Top Position Liquidated / Trimmed
JMUB
前期市值: $551.4K
During Q2 2026, Boyum Wealth Architects LLC's top holdings by market value included SCHB (17.6%)、PRF (11.6%)、PTRB (11.1%). The largest single position, SCHB, represented 17.6% of total portfolio value.
In Q2 2026, Boyum Wealth Architects LLC made 51 total portfolio adjustments, initiating 1 new buys, adding to 20 positions, trimming 28 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.
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