CIK: 0002068635
Total reported value
$239.3M
Reporting period: 2026-03-31 · Number of holdings: 73
BOYUM WEALTH ARCHITECTS LLC disclosed 73 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $239.3M and a quarterly turnover rate of 23.4%.
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Boyum Wealth Architects LLC's disclosed holdings carry a Herfindahl concentration index of 0.078 — mathematically equivalent to about 13 equally-sized positions, well below its 73 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 2.19), 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.
Trim TBIL
-66.8% -$4.9M
Add AVEM
+66.6% $5.6M
Trim JEPI
-63.3% -$3.9M
Add PRF
+15.5% $5.1M
Add AVDE
+25.1% $3.5M
Add QQQM
+23.5% $2.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 17.46% | +0.18% | +8.16% | |
| 2 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 11.41% | -0.53% | +8.26% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 11.22% | +1.05% | +15.49% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 8.90% | +0.13% | +7.55% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 6.51% | +0.86% | +25.06% | |
| 6 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 5.58% | -0.54% | +7.85% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.17% | +2.00% | +66.62% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.48% | +0.73% | +23.49% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.06% | +2.06% | NEW | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.76% | -0.09% | +2.03% | |
| 11 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 1.39% | +1.39% | NEW | |
| 12 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 1.19% | -0.09% | +4.62% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.14% | -0.18% | -6.73% | |
| 14 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.13% | +0.17% | +23.25% | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.02% | -2.42% | -66.80% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.99% | -0.17% | -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% | -1.94% | -63.27% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 0.82% | — | +0.11% | |
| 20 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.75% | -0.01% | +6.66% | |
| 21 | AAPL | Apple INC | Stock-Tech | 0.74% | — | -1.00% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | — | -2.80% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.67% | -0.02% | +323.35% | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.67% | -0.22% | -18.19% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | — | +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% | -0.05% | +1.07% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.52% | — | -1.92% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | +0.02% | +8.58% | |
| 30 | PII | Polaris INC | Stock-Consumer Disc | 0.47% | — | +0.14% | |
| 31 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.45% | -0.03% | -0.09% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.42% | — | -3.09% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | — | -10.34% | |
| 34 | MFSI | Mfs Active International | ETF-Other | 0.38% | — | -4.93% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.12% | -7.41% | |
| 36 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.31% | +0.01% | +3.18% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.30% | +0.02% | +9.14% | |
| 38 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.29% | -0.08% | -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% | +0.10% | +64.69% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.07% | +42.86% | |
| 42 | GGG | Graco INC | Stock-Industrials | 0.26% | — | — | |
| 43 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.26% | — | — | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.26% | — | +3.07% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | — | — | |
| 46 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.23% | — | -1.20% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.22% | -0.53% | -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% | — | -1.02% |
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+18.4%
Based on 85% of reported portfolio value with available pricing
Boyum Wealth Architects LLC's most significant position changes for 2026-03-31: New buy: Ishares 0-3 Month Treasury B (SGOV); New buy: Avantis Intl Sm Cap Eq ETF (AVDS); Sold out: Invesco S&p 500 Equal Weight (RSP); Sold out: Dimensional US Small Cap ETF (DFAS); New buy: Fidelity Total Bond ETF (FBND).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-26 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-02 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-09 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
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