BW

Boyum Wealth Architects LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
31.39
Portfolio Stability
23.43
Momentum/Contrarian
100
Sector conviction
65.37
Diversification
100
Sizing Uniformity
78.1

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHBSchwab US Broad Market ETFETF-Other17.46%+0.18%+8.16%
2PTRBPgim Total Return Bond ETFETF-Other11.41%-0.53%+8.26%
3PRFInvesco Rafi US 1000 ETFETF-Other11.22%+1.05%+15.49%
4DYNFIshrs US E F R A Etf-usd INCETF-Other8.90%+0.13%+7.55%
5AVDEAvantis International EquityETF-Other6.51%+0.86%+25.06%
6RUNNRunning Oak Efficient Gr ETFETF-Other5.58%-0.54%+7.85%
7AVEMAvantis Emerging Markets EqETF-Emerging Markets5.17%+2.00%+66.62%
8QQQMInvesco Nasdaq 100 ETFETF-Tech4.48%+0.73%+23.49%
9SGOVIshares 0-3 Month Treasury BETF-Gov Bonds2.06%+2.06%NEW
10VTIVanguard Total Stock Mkt ETFETF-Other1.76%-0.09%+2.03%
11AVDSAvantis Intl Sm Cap Eq ETFETF-Other1.39%+1.39%NEW
12JMHIJpmorgan High Yield MunicplETF-High Yield1.19%-0.09%+4.62%
13BUFRFt Vest Lad Buffervetf-usd IETF-Other1.14%-0.18%-6.73%
14JVALJpmorgan US Value Factor ETFETF-Other1.13%+0.17%+23.25%
15TBILF/m US Treasury 3 Month BillETF-Gov Bonds1.02%-2.42%-66.80%
16JCPBJpmorgan Core Plus Bond ETFETF-Other0.99%-0.17%-3.06%
17QUALIshares Msci USA Quality FacETF-Other0.97%—-2.01%
18JEPIJpmorgan Equity Premium IncoETF-Other0.91%-1.94%-63.27%
19FASTFastenal CoStock-Industrials0.82%—+0.11%
20JGROJpmorgan Active Growth ETFETF-Other0.75%-0.01%+6.66%
21AAPLApple INCStock-Tech0.74%—-1.00%
22IEFAIshares Core Msci Eafe ETFETF-Other0.70%—-2.80%
23IWFIshares Russell 1000 GrowthETF-Other0.67%-0.02%+323.35%
24AORIshares Core 60/40 BalancedETF-Other0.67%-0.22%-18.19%
25QQQInvesco Qqq Trust Series 1ETF-Tech0.66%—+2.91%
26SCHGSchwab US Large-cap GrowthETF-Other0.60%—-2.23%
27SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.60%-0.05%+1.07%
28IXUSIshares Core Intl Stock ETFETF-Other0.52%—-1.92%
29SCHDSchwab US Dvd Equity ETFETF-Other0.48%+0.02%+8.58%
30PIIPolaris INCStock-Consumer Disc0.47%—+0.14%
31SMMDIshares Russell 2500 ETFETF-Other0.45%-0.03%-0.09%
32JQUAJpmorgan US Quality FactorETF-Other0.42%—-3.09%
33GOOGLAlphabet Inc-cl AStock-Comm Services0.40%—-10.34%
34MFSIMfs Active InternationalETF-Other0.38%—-4.93%
35MSFTMicrosoft CORPStock-Tech0.34%-0.12%-7.41%
36AMZNAmazon.com INCStock-Consumer Disc0.31%+0.01%+3.18%
37EEMIshares Msci Emerging MarketETF-Emerging Markets0.30%+0.02%+9.14%
38NFLTVirtus Newfleet Multi-sectorETF-Other0.29%-0.08%-10.81%
39MDYState Street Spdr S&p MidcapETF-Other0.29%——
40SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.29%+0.10%+64.69%
41VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.28%+0.07%+42.86%
42GGGGraco INCStock-Industrials0.26%——
43FEGEFirst Eagle Gl Equity ETFETF-Other0.26%——
44AOAIshares Core 80/20 AggressivETF-Other0.26%—+3.07%
45SCHVSchwab US Large-cap ValueETF-Other0.23%——
46JMUBJpmorgan Municipal ETFETF-Other0.23%—-1.20%
47JPSTJpmorgan Ultra-short IncomeETF-Other0.22%-0.53%-66.30%
48SCHASchwab US Small-cap ETFETF-Other0.21%——
49IWMIshares Russell 2000 ETFETF-Small Cap0.21%——
50GOOGAlphabet Inc-cl CStock-Comm Services0.20%—-1.02%
1–50 of 73

Holding changes this quarter

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).

Position changes disclosed by Boyum Wealth Architects LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AVEMAvantis Emerging Markets Eq+2%+66.62%Add
2PRFInvesco Rafi US 1000 ETF+1.1%+15.49%Add
3AVDEAvantis International Equity+0.9%+25.06%Add
4QQQMInvesco Nasdaq 100 ETF+0.7%+23.49%Add
5SCHBSchwab US Broad Market ETF+0.2%+8.16%Add
6JVALJpmorgan US Value Factor ETF+0.2%+23.25%Add
7DYNFIshrs US E F R A Etf-usd INC+0.1%+7.55%Add
8SPYSs Spdr S&p 500 ETF Trust-us+0.1%+64.69%Add
9VOOVanguard S&p 500 ETF+0.1%+42.86%Add
10XELXcel Energy INC0%+20.62%Add
11SCHDSchwab US Dvd Equity ETF0%+8.58%Add
12EEMIshares Msci Emerging Market0%+9.14%Add
13AVGOBroadcom INC0%-2.93%Trim
14AMZNAmazon.com INC0%+3.18%Add
15AAPLApple INC—-1.00%Trim
16QQQInvesco Qqq Trust Series 1—+2.91%Add
17GOOGAlphabet Inc-cl C—-1.02%Trim
18JGROJpmorgan Active Growth ETF0%+6.66%Add
19IWFIshares Russell 1000 Growth0%+323.35%Add
20SMMDIshares Russell 2500 ETF0%-0.09%Trim
21MMM3m Co-0.1%-4.69%Trim
22SPYVSs Spdr P S&p 500 Value ETF-0.1%+1.07%Add
23GLDSpdr Gold Shares-0.1%-17.81%Trim
24NFLTVirtus Newfleet Multi-sector-0.1%-10.81%Trim
25VTIVanguard Total Stock Mkt ETF-0.1%+2.03%Add
26JMHIJpmorgan High Yield Municpl-0.1%+4.62%Add
27MSFTMicrosoft CORP-0.1%-7.41%Trim
28JCPBJpmorgan Core Plus Bond ETF-0.2%-3.06%Trim
29BUFRFt Vest Lad Buffervetf-usd I-0.2%-6.73%Trim
30AORIshares Core 60/40 Balanced-0.2%-18.19%Trim
31GDXVaneck Gold Miners ETF-0.2%-36.57%Trim
32PTRBPgim Total Return Bond ETF-0.5%+8.26%Add
33JPSTJpmorgan Ultra-short Income-0.5%-66.30%Trim
34RUNNRunning Oak Efficient Gr ETF-0.5%+7.85%Add
35JEPIJpmorgan Equity Premium Inco-1.9%-63.27%Trim
36TBILF/m US Treasury 3 Month Bill-2.4%-66.80%Trim
37SGOVIshares 0-3 Month Treasury B—NEWNew buy
38AVDSAvantis Intl Sm Cap Eq ETF—NEWNew buy
39RSPInvesco S&p 500 Equal Weight—EXITSold out
40DFASDimensional US Small Cap ETF—EXITSold out
41FBNDFidelity Total Bond ETF—NEWNew buy
42DFICDimensional International Co—EXITSold out
43VCITVanguard Int-term Corporate—EXITSold out
44IALTIshrs Sys Alt Act ETF—NEWNew buy
45XTIshar Fture Exp Tech Etf-usd—NEWNew buy
46DCORDimensional US Core Eq 1 ETF—NEWNew buy
47SLVIshares Silver Trust—EXITSold out
48IRTIndependence Realty Trust In—EXITSold out
49MUMicron Technology INC—NEWNew buy
50ACWIIshares Msci Acwi ETF—EXITSold out

FAQ

What is Boyum Wealth Architects LLC and what type of investor is it?
Boyum Wealth Architects LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $239.3M, spread across 73 disclosed positions.
What are Boyum Wealth Architects LLC's largest equity positions?
Based on the latest 13F filing, Boyum Wealth Architects LLC's top holdings by market value are: 1. Schwab US Broad Market ETF (SCHB) — $41.8M (17.5%) 2. Pgim Total Return Bond ETF (PTRB) — $27.3M (11.4%) 3. Invesco Rafi US 1000 ETF (PRF) — $26.8M (11.2%) 4. Ishrs US E F R A Etf-usd INC (DYNF) — $21.3M (8.9%) 5. Avantis International Equity (AVDE) — $15.6M (6.5%)
What changes did Boyum Wealth Architects LLC make in its most recent portfolio filing?
In the latest reported quarter, Boyum Wealth Architects LLC made 50 notable position adjustments: 7 new positions were initiated, 21 existing holdings were added to, 15 positions were partially reduced, and 7 were completely exited. The largest of these moves: 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)
What sectors does Boyum Wealth Architects LLC focus on?
Boyum Wealth Architects LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 32.1% • Industrials: 24.6% • Communication Services: 16.5% • Consumer Discretionary: 15.5% • Utilities: 3.3% • Consumer Staples: 3.3%