BOYUM WEALTH ARCHITECTS LLC — 13F Holdings & Portfolio
CIK 2068635 · latest 13F-HR filed 2026-05-04
BOYUM WEALTH ARCHITECTS LLC manages $239.3M in 13F-reported U.S. long-equity assets across 73 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHB (17.46%), PAAA (11.41%), PRF (11.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 7, added to 29, and trimmed 12.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$239.3M
Long-equity book
73
Distinct positions
2026-03-31
Filed 2026-05-04
+7 / −7 / ↑29 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$5.6M +82.0%
- INVESCO EXCHANGE TRADED FD T$5.1M +23.4%
- SCHWAB STRATEGIC TR$4.8M +13.0%
- AMERICAN CENTY ETF TR$3.5M +28.9%
- INVESCO EXCH TRADED FD TR II$2.7M +33.7%
Top Trims
- RBB FD INC-$4.9M -66.9%
- J P MORGAN EXCHANGE TRADED F-$3.9M -64.3%
- J P MORGAN EXCHANGE TRADED F-$1.1M -66.5%
- VANECK ETF TRUST-$449.9K -48.4%
- ISHARES TR-$308.9K -16.2%
New Positions
- ISHARES TR$4.9M
- AMERICAN CENTY ETF TR$3.3M
- FIDELITY MERRIMACK STR TR$398.8K
- BLACKROCK ETF TRUST$306.8K
- ISHARES TR$282.2K
Exited Positions
- INVESCO EXCHANGE TRADED FD T$465.5K
- DIMENSIONAL ETF TRUST$416.7K
- DIMENSIONAL ETF TRUST$348.3K
- VANGUARD SCOTTSDALE FDS$344.1K
- ISHARES SILVER TR$241.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $41.8M | 17.46% | 1,502,092 | SH |
| 2 | PGIM ETF TR | PAAA | 69344A800 | $27.3M | 11.41% | 655,831 | SH |
| 3 | INVESCO EXCHANGE TRADED FD T | PRF | 46137V613 | $26.8M | 11.22% | 518,214 | SH |
| 4 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $21.3M | 8.90% | 331,877 | SH |
| 5 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $15.6M | 6.51% | 174,512 | SH |
| 6 | STRATEGIC TRUST | RUNN | 48817R870 | $13.4M | 5.58% | 405,138 | SH |
| 7 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $12.4M | 5.17% | 136,587 | SH |
| 8 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $10.7M | 4.48% | 38,660 | SH |
| 9 | ISHARES TR | SGOV | 46436E718 | $4.9M | 2.06% | 49,194 | SH |
| 10 | VANGUARD INDEX FDS | VTI | 922908769 | $4.2M | 1.76% | 11,890 | SH |
| 11 | AMERICAN CENTY ETF TR | AVDS | 025072190 | $3.3M | 1.39% | 43,374 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JMHI | 46654Q799 | $2.8M | 1.19% | 56,688 | SH |
| 13 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $2.7M | 1.14% | 76,219 | SH |
| 14 | J P MORGAN EXCHANGE TRADED F | JVAL | 46641Q753 | $2.7M | 1.13% | 49,910 | SH |
| 15 | RBB FD INC | TBIL | 74933W452 | $2.4M | 1.02% | 48,849 | SH |
| 16 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $2.4M | 0.99% | 50,724 | SH |
| 17 | ISHARES TR | QUAL | 46432F339 | $2.3M | 0.97% | 11,263 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $2.2M | 0.91% | 38,415 | SH |
| 19 | FASTENAL CO | FAST | 311900104 | $2.0M | 0.82% | 43,669 | SH |
| 20 | J P MORGAN EXCHANGE TRADED F | JGRO | 46654Q609 | $1.8M | 0.75% | 18,993 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $1.8M | 0.74% | 6,331 | SH |
| 22 | ISHARES TR | IEFA | 46432F842 | $1.7M | 0.70% | 17,661 | SH |
| 23 | ISHARES TR | IWF | 464287614 | $1.6M | 0.67% | 13,327 | SH |
| 24 | ISHARES TR | AOR | 464289867 | $1.6M | 0.67% | 23,509 | SH |
| 25 | INVESCO QQQ TR | QQQ | 46090E103 | $1.6M | 0.66% | 2,333 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $1.4M | 0.60% | 43,582 | SH |
| 27 | SPDR SERIES TRUST | SPYV | 78464A508 | $1.4M | 0.60% | 24,113 | SH |
| 28 | ISHARES TR | IXUS | 46432F834 | $1.3M | 0.52% | 13,444 | SH |
| 29 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $1.2M | 0.48% | 36,414 | SH |
| 30 | POLARIS INC | PII | 731068102 | $1.1M | 0.47% | 16,884 | SH |
| 31 | ISHARES TR | SMMD | 46435G268 | $1.1M | 0.45% | 12,670 | SH |
| 32 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $1.0M | 0.42% | 15,114 | SH |
| 33 | ALPHABET INC | GOOGL | 02079K305 | $952.7K | 0.40% | 2,470 | SH |
| 34 | MFS ACTIVE EXCHANGE TRADED F | MFSI | 55286W405 | $907.0K | 0.38% | 28,979 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $817.8K | 0.34% | 1,973 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $739.6K | 0.31% | 2,757 | SH |
| 37 | ISHARES TR | EEM | 464287234 | $722.1K | 0.30% | 11,260 | SH |
| 38 | ETFIS SER TR I | NFLT | 26923G707 | $705.5K | 0.29% | 30,702 | SH |
| 39 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $700.2K | 0.29% | 1,054 | SH |
| 40 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $698.9K | 0.29% | 970 | SH |
| 41 | VANGUARD INDEX FDS | VOO | 922908363 | $669.4K | 0.28% | 1,010 | SH |
| 42 | GRACO INC | GGG | 384109104 | $632.4K | 0.26% | 7,986 | SH |
| 43 | RBB FUND TRUST | FEGE | 75526L886 | $630.9K | 0.26% | 12,878 | SH |
| 44 | ISHARES TR | AOA | 464289859 | $630.1K | 0.26% | 6,647 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $554.2K | 0.23% | 17,125 | SH |
| 46 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $551.4K | 0.23% | 10,968 | SH |
| 47 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $536.0K | 0.22% | 10,624 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $500.1K | 0.21% | 15,332 | SH |
| 49 | ISHARES TR | IWM | 464287655 | $493.5K | 0.21% | 1,767 | SH |
| 50 | ALPHABET INC | GOOG | 02079K107 | $483.6K | 0.20% | 1,262 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $239.3M | 73 | 0002068635-26-000002 |
| 2025-12-31 | 2026-01-26 | $213.9M | 73 | 0002068635-26-000001 |