Boyum Wealth Architects Llc Portfolio Stock Holdings
Boyum Wealth Architects Llc disclosed 72 stock positions valued at approximately $251.2 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, INVESCO EXCHANGE TRADED FD T, and PGIM ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $251.2M
Holdings by Sector
Boyum Wealth Architects Llc Portfolio Holdings in Q2 2026
68 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | Other | 17.55% | 1,522,245 | +20,153 | +1.34% | $44,084,202 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 11.61% | 535,648 | +17,434 | +3.36% | $29,171,402 |
| PGIM ETF TR | PTRB | Other | 11.09% | 678,169 | +22,338 | +3.41% | $27,859,183 |
| BLACKROCK ETF TRUST | DYNF | Other | 9.14% | 339,680 | +7,803 | +2.35% | $22,962,368 |
| AMERICAN CENTY ETF TR | AVDE | Other | 6.64% | 186,730 | +12,218 | +7.00% | $16,669,387 |
| STRATEGIC TRUST | RUNN | Other | 5.80% | 437,177 | +32,039 | +7.91% | $14,559,608 |
| AMERICAN CENTY ETF TR | AVEM | Other | 4.89% | 135,017 | -1,570 | -1.15% | $12,286,547 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 4.35% | 37,320 | -1,340 | -3.47% | $10,936,999 |
| ISHARES TR | SGOV | Other | 2.93% | 73,093 | +23,899 | +48.58% | $7,347,351 |
| VANGUARD INDEX FDS | VTI | Other | 1.71% | 11,631 | -259 | -2.18% | $4,300,911 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 1.18% | 63,897 | +13,173 | +25.97% | $2,960,987 |
| J P MORGAN EXCHANGE TRADED F | JVAL | Other | 1.15% | 49,707 | -203 | -0.41% | $2,882,509 |
| J P MORGAN EXCHANGE TRADED F | JMHI | Other | 1.14% | 56,979 | +291 | +0.51% | $2,853,532 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.10% | 75,123 | -1,096 | -1.44% | $2,752,507 |
| ISHARES TR | QUAL | Other | 0.97% | 11,143 | -120 | -1.07% | $2,436,352 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.82% | 36,231 | -2,184 | -5.69% | $2,056,483 |
| APPLE INC | AAPL | Technology | 0.80% | 6,331 | - | - | $2,008,751 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.71% | 18,789 | -204 | -1.07% | $1,781,949 |
| ISHARES TR | IEFA | Other | 0.68% | 17,661 | - | - | $1,698,105 |
| FASTENAL CO | FAST | Industrials | 0.65% | 34,740 | -8,929 | -20.45% | $1,634,517 |
| INVESCO QQQ TR | QQQ | Other | 0.64% | 2,251 | -82 | -3.51% | $1,601,929 |
| ISHARES TR | IWF | Other | 0.62% | 12,726 | -601 | -4.51% | $1,547,354 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.60% | 43,582 | - | - | $1,497,913 |
| SPDR SERIES TRUST | SPYV | Other | 0.59% | 24,113 | - | - | $1,491,163 |
| ISHARES TR | AOR | Other | 0.55% | 20,172 | -3,337 | -14.19% | $1,381,984 |
| ISHARES TR | SMMD | Other | 0.53% | 14,764 | +2,094 | +16.53% | $1,320,935 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.51% | 28,666 | +19,921 | +227.80% | $1,292,837 |
| ISHARES TR | IXUS | Other | 0.49% | 13,049 | -395 | -2.94% | $1,221,034 |
| POLARIS INC | PII | Consumer Cyclical | 0.47% | 17,663 | +779 | +4.61% | $1,182,153 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.43% | 14,994 | -120 | -0.79% | $1,081,817 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.41% | 31,854 | -4,560 | -12.52% | $1,037,155 |
| RBB FD INC | TBIL | Other | 0.38% | 19,313 | -29,536 | -60.46% | $964,294 |
| ALPHABET INC | GOOGL | Communication Services | 0.34% | 2,408 | -62 | -2.51% | $848,929 |
| ETFIS SER TR I | NFLT | Other | 0.33% | 36,643 | +5,941 | +19.35% | $836,560 |
| MICROSOFT CORP | MSFT | Technology | 0.31% | 1,972 | -1 | -0.05% | $771,113 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.30% | 997 | +27 | +2.78% | $746,772 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.29% | 1,054 | - | - | $723,023 |
| ISHARES TR | EEM | Other | 0.29% | 11,105 | -155 | -1.38% | $716,273 |
| VANGUARD INDEX FDS | VOO | Other | 0.28% | 1,010 | - | - | $695,622 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.28% | 2,805 | +48 | +1.74% | $693,705 |
| RBB FUND TRUST | 75526L886 | Other | 0.25% | 12,878 | - | - | $639,650 |
| ISHARES TR | AOA | Other | 0.25% | 6,596 | -51 | -0.77% | $636,844 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.23% | 17,125 | - | - | $586,011 |
| ISHARES TR | IWM | Other | 0.21% | 1,767 | - | - | $518,579 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.21% | 15,037 | -295 | -1.92% | $516,072 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | Other | 0.19% | 11,430 | -44 | -0.38% | $475,488 |
| NVIDIA CORPORATION | NVDA | Technology | 0.18% | 2,171 | - | - | $441,864 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.17% | 8,694 | -1,930 | -18.17% | $438,527 |
| VANECK ETF TRUST | GDX | Other | 0.16% | 5,512 | - | - | $404,415 |
| 3M CO | MMM | Industrials | 0.16% | 2,521 | - | - | $397,562 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 1,112 | -150 | -11.89% | $389,945 |
| XCEL ENERGY INC | XEL | Utilities | 0.16% | 4,844 | - | - | $389,864 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 1,162 | - | - | $388,724 |
| ISHARES TR | EFA | Other | 0.15% | 3,609 | -194 | -5.10% | $372,593 |
| ISHARES TR | IJR | Other | 0.15% | 2,519 | - | - | $365,237 |
| GRACO INC | GGG | Industrials | 0.14% | 4,727 | -3,259 | -40.81% | $349,420 |
| WALMART INC | WMT | Consumer Defensive | 0.14% | 3,002 | - | - | $344,570 |
| BROADCOM INC | AVGO | Technology | 0.14% | 896 | - | - | $344,109 |
| SPDR SERIES TRUST | HYMB | Other | 0.13% | 13,005 | - | - | $327,986 |
| ISHARES TR | XT | Other | 0.12% | 3,871 | +189 | +5.13% | $313,822 |
| SPDR GOLD TR | GLD | Other | 0.11% | 757 | - | - | $277,917 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.11% | 4,593 | - | - | $273,697 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.10% | 3,192 | - | - | $262,957 |
| NETFLIX INC. | NFLX | Communication Services | 0.10% | 3,538 | +38 | +1.09% | $261,211 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.10% | 268 | -133 | -33.17% | $251,116 |
| META PLATFORMS INC | META | Communication Services | 0.10% | 364 | -5 | -1.36% | $239,050 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 915 | - | - | $235,860 |
| ISHARES INC | IEMG | Other | 0.09% | 2,860 | - | - | $224,481 |