Boyum Wealth Architects Llc Portfolio Stock Holdings
Boyum Wealth Architects Llc disclosed 73 stock positions valued at approximately $239.3 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, PGIM ETF TR, and INVESCO EXCHANGE TRADED FD T. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 73
- Portfolio Value
- $239.3M
Holdings by Sector
Boyum Wealth Architects Llc Portfolio Holdings in Q1 2026
70 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | Other | 17.46% | 1,502,092 | +113,366 | +8.16% | $41,788,196 |
| PGIM ETF TR | PTRB | Other | 11.41% | 655,831 | +50,029 | +8.26% | $27,302,245 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 11.22% | 518,214 | +69,507 | +15.49% | $26,848,666 |
| BLACKROCK ETF TRUST | DYNF | Other | 8.90% | 331,877 | +23,303 | +7.55% | $21,303,185 |
| AMERICAN CENTY ETF TR | AVDE | Other | 6.51% | 174,512 | +34,969 | +25.06% | $15,587,412 |
| STRATEGIC TRUST | RUNN | Other | 5.58% | 405,138 | +29,491 | +7.85% | $13,359,584 |
| AMERICAN CENTY ETF TR | AVEM | Other | 5.17% | 136,587 | +54,612 | +66.62% | $12,365,221 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 4.48% | 38,660 | +7,355 | +23.49% | $10,729,696 |
| ISHARES TR | SGOV | Other | 2.06% | 49,194 | +49,194 | +100.00% | $4,939,608 |
| VANGUARD INDEX FDS | VTI | Other | 1.76% | 11,890 | +237 | +2.03% | $4,224,398 |
| J P MORGAN EXCHANGE TRADED F | JMHI | Other | 1.19% | 56,688 | +2,503 | +4.62% | $2,836,667 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.14% | 76,219 | -5,496 | -6.73% | $2,724,829 |
| J P MORGAN EXCHANGE TRADED F | JVAL | Other | 1.13% | 49,910 | +9,415 | +23.25% | $2,693,643 |
| RBB FD INC | TBIL | Other | 1.02% | 48,849 | -98,268 | -66.80% | $2,436,573 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.99% | 50,724 | -1,600 | -3.06% | $2,376,419 |
| ISHARES TR | QUAL | Other | 0.97% | 11,263 | -231 | -2.01% | $2,333,156 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.91% | 38,415 | -66,178 | -63.27% | $2,182,713 |
| FASTENAL CO | FAST | Industrials | 0.82% | 43,669 | +47 | +0.11% | $1,961,188 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.75% | 18,993 | +1,186 | +6.66% | $1,786,672 |
| APPLE INC | AAPL | Technology | 0.74% | 6,331 | -64 | -1.00% | $1,773,443 |
| ISHARES TR | IEFA | Other | 0.70% | 17,661 | -508 | -2.80% | $1,684,683 |
| ISHARES TR | IWF | Other | 0.67% | 13,327 | +10,179 | +323.35% | $1,599,906 |
| ISHARES TR | AOR | Other | 0.67% | 23,509 | -5,228 | -18.19% | $1,593,205 |
| INVESCO QQQ TR | QQQ | Other | 0.66% | 2,333 | +66 | +2.91% | $1,572,583 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.60% | 43,582 | -996 | -2.23% | $1,444,307 |
| SPDR SERIES TRUST | SPYV | Other | 0.60% | 24,113 | +255 | +1.07% | $1,443,901 |
| ISHARES TR | IXUS | Other | 0.52% | 13,444 | -263 | -1.92% | $1,253,288 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.48% | 36,414 | +2,876 | +8.58% | $1,160,141 |
| POLARIS INC | PII | Consumer Cyclical | 0.47% | 16,884 | +24 | +0.14% | $1,121,404 |
| ISHARES TR | SMMD | Other | 0.45% | 12,670 | -12 | -0.09% | $1,077,837 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.42% | 15,114 | -482 | -3.09% | $1,005,534 |
| ALPHABET INC | GOOGL | Communication Services | 0.40% | 2,470 | -285 | -10.34% | $952,744 |
| MICROSOFT CORP | MSFT | Technology | 0.34% | 1,973 | -158 | -7.41% | $817,776 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.31% | 2,757 | +85 | +3.18% | $739,593 |
| ISHARES TR | EEM | Other | 0.30% | 11,260 | +943 | +9.14% | $722,104 |
| ETFIS SER TR I | NFLT | Other | 0.29% | 30,702 | -3,722 | -10.81% | $705,532 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.29% | 1,054 | - | - | $700,225 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.29% | 970 | +381 | +64.69% | $698,886 |
| VANGUARD INDEX FDS | VOO | Other | 0.28% | 1,010 | +303 | +42.86% | $669,373 |
| GRACO INC | GGG | Industrials | 0.26% | 7,986 | - | - | $632,411 |
| RBB FUND TRUST | 75526L886 | Other | 0.26% | 12,878 | - | - | $630,893 |
| ISHARES TR | AOA | Other | 0.26% | 6,647 | +198 | +3.07% | $630,069 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.23% | 17,125 | - | - | $554,159 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.23% | 10,968 | -133 | -1.20% | $551,361 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.22% | 10,624 | -20,905 | -66.30% | $536,005 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.21% | 15,332 | - | - | $500,132 |
| ISHARES TR | IWM | Other | 0.21% | 1,767 | - | - | $493,488 |
| ALPHABET INC | GOOG | Communication Services | 0.20% | 1,262 | -13 | -1.02% | $483,624 |
| VANECK ETF TRUST | GDX | Other | 0.20% | 5,512 | -3,178 | -36.57% | $480,150 |
| T ROWE PRICE ETF INC | TCAF | Other | 0.19% | 11,474 | +409 | +3.70% | $451,272 |
| NVIDIA CORPORATION | NVDA | Technology | 0.18% | 2,171 | -350 | -13.88% | $430,835 |
| XCEL ENERGY INC | XEL | Utilities | 0.17% | 4,844 | +828 | +20.62% | $400,037 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.17% | 8,745 | +8,745 | +100.00% | $398,772 |
| WALMART INC | WMT | Consumer Defensive | 0.17% | 3,002 | -318 | -9.58% | $395,063 |
| ISHARES TR | EFA | Other | 0.16% | 3,803 | -64 | -1.66% | $388,286 |
| BROADCOM INC | AVGO | Technology | 0.16% | 896 | -27 | -2.93% | $377,467 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 1,162 | -41 | -3.41% | $363,090 |
| 3M CO | MMM | Industrials | 0.15% | 2,521 | -124 | -4.69% | $359,243 |
| ISHARES TR | IJR | Other | 0.14% | 2,519 | +1 | +0.04% | $346,168 |
| SPDR SERIES TRUST | HYMB | Other | 0.14% | 13,005 | - | - | $325,125 |
| NETFLIX INC. | NFLX | Communication Services | 0.13% | 3,500 | -150 | -4.11% | $322,210 |
| SPDR GOLD TR | GLD | Other | 0.13% | 757 | -164 | -17.81% | $320,347 |
| ISHARES TR | XT | Other | 0.12% | 3,682 | +3,682 | +100.00% | $282,228 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.11% | 4,593 | -168 | -3.53% | $270,344 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.11% | 3,192 | +3,192 | +100.00% | $251,593 |
| ORACLE CORP | ORCL | Technology | 0.10% | 1,394 | -14 | -0.99% | $239,531 |
| ISHARES INC | IEMG | Other | 0.09% | 2,860 | -126 | -4.22% | $224,939 |
| META PLATFORMS INC | META | Communication Services | 0.09% | 369 | -48 | -11.51% | $224,627 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.09% | 401 | +401 | +100.00% | $217,426 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 915 | -34 | -3.58% | $207,879 |