Boyum Wealth Architects Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Boyum Wealth Architects Llc disclosed 68 stock positions valued at approximately $251.19M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, INVESCO EXCHANGE TRADED FD T, and PGIM ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $251.19M
Holdings by Sector
Boyum Wealth Architects Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 68 holdings in the latest reporting period.