Boyum Wealth Architects Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 6, 2026, Boyum Wealth Architects Llc disclosed 68 stock positions valued at approximately $246.01M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, INVESCO EXCHANGE TRADED FD T, and PGIM ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $246.01M
Holdings by Sector
Boyum Wealth Architects Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | Other | 18.35% | 1,524,591 | +2,346 | +0.15% | $45,143,136 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 11.76% | 527,580 | -8,068 | -1.51% | $28,927,197 |
| PGIM ETF TR | PTRB | Other | 10.90% | 680,149 | +1,980 | +0.29% | $26,808,074 |
| BLACKROCK ETF TRUST | DYNF | Other | 9.54% | 335,432 | -4,248 | -1.25% | $23,470,177 |
| AMERICAN CENTY ETF TR | AVDE | Other | 6.91% | 188,089 | +1,359 | +0.73% | $16,990,079 |
| STRATEGIC TRUST | RUNN | Other | 5.86% | 440,864 | +3,687 | +0.84% | $14,409,108 |
| AMERICAN CENTY ETF TR | AVEM | Other | 5.28% | 136,029 | +1,012 | +0.75% | $12,978,527 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 4.78% | 38,081 | +761 | +2.04% | $11,755,224 |
| ISHARES TR | SGOV | Other | 3.28% | 80,324 | +7,231 | +9.89% | $8,067,766 |
| VANGUARD INDEX FDS | VTI | Other | 1.77% | 11,494 | -137 | -1.18% | $4,344,713 |
| AMERICAN CENTY ETF TR | AVDS | Other | 1.51% | 47,538 | +1,324 | +2.86% | $3,710,289 |
| J P MORGAN EXCHANGE TRADED F | JVAL | Other | 1.16% | 48,519 | -1,188 | -2.39% | $2,847,580 |
| J P MORGAN EXCHANGE TRADED F | JMHI | Other | 1.04% | 54,457 | -2,522 | -4.43% | $2,548,559 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.03% | 67,000 | -8,123 | -10.81% | $2,522,550 |
| ISHARES TR | QUAL | Other | 0.95% | 10,357 | -786 | -7.05% | $2,324,881 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.94% | 51,756 | -12,141 | -19.00% | $2,307,271 |
| APPLE INC | AAPL | Technology | 0.87% | 6,411 | +80 | +1.26% | $2,139,142 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.82% | 35,901 | -330 | -0.91% | $2,014,063 |
| FASTENAL CO | FAST | Industrials | 0.72% | 34,740 | - | - | $1,763,055 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.71% | 17,875 | -914 | -4.86% | $1,746,209 |
| ISHARES TR | IEFA | Other | 0.68% | 17,330 | -331 | -1.87% | $1,681,183 |
| INVESCO QQQ TR | QQQ | Other | 0.66% | 2,179 | -72 | -3.20% | $1,633,126 |
| ISHARES TR | IWF | Other | 0.65% | 12,546 | -180 | -1.41% | $1,594,220 |
| ISHARES TR | SMMD | Other | 0.52% | 14,709 | -55 | -0.37% | $1,274,241 |
| ISHARES TR | IXUS | Other | 0.50% | 12,941 | -108 | -0.83% | $1,236,941 |
| ISHARES TR | AOR | Other | 0.48% | 17,366 | -2,806 | -13.91% | $1,190,787 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.45% | 14,994 | - | - | $1,118,852 |
| MICROSOFT CORP | MSFT | Technology | 0.42% | 2,015 | +43 | +2.18% | $1,042,930 |
| MFS ACTIVE EXCHANGE TRADED F | MFSI | Other | 0.41% | 31,207 | -2,135 | -6.40% | $1,020,344 |
| POLARIS INC | PII | Consumer Cyclical | 0.39% | 17,673 | +10 | +0.06% | $949,234 |
Showing 30 of 68 holdings in the latest reporting period.