Boyum Wealth Architects Llc Portfolio Update: Strategic Shifts in Q3 2026

Boyum Wealth Architects Llc's portfolio underwent notable adjustments during the third quarter of 2026, as reflected in their latest filing dated Jun 30, 2026. The investment manager demonstrated a clear preference for stability while strategically adding and removing positions.

The most significant purchase during this period was FIDELITY MERRIMACK STR TR TR (FBND), which experienced an extraordinary increase of 28,666 shares, representing a massive +227.8% change from the previous quarter and adding approximately $1.3 million to its value (FBND). This substantial acquisition suggests confidence in fixed-income strategies or specific underlying holdings within this fund.

In contrast, Boyum Wealth Architects Llc significantly reduced their exposure to RBB FD INC (TBIL) by selling -29,536 shares, a staggering -60.46% decrease from prior quarters (TBIL). This sale resulted in the fund exiting this position entirely by quarter-end.

The investor also sold other substantial holdings, including AMERICAN CENTY ETF TR (AVDE) and SCHWAB STRATEGIC TR (SCHD). AVDE saw a decrease of 12,218 shares, or -7.0%, while SCHD experienced a reduction of -4,560 shares, or -12.52%. These exits mark the departure of these positions from Boyum Wealth Architects Llc's portfolio (AVDE) and (SCHD).

Despite these changes, the core of Boyum Wealth Architects Llc's portfolio remains largely intact. SCHWAB STRATEGIC TR (SCHB) continued to be a major holding with an increase of 201,53 shares, or +1.34%. Similarly, PGIM ETF TR (PTRB), INVESCO EXCHANGE TRADED FD T (PRF), and BLACKROCK ETF TRUST (DYNF) all saw modest share increases during the quarter.

The portfolio's sector allocation also shifted slightly this quarter. Technology gained a small but notable position with FASTENAL CO (FAST). Other sectors like Industrials and Unknown remain dominant, though specific holdings within these categories fluctuated.

Overall, Boyum Wealth Architects Llc's Q3 2026 activity involved strategic additions to fixed-income related positions (like FBND) while exiting bond fund positions (AVDE and SCHD). The sale of TBIL represents a significant reduction in exposure to this type of security. For detailed analysis of Boyum Wealth Architects Llc holdings, visit their profile.