Boyum Wealth Architects Llc Portfolio Update: Strategic Shifts in Q3 2026
Boyum Wealth Architects Llc's portfolio saw significant changes during Q3 2026, highlighted by a major purchase of FIDELITY MERRIMACK STR TR (FBND) and the sale of RBB FD INC (TBIL). The investor maintained core holdings like SCHWAB STRATEGIC TR (SCHB), PGIM ETF TR (PTRB), and INVESCO EXCHANGE TRADED FD T (PRF) while adding new positions.
By Insiderset.Jul 18, 2026, 1:56 AM
Boyum Wealth Architects Llc's portfolio saw significant changes during Q3 2026, highlighted by a major purchase of FIDELITY MERRIMACK STR TR (FBND) and the sale of RBB FD INC (TBIL). The investor maintained core holdings like SCHWAB STRATEGIC TR (SCHB), PGIM ETF TR (PTRB), and INVESCO EXCHANGE TRADED FD T (PRF) while adding new positions.