Institutional
BOYUM WEALTH ARCHITECTS LLC
CIK 0002068635
$251.2M
Reported AUM
72
Positions
Q2 2026
Period
2026-07-15
Filed
Editorial summary
Summary for BOYUM WEALTH ARCHITECTS LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $28.85 | 0.59% | 21.06% | 68.85% | $44.1M | 17.55% | — | HELD |
| 2 | PRF | INVESCO EXCHANGE TRADED FD T | $54.77 | 0.20% | 31.64% | 81.74% | $29.2M | 11.61% | — | HELD |
| 3 | PTRB | PGIM ETF TR | $40.74 | -0.61% | 1.74% | 2.71% | $27.9M | 11.09% | — | HELD |
| 4 | DYNF | BLACKROCK ETF TRUST | $67.45 | 0.79% | 22.68% | 93.86% | $23.0M | 9.14% | — | HELD |
| 5 | AVDE | AMERICAN CENTY ETF TR | $91.21 | -0.46% | 27.53% | 63.71% | $16.7M | 6.64% | — | HELD |
| 6 | RUNN | STRATEGIC TRUST | $33.99 | 0.13% | 1.34% | 27.58% | $14.6M | 5.80% | — | HELD |
| 7 | AVEM | AMERICAN CENTY ETF TR | $89.51 | 0.10% | 33.33% | 53.46% | $12.3M | 4.89% | — | HELD |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $283.29 | 0.69% | 24.01% | 85.99% | $10.9M | 4.35% | — | HELD |
| 9 | SGOV | ISHARES TR | $100.71 | 0.02% | 3.81% | 19.65% | $7.3M | 2.93% | — | HELD |
| 10 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | 21.20% | 68.49% | $4.3M | 1.71% | — | HELD |
| 11 | AVDS | AMERICAN CENTY ETF TR | $76.39 | -0.60% | 25.23% | 68.33% | $3.5M | 1.38% | — | HELD |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $46.18 | -0.24% | 2.63% | 3.14% | $3.0M | 1.18% | — | HELD |
| 13 | JVAL | J P MORGAN EXCHANGE TRADED F | $57.72 | 0.06% | 33.15% | 74.54% | $2.9M | 1.15% | — | HELD |
| 14 | JMHI | J P MORGAN EXCHANGE TRADED F | $49.45 | -0.27% | 4.25% | 15.79% | $2.9M | 1.14% | — | HELD |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | $36.77 | 0.41% | 14.37% | 56.83% | $2.8M | 1.10% | — | HELD |
| 16 | QUAL | ISHARES TR | $219.26 | 0.16% | 21.21% | 64.41% | $2.4M | 0.97% | — | HELD |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $57.41 | 0.30% | 10.79% | 40.00% | $2.1M | 0.82% | — | HELD |
| 18 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $2.0M | 0.80% | — | HELD |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | $91.69 | 0.63% | 5.35% | 111.77% | $1.8M | 0.71% | — | HELD |
| 20 | IEFA | ISHARES TR | $98.26 | -0.63% | 25.38% | 51.77% | $1.7M | 0.68% | — | HELD |
| 21 | FAST | FASTENAL CO | $47.71 | 2.25% | 4.92% | 88.48% | $1.6M | 0.65% | — | HELD |
| 22 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | 24.01% | 85.38% | $1.6M | 0.64% | — | HELD |
| 23 | IWF | ISHARES TR | $118.35 | 0.78% | 9.16% | 66.32% | $1.5M | 0.62% | — | HELD |
| 24 | SCHG | SCHWAB STRATEGIC TR | $34.17 | 1.12% | 14.66% | 76.29% | $1.5M | 0.60% | — | HELD |
| 25 | SPYV | SPDR SERIES TRUST | $62.03 | -0.20% | 21.47% | 69.93% | $1.5M | 0.59% | — | HELD |
| 26 | AOR | ISHARES TR | $68.53 | 0.06% | 15.04% | 35.52% | $1.4M | 0.55% | — | HELD |
| 27 | SMMD | ISHARES TR | $89.09 | -0.29% | 33.18% | 44.27% | $1.3M | 0.53% | — | HELD |
| 28 | FBND | FIDELITY MERRIMACK STR TR | $44.72 | -0.27% | 2.36% | 1.90% | $1.3M | 0.51% | — | HELD |
| 29 | IXUS | ISHARES TR | $94.54 | -0.15% | 27.97% | 50.12% | $1.2M | 0.49% | — | HELD |
| 30 | PII | POLARIS INC | $67.05 | -1.67% | 41.13% | -34.21% | $1.2M | 0.47% | — | HELD |
| 31 | JQUA | J P MORGAN EXCHANGE TRADED F | $72.22 | 0.08% | — | — | $1.1M | 0.43% | — | HELD |
| 32 | MFSI | MFS ACTIVE EXCHANGE TRADED F | $33.39 | -0.27% | — | — | $1.1M | 0.43% | — | HELD |
| 33 | SCHD | SCHWAB STRATEGIC TR | $33.47 | 0.18% | — | — | $1.0M | 0.41% | — | HELD |
| 34 | TBIL | RBB FD INC | $49.88 | 0.04% | — | — | $964K | 0.38% | — | HELD |
| 35 | GOOGL | ALPHABET INC | $355.99 | 6.69% | — | — | $849K | 0.34% | — | HELD |
| 36 | NFLT | ETFIS SER TR I | $22.73 | 0.00% | — | — | $837K | 0.33% | — | HELD |
| 37 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | — | — | $771K | 0.31% | — | HELD |
| 38 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | — | — | $747K | 0.30% | — | HELD |
| 39 | MDY | STATE STR SPDR S&P MIDCAP 40 | $686.41 | -0.11% | — | — | $723K | 0.29% | — | HELD |
| 40 | EEM | ISHARES TR | $64.09 | 0.79% | — | — | $716K | 0.29% | — | HELD |
| 41 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | — | — | $696K | 0.28% | — | HELD |
| 42 | AMZN | AMAZON COM INC | $271.42 | 15.25% | — | — | $694K | 0.28% | — | HELD |
| 43 | FEGE | RBB FUND TRUST | $50.87 | 0.08% | — | — | $640K | 0.25% | — | HELD |
| 44 | AOA | ISHARES TR | $96.75 | 0.30% | — | — | $637K | 0.25% | — | HELD |
| 45 | INMU | BLACKROCK ETF TRUST II | $23.78 | -0.13% | — | — | $606K | 0.24% | — | HELD |
| 46 | SCHV | SCHWAB STRATEGIC TR | $34.07 | -0.26% | — | — | $586K | 0.23% | — | HELD |
| 47 | IWM | ISHARES TR | $291.24 | -0.46% | — | — | $519K | 0.21% | — | HELD |
| 48 | SCHA | SCHWAB STRATEGIC TR | $33.54 | -0.45% | — | — | $516K | 0.21% | — | HELD |
| 49 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $41.49 | 0.88% | — | — | $475K | 0.19% | — | HELD |
| 50 | IALT | BLACKROCK ETF TRUST | $28.67 | 0.14% | — | — | $475K | 0.19% | — | HELD |
| 51 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | — | — | $442K | 0.18% | — | HELD |
| 52 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.00% | — | — | $439K | 0.17% | — | HELD |
| 53 | GDX | VANECK ETF TRUST | $74.10 | -3.49% | — | — | $404K | 0.16% | — | HELD |
| 54 | MMM | 3M CO | $176.28 | 0.12% | — | — | $398K | 0.16% | — | HELD |
| 55 | GOOG | ALPHABET INC | $356.65 | 6.88% | — | — | $390K | 0.16% | — | HELD |
| 56 | XEL | XCEL ENERGY INC | $78.20 | -0.04% | — | — | $390K | 0.16% | — | HELD |
| 57 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | — | — | $389K | 0.15% | — | HELD |
| 58 | EFA | ISHARES TR | $105.63 | -0.57% | — | — | $373K | 0.15% | — | HELD |
| 59 | IJR | ISHARES TR | $145.46 | -0.03% | — | — | $365K | 0.15% | — | HELD |
| 60 | GGG | GRACO INC | $79.38 | -0.76% | — | — | $349K | 0.14% | — | HELD |
| 61 | WMT | WALMART INC | $111.21 | 0.09% | — | — | $345K | 0.14% | — | HELD |
| 62 | AVGO | BROADCOM INC | $389.53 | 0.44% | — | — | $344K | 0.14% | — | HELD |
| 63 | HYMB | SPDR SERIES TRUST | $24.89 | -0.16% | — | — | $328K | 0.13% | — | HELD |
| 64 | XT | ISHARES TR | $79.57 | 0.67% | — | — | $314K | 0.12% | — | HELD |
| 65 | GLD | SPDR GOLD TR | $371.53 | -1.49% | — | — | $278K | 0.11% | — | HELD |
| 66 | JEPQ | J P MORGAN EXCHANGE TRADED F | $58.25 | 0.57% | — | — | $274K | 0.11% | — | HELD |
| 67 | DCOR | DIMENSIONAL ETF TRUST | $82.51 | 0.39% | — | — | $263K | 0.10% | — | HELD |
| 68 | NFLX | NETFLIX INC. | $71.69 | -2.02% | — | — | $261K | 0.10% | — | HELD |
| 69 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | — | — | $251K | 0.10% | — | HELD |
| 70 | META | META PLATFORMS INC | $556.34 | 3.21% | — | — | $239K | 0.10% | — | HELD |
| 71 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | — | — | $236K | 0.09% | — | HELD |
| 72 | IEMG | ISHARES INC | $77.61 | 0.73% | — | — | $224K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0002068635-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.