BOYUM WEALTH ARCHITECTS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, BOYUM WEALTH ARCHITECTS LLC held in its portfolio 72 assets valued at $213,945,701 (i.e. $213.95M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($36.97M), PGIM ETF TR ($25.55M), and INVESCO EXCHANGE TRADED FD T ($21.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 72 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BOYUM WEALTH ARCHITECTS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1388726 | 36967880 | US BRD MKT ETF |
| PGIM ETF TR | 605802 | 25552728 | TOTAL RETURN BON |
| INVESCO EXCHANGE TRADED FD T | 448707 | 21753300 | RAFI US 1000 ETF |
| BLACKROCK ETF TRUST | 308574 | 18758213 | ISHARES US EQUIT |
| STRATEGIC TRUST | 375647 | 13083181 | RUNNING GWTH ETF |
| AMERICAN CENTY ETF TR | 139543 | 12090006 | INTL EQT ETF |
| INVESCO EXCH TRADED FD TR II | 31305 | 8026602 | NASDAQ 100 ETF |
| RBB FD INC | 147117 | 7354382 | US TREAS 3 MNTH |
| AMERICAN CENTY ETF TR | 81975 | 6792449 | AVANTIS EMGMKT |
| J P MORGAN EXCHANGE TRADED F | 104593 | 6106129 | EQUITY PREMIUM |
| VANGUARD INDEX FDS | 11653 | 3968546 | TOTAL STK MKT |
| FIRST TR EXCHNG TRADED FD VI | 81715 | 2820802 | FT VEST LADDERED |
| J P MORGAN EXCHANGE TRADED F | 54185 | 2731315 | HIGH YIELD MUNI |
| J P MORGAN EXCHANGE TRADED F | 52324 | 2484867 | CORE PLUS BD ETF |
| ISHARES TR | 11494 | 2329524 | MSCI USA QLT FCT |
| J P MORGAN EXCHANGE TRADED F | 40495 | 2058766 | US VALUE FACTR |
| FASTENAL CO | 43622 | 1914570 | COM |
| ISHARES TR | 28737 | 1902102 | CORE 60/40 BALAN |
| SPDR SERIES TRUST | 36863 | 1708013 | STATE STREET SPD |
| ISHARES TR | 18169 | 1695713 | CORE MSCI EAFE |
| J P MORGAN EXCHANGE TRADED F | 17807 | 1632546 | ACTIVE GROWTH |
| J P MORGAN EXCHANGE TRADED F | 31529 | 1599149 | ULTRA SHRT ETF |
| APPLE INC | 6395 | 1586105 | COM |
| ISHARES TR | 3148 | 1474082 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 44578 | 1440315 | US LCAP GR ETF |
| INVESCO QQQ TR | 2267 | 1411490 | UNIT SER 1 |
| ISHARES TR | 13707 | 1223250 | CORE MSCI TOTAL |
| POLARIS INC | 16860 | 1164873 | COM |
| ISHARES TR | 12682 | 1016462 | RUSEL 2500 ETF |
| J P MORGAN EXCHANGE TRADED F | 15596 | 1002667 | US QUALTY FCTR |
| MICROSOFT CORP | 2131 | 992975 | COM |
| SCHWAB STRATEGIC TR | 33538 | 977286 | US DIVIDEND EQ |
| MFS ACTIVE EXCHANGE TRADED F | 30481 | 949788 | INTERNATINL ETF |
| VANECK ETF TRUST | 8690 | 930004 | GOLD MINERS ETF |
| ALPHABET INC | 2755 | 903390 | CAP STK CL A |
| ETFIS SER TR I | 34424 | 795367 | VIRTUS NEWFLEET |
| GRACO INC | 7986 | 691188 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1054 | 670502 | UTSER1 S&PDCRP |
| AMAZON COM INC | 2672 | 639036 | COM |
| RBB FUND TRUST | 12878 | 629992 | FIRST EAGLE GBL |
| ISHARES TR | 10317 | 609425 | MSCI EMG MKT ETF |
| ISHARES TR | 6449 | 591180 | CORE 80/20 AGGRE |
| J P MORGAN EXCHANGE TRADED F | 11101 | 563043 | MUNICIPAL ETF |
| SCHWAB STRATEGIC TR | 17125 | 527102 | US LCAP VA ETF |
| NVIDIA CORPORATION | 2521 | 473116 | COM |
| SCHWAB STRATEGIC TR | 15332 | 468394 | US SML CAP ETF |
| ISHARES TR | 1767 | 467919 | RUSSELL 2000 ETF |
| INVESCO EXCHANGE TRADED FD T | 2342 | 465519 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 707 | 448336 | S&P 500 ETF SHS |
| 3M CO | 2645 | 430289 | COM |
| T ROWE PRICE ETF INC | 11065 | 425671 | CAP APPRECIATION |
| SPDR GOLD TR | 921 | 421818 | GOLD SHS |
| ALPHABET INC | 1275 | 418748 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 5595 | 416716 | US SMALL CAP ETF |
| SPDR S&P 500 ETF TR | 589 | 405844 | TR UNIT |
| WALMART INC | 3320 | 390864 | COM |
| ISHARES TR | 3867 | 386584 | MSCI EAFE ETF |
| JPMORGAN CHASE & CO. | 1203 | 358157 | COM |
| DIMENSIONAL ETF TRUST | 9616 | 348292 | INTL CORE EQUITY |
| VANGUARD SCOTTSDALE FDS | 4102 | 344117 | INT-TERM CORP |
| ISHARES TR | 2518 | 322594 | CORE S&P SCP ETF |
| NETFLIX INC | 3650 | 314338 | COM |
| XCEL ENERGY INC | 4016 | 301264 | COM |
| BROADCOM INC | 923 | 295406 | COM |
| J P MORGAN EXCHANGE TRADED F | 4761 | 281946 | NASDAQ EQT PREM |
| META PLATFORMS INC | 417 | 274736 | CL A |
| ORACLE CORP | 1408 | 249441 | COM |
| ISHARES SILVER TR | 2599 | 241473 | ISHARES |
| INDEPENDENCE RLTY TR INC | 14052 | 236636 | COM |
| ISHARES INC | 2986 | 216186 | CORE MSCI EMKT |
| ISHARES TR | 1461 | 212079 | MSCI ACWI ETF |
| JOHNSON & JOHNSON | 949 | 208913 | COM |
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