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Boyum Wealth Architects LLC Portfolio
$246M across 68 positions as of 2026-09-30, with 78% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+13.8%
-0.6% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 6
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.6% | +10.5% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHBSchwab U.S. Broad Market ETF | $45.1M | 18.3% | 1,524,591 |
| PRFInvesco FTSE RAFI US 1000 ETF | $28.9M | 11.8% | 527,580 |
| PGIM ETF TR | $26.8M | 10.9% | 680,149 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $23.5M | 9.5% | 335,432 |
| AVDEAvantis International Equity ETF | $17M | 6.9% | 188,089 |
| RUNNRunning Oak Efficient Growth ETF | $14.4M | 5.9% | 440,864 |
| AVEMAvantis Emerging Markets Equity ETF | $13M | 5.3% | 136,029 |
| QQQMInvesco NASDAQ 100 ETF | $11.8M | 4.8% | 38,081 |
| SGOViShares 0-3 Month Treasury Bond ETF | $8.1M | 3.3% | 80,324 |
| VTIVanguard Total Stock Market ETF | $4.3M | 1.8% | 11,494 |
| AMERICAN CENTY ETF TR | $3.7M | 1.5% | 47,538 |
| JVALJPMorgan U.S. Value Factor ETF | $2.8M | 1.2% | 48,519 |
| J P MORGAN EXCHANGE TRADED F | $2.5M | 1.0% | 54,457 |
| BUFRFT Vest Laddered Buffer ETF | $2.5M | 1.0% | 67,000 |
| QUALiShares MSCI USA Quality Factor ETF | $2.3M | 0.9% | 10,357 |
| JCPBJPMorgan Core Plus Bond ETF | $2.3M | 0.9% | 51,756 |
| AAPLApple Inc | $2.1M | 0.9% | 6,411 |
| JEPIJPMorgan Equity Premium Income ETF | $2M | 0.8% | 35,901 |
| FASTFastenal Co | $1.8M | 0.7% | 34,740 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $1.7M | 0.7% | 17,875 |
| IEFAiShares Core MSCI EAFE ETF | $1.7M | 0.7% | 17,330 |
| QQQInvesco QQQ Trust, Series 1 | $1.6M | 0.7% | 2,179 |
| IWFiShares Russell 1000 Growth ETF | $1.6M | 0.6% | 12,546 |
| ISHARES TR | $1.3M | 0.5% | 14,709 |
| IXUSiShares Core MSCI Total International Stock ETF | $1.2M | 0.5% | 12,941 |
| AORiShares Core 60/40 Balanced Allocation ETF | $1.2M | 0.5% | 17,366 |
| J P MORGAN EXCHANGE TRADED F | $1.1M | 0.5% | 14,994 |
| MSFTMicrosoft Corp | $1M | 0.4% | 2,015 |
| MFSIMFS Active International ETF | $1M | 0.4% | 31,207 |
| PIIPolaris Inc | $949.2K | 0.4% | 17,673 |
| ETFIS SER TR I | $866.9K | 0.4% | 39,193 |
| GOOGLAlphabet Inc | $833.8K | 0.3% | 2,427 |
| SPYState Street SPDR S&P 500 ETF Trust | $752.1K | 0.3% | 977 |
| AMZNAmazon.com Inc | $734.4K | 0.3% | 2,920 |
| RBB FD INC | $717.5K | 0.3% | 14,385 |
| MDYSPDR MidCap Trust Series I | $705.8K | 0.3% | 1,054 |
| EEMiShares MSCI Emerging Index Fund | $697.3K | 0.3% | 10,305 |
| VOOVanguard S&P 500 ETF | $663.9K | 0.3% | 938 |
| BLACKROCK ETF TRUST | $563.9K | 0.2% | 18,814 |
| AOAiShares Core Aggressive Allocation Fund | $555.3K | 0.2% | 5,688 |
| JPSTJPMorgan Ultra-Short Income ETF | $522.3K | 0.2% | 10,399 |
| NVDANVIDIA Corp | $507.9K | 0.2% | 2,171 |
| RBB FUND TRUST | $492.2K | 0.2% | 9,808 |
| JPMJPMorgan Chase & Co | $408.2K | 0.2% | 1,228 |
| MMM3M Co | $408.1K | 0.2% | 2,521 |
| FBNDFidelity Total Bond ETF | $399.7K | 0.2% | 9,235 |
| GOOGAlphabet Inc | $378.5K | 0.2% | 1,112 |
| EFAiShares MSCI EAFE ETF | $370.5K | 0.2% | 3,564 |
| XELXcel Energy Inc | $367.5K | 0.1% | 5,147 |
| IWMiShares Russell 2000 Index Fund | $355K | 0.1% | 1,261 |
| IJRiShares Core S&P Small-Cap ETF | $349K | 0.1% | 2,519 |
| GGGGraco Inc | $338.4K | 0.1% | 4,338 |
| AVGOBroadcom Inc | $322.1K | 0.1% | 907 |
| TCAFT. Rowe Price Capital Appreciation Equity ETF | $319.7K | 0.1% | 7,515 |
| WMTWalmart Inc | $319.2K | 0.1% | 3,062 |
| GDXVanEck Gold Miners ETF | $317.9K | 0.1% | 3,621 |
| GLDSPDR Gold Shares | $313.6K | 0.1% | 825 |
| XTISHARES TR | $309.2K | 0.1% | 3,668 |
| LMTLockheed Martin Corp | $297.2K | 0.1% | 588 |
| MUMicron Technology Inc | $288.1K | 0.1% | 268 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $278.2K | 0.1% | 4,557 |
| METAMeta Platforms Inc | $277.4K | 0.1% | 381 |
| DIMENSIONAL ETF TRUST | $264.6K | 0.1% | 3,166 |
| SCHDSchwab US Dividend Equity ETF | $249.7K | 0.1% | 7,631 |
| NFLXNetflix Inc | $238.1K | 0.1% | 3,550 |
| IEMGiShares Core MSCI Emerging Markets ETF | $235.6K | 0.1% | 2,860 |
| JNJJohnson & Johnson | $234.3K | 0.1% | 915 |
| CRWDCrowdStrike Holdings Inc | $202K | 0.1% | 748 |
Quarter ending 2026-09-30.
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