Boyum Wealth Architects Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$239.3M
Q ending 2026-03-31
Prior quarter
$213.9M
Q ending 2025-12-31
Change
+11.9% QoQ · +132.7% YoY
Positions
73
reported holdings
Largest positions
All 73 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHB | Shares | $41.8M | 1.5M |
| Pgim Etf Tr | PTRB | Shares | $27.3M | 656K |
| Invesco Exchange Traded Fd T | PRF | Shares | $26.8M | 518K |
| Blackrock Etf Trust | DYNF | Shares | $21.3M | 332K |
| American Centy Etf Tr | AVDE | Shares | $15.6M | 175K |
| Strategic Trust | RUNN | Shares | $13.4M | 405K |
| American Centy Etf Tr | AVEM | Shares | $12.4M | 137K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $10.7M | 39K |
| Ishares Tr | SGOV | Shares | $4.9M | 49K |
| Vanguard Index Fds | VTI | Shares | $4.2M | 12K |
| American Centy Etf Tr | AVDS | Shares | $3.3M | 43K |
| J P Morgan Exchange Traded F | JMHI | Shares | $2.8M | 57K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $2.7M | 76K |
| J P Morgan Exchange Traded F | JVAL | Shares | $2.7M | 50K |
| Rbb Fd Inc | TBIL | Shares | $2.4M | 49K |
| J P Morgan Exchange Traded F | JCPB | Shares | $2.4M | 51K |
| Ishares Tr | QUAL | Shares | $2.3M | 11K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.2M | 38K |
| Fastenal Co | FAST | Shares | $2.0M | 44K |
| J P Morgan Exchange Traded F | JGRO | Shares | $1.8M | 19K |
| Apple Inc | AAPL | Shares | $1.8M | 6K |
| Ishares Tr | IEFA | Shares | $1.7M | 18K |
| Ishares Tr | IWF | Shares | $1.6M | 13K |
| Ishares Tr | AOR | Shares | $1.6M | 24K |
| Invesco Qqq Tr | QQQ | Shares | $1.6M | 2K |
| Schwab Strategic Tr | SCHG | Shares | $1.4M | 44K |
| Spdr Series Trust | SPYV | Shares | $1.4M | 24K |
| Ishares Tr | IXUS | Shares | $1.3M | 13K |
| Schwab Strategic Tr | SCHD | Shares | $1.2M | 36K |
| Polaris Inc | PII | Shares | $1.1M | 17K |
| Ishares Tr | SMMD | Shares | $1.1M | 13K |
| J P Morgan Exchange Traded F | JQUA | Shares | $1.0M | 15K |
| Alphabet Inc | GOOGL | Shares | $953K | 2K |
| Mfs Active Exchange Traded F | MFSI | Shares | $907K | 29K |
| Microsoft Corp | MSFT | Shares | $818K | 2K |
| Amazon Com Inc | AMZN | Shares | $740K | 3K |
| Ishares Tr | EEM | Shares | $722K | 11K |
| Etfis Ser Tr I | NFLT | Shares | $706K | 31K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $700K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $699K | 970 |
| Vanguard Index Fds | VOO | Shares | $669K | 1K |
| Graco Inc | GGG | Shares | $632K | 8K |
| Rbb Fund Trust | FEGE | Shares | $631K | 13K |
| Ishares Tr | AOA | Shares | $630K | 7K |
| Schwab Strategic Tr | SCHV | Shares | $554K | 17K |
| J P Morgan Exchange Traded F | JMUB | Shares | $551K | 11K |
| J P Morgan Exchange Traded F | JPST | Shares | $536K | 11K |
| Schwab Strategic Tr | SCHA | Shares | $500K | 15K |
| Ishares Tr | IWM | Shares | $493K | 2K |
| Alphabet Inc | GOOG | Shares | $484K | 1K |
| Vaneck Etf Trust | GDX | Shares | $480K | 6K |
| T Rowe Price Etf Inc | TCAF | Shares | $451K | 11K |
| Nvidia Corporation | NVDA | Shares | $431K | 2K |
| Xcel Energy Inc | XEL | Shares | $400K | 5K |
| Fidelity Merrimack Str Tr | FBND | Shares | $399K | 9K |
| Walmart Inc | WMT | Shares | $395K | 3K |
| Ishares Tr | EFA | Shares | $388K | 4K |
| Broadcom Inc | AVGO | Shares | $377K | 896 |
| Jpmorgan Chase & Co | JPM | Shares | $363K | 1K |
| 3M Co | MMM | Shares | $359K | 3K |
| Ishares Tr | IJR | Shares | $346K | 3K |
| Spdr Series Trust | HYMB | Shares | $325K | 13K |
| Netflix Inc. | NFLX | Shares | $322K | 4K |
| Spdr Gold Tr | GLD | Shares | $320K | 757 |
| Blackrock Etf Trust | IALT | Shares | $307K | 11K |
| Ishares Tr | XT | Shares | $282K | 4K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $270K | 5K |
| Dimensional Etf Trust | DCOR | Shares | $252K | 3K |
| Oracle Corp | ORCL | Shares | $240K | 1K |
| Ishares Inc | IEMG | Shares | $225K | 3K |
| Meta Platforms Inc | META | Shares | $225K | 369 |
| Micron Technology Inc | MU | Shares | $217K | 401 |
| Johnson & Johnson | JNJ | Shares | $208K | 915 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.