Filed: 5/15/2025ACC: 0002068635-25-000001
📋 What this filing means
BOYUM WEALTH ARCHITECTS LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $102.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$102.87M
Total AUM (reported)
2.61M
Total Shares
Allocation by class
US BRD MKT ETF$23.48M22.8%
TOTAL RETURN BON$15.23M14.8%
RAFI US 1000 ETF$13.73M13.3%
RUNNING GWTH ETF$8.42M8.2%
INTL EQT ETF$6.18M6.0%
EQUITY PREMIUM$4.92M4.8%
NASDAQ 100 ETF$4.21M4.1%
Portfolio Concentration
Top 3$52.43M51.0%
4–10$31.29M30.4%
11–25$17.18M16.7%
Rest$1.97M1.9%
Top 3 weight
51.0%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.61M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings33
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.09M
TypeSH
Market value$23.48M
22.82%
Sole
0.00
Shared
0.00
None
1.09M
PGIM ETF TR
SOLEShares364.77K
TypeSH
Market value$15.23M
14.80%
Sole
0.00
Shared
0.00
None
364.77K
INVESCO EXCHANGE TRADED FD T
SOLEShares339.84K
TypeSH
Market value$13.73M
13.35%
Sole
0.00
Shared
0.00
None
339.84K
STRATEGIC TRUST
SOLEShares259.51K
TypeSH
Market value$8.42M
8.18%
Sole
0.00
Shared
0.00
None
259.51K
AMERICAN CENTY ETF TR
SOLEShares93.31K
TypeSH
Market value$6.18M
6.01%
Sole
0.00
Shared
0.00
None
93.31K
J P MORGAN EXCHANGE TRADED F
SOLEShares86.04K
TypeSH
Market value$4.92M
4.78%
Sole
0.00
Shared
0.00
None
86.04K
INVESCO EXCH TRADED FD TR II
SOLEShares21.81K
TypeSH
Market value$4.21M
4.09%
Sole
0.00
Shared
0.00
None
21.81K
VANGUARD INDEX FDS
SOLEShares10.98K
TypeSH
Market value$3.02M
2.93%
Sole
0.00
Shared
0.00
None
10.98K
ISHARES TR
SOLEShares27.46K
TypeSH
Market value$2.50M
2.43%
Sole
0.00
Shared
0.00
None
27.46K
ISHARES TR
SOLEShares11.98K
TypeSH
Market value$2.05M
1.99%
Sole
0.00
Shared
0.00
None
11.98K
AMERICAN CENTY ETF TR
SOLEShares32.48K
TypeSH
Market value$1.95M
1.90%
Sole
0.00
Shared
0.00
None
32.48K
J P MORGAN EXCHANGE TRADED F
SOLEShares38.73K
TypeSH
Market value$1.82M
1.77%
Sole
0.00
Shared
0.00
None
38.73K
AMERICAN CENTY ETF TR
SOLEShares20.51K
TypeSH
Market value$1.79M
1.74%
Sole
0.00
Shared
0.00
None
20.51K
J P MORGAN EXCHANGE TRADED F
SOLEShares42.32K
TypeSH
Market value$1.75M
1.70%
Sole
0.00
Shared
0.00
None
42.32K
J P MORGAN EXCHANGE TRADED F
SOLEShares28.88K
TypeSH
Market value$1.46M
1.42%
Sole
0.00
Shared
0.00
None
28.88K
ISHARES TR
SOLEShares3.60K
TypeSH
Market value$1.30M
1.26%
Sole
0.00
Shared
0.00
None
3.60K
ISHARES TR
SOLEShares16.47K
TypeSH
Market value$1.25M
1.21%
Sole
0.00
Shared
0.00
None
16.47K
ISHARES TR
SOLEShares17.05K
TypeSH
Market value$1.19M
1.16%
Sole
0.00
Shared
0.00
None
17.05K
INVESCO QQQ TR
SOLEShares2.34K
TypeSH
Market value$1.10M
1.07%
Sole
0.00
Shared
0.00
None
2.34K
J P MORGAN EXCHANGE TRADED F
SOLEShares15.65K
TypeSH
Market value$883.6K
0.86%
Sole
0.00
Shared
0.00
None
15.65K
ETFIS SER TR I
SOLEShares31.58K
TypeSH
Market value$712.8K
0.69%
Sole
0.00
Shared
0.00
None
31.58K
POLARIS INC
SOLEShares17.17K
TypeSH
Market value$702.9K
0.68%
Sole
0.00
Shared
0.00
None
17.17K
J P MORGAN EXCHANGE TRADED F
SOLEShares6.22K
TypeSH
Market value$458.9K
0.45%
Sole
0.00
Shared
0.00
None
6.22K
APPLE INC
SOLEShares2.05K
TypeSH
Market value$455.8K
0.44%
Sole
0.00
Shared
0.00
None
2.05K
VANGUARD INDEX FDS
SOLEShares684.00
TypeSH
Market value$351.7K
0.34%
Sole
0.00
Shared
0.00
None
684.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.09M | SH | $23.48M 22.82% | 0.00 | 0.00 | 1.09M |
PGIM ETF TRSOLE | TOTAL RETURN BON | 364.77K | SH | $15.23M 14.80% | 0.00 | 0.00 | 364.77K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 339.84K | SH | $13.73M 13.35% | 0.00 | 0.00 | 339.84K |
STRATEGIC TRUSTSOLE | RUNNING GWTH ETF | 259.51K | SH | $8.42M 8.18% | 0.00 | 0.00 | 259.51K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 93.31K | SH | $6.18M 6.01% | 0.00 | 0.00 | 93.31K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 86.04K | SH | $4.92M 4.78% | 0.00 | 0.00 | 86.04K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 21.81K | SH | $4.21M 4.09% | 0.00 | 0.00 | 21.81K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.98K | SH | $3.02M 2.93% | 0.00 | 0.00 | 10.98K |
ISHARES TRSOLE | 20 YR TR BD ETF | 27.46K | SH | $2.50M 2.43% | 0.00 | 0.00 | 27.46K |
ISHARES TRSOLE | MSCI USA QLT FCT | 11.98K | SH | $2.05M 1.99% | 0.00 | 0.00 | 11.98K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 32.48K | SH | $1.95M 1.90% | 0.00 | 0.00 | 32.48K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 38.73K | SH | $1.82M 1.77% | 0.00 | 0.00 | 38.73K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 20.51K | SH | $1.79M 1.74% | 0.00 | 0.00 | 20.51K |
J P MORGAN EXCHANGE TRADED FSOLE | US VALUE FACTR | 42.32K | SH | $1.75M 1.70% | 0.00 | 0.00 | 42.32K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 28.88K | SH | $1.46M 1.42% | 0.00 | 0.00 | 28.88K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.60K | SH | $1.30M 1.26% | 0.00 | 0.00 | 3.60K |
ISHARES TRSOLE | CORE MSCI EAFE | 16.47K | SH | $1.25M 1.21% | 0.00 | 0.00 | 16.47K |
ISHARES TRSOLE | CORE MSCI TOTAL | 17.05K | SH | $1.19M 1.16% | 0.00 | 0.00 | 17.05K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.34K | SH | $1.10M 1.07% | 0.00 | 0.00 | 2.34K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 15.65K | SH | $883.6K 0.86% | 0.00 | 0.00 | 15.65K |
ETFIS SER TR ISOLE | VIRTUS NEWFLEET | 31.58K | SH | $712.8K 0.69% | 0.00 | 0.00 | 31.58K |
POLARIS INCSOLE | COM | 17.17K | SH | $702.9K 0.68% | 0.00 | 0.00 | 17.17K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 6.22K | SH | $458.9K 0.45% | 0.00 | 0.00 | 6.22K |
APPLE INCSOLE | COM | 2.05K | SH | $455.8K 0.44% | 0.00 | 0.00 | 2.05K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 684.00 | SH | $351.7K 0.34% | 0.00 | 0.00 | 684.00 |
Page 1 of 2