Filed: 7/9/2025ACC: 0002068635-25-000005
📋 What this filing means
BOYUM WEALTH ARCHITECTS LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $135.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$135.82M
Total AUM (reported)
3.25M
Total Shares
Allocation by class
US BRD MKT ETF$26.47M19.5%
TOTAL RETURN BON$15.10M11.1%
RAFI US 1000 ETF$14.54M10.7%
RUNNING GWTH ETF$9.07M6.7%
ISHARES US EQUIT$8.15M6.0%
INTL EQT ETF$6.97M5.1%
US TREAS 3 MNTH$5.79M4.3%
Portfolio Concentration
Top 3$56.11M41.3%
4–10$43.28M31.9%
11–25$25.57M18.8%
Rest$10.86M8.0%
Top 3 weight
41.3%
Top 10 weight
73.2%
Voting Authority Distribution
Total shares with voting rights: 3.25M
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
3.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.11M
TypeSH
Market value$26.47M
19.49%
Sole
0.00
Shared
0.00
None
1.11M
PGIM ETF TR
SOLEShares361.02K
TypeSH
Market value$15.10M
11.12%
Sole
0.00
Shared
0.00
None
361.02K
INVESCO EXCHANGE TRADED FD T
SOLEShares344.06K
TypeSH
Market value$14.54M
10.71%
Sole
0.00
Shared
0.00
None
344.06K
STRATEGIC TRUST
SOLEShares267.94K
TypeSH
Market value$9.07M
6.68%
Sole
0.00
Shared
0.00
None
267.94K
BLACKROCK ETF TRUST
SOLEShares149.63K
TypeSH
Market value$8.15M
6.00%
Sole
0.00
Shared
0.00
None
149.63K
AMERICAN CENTY ETF TR
SOLEShares94.19K
TypeSH
Market value$6.97M
5.13%
Sole
0.00
Shared
0.00
None
94.19K
RBB FD INC
SOLEShares115.75K
TypeSH
Market value$5.79M
4.26%
Sole
0.00
Shared
0.00
None
115.75K
J P MORGAN EXCHANGE TRADED F
SOLEShares87.76K
TypeSH
Market value$4.99M
3.67%
Sole
0.00
Shared
0.00
None
87.76K
INVESCO EXCH TRADED FD TR II
SOLEShares20.29K
TypeSH
Market value$4.61M
3.39%
Sole
0.00
Shared
0.00
None
20.29K
FIRST TR EXCHNG TRADED FD VI
SOLEShares116.50K
TypeSH
Market value$3.70M
2.73%
Sole
0.00
Shared
0.00
None
116.50K
VANGUARD INDEX FDS
SOLEShares12.06K
TypeSH
Market value$3.66M
2.70%
Sole
0.00
Shared
0.00
None
12.06K
AMERICAN CENTY ETF TR
SOLEShares34.21K
TypeSH
Market value$2.34M
1.73%
Sole
0.00
Shared
0.00
None
34.21K
ISHARES TR
SOLEShares12K
TypeSH
Market value$2.19M
1.62%
Sole
0.00
Shared
0.00
None
12K
J P MORGAN EXCHANGE TRADED F
SOLEShares43.18K
TypeSH
Market value$2.03M
1.50%
Sole
0.00
Shared
0.00
None
43.18K
J P MORGAN EXCHANGE TRADED F
SOLEShares42.02K
TypeSH
Market value$1.86M
1.37%
Sole
0.00
Shared
0.00
None
42.02K
INVESCO QQQ TR
SOLEShares3.22K
TypeSH
Market value$1.78M
1.31%
Sole
0.00
Shared
0.00
None
3.22K
ISHARES TR
SOLEShares3.85K
TypeSH
Market value$1.64M
1.20%
Sole
0.00
Shared
0.00
None
3.85K
SCHWAB STRATEGIC TR
SOLEShares53.92K
TypeSH
Market value$1.57M
1.16%
Sole
0.00
Shared
0.00
None
53.92K
ISHARES TR
SOLEShares16.93K
TypeSH
Market value$1.41M
1.04%
Sole
0.00
Shared
0.00
None
16.93K
ISHARES TR
SOLEShares15.94K
TypeSH
Market value$1.41M
1.04%
Sole
0.00
Shared
0.00
None
15.94K
SPDR SERIES TRUST
SOLEShares23.75K
TypeSH
Market value$1.24M
0.92%
Sole
0.00
Shared
0.00
None
23.75K
GRACO INC
SOLEShares13.90K
TypeSH
Market value$1.20M
0.88%
Sole
0.00
Shared
0.00
None
13.90K
ISHARES TR
SOLEShares15.08K
TypeSH
Market value$1.17M
0.86%
Sole
0.00
Shared
0.00
None
15.08K
J P MORGAN EXCHANGE TRADED F
SOLEShares21.05K
TypeSH
Market value$1.07M
0.79%
Sole
0.00
Shared
0.00
None
21.05K
SCHWAB STRATEGIC TR
SOLEShares37.52K
TypeSH
Market value$994.3K
0.73%
Sole
0.00
Shared
0.00
None
37.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.11M | SH | $26.47M 19.49% | 0.00 | 0.00 | 1.11M |
PGIM ETF TRSOLE | TOTAL RETURN BON | 361.02K | SH | $15.10M 11.12% | 0.00 | 0.00 | 361.02K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 344.06K | SH | $14.54M 10.71% | 0.00 | 0.00 | 344.06K |
STRATEGIC TRUSTSOLE | RUNNING GWTH ETF | 267.94K | SH | $9.07M 6.68% | 0.00 | 0.00 | 267.94K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 149.63K | SH | $8.15M 6.00% | 0.00 | 0.00 | 149.63K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 94.19K | SH | $6.97M 5.13% | 0.00 | 0.00 | 94.19K |
RBB FD INCSOLE | US TREAS 3 MNTH | 115.75K | SH | $5.79M 4.26% | 0.00 | 0.00 | 115.75K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 87.76K | SH | $4.99M 3.67% | 0.00 | 0.00 | 87.76K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 20.29K | SH | $4.61M 3.39% | 0.00 | 0.00 | 20.29K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 116.50K | SH | $3.70M 2.73% | 0.00 | 0.00 | 116.50K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.06K | SH | $3.66M 2.70% | 0.00 | 0.00 | 12.06K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 34.21K | SH | $2.34M 1.73% | 0.00 | 0.00 | 34.21K |
ISHARES TRSOLE | MSCI USA QLT FCT | 12K | SH | $2.19M 1.62% | 0.00 | 0.00 | 12K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 43.18K | SH | $2.03M 1.50% | 0.00 | 0.00 | 43.18K |
J P MORGAN EXCHANGE TRADED FSOLE | US VALUE FACTR | 42.02K | SH | $1.86M 1.37% | 0.00 | 0.00 | 42.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.22K | SH | $1.78M 1.31% | 0.00 | 0.00 | 3.22K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.85K | SH | $1.64M 1.20% | 0.00 | 0.00 | 3.85K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 53.92K | SH | $1.57M 1.16% | 0.00 | 0.00 | 53.92K |
ISHARES TRSOLE | CORE MSCI EAFE | 16.93K | SH | $1.41M 1.04% | 0.00 | 0.00 | 16.93K |
ISHARES TRSOLE | 20 YR TR BD ETF | 15.94K | SH | $1.41M 1.04% | 0.00 | 0.00 | 15.94K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 23.75K | SH | $1.24M 0.92% | 0.00 | 0.00 | 23.75K |
GRACO INCSOLE | COM | 13.90K | SH | $1.20M 0.88% | 0.00 | 0.00 | 13.90K |
ISHARES TRSOLE | CORE MSCI TOTAL | 15.08K | SH | $1.17M 0.86% | 0.00 | 0.00 | 15.08K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 21.05K | SH | $1.07M 0.79% | 0.00 | 0.00 | 21.05K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 37.52K | SH | $994.3K 0.73% | 0.00 | 0.00 | 37.52K |
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