Filed: 10/2/2025ACC: 0002068635-25-000007
📋 What this filing means
BOYUM WEALTH ARCHITECTS LLC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $162.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$162.35M
Total AUM (reported)
3.66M
Total Shares
Allocation by class
US BRD MKT ETF$31.51M19.4%
TOTAL RETURN BON$18.10M11.1%
RAFI US 1000 ETF$17.21M10.6%
RUNNING GWTH ETF$10.65M6.6%
ISHARES US EQUIT$10.53M6.5%
INTL EQT ETF$8.66M5.3%
EQUITY PREMIUM$6.64M4.1%
Portfolio Concentration
Top 3$66.82M41.2%
4–10$51.61M31.8%
11–25$27.72M17.1%
Rest$16.20M10.0%
Top 3 weight
41.2%
Top 10 weight
72.9%
Voting Authority Distribution
Total shares with voting rights: 3.66M
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
3.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings56
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.23M
TypeSH
Market value$31.51M
19.41%
Sole
0.00
Shared
0.00
None
1.23M
PGIM ETF TR
SOLEShares428.93K
TypeSH
Market value$18.10M
11.15%
Sole
0.00
Shared
0.00
None
428.93K
INVESCO EXCHANGE TRADED FD T
SOLEShares380.69K
TypeSH
Market value$17.21M
10.60%
Sole
0.00
Shared
0.00
None
380.69K
STRATEGIC TRUST
SOLEShares310.80K
TypeSH
Market value$10.65M
6.56%
Sole
0.00
Shared
0.00
None
310.80K
BLACKROCK ETF TRUST
SOLEShares177.83K
TypeSH
Market value$10.53M
6.48%
Sole
0.00
Shared
0.00
None
177.83K
AMERICAN CENTY ETF TR
SOLEShares109.76K
TypeSH
Market value$8.66M
5.33%
Sole
0.00
Shared
0.00
None
109.76K
J P MORGAN EXCHANGE TRADED F
SOLEShares116.26K
TypeSH
Market value$6.64M
4.09%
Sole
0.00
Shared
0.00
None
116.26K
INVESCO EXCH TRADED FD TR II
SOLEShares22.81K
TypeSH
Market value$5.64M
3.47%
Sole
0.00
Shared
0.00
None
22.81K
RBB FD INC
SOLEShares109.38K
TypeSH
Market value$5.47M
3.37%
Sole
0.00
Shared
0.00
None
109.38K
FIRST TR EXCHNG TRADED FD VI
SOLEShares120.45K
TypeSH
Market value$4.03M
2.48%
Sole
0.00
Shared
0.00
None
120.45K
VANGUARD INDEX FDS
SOLEShares11.62K
TypeSH
Market value$3.81M
2.35%
Sole
0.00
Shared
0.00
None
11.62K
AMERICAN CENTY ETF TR
SOLEShares37.32K
TypeSH
Market value$2.80M
1.73%
Sole
0.00
Shared
0.00
None
37.32K
ISHARES TR
SOLEShares11.65K
TypeSH
Market value$2.27M
1.40%
Sole
0.00
Shared
0.00
None
11.65K
J P MORGAN EXCHANGE TRADED F
SOLEShares43.85K
TypeSH
Market value$2.09M
1.28%
Sole
0.00
Shared
0.00
None
43.85K
J P MORGAN EXCHANGE TRADED F
SOLEShares39.60K
TypeSH
Market value$2.00M
1.23%
Sole
0.00
Shared
0.00
None
39.60K
J P MORGAN EXCHANGE TRADED F
SOLEShares41.26K
TypeSH
Market value$1.96M
1.21%
Sole
0.00
Shared
0.00
None
41.26K
INVESCO QQQ TR
SOLEShares2.80K
TypeSH
Market value$1.68M
1.03%
Sole
0.00
Shared
0.00
None
2.80K
ISHARES TR
SOLEShares17.42K
TypeSH
Market value$1.56M
0.96%
Sole
0.00
Shared
0.00
None
17.42K
SCHWAB STRATEGIC TR
SOLEShares47.64K
TypeSH
Market value$1.52M
0.94%
Sole
0.00
Shared
0.00
None
47.64K
ISHARES TR
SOLEShares3.20K
TypeSH
Market value$1.50M
0.92%
Sole
0.00
Shared
0.00
None
3.20K
J P MORGAN EXCHANGE TRADED F
SOLEShares28.18K
TypeSH
Market value$1.43M
0.88%
Sole
0.00
Shared
0.00
None
28.18K
ISHARES TR
SOLEShares16.11K
TypeSH
Market value$1.41M
0.87%
Sole
0.00
Shared
0.00
None
16.11K
SPDR SERIES TRUST
SOLEShares23.86K
TypeSH
Market value$1.32M
0.81%
Sole
0.00
Shared
0.00
None
23.86K
J P MORGAN EXCHANGE TRADED F
SOLEShares12.93K
TypeSH
Market value$1.21M
0.75%
Sole
0.00
Shared
0.00
None
12.93K
ISHARES TR
SOLEShares14.19K
TypeSH
Market value$1.17M
0.72%
Sole
0.00
Shared
0.00
None
14.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.23M | SH | $31.51M 19.41% | 0.00 | 0.00 | 1.23M |
PGIM ETF TRSOLE | TOTAL RETURN BON | 428.93K | SH | $18.10M 11.15% | 0.00 | 0.00 | 428.93K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 380.69K | SH | $17.21M 10.60% | 0.00 | 0.00 | 380.69K |
STRATEGIC TRUSTSOLE | RUNNING GWTH ETF | 310.80K | SH | $10.65M 6.56% | 0.00 | 0.00 | 310.80K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 177.83K | SH | $10.53M 6.48% | 0.00 | 0.00 | 177.83K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 109.76K | SH | $8.66M 5.33% | 0.00 | 0.00 | 109.76K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 116.26K | SH | $6.64M 4.09% | 0.00 | 0.00 | 116.26K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 22.81K | SH | $5.64M 3.47% | 0.00 | 0.00 | 22.81K |
RBB FD INCSOLE | US TREAS 3 MNTH | 109.38K | SH | $5.47M 3.37% | 0.00 | 0.00 | 109.38K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 120.45K | SH | $4.03M 2.48% | 0.00 | 0.00 | 120.45K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.62K | SH | $3.81M 2.35% | 0.00 | 0.00 | 11.62K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 37.32K | SH | $2.80M 1.73% | 0.00 | 0.00 | 37.32K |
ISHARES TRSOLE | MSCI USA QLT FCT | 11.65K | SH | $2.27M 1.40% | 0.00 | 0.00 | 11.65K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 43.85K | SH | $2.09M 1.28% | 0.00 | 0.00 | 43.85K |
J P MORGAN EXCHANGE TRADED FSOLE | HIGH YIELD MUNI | 39.60K | SH | $2.00M 1.23% | 0.00 | 0.00 | 39.60K |
J P MORGAN EXCHANGE TRADED FSOLE | US VALUE FACTR | 41.26K | SH | $1.96M 1.21% | 0.00 | 0.00 | 41.26K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.80K | SH | $1.68M 1.03% | 0.00 | 0.00 | 2.80K |
ISHARES TRSOLE | 20 YR TR BD ETF | 17.42K | SH | $1.56M 0.96% | 0.00 | 0.00 | 17.42K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 47.64K | SH | $1.52M 0.94% | 0.00 | 0.00 | 47.64K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.20K | SH | $1.50M 0.92% | 0.00 | 0.00 | 3.20K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 28.18K | SH | $1.43M 0.88% | 0.00 | 0.00 | 28.18K |
ISHARES TRSOLE | CORE MSCI EAFE | 16.11K | SH | $1.41M 0.87% | 0.00 | 0.00 | 16.11K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 23.86K | SH | $1.32M 0.81% | 0.00 | 0.00 | 23.86K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 12.93K | SH | $1.21M 0.75% | 0.00 | 0.00 | 12.93K |
ISHARES TRSOLE | CORE MSCI TOTAL | 14.19K | SH | $1.17M 0.72% | 0.00 | 0.00 | 14.19K |
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