BOYUM WEALTH ARCHITECTS LLC

Filed: 1/26/2026ACC: 0002068635-26-000001

📋 What this filing means

BOYUM WEALTH ARCHITECTS LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $213.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$213.95M

Total AUM (reported)

4.46M

Total Shares

Allocation by class

US BRD MKT ETF$36.97M17.3%

TOTAL RETURN BON$25.55M11.9%

RAFI US 1000 ETF$21.75M10.2%

ISHARES US EQUIT$18.76M8.8%

RUNNING GWTH ETF$13.08M6.1%

INTL EQT ETF$12.09M5.7%

COM$10.25M4.8%

Portfolio Concentration

Top 3$84.27M39.4%

4–10$72.21M33.8%

11–25$31.05M14.5%

Rest$26.41M12.3%

Top 3 weight

39.4%

Top 10 weight

73.1%

Voting Authority Distribution

Total shares with voting rights: 4.46M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.46M

% of voting shares100.0%

Investment Discretion (by position count)

Sole73

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings73

Rows:

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares1.39M

TypeSH

Market value$36.97M

17.28%

Sole

0.00

Shared

0.00

None

1.39M

PGIM ETF TR

SOLE

TOTAL RETURN BON

Shares605.80K

TypeSH

Market value$25.55M

11.94%

Sole

0.00

Shared

0.00

None

605.80K

INVESCO EXCHANGE TRADED FD T

SOLE

RAFI US 1000 ETF

Shares448.71K

TypeSH

Market value$21.75M

10.17%

Sole

0.00

Shared

0.00

None

448.71K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares308.57K

TypeSH

Market value$18.76M

8.77%

Sole

0.00

Shared

0.00

None

308.57K

STRATEGIC TRUST

SOLE

RUNNING GWTH ETF

Shares375.65K

TypeSH

Market value$13.08M

6.12%

Sole

0.00

Shared

0.00

None

375.65K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares139.54K

TypeSH

Market value$12.09M

5.65%

Sole

0.00

Shared

0.00

None

139.54K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares31.30K

TypeSH

Market value$8.03M

3.75%

Sole

0.00

Shared

0.00

None

31.30K

RBB FD INC

SOLE

US TREAS 3 MNTH

Shares147.12K

TypeSH

Market value$7.35M

3.44%

Sole

0.00

Shared

0.00

None

147.12K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares81.97K

TypeSH

Market value$6.79M

3.17%

Sole

0.00

Shared

0.00

None

81.97K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares104.59K

TypeSH

Market value$6.11M

2.85%

Sole

0.00

Shared

0.00

None

104.59K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares11.65K

TypeSH

Market value$3.97M

1.85%

Sole

0.00

Shared

0.00

None

11.65K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares81.72K

TypeSH

Market value$2.82M

1.32%

Sole

0.00

Shared

0.00

None

81.72K

J P MORGAN EXCHANGE TRADED F

SOLE

HIGH YIELD MUNI

Shares54.19K

TypeSH

Market value$2.73M

1.28%

Sole

0.00

Shared

0.00

None

54.19K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares52.32K

TypeSH

Market value$2.48M

1.16%

Sole

0.00

Shared

0.00

None

52.32K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares11.49K

TypeSH

Market value$2.33M

1.09%

Sole

0.00

Shared

0.00

None

11.49K

J P MORGAN EXCHANGE TRADED F

SOLE

US VALUE FACTR

Shares40.49K

TypeSH

Market value$2.06M

0.96%

Sole

0.00

Shared

0.00

None

40.49K

FASTENAL CO

SOLE

COM

Shares43.62K

TypeSH

Market value$1.91M

0.89%

Sole

0.00

Shared

0.00

None

43.62K

ISHARES TR

SOLE

CORE 60/40 BALAN

Shares28.74K

TypeSH

Market value$1.90M

0.89%

Sole

0.00

Shared

0.00

None

28.74K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares18.17K

TypeSH

Market value$1.70M

0.79%

Sole

0.00

Shared

0.00

None

18.17K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares17.81K

TypeSH

Market value$1.63M

0.76%

Sole

0.00

Shared

0.00

None

17.81K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares31.53K

TypeSH

Market value$1.60M

0.75%

Sole

0.00

Shared

0.00

None

31.53K

APPLE INC

SOLE

COM

Shares6.39K

TypeSH

Market value$1.59M

0.74%

Sole

0.00

Shared

0.00

None

6.39K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares3.15K

TypeSH

Market value$1.47M

0.69%

Sole

0.00

Shared

0.00

None

3.15K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares44.58K

TypeSH

Market value$1.44M

0.67%

Sole

0.00

Shared

0.00

None

44.58K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.27K

TypeSH

Market value$1.41M

0.66%

Sole

0.00

Shared

0.00

None

2.27K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	1.39M	SH	$36.97M 17.28%	1.39M
PGIM ETF TRSOLE	TOTAL RETURN BON	605.80K	SH	$25.55M 11.94%	605.80K
INVESCO EXCHANGE TRADED FD TSOLE	RAFI US 1000 ETF	448.71K	SH	$21.75M 10.17%	448.71K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	308.57K	SH	$18.76M 8.77%	308.57K
STRATEGIC TRUSTSOLE	RUNNING GWTH ETF	375.65K	SH	$13.08M 6.12%	375.65K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	139.54K	SH	$12.09M 5.65%	139.54K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	31.30K	SH	$8.03M 3.75%	31.30K
RBB FD INCSOLE	US TREAS 3 MNTH	147.12K	SH	$7.35M 3.44%	147.12K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	81.97K	SH	$6.79M 3.17%	81.97K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	104.59K	SH	$6.11M 2.85%	104.59K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	11.65K	SH	$3.97M 1.85%	11.65K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	81.72K	SH	$2.82M 1.32%	81.72K
J P MORGAN EXCHANGE TRADED FSOLE	HIGH YIELD MUNI	54.19K	SH	$2.73M 1.28%	54.19K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	52.32K	SH	$2.48M 1.16%	52.32K
ISHARES TRSOLE	MSCI USA QLT FCT	11.49K	SH	$2.33M 1.09%	11.49K
J P MORGAN EXCHANGE TRADED FSOLE	US VALUE FACTR	40.49K	SH	$2.06M 0.96%	40.49K
FASTENAL COSOLE	COM	43.62K	SH	$1.91M 0.89%	43.62K
ISHARES TRSOLE	CORE 60/40 BALAN	28.74K	SH	$1.90M 0.89%	28.74K
ISHARES TRSOLE	CORE MSCI EAFE	18.17K	SH	$1.70M 0.79%	18.17K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	17.81K	SH	$1.63M 0.76%	17.81K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	31.53K	SH	$1.60M 0.75%	31.53K
APPLE INCSOLE	COM	6.39K	SH	$1.59M 0.74%	6.39K
ISHARES TRSOLE	RUS 1000 GRW ETF	3.15K	SH	$1.47M 0.69%	3.15K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	44.58K	SH	$1.44M 0.67%	44.58K
INVESCO QQQ TRSOLE	UNIT SER 1	2.27K	SH	$1.41M 0.66%	2.27K

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