BOYUM WEALTH ARCHITECTS LLC

Filed: 5/4/2026ACC: 0002068635-26-000002

📋 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 $239.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$239.35M

Total AUM (reported)

4.75M

Total Shares

Allocation by class

US BRD MKT ETF$41.79M17.5%

TOTAL RETURN BON$27.30M11.4%

RAFI US 1000 ETF$26.85M11.2%

ISHARES US EQUIT$21.30M8.9%

INTL EQT ETF$15.59M6.5%

RUNNING GWTH ETF$13.36M5.6%

AVANTIS EMGMKT$12.37M5.2%

Portfolio Concentration

Top 3$95.94M40.1%

4–10$82.51M34.5%

11–25$32.88M13.7%

Rest$28.02M11.7%

Top 3 weight

40.1%

Top 10 weight

74.6%

Voting Authority Distribution

Total shares with voting rights: 4.75M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.75M

% 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

Shares1.50M

TypeSH

Market value$41.79M

17.46%

Sole

0.00

Shared

0.00

None

1.50M

PGIM ETF TR

SOLE

TOTAL RETURN BON

Shares655.83K

TypeSH

Market value$27.30M

11.41%

Sole

0.00

Shared

0.00

None

655.83K

INVESCO EXCHANGE TRADED FD T

SOLE

RAFI US 1000 ETF

Shares518.21K

TypeSH

Market value$26.85M

11.22%

Sole

0.00

Shared

0.00

None

518.21K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares331.88K

TypeSH

Market value$21.30M

8.90%

Sole

0.00

Shared

0.00

None

331.88K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares174.51K

TypeSH

Market value$15.59M

6.51%

Sole

0.00

Shared

0.00

None

174.51K

STRATEGIC TRUST

SOLE

RUNNING GWTH ETF

Shares405.14K

TypeSH

Market value$13.36M

5.58%

Sole

0.00

Shared

0.00

None

405.14K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares136.59K

TypeSH

Market value$12.37M

5.17%

Sole

0.00

Shared

0.00

None

136.59K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares38.66K

TypeSH

Market value$10.73M

4.48%

Sole

0.00

Shared

0.00

None

38.66K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares49.19K

TypeSH

Market value$4.94M

2.06%

Sole

0.00

Shared

0.00

None

49.19K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares11.89K

TypeSH

Market value$4.22M

1.76%

Sole

0.00

Shared

0.00

None

11.89K

AMERICAN CENTY ETF TR

SOLE

AVANTIS INTL SML

Shares43.37K

TypeSH

Market value$3.33M

1.39%

Sole

0.00

Shared

0.00

None

43.37K

J P MORGAN EXCHANGE TRADED F

SOLE

HIGH YIELD MUNI

Shares56.69K

TypeSH

Market value$2.84M

1.19%

Sole

0.00

Shared

0.00

None

56.69K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares76.22K

TypeSH

Market value$2.72M

1.14%

Sole

0.00

Shared

0.00

None

76.22K

J P MORGAN EXCHANGE TRADED F

SOLE

US VALUE FACTR

Shares49.91K

TypeSH

Market value$2.69M

1.13%

Sole

0.00

Shared

0.00

None

49.91K

RBB FD INC

SOLE

F/M US TREASURY

Shares48.85K

TypeSH

Market value$2.44M

1.02%

Sole

0.00

Shared

0.00

None

48.85K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares50.72K

TypeSH

Market value$2.38M

0.99%

Sole

0.00

Shared

0.00

None

50.72K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares11.26K

TypeSH

Market value$2.33M

0.97%

Sole

0.00

Shared

0.00

None

11.26K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares38.41K

TypeSH

Market value$2.18M

0.91%

Sole

0.00

Shared

0.00

None

38.41K

FASTENAL CO

SOLE

COM

Shares43.67K

TypeSH

Market value$1.96M

0.82%

Sole

0.00

Shared

0.00

None

43.67K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares18.99K

TypeSH

Market value$1.79M

0.75%

Sole

0.00

Shared

0.00

None

18.99K

APPLE INC

SOLE

COM

Shares6.33K

TypeSH

Market value$1.77M

0.74%

Sole

0.00

Shared

0.00

None

6.33K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares17.66K

TypeSH

Market value$1.68M

0.70%

Sole

0.00

Shared

0.00

None

17.66K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares13.33K

TypeSH

Market value$1.60M

0.67%

Sole

0.00

Shared

0.00

None

13.33K

ISHARES TR

SOLE

CORE 60/40 BALAN

Shares23.51K

TypeSH

Market value$1.59M

0.67%

Sole

0.00

Shared

0.00

None

23.51K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.33K

TypeSH

Market value$1.57M

0.66%

Sole

0.00

Shared

0.00

None

2.33K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	1.50M	SH	$41.79M 17.46%	1.50M
PGIM ETF TRSOLE	TOTAL RETURN BON	655.83K	SH	$27.30M 11.41%	655.83K
INVESCO EXCHANGE TRADED FD TSOLE	RAFI US 1000 ETF	518.21K	SH	$26.85M 11.22%	518.21K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	331.88K	SH	$21.30M 8.90%	331.88K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	174.51K	SH	$15.59M 6.51%	174.51K
STRATEGIC TRUSTSOLE	RUNNING GWTH ETF	405.14K	SH	$13.36M 5.58%	405.14K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	136.59K	SH	$12.37M 5.17%	136.59K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	38.66K	SH	$10.73M 4.48%	38.66K
ISHARES TRSOLE	0-3 MNTH TREASRY	49.19K	SH	$4.94M 2.06%	49.19K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	11.89K	SH	$4.22M 1.76%	11.89K
AMERICAN CENTY ETF TRSOLE	AVANTIS INTL SML	43.37K	SH	$3.33M 1.39%	43.37K
J P MORGAN EXCHANGE TRADED FSOLE	HIGH YIELD MUNI	56.69K	SH	$2.84M 1.19%	56.69K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	76.22K	SH	$2.72M 1.14%	76.22K
J P MORGAN EXCHANGE TRADED FSOLE	US VALUE FACTR	49.91K	SH	$2.69M 1.13%	49.91K
RBB FD INCSOLE	F/M US TREASURY	48.85K	SH	$2.44M 1.02%	48.85K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	50.72K	SH	$2.38M 0.99%	50.72K
ISHARES TRSOLE	MSCI USA QLT FCT	11.26K	SH	$2.33M 0.97%	11.26K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	38.41K	SH	$2.18M 0.91%	38.41K
FASTENAL COSOLE	COM	43.67K	SH	$1.96M 0.82%	43.67K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	18.99K	SH	$1.79M 0.75%	18.99K
APPLE INCSOLE	COM	6.33K	SH	$1.77M 0.74%	6.33K
ISHARES TRSOLE	CORE MSCI EAFE	17.66K	SH	$1.68M 0.70%	17.66K
ISHARES TRSOLE	RUS 1000 GRW ETF	13.33K	SH	$1.60M 0.67%	13.33K
ISHARES TRSOLE	CORE 60/40 BALAN	23.51K	SH	$1.59M 0.67%	23.51K
INVESCO QQQ TRSOLE	UNIT SER 1	2.33K	SH	$1.57M 0.66%	2.33K

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