Filed: 7/15/2026ACC: 0002068635-26-000004
๐ What this filing means
BOYUM WEALTH ARCHITECTS LLC filed this quarterly 13FโHR report disclosing 72 equity positions with a total reported market value of $251.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$251.19M
Total AUM (reported)
4.89M
Total Shares
Allocation by class
US BRD MKT ETF$44.08M17.6%
RAFI US 1000 ETF$29.17M11.6%
TOTA RETU BD ETF$27.86M11.1%
ISHARES US EQUIT$22.96M9.1%
INTL EQT ETF$16.67M6.6%
RUNNING GWTH ETF$14.56M5.8%
AVANTIS EMGMKT$12.29M4.9%
Portfolio Concentration
Top 3$101.11M40.3%
4โ10$89.06M35.5%
11โ25$32.67M13.0%
Rest$28.34M11.3%
Top 3 weight
40.3%
Top 10 weight
75.7%
Voting Authority Distribution
Total shares with voting rights: 4.89M
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
4.89M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings72
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.52M
TypeSH
Market value$44.08M
17.55%
Sole
0.00
Shared
0.00
None
1.52M
INVESCO EXCHANGE TRADED FD T
SOLEShares535.65K
TypeSH
Market value$29.17M
11.61%
Sole
0.00
Shared
0.00
None
535.65K
PGIM ETF TR
SOLEShares678.17K
TypeSH
Market value$27.86M
11.09%
Sole
0.00
Shared
0.00
None
678.17K
BLACKROCK ETF TRUST
SOLEShares339.68K
TypeSH
Market value$22.96M
9.14%
Sole
0.00
Shared
0.00
None
339.68K
AMERICAN CENTY ETF TR
SOLEShares186.73K
TypeSH
Market value$16.67M
6.64%
Sole
0.00
Shared
0.00
None
186.73K
STRATEGIC TRUST
SOLEShares437.18K
TypeSH
Market value$14.56M
5.80%
Sole
0.00
Shared
0.00
None
437.18K
AMERICAN CENTY ETF TR
SOLEShares135.02K
TypeSH
Market value$12.29M
4.89%
Sole
0.00
Shared
0.00
None
135.02K
INVESCO EXCH TRADED FD TR II
SOLEShares37.32K
TypeSH
Market value$10.94M
4.35%
Sole
0.00
Shared
0.00
None
37.32K
ISHARES TR
SOLEShares73.09K
TypeSH
Market value$7.35M
2.93%
Sole
0.00
Shared
0.00
None
73.09K
VANGUARD INDEX FDS
SOLEShares11.63K
TypeSH
Market value$4.30M
1.71%
Sole
0.00
Shared
0.00
None
11.63K
AMERICAN CENTY ETF TR
SOLEShares46.21K
TypeSH
Market value$3.47M
1.38%
Sole
0.00
Shared
0.00
None
46.21K
J P MORGAN EXCHANGE TRADED F
SOLEShares63.90K
TypeSH
Market value$2.96M
1.18%
Sole
0.00
Shared
0.00
None
63.90K
J P MORGAN EXCHANGE TRADED F
SOLEShares49.71K
TypeSH
Market value$2.88M
1.15%
Sole
0.00
Shared
0.00
None
49.71K
J P MORGAN EXCHANGE TRADED F
SOLEShares56.98K
TypeSH
Market value$2.85M
1.14%
Sole
0.00
Shared
0.00
None
56.98K
FIRST TR EXCHNG TRADED FD VI
SOLEShares75.12K
TypeSH
Market value$2.75M
1.10%
Sole
0.00
Shared
0.00
None
75.12K
ISHARES TR
SOLEShares11.14K
TypeSH
Market value$2.44M
0.97%
Sole
0.00
Shared
0.00
None
11.14K
J P MORGAN EXCHANGE TRADED F
SOLEShares36.23K
TypeSH
Market value$2.06M
0.82%
Sole
0.00
Shared
0.00
None
36.23K
APPLE INC
SOLEShares6.33K
TypeSH
Market value$2.01M
0.80%
Sole
0.00
Shared
0.00
None
6.33K
J P MORGAN EXCHANGE TRADED F
SOLEShares18.79K
TypeSH
Market value$1.78M
0.71%
Sole
0.00
Shared
0.00
None
18.79K
ISHARES TR
SOLEShares17.66K
TypeSH
Market value$1.70M
0.68%
Sole
0.00
Shared
0.00
None
17.66K
FASTENAL CO
SOLEShares34.74K
TypeSH
Market value$1.63M
0.65%
Sole
0.00
Shared
0.00
None
34.74K
INVESCO QQQ TR
SOLEShares2.25K
TypeSH
Market value$1.60M
0.64%
Sole
0.00
Shared
0.00
None
2.25K
ISHARES TR
SOLEShares12.73K
TypeSH
Market value$1.55M
0.62%
Sole
0.00
Shared
0.00
None
12.73K
SCHWAB STRATEGIC TR
SOLEShares43.58K
TypeSH
Market value$1.50M
0.60%
Sole
0.00
Shared
0.00
None
43.58K
SPDR SERIES TRUST
SOLEShares24.11K
TypeSH
Market value$1.49M
0.59%
Sole
0.00
Shared
0.00
None
24.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.52M | SH | $44.08M 17.55% | 0.00 | 0.00 | 1.52M |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 535.65K | SH | $29.17M 11.61% | 0.00 | 0.00 | 535.65K |
PGIM ETF TRSOLE | TOTA RETU BD ETF | 678.17K | SH | $27.86M 11.09% | 0.00 | 0.00 | 678.17K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 339.68K | SH | $22.96M 9.14% | 0.00 | 0.00 | 339.68K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 186.73K | SH | $16.67M 6.64% | 0.00 | 0.00 | 186.73K |
STRATEGIC TRUSTSOLE | RUNNING GWTH ETF | 437.18K | SH | $14.56M 5.80% | 0.00 | 0.00 | 437.18K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 135.02K | SH | $12.29M 4.89% | 0.00 | 0.00 | 135.02K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 37.32K | SH | $10.94M 4.35% | 0.00 | 0.00 | 37.32K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 73.09K | SH | $7.35M 2.93% | 0.00 | 0.00 | 73.09K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.63K | SH | $4.30M 1.71% | 0.00 | 0.00 | 11.63K |
AMERICAN CENTY ETF TRSOLE | AVANTIS INTL SML | 46.21K | SH | $3.47M 1.38% | 0.00 | 0.00 | 46.21K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 63.90K | SH | $2.96M 1.18% | 0.00 | 0.00 | 63.90K |
J P MORGAN EXCHANGE TRADED FSOLE | US VALUE FACTR | 49.71K | SH | $2.88M 1.15% | 0.00 | 0.00 | 49.71K |
J P MORGAN EXCHANGE TRADED FSOLE | HIGH YIELD MUNI | 56.98K | SH | $2.85M 1.14% | 0.00 | 0.00 | 56.98K |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 75.12K | SH | $2.75M 1.10% | 0.00 | 0.00 | 75.12K |
ISHARES TRSOLE | MSCI USA QLT FCT | 11.14K | SH | $2.44M 0.97% | 0.00 | 0.00 | 11.14K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 36.23K | SH | $2.06M 0.82% | 0.00 | 0.00 | 36.23K |
APPLE INCSOLE | COM | 6.33K | SH | $2.01M 0.80% | 0.00 | 0.00 | 6.33K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 18.79K | SH | $1.78M 0.71% | 0.00 | 0.00 | 18.79K |
ISHARES TRSOLE | CORE MSCI EAFE | 17.66K | SH | $1.70M 0.68% | 0.00 | 0.00 | 17.66K |
FASTENAL COSOLE | COM | 34.74K | SH | $1.63M 0.65% | 0.00 | 0.00 | 34.74K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.25K | SH | $1.60M 0.64% | 0.00 | 0.00 | 2.25K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 12.73K | SH | $1.55M 0.62% | 0.00 | 0.00 | 12.73K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 43.58K | SH | $1.50M 0.60% | 0.00 | 0.00 | 43.58K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 24.11K | SH | $1.49M 0.59% | 0.00 | 0.00 | 24.11K |
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