BOYUM WEALTH ARCHITECTS LLC

CIK 2068635 · View on SEC EDGAR ↗

Portfolio value QoQ: +4.9% 13F does not disclose cash

Top 10 holdings weight75.71%

Top 25 holdings weight88.72%

Positions above 1%15

Effective number of positions12.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.91% Est. buys $10,611,950 · sells $4,680,604

Median holding: 5.0 quarters Tracked Q1 2025–Q2 2026 · 80.0% still held

New positions1

Increased20

Decreased28

Closed2

Portfolio value $251.2M #5,779 of 9,337 by 13F value · top 61.9%

Positions 72

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 1.5%

Industrials 0.9%

Communication Services 0.7%

Consumer Discretionary 0.5%

Retail 0.4%

Utilities 0.2%

Financials 0.2%

Healthcare 0.1%

Other/Unmapped 95.6%

Full portfolio 72 positions

					Streak
SCHB SCHWAB STRATEGIC TRUST	$44,084,202	17.55%	1,522,245	$2,296,006	Up ×5
PRF Invesco Exchange-Traded Fund Trust	$29,171,402	11.61%	535,648	$2,322,736	Up ×5
PTRB PGIM ETF Trust	$27,859,183	11.09%	678,169	$556,938	Up ×4
DYNF BlackRock ETF Trust	$22,962,368	9.14%	339,680	$1,659,183	Up ×4
AVDE AMERICAN CENTURY ETF TRUST	$16,669,387	6.64%	186,730	$1,081,975	Up ×5
RUNN Running Oak Efficient Growth ETF	$14,559,608	5.80%	437,177	$1,200,024	Up ×5
AVEM AMERICAN CENTURY ETF TRUST	$12,286,547	4.89%	135,017	$-78,674	Down ×1
QQQM Invesco NASDAQ 100 ETF	$10,936,999	4.35%	37,320	$207,303	Down ×1
SGOV iShares Trust	$7,347,351	2.93%	73,093	$2,407,743	Up ×1
VTI Vanguard Morningstar Total Stock Market ETF	$4,300,911	1.71%	11,631	$76,513	Down ×1
AVDS AMERICAN CENTURY ETF TRUST	$3,466,974	1.38%	46,214	$140,188	Up ×1
JCPB JPMorgan Core Plus Bond ETF	$2,960,987	1.18%	63,897	$584,568	Up ×1
JVAL J.P. Morgan Exchange-Traded Fund Trust	$2,882,509	1.15%	49,707	$188,866	Down ×1
JMHI JPMorgan High Yield Municipal ETF	$2,853,532	1.14%	56,979	$16,865	Up ×4
BUFR First Trust Exchange-Traded Fund VIII	$2,752,507	1.10%	75,123	$27,678	Down ×3
QUAL iShares Trust	$2,436,352	0.97%	11,143	$103,196	Down ×4
JEPI JPMorgan Equity Premium Income ETF	$2,056,483	0.82%	36,231	$-126,230	Down ×3
AAPL Apple Inc. - Common Stock	$2,008,751	0.80%	6,331	$235,308
JGRO JPMorgan Active Growth ETF	$1,781,949	0.71%	18,789	$-4,723	Down ×1
IEFA iShares Core MSCI EAFE ETF	$1,698,105	0.68%	17,661	$13,422
FAST Fastenal Company - Common Stock	$1,634,517	0.65%	34,740	$-326,671	Down ×1
QQQ Invesco QQQ Trust, Series 1	$1,601,929	0.64%	2,251	$29,346	Down ×1
IWF iShares Russell 1000 Growth Fund	$1,547,354	0.62%	12,726	$-52,552	Down ×1
SCHG SCHWAB STRATEGIC TRUST	$1,497,913	0.60%	43,582	$53,606
SPYV State Street SPDR Portfolio S&P 500 Value ETF	$1,491,163	0.59%	24,113	$47,262
AOR iShares Trust	$1,381,984	0.55%	20,172	$-211,221	Down ×2
SMMD iShares Trust	$1,320,935	0.53%	14,764	$243,098	Up ×1
FBND Fidelity Merrimack Street Trust	$1,292,837	0.51%	28,666	$894,065	Up ×1
IXUS iShares Core MSCI Total International Stock ETF	$1,221,034	0.49%	13,049	$-32,254	Down ×5
PII Polaris Inc. Common Stock	$1,182,153	0.47%	17,663	$60,749	Up ×2
JQUA JPMorgan U.S. Quality Factor ETF	$1,081,817	0.43%	14,994	$76,283	Down ×4
MFSI MFS Active Exchange Traded Funds Trust	$1,076,280	0.43%	33,342	$169,237	Up ×1
SCHD SCHWAB STRATEGIC TRUST	$1,037,155	0.41%	31,854	$-122,986	Down ×1
TBIL F/m US Treasury 3 Month Bill Fund	$964,294	0.38%	19,313	$-1,472,279	Down ×2
GOOGL Alphabet Inc. - Class A Common Stock	$848,929	0.34%	2,408	$-103,815	Down ×2
NFLT ETFis Series Trust I	$836,560	0.33%	36,643	$131,028	Up ×1
MSFT Microsoft Corporation - Common Stock	$771,113	0.31%	1,972	$-46,663	Down ×2
SPY SPY	$746,772	0.30%	997	$47,886	Up ×4
MDY State Street SPDR S&P MIDCAP 400 ETF Trust	$723,023	0.29%	1,054	$22,798
EEM iShares, Inc.	$716,273	0.29%	11,105	$-5,831	Down ×1
VOO Vanguard S&P 500 ETF	$695,622	0.28%	1,010	$26,249
AMZN Amazon.com, Inc. - Common Stock	$693,705	0.28%	2,805	$-45,888	Up ×5
FEGE First Eagle Global Equity ETF	$639,650	0.25%	12,878	$8,757
AOA iShares Trust	$636,844	0.25%	6,596	$6,775	Down ×1
INMU iShares Intermediate Muni Income Active ETF	$605,681	0.24%	25,132		Up ×1
SCHV SCHWAB STRATEGIC TRUST	$586,011	0.23%	17,125	$31,852
IWM iShares Russell 2000 Index Fund	$518,579	0.21%	1,767	$25,091
SCHA SCHWAB STRATEGIC TRUST	$516,072	0.21%	15,037	$15,940	Down ×1
TCAF T. Rowe Price Capital Appreciation Equity ETF	$475,488	0.19%	11,430	$24,216	Down ×1
IALT iShares Systematic Alternatives Active ETF	$474,633	0.19%	16,736	$167,819	Up ×1
NVDA NVIDIA Corporation - Common Stock	$441,864	0.18%	2,171	$11,029
JPST JPMorgan Ultra-Short Income ETF	$438,527	0.17%	8,694	$-97,478	Down ×2
GDX VanEck Gold Miners ETF	$404,415	0.16%	5,512	$-75,735
MMM 3M Company Common Stock	$397,562	0.16%	2,521	$38,319
GOOG Alphabet Inc. - Class C Capital Stock	$389,945	0.16%	1,112	$-93,679	Down ×2
XEL Xcel Energy Inc. - Common Stock	$389,864	0.16%	4,844	$-10,173
JPM JP Morgan Chase & Co. Common Stock	$388,724	0.15%	1,162	$25,634
EFA iShares Trust	$372,593	0.15%	3,609	$-15,693	Down ×2
IJR iShares Trust	$365,237	0.15%	2,519	$19,069
GGG Graco Inc. Common Stock	$349,420	0.14%	4,727	$-282,991	Down ×1
WMT Walmart Inc. - Common Stock	$344,570	0.14%	3,002	$-50,493
AVGO Broadcom Inc. - Common Stock	$344,109	0.14%	896	$-33,358
HYMB SPDR SERIES TRUST	$327,986	0.13%	13,005	$2,861
XT iShares Future Exponential Technologies ETF	$313,822	0.12%	3,871	$31,594	Up ×1
GLD SPDR Gold Shares	$277,917	0.11%	757	$-42,430
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$273,697	0.11%	4,593	$3,353
DCOR Dimensional ETF Trust	$262,957	0.10%	3,192	$11,364
NFLX Netflix, Inc. - Common Stock	$261,211	0.10%	3,538	$-60,999	Up ×1
MU Micron Technology, Inc. - Common Stock	$251,116	0.10%	268	$33,690	Down ×1
META Meta Platforms, Inc. - Class A Common Stock	$239,050	0.10%	364	$14,423	Down ×2
JNJ Johnson & Johnson Common Stock	$235,860	0.09%	915	$27,981
IEMG iShares, Inc.	$224,481	0.09%	2,860	$-458
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
SCHB	$44,084,202	17.55%	up ×5
PRF	$29,171,402	11.61%	up ×5
PTRB	$27,859,183	11.09%	up ×4
DYNF	$22,962,368	9.14%	up ×4
AVDE	$16,669,387	6.64%	up ×5
RUNN	$14,559,608	5.80%	up ×5
JMHI	$2,853,532	1.14%	up ×4
SPY	$746,772	0.30%	up ×4
AMZN	$693,705	0.28%	up ×5

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
INMU	$605,681	25,132	0.24%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
SGOV	Bought more	+24K	+$2.4M
PRF	Bought more	+17K	+$2.3M
SCHB	Bought more	+20K	+$2.3M
DYNF	Bought more	+8K	+$1.7M
TBIL	Trimmed	-30K	-$1.5M
RUNN	Bought more	+32K	+$1.2M
AVDE	Bought more	+12K	+$1.1M
FBND	Bought more	+20K	+$894K
JCPB	Bought more	+13K	+$585K
PTRB	Bought more	+22K	+$557K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
AVUV	June 30, 2025	20,506	$1,787,482
TLT	Dec. 31, 2025	17,416	$1,556,468
JMUB	June 30, 2026	10,968	$551,361
RSP	March 31, 2026	2,342	$465,519	10.0%
DFAS	March 31, 2026	5,595	$416,716
DFIC	March 31, 2026	9,616	$348,292
VCIT	March 31, 2026	4,102	$344,117
VBR	June 30, 2025	1,577	$293,779
SLV	March 31, 2026	2,599	$241,473	-19.1%
ORCL	June 30, 2026	1,394	$239,531	-2.8%
IRT	March 31, 2026	14,052	$236,636	-1.1%
TPMN	Sept. 30, 2025	9,711	$233,477	No longer tracked
SPTL	June 30, 2025	8,386	$228,602	-11.1%
UNH	June 30, 2025	420	$219,753	21.4%
ITOT	Sept. 30, 2025	1,623	$219,170	15.5%
ACWI	March 31, 2026	1,461	$212,079
CGDV	Dec. 31, 2025	4,790	$201,324
NVG	Sept. 30, 2025	12,723	$151,785	-15.1%