BOYUM WEALTH ARCHITECTS LLC
CIK 2068635 · View on SEC EDGAR ↗
- Portfolio value
- $251.2M
- Positions
- 72
- As of
- June 30, 2026
#5,721 of 9,443 by 13F value · top 60.6%
Portfolio value QoQ: +4.9% 13F does not disclose cash
- Top 10 holdings weight
- 75.71%
- Top 25 holdings weight
- 88.72%
- Positions above 1%
- 15
- Effective number of positions
- 12.5
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 positions
- 1
- Increased
- 20
- Decreased
- 28
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
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
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $44,084,202 | 17.55% | 1,522,245 | $2,296,006 | Up ×5 | ||
| PRF | $29,171,402 | 11.61% | 535,648 | $2,322,736 | Up ×5 | ||
| PTRB | $27,859,183 | 11.09% | 678,169 | $556,938 | Up ×4 | ||
| DYNF | $22,962,368 | 9.14% | 339,680 | $1,659,183 | Up ×4 | ||
| AVDE | $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 | $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 0-3 Month Treasury Bond ETF | $7,347,351 | 2.93% | 73,093 | $2,407,743 | Up ×1 | ||
| VTI | $4,300,911 | 1.71% | 11,631 | $76,513 | Down ×1 | ||
| AVDS | $3,466,974 | 1.38% | 46,214 | $140,188 | Up ×1 | ||
| JCPB | $2,960,987 | 1.18% | 63,897 | $584,568 | Up ×1 | ||
| JVAL | $2,882,509 | 1.15% | 49,707 | $188,866 | Down ×1 | ||
| JMHI | $2,853,532 | 1.14% | 56,979 | $16,865 | Up ×4 | ||
| BUFR | $2,752,507 | 1.10% | 75,123 | $27,678 | Down ×3 | ||
| QUAL | $2,436,352 | 0.97% | 11,143 | $103,196 | Down ×4 | ||
| JEPI | $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 | $1,781,949 | 0.71% | 18,789 | $-4,723 | Down ×1 | ||
| IEFA | $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 | $1,547,354 | 0.62% | 12,726 | $-52,552 | Down ×1 | ||
| SCHG | $1,497,913 | 0.60% | 43,582 | $53,606 | |||
| SPYV | $1,491,163 | 0.59% | 24,113 | $47,262 | |||
| AOR | $1,381,984 | 0.55% | 20,172 | $-211,221 | Down ×2 | ||
| SMMD | $1,320,935 | 0.53% | 14,764 | $243,098 | Up ×1 | ||
| FBND | $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 | $1,081,817 | 0.43% | 14,994 | $76,283 | Down ×4 | ||
| MFSI MFS Active International ETF | $1,076,280 | 0.43% | 33,342 | $169,237 | Up ×1 | ||
| SCHD | $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 | $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 | $723,023 | 0.29% | 1,054 | $22,798 | |||
| EEM | $716,273 | 0.29% | 11,105 | $-5,831 | Down ×1 | ||
| VOO | $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 | $636,844 | 0.25% | 6,596 | $6,775 | Down ×1 | ||
| INMU | $605,681 | 0.24% | 25,132 | Up ×1 | |||
| SCHV | $586,011 | 0.23% | 17,125 | $31,852 | |||
| IWM | $518,579 | 0.21% | 1,767 | $25,091 | |||
| SCHA | $516,072 | 0.21% | 15,037 | $15,940 | Down ×1 | ||
| TCAF | $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 | $438,527 | 0.17% | 8,694 | $-97,478 | Down ×2 | ||
| GDX GDX | $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 | $372,593 | 0.15% | 3,609 | $-15,693 | Down ×2 | ||
| IJR | $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 | $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 | $277,917 | 0.11% | 757 | $-42,430 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $273,697 | 0.11% | 4,593 | $3,353 | |||
| DCOR | $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 | $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)
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 | No longer tracked |
| TLT | Dec. 31, 2025 | 17,416 | $1,556,468 | |
| JMUB | June 30, 2026 | 10,968 | $551,361 | No longer tracked |
| RSP | March 31, 2026 | 2,342 | $465,519 | No longer tracked |
| DFAS | March 31, 2026 | 5,595 | $416,716 | No longer tracked |
| DFIC | March 31, 2026 | 9,616 | $348,292 | No longer tracked |
| VCIT | March 31, 2026 | 4,102 | $344,117 | |
| VBR | June 30, 2025 | 1,577 | $293,779 | No longer tracked |
| SLV | March 31, 2026 | 2,599 | $241,473 | No longer tracked |
| ORCL | June 30, 2026 | 1,394 | $239,531 | -2.7% |
| IRT | March 31, 2026 | 14,052 | $236,636 | 12.0% |
| TPMN | Sept. 30, 2025 | 9,711 | $233,477 | No longer tracked |
| SPTL | June 30, 2025 | 8,386 | $228,602 | No longer tracked |
| UNH | June 30, 2025 | 420 | $219,753 | 25.8% |
| ITOT | Sept. 30, 2025 | 1,623 | $219,170 | No longer tracked |
| ACWI | March 31, 2026 | 1,461 | $212,079 | |
| CGDV | Dec. 31, 2025 | 4,790 | $201,324 | No longer tracked |
| NVG | Sept. 30, 2025 | 12,723 | $151,785 | 0.0% |