Q3 2026 13F · SEC CIK 2068635

Boyum Wealth Architects LLC

Wealth managerFiled 2026-10-06 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $246.0M
Reported positions: 68
Holdings vs S&P 500, 3 yrs: —
Assets under management: $564.0M

Boyum Wealth Architects LLC is a wealth manager that reported 68 positions worth $246.0M in its Q3 2026 13F, filed 2026-10-06. Its largest holdings were Schwab Strategic Tr (SCHB, 18.4%), Invesco Exchange Traded Fd T (PRF, 11.8%), Pgim ETF Tr (PTRB, 10.9%).

Boyum Wealth Architects LLC holdings largest 50 of 68 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boyum Wealth Architects LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHBSchwab Strategic Tr	18.4%	17.6%	1,524,591	+0.2%	$45.1M
PRFInvesco Exchange Traded Fd T	11.8%	11.6%	527,580	-1.5%	$28.9M
PTRBPgim ETF Tr	10.9%	11.1%	680,149	+0.3%	$26.8M
DYNFBlackrock ETF Trust	9.5%	9.1%	335,432	-1.3%	$23.5M
AVDEAvantis International Equity ETF	6.9%	6.6%	188,089	+0.7%	$17.0M
RUNNStrategic Trust	5.9%	5.8%	440,864	+0.8%	$14.4M
AVEMAmerican Centy ETF Tr	5.3%	4.9%	136,029	+0.7%	$13.0M
QQQMInvesco Exch Traded Fd Tr II	4.8%	4.4%	38,081	+2.0%	$11.8M
SGOVIshares Tr	3.3%	2.9%	80,324	+9.9%	$8.1M
VTIVanguard Index Fds	1.8%	1.7%	11,494	-1.2%	$4.3M
AVDSAmerican Centy ETF Tr	1.5%	1.4%	47,538	+2.9%	$3.7M
JVALJpmorgan U.s. Value Factor ETF US Value	1.2%	1.1%	48,519	-2.4%	$2.8M
JMHIJ P Morgan Exchange Traded F	1.0%	1.1%	54,457	-4.4%	$2.5M
BUFRFirst Tr Exchng Traded Fd Vi	1.0%	1.1%	67,000	-10.8%	$2.5M
QUALIshares Tr	0.9%	1.0%	10,357	-7.1%	$2.3M
JCPBJ P Morgan Exchange Traded F	0.9%	1.2%	51,756	-19.0%	$2.3M
AAPLApple Inc	0.9%	0.8%	6,411	+1.3%	$2.1M
JEPIJ P Morgan Exchange Traded F	0.8%	0.8%	35,901	-0.9%	$2.0M
FASTFastenal Co	0.7%	0.7%	34,740	+0.0%	$1.8M
JGROJ P Morgan Exchange Traded F	0.7%	0.7%	17,875	-4.9%	$1.7M
IEFAIshares Tr	0.7%	0.7%	17,330	-1.9%	$1.7M
QQQInvesco Qqq Tr	0.7%	0.6%	2,179	-3.2%	$1.6M
IWFIshares Tr	0.6%	0.6%	12,546	-1.4%	$1.6M
SMMDIshares Tr	0.5%	0.5%	14,709	-0.4%	$1.3M
IXUSIshares Tr	0.5%	0.5%	12,941	-0.8%	$1.2M
AORIshares Tr	0.5%	0.6%	17,366	-13.9%	$1.2M
JQUAJpmorgan U.s. Quality Factor ETF	0.5%	0.4%	14,994	+0.0%	$1.1M
MSFTMicrosoft Corp	0.4%	0.3%	2,015	+2.2%	$1.0M
MFSIMfs Active	0.4%	0.4%	31,207	-6.4%	$1.0M
PIIPolaris Inc	0.4%	0.5%	17,673	+0.1%	$949K
NFLTEtfis Ser Tr I	0.4%	0.3%	39,193	+7.0%	$867K
GOOGLAlphabet Inc	0.3%	0.3%	2,427	+0.8%	$834K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	977	-2.0%	$752K
AMZNAmazon Com Inc	0.3%	0.3%	2,920	+4.1%	$734K
TBILRbb Fd Inc	0.3%	0.4%	14,385	-25.5%	$717K
MDYState Str Spdr S&p Midcap 40	0.3%	0.3%	1,054	+0.0%	$706K
EEMIshares Tr	0.3%	0.3%	10,305	-7.2%	$697K
VOOVanguard Index Fds	0.3%	0.3%	938	-7.1%	$664K
IALTBlackrock ETF Trust	0.2%	0.2%	18,814	+12.4%	$564K
AOAIshares Tr	0.2%	0.3%	5,688	-13.8%	$555K
JPSTJ P Morgan Exchange Traded F	0.2%	—	10,399	—	$522K
NVDANvidia Corporation	0.2%	—	2,171	—	$508K
FEGERbb Fund Trust	0.2%	0.3%	9,808	-23.8%	$492K
JPMJpmorgan Chase & Co	0.2%	—	1,228	—	$408K
MMM3m Co	0.2%	—	2,521	—	$408K
FBNDFidelity Merrimack Str Tr	0.2%	0.5%	9,235	-67.8%	$400K
GOOGAlphabet Inc	0.2%	—	1,112	—	$378K
EFAIshares Tr	0.2%	—	3,564	—	$371K
XELXcel Energy Inc	0.1%	—	5,147	—	$368K
IWMIshares Tr	0.1%	0.2%	1,261	-28.6%	$355K

What Boyum Wealth Architects LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$246.0M	68
Q2 2026	$251.2M	72
Q1 2026	$239.3M	73
Q4 2025	$213.9M	73
Q3 2025	$162.4M	56
Q2 2025	$135.8M	51
Q1 2025	$102.9M	33

Questions about Boyum Wealth Architects LLC's portfolio

What stocks does Boyum Wealth Architects LLC own?

Boyum Wealth Architects LLC's latest 13F, for Q3 2026 and filed Oct 6, 2026, lists 68 positions worth $246.0M. The largest are Schwab Strategic Tr (SCHB) at 18.4%, Invesco Exchange Traded Fd T (PRF) at 11.8%, Pgim ETF Tr (PTRB) at 10.9%, Blackrock ETF Trust (DYNF) at 9.5% and Avantis International Equity ETF (AVDE) at 6.9%.

What did Boyum Wealth Architects LLC buy last quarter?

In Q3 2026, Boyum Wealth Architects LLC added Blackrock ETF Trust (IALT) (+12.4% shares), Ishares Tr (SGOV) (+9.9% shares) and Etfis Ser Tr I (NFLT) (+7.0% shares), compared with its Q2 2026 filing.

What did Boyum Wealth Architects LLC sell last quarter?

In Q3 2026, Boyum Wealth Architects LLC cut from its top 50 Schwab Strategic Tr (SCHG), cut from its top 50 State Street Spdr Portfolio S&p 500 Valu (SPYV), cut from its top 50 Schwab Strategic Tr (SCHD), cut from its top 50 Blackrock ETF Trust II (INMU), cut from its top 50 Schwab Strategic Tr (SCHV), Fidelity Merrimack Str Tr (FBND) (-67.8% shares), Ishares Tr (IWM) (-28.6% shares) and Rbb Fd Inc (TBIL) (-25.5% shares), compared with its Q2 2026 filing.

When is Boyum Wealth Architects LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boyum Wealth Architects LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Boyum Wealth Architects LLC manage?

Boyum Wealth Architects LLC reported $564.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $246.0M.