Boyum Wealth Architects LLC 13F Holdings · Q3 2026
Boyum Wealth Architects LLC reported 68 securities worth $246.01M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SCHB (18.35%), PRF (11.76%), PTRB (10.90%). Among its top 25 positions this quarter: 9 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $45.1M | 18.35% | 1.5M | Added |
| 2 | PRF | INVESCO EXCHANGE TRADED FD T | $28.9M | 11.76% | 527,580 | Trimmed |
| 3 | PTRB | PGIM ETF TR | $26.8M | 10.90% | 680,149 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $23.5M | 9.54% | 335,432 | Trimmed |
| 5 | AVDE | AMERICAN CENTY ETF TR | $17.0M | 6.91% | 188,089 | Added |
| 6 | RUNN | STRATEGIC TRUST | $14.4M | 5.86% | 440,864 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $13.0M | 5.28% | 136,029 | Added |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $11.8M | 4.78% | 38,081 | Added |
| 9 | SGOV | ISHARES TR | $8.1M | 3.28% | 80,324 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $4.3M | 1.77% | 11,494 | Trimmed |
| 11 | AVDS | AMERICAN CENTY ETF TR | $3.7M | 1.51% | 47,538 | Added |
| 12 | JVAL | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.16% | 48,519 | Trimmed |
| 13 | JMHI | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.04% | 54,457 | Trimmed |
| 14 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.5M | 1.03% | 67,000 | Trimmed |
| 15 | QUAL | ISHARES TR | $2.3M | 0.95% | 10,357 | Trimmed |
| 16 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.3M | 0.94% | 51,756 | Trimmed |
| 17 | AAPL | APPLE INC | $2.1M | 0.87% | 6,411 | Added |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.82% | 35,901 | Trimmed |
| 19 | FAST | FASTENAL CO | $1.8M | 0.72% | 34,740 | Hold |
| 20 | JGRO | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.71% | 17,875 | Trimmed |
| 21 | IEFA | ISHARES TR | $1.7M | 0.68% | 17,330 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $1.6M | 0.66% | 2,179 | Trimmed |
| 23 | IWF | ISHARES TR | $1.6M | 0.65% | 12,546 | Trimmed |
| 24 | SMMD | ISHARES TR | $1.3M | 0.52% | 14,709 | Trimmed |
| 25 | IXUS | ISHARES TR | $1.2M | 0.50% | 12,941 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR