13F

Investor

BOYUM WEALTH ARCHITECTS LLC

CIK 0002068635 · filed 2026-05-04 · SEC filing

13F book

$239.3M

Positions

73

7 new · 7 sold

Largest name

17.5%

Schwab Strategic Tr

Est. mark

$5.25M

Price effect on 66 names still held. Flow $20.1M.
NameTickerSharesValueWeightEst. markChange
Schwab Strategic Tr1.5M$41.8M17.5%$1.67MAdded$4.82M
Pgim Etf Tr655.8K$27.3M11.4%−$333.2KAdded$1.75M
Invesco Exchange Traded Fd T518.2K$26.8M11.2%$1.49MAdded$5.1M
Blackrock Etf Trust331.9K$21.3M8.9%$1.05MAdded$2.54M
American Centy Etf Tr174.5K$15.6M6.5%$374KAdded$3.5M
Strategic Trust405.1K$13.4M5.6%−$696.1KAdded$276.4K
American Centy Etf Tr136.6K$12.4M5.2%$628.7KAdded$5.57M
Invesco Exch Traded Fd Tr Ii38.7K$10.7M4.5%$661.8KAdded$2.7M
Ishares 0-3 Month49.2K$4.94M2.1%New
Vanguard Index Fds11.9K$4.22M1.8%$171.6KAdded$255.9K
American Centy Etf Tr43.4K$3.33M1.4%New
J P Morgan Exchange Traded F56.7K$2.84M1.2%−$19.9KAdded$105.4K
First Tr Exchng Traded Fd Vi76.2K$2.72M1.1%$93.7KCut−$96K
J P Morgan Exchange Traded F49.9K$2.69M1.1%$126.7KAdded$634.9K
Rbb Fd Inc48.8K$2.44M1.0%−$5.39KCut−$4.92M
J P Morgan Exchange Traded F50.7K$2.38M1.0%−$32.5KCut−$108.4K
Ishares Tr11.3K$2.33M1.0%$50.4KCut$3.63K
J P Morgan Exchange Traded F38.4K$2.18M0.9%−$60KCut−$3.92M
Fastenal CoFAST43.7K$1.96M0.8%$44.5KAdded$46.6K
J P Morgan Exchange Traded F19K$1.79M0.7%$42.6KAdded$154.1K
Apple Inc.AAPL6.33K$1.77M0.7%$203.2KCut$187.3K
Ishares Tr17.7K$1.68M0.7%$36.4KCut−$11K
Ishares Tr13.3K$1.6M0.7%−$1.1MAdded$125.8K
Ishares Tr23.5K$1.59M0.7%$37.1KCut−$308.9K
Invesco Qqq Tr2.33K$1.57M0.7%$116.6KAdded$161.1K
Schwab Strategic Tr43.6K$1.44M0.6%$36.2KCut$3.99K
Spdr Series Trust24.1K$1.44M0.6%$46.5KAdded$61.8K
Ishares Tr13.4K$1.25M0.5%$53.5KCut$30K
Schwab Strategic Tr36.4K$1.16M0.5%$91.2KAdded$182.9K
Polaris Inc.PII16.9K$1.12M0.5%−$45.1KAdded−$43.5K
Ishares Tr12.7K$1.08M0.4%$62.3KCut$61.4K
J P Morgan Exchange Traded F15.1K$1.01M0.4%$33.9KCut$2.87K
Alphabet Inc2.47K$952.7K0.4%$142.8KCut$49.4K
Mfs Active Exchange Traded F29K$907K0.4%$4.06KCut−$42.7K
Microsoft CorpMSFT1.97K$817.8K0.3%−$101.6KCut−$175.2K
Amazon Com IncAMZN2.76K$739.6K0.3%$77.8KAdded$100.6K
Ishares Tr11.3K$722.1K0.3%$52.2KAdded$112.7K
Etfis Ser Tr I30.7K$705.5K0.3%−$3.84KCut−$89.8K
Spdr S&P Midcap 400 Etf Tr1.05K$700.2K0.3%$29.7KHeld
Spdr S&P 500 Etf Tr970$698.9K0.3%$18.5KAdded$293K
Vanguard Index Fds1.01K$669.4K0.3%$20.2KAdded$221K
Graco IncGGG7.99K$632.4K0.3%−$58.8KHeld
Rbb Fund Trust12.9K$630.9K0.3%$901Held
Ishares Tr6.65K$630.1K0.3%$20.1KAdded$38.9K
Schwab Strategic Tr17.1K$554.2K0.2%$27.1KHeld
J P Morgan Exchange Traded F11K$551.4K0.2%−$4.94KCut−$11.7K
J P Morgan Exchange Traded F10.6K$536K0.2%−$2.84KCut−$1.06M
Schwab Strategic Tr15.3K$500.1K0.2%$31.7KHeld
Ishares Tr1.77K$493.5K0.2%$25.6KHeld
Alphabet Inc1.26K$483.6K0.2%$69.1KCut$64.9K
Vaneck Etf Trust5.51K$480.1K0.2%−$109.7KCut−$449.9K
T Rowe Price Etf Inc11.5K$451.3K0.2%$9.52KAdded$25.6K
Nvidia CorpNVDA2.17K$430.8K0.2%$23.4KCut−$42.3K
Xcel Energy Inc4.84K$400K0.2%$30.4KAdded$98.8K
Fidelity Merrimack Str Tr8.74K$398.8K0.2%New
Walmart Inc.WMT3K$395.1K0.2%$41.6KCut$4.2K
Ishares Tr3.8K$388.3K0.2%$8.1KCut$1.7K
Broadcom Inc.AVGO896$377.5K0.2%$90.7KCut$82.1K
Jpmorgan Chase & Co.1.16K$363.1K0.2%$17.1KCut$4.93K
3M COMMM2.52K$359.2K0.1%−$50.9KCut−$71K
Ishares Tr2.52K$346.2K0.1%$23.4KAdded$23.6K
Spdr Series Trust13K$325.1K0.1%−$780Held
Netflix IncNFLX3.5K$322.2K0.1%$20.8KCut$7.87K
Spdr Gold Tr757$320.3K0.1%−$26.4KCut−$101.5K
Blackrock Etf Trust10.9K$306.8K0.1%New
Ishares Tr3.68K$282.2K0.1%New
J P Morgan Exchange Traded F4.59K$270.3K0.1%−$1.65KCut−$11.6K
Dimensional Etf Trust3.19K$251.6K0.1%New
Oracle Corp1.39K$239.5K0.1%−$7.43KCut−$9.91K
Ishares Inc2.86K$224.9K0.1%$17.9KCut$8.75K
Meta Platforms, Inc.META369$224.6K0.1%−$18.5KCut−$50.1K
Micron Technology IncMU401$217.4K0.1%New
Johnson & JohnsonJNJ915$207.9K0.1%$6.45KCut−$1.03K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.