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BOYUM WEALTH ARCHITECTS LLC

hedge fundUpdated 30 days ago

Managed by Boyum Wealth Architects Llc • Latest filing Q3 2026

Portfolio value
$246M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$213.9M
Q1 2026$239.3M
Q2 2026$251.2M
Q3 2026$246M

Top holdings

68 positions as of Q3 2026

View filing
S

SCHWAB STRATEGIC TR

+0.1%
Value
$45.1M
Shares
1.52M
% Port
18.35%
I

INVESCO EXCHANGE TRADED FD T

-1.5%
Value
$28.9M
Shares
527.6K
% Port
11.76%
?
3.N/A

PGIM ETF TR

+0.3%
Value
$26.8M
Shares
680.1K
% Port
10.90%
E

BLACKROCK ETF TRUST

-1.3%
Value
$23.5M
Shares
335.4K
% Port
9.54%
?
5.N/A

AMERICAN CENTY ETF TR

+0.7%
Value
$17M
Shares
188.1K
% Port
6.91%
?
6.N/A

STRATEGIC TRUST

+0.8%
Value
$14.4M
Shares
440.9K
% Port
5.86%
?
7.N/A

AMERICAN CENTY ETF TR

+0.8%
Value
$13M
Shares
136.0K
% Port
5.28%
E

INVESCO EXCH TRADED FD TR II

+2.0%
Value
$11.8M
Shares
38.1K
% Port
4.78%
E

ISHARES TR

+9.9%
Value
$8.1M
Shares
80.3K
% Port
3.28%
V

VANGUARD INDEX FDS

-1.2%
Value
$4.3M
Shares
11.5K
% Port
1.77%
?
11.N/A

AMERICAN CENTY ETF TR

+2.9%
Value
$3.7M
Shares
47.5K
% Port
1.51%
?
12.N/A

J P MORGAN EXCHANGE TRADED F

-2.4%
Value
$2.8M
Shares
48.5K
% Port
1.16%
?
13.N/A

J P MORGAN EXCHANGE TRADED F

-4.4%
Value
$2.5M
Shares
54.5K
% Port
1.04%
F

FIRST TR EXCHNG TRADED FD VI

-10.8%
Value
$2.5M
Shares
67.0K
% Port
1.03%
E

ISHARES TR

-7.0%
Value
$2.3M
Shares
10.4K
% Port
0.94%
J

J P MORGAN EXCHANGE TRADED F

-19.0%
Value
$2.3M
Shares
51.8K
% Port
0.94%
A

APPLE INC

+1.3%
Value
$2.1M
Shares
6.4K
% Port
0.87%
J

J P MORGAN EXCHANGE TRADED F

-0.9%
Value
$2M
Shares
35.9K
% Port
0.82%
F

FASTENAL CO

Unchanged
Value
$1.8M
Shares
34.7K
% Port
0.72%
J

J P MORGAN EXCHANGE TRADED F

-4.9%
Value
$1.7M
Shares
17.9K
% Port
0.71%

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