account_balance

Investment manager · 13F filer · SEC CIK 2068635

Boyum Wealth Architects LLC

Reported value$246Mas of Sep 30, 2026
Positions68 2 new, 6 sold out
Top 10 weight78.4%SCHB alone is 18%
FiledOct 66 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHB Schwab Strategic Tr 18.3% Held
PRF Invesco Exchange Traded Fd T 11.8% Held
PTRB Pgim ETF Tr 10.9% Held
DYNF BlackRock ETF Trust 9.5% Held
AVDE American Centy ETF Tr 6.9% Held
RUNN Strategic Trust 5.9% Held
AVEM American Centy ETF Tr 5.3% Held
QQQM Invesco Exch Traded Fd Tr II 4.8% Added +2%
SGOV iShares Tr 3.3% Added +10%
VTI Vanguard Index FDS 1.8% Held
AVDS American Centy ETF Tr 1.5% Added +3%
JVAL J P Morgan Exchange Traded F 1.2% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 6, 2026, compared with the Jul 15, 2026 filing
add_circleNew
arrow_upwardAdded
  • JPST +20%
  • IALT +12%
  • SGOV +10%
  • NFLT +7%
arrow_downwardTrimmed
  • TBIL −26%
  • FEGE −24%
  • JCPB −19%
  • AOR −14%
remove_circleSold out
  • SCHG $1.5M
  • SPYV $1.49M
  • INMU $606K
  • SCHV $586K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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