Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $44.1M | 17.6% |
| Invesco Exchange Traded FD TRAFI US 1000 ETF | RAFI US 1000 ETF | $29.2M | 11.6% |
| Pgim ETF TRTOTA RETU BD ETF | TOTA RETU BD ETF | $27.9M | 11.1% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $23M | 9.1% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $16.7M | 6.6% |
| Strategic TrustRUNNING GWTH ETF | RUNNING GWTH ETF | $14.6M | 5.8% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $12.3M | 4.9% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $10.9M | 4.4% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $7.35M | 2.9% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $4.3M | 1.7% |
| American Centy ETF TRAVANTIS INTL SML | AVANTIS INTL SML | $3.47M | 1.4% |
| J P Morgan Exchange Traded FCORE PLUS BD ETF | CORE PLUS BD ETF | $2.96M | 1.2% |
| J P Morgan Exchange Traded FUS VALUE FACTR | US VALUE FACTR | $2.88M | 1.1% |
| J P Morgan Exchange Traded FHIGH YIELD MUNI | HIGH YIELD MUNI | $2.85M | 1.1% |
| First TR Exchng Traded FD VIFT LADD BUFF ETF | FT LADD BUFF ETF | $2.75M | 1.1% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $2.44M | 1.0% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $2.06M | 0.8% |
| Apple Inc.COM | COM | $2.01M | 0.8% |
| J P Morgan Exchange Traded FACTIVE GROWTH | ACTIVE GROWTH | $1.78M | 0.7% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $1.7M | 0.7% |
| Fastenal COCOM | COM | $1.63M | 0.7% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $1.6M | 0.6% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $1.55M | 0.6% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $1.5M | 0.6% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $1.49M | 0.6% |
| iShares TRCORE 60 BALA ETF | CORE 60 BALA ETF | $1.38M | 0.6% |
| iShares TRRUSEL 2500 ETF | RUSEL 2500 ETF | $1.32M | 0.5% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $1.29M | 0.5% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $1.22M | 0.5% |
| Polaris Inc.COM | COM | $1.18M | 0.5% |
| J P Morgan Exchange Traded FUS QUALTY FCTR | US QUALTY FCTR | $1.08M | 0.4% |
| Mfs Active Exchange Traded FINTERNATINL ETF | INTERNATINL ETF | $1.08M | 0.4% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $1.04M | 0.4% |
| Rbb FD Inc.F/M US TREASURY | F/M US TREASURY | $964K | 0.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $849K | 0.3% |
| Etfis Ser TR IVIRTUS NEWFLEET | VIRTUS NEWFLEET | $837K | 0.3% |
| Microsoft Corp.COM | COM | $771K | 0.3% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $747K | 0.3% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $723K | 0.3% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $716K | 0.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $696K | 0.3% |
| Amazon Com Inc.COM | COM | $694K | 0.3% |
| Rbb Fund TrustFIRST EAGLE GBL | FIRST EAGLE GBL | $640K | 0.3% |
| iShares TRCORE 80 20 ETF | CORE 80 20 ETF | $637K | 0.3% |
| Blackrock ETF Trust IIISHAR INTER ETF | ISHAR INTER ETF | $606K | 0.2% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $586K | 0.2% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $519K | 0.2% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $516K | 0.2% |
| T Rowe Price Exchange-tradedCAP APPRECIATION | CAP APPRECIATION | $475K | 0.2% |
| Blackrock ETF TrustISHA SYST AL ETF | ISHA SYST AL ETF | $475K | 0.2% |
Schwab Strategic TRUS BRD MKT ETF$44.1M
- Class
- US BRD MKT ETF
- Share
- 17.6%
Invesco Exchange Traded FD TRAFI US 1000 ETF$29.2M
- Class
- RAFI US 1000 ETF
- Share
- 11.6%
Pgim ETF TRTOTA RETU BD ETF$27.9M
- Class
- TOTA RETU BD ETF
- Share
- 11.1%
Blackrock ETF TrustISHARES US EQUIT$23M
- Class
- ISHARES US EQUIT
- Share
- 9.1%
American Centy ETF TRINTL EQT ETF$16.7M
- Class
- INTL EQT ETF
- Share
- 6.6%
Strategic TrustRUNNING GWTH ETF$14.6M
- Class
- RUNNING GWTH ETF
- Share
- 5.8%
American Centy ETF TRAVANTIS EMGMKT$12.3M
- Class
- AVANTIS EMGMKT
- Share
- 4.9%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$10.9M
- Class
- NASDAQ 100 ETF
- Share
- 4.4%
iShares TR0-3 MTH TREASURY$7.35M
- Class
- 0-3 MTH TREASURY
- Share
- 2.9%
Vanguard Index FdsTOTAL STK MKT$4.3M
- Class
- TOTAL STK MKT
- Share
- 1.7%
American Centy ETF TRAVANTIS INTL SML$3.47M
- Class
- AVANTIS INTL SML
- Share
- 1.4%
J P Morgan Exchange Traded FCORE PLUS BD ETF$2.96M
- Class
- CORE PLUS BD ETF
- Share
- 1.2%
J P Morgan Exchange Traded FUS VALUE FACTR$2.88M
- Class
- US VALUE FACTR
- Share
- 1.1%
J P Morgan Exchange Traded FHIGH YIELD MUNI$2.85M
- Class
- HIGH YIELD MUNI
- Share
- 1.1%
First TR Exchng Traded FD VIFT LADD BUFF ETF$2.75M
- Class
- FT LADD BUFF ETF
- Share
- 1.1%
iShares TRMSCI USA QLT FCT$2.44M
- Class
- MSCI USA QLT FCT
- Share
- 1.0%
J P Morgan Exchange Traded FEQUITY PREMIUM$2.06M
- Class
- EQUITY PREMIUM
- Share
- 0.8%
Apple Inc.COM$2.01M
- Class
- COM
- Share
- 0.8%
J P Morgan Exchange Traded FACTIVE GROWTH$1.78M
- Class
- ACTIVE GROWTH
- Share
- 0.7%
iShares TRCORE MSCI EAFE$1.7M
- Class
- CORE MSCI EAFE
- Share
- 0.7%
Fastenal COCOM$1.63M
- Class
- COM
- Share
- 0.7%
Invesco Qqq TRUNIT SER 1$1.6M
- Class
- UNIT SER 1
- Share
- 0.6%
iShares TRRUS 1000 GRW ETF$1.55M
- Class
- RUS 1000 GRW ETF
- Share
- 0.6%
Schwab Strategic TRUS LCAP GR ETF$1.5M
- Class
- US LCAP GR ETF
- Share
- 0.6%
SPDR Series TrustST STR P500VAL$1.49M
- Class
- ST STR P500VAL
- Share
- 0.6%
iShares TRCORE 60 BALA ETF$1.38M
- Class
- CORE 60 BALA ETF
- Share
- 0.6%
iShares TRRUSEL 2500 ETF$1.32M
- Class
- RUSEL 2500 ETF
- Share
- 0.5%
Fidelity Merrimack Str TRTOTAL BD ETF$1.29M
- Class
- TOTAL BD ETF
- Share
- 0.5%
iShares TRCORE MSCI TOTAL$1.22M
- Class
- CORE MSCI TOTAL
- Share
- 0.5%
Polaris Inc.COM$1.18M
- Class
- COM
- Share
- 0.5%
J P Morgan Exchange Traded FUS QUALTY FCTR$1.08M
- Class
- US QUALTY FCTR
- Share
- 0.4%
Mfs Active Exchange Traded FINTERNATINL ETF$1.08M
- Class
- INTERNATINL ETF
- Share
- 0.4%
Schwab Strategic TRUS DIVIDEND EQ$1.04M
- Class
- US DIVIDEND EQ
- Share
- 0.4%
Rbb FD Inc.F/M US TREASURY$964K
- Class
- F/M US TREASURY
- Share
- 0.4%
Alphabet Inc.CAP STK CL A$849K
- Class
- CAP STK CL A
- Share
- 0.3%
Etfis Ser TR IVIRTUS NEWFLEET$837K
- Class
- VIRTUS NEWFLEET
- Share
- 0.3%
Microsoft Corp.COM$771K
- Class
- COM
- Share
- 0.3%
State Str SPDR S&P 500 ETF TTR UNIT$747K
- Class
- TR UNIT
- Share
- 0.3%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$723K
- Class
- UTSER1 S&PDCRP
- Share
- 0.3%
iShares TRMSCI EMG MKT ETF$716K
- Class
- MSCI EMG MKT ETF
- Share
- 0.3%
Vanguard Index FdsS&P 500 ETF SHS$696K
- Class
- S&P 500 ETF SHS
- Share
- 0.3%
Amazon Com Inc.COM$694K
- Class
- COM
- Share
- 0.3%
Rbb Fund TrustFIRST EAGLE GBL$640K
- Class
- FIRST EAGLE GBL
- Share
- 0.3%
iShares TRCORE 80 20 ETF$637K
- Class
- CORE 80 20 ETF
- Share
- 0.3%
Blackrock ETF Trust IIISHAR INTER ETF$606K
- Class
- ISHAR INTER ETF
- Share
- 0.2%
Schwab Strategic TRUS LCAP VA ETF$586K
- Class
- US LCAP VA ETF
- Share
- 0.2%
iShares TRRUSSELL 2000 ETF$519K
- Class
- RUSSELL 2000 ETF
- Share
- 0.2%
Schwab Strategic TRUS SML CAP ETF$516K
- Class
- US SML CAP ETF
- Share
- 0.2%
T Rowe Price Exchange-tradedCAP APPRECIATION$475K
- Class
- CAP APPRECIATION
- Share
- 0.2%
Blackrock ETF TrustISHA SYST AL ETF$475K
- Class
- ISHA SYST AL ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 72 positions by value, with holdings of the same security combined. The 72 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2068635
- File number
- 028-25601
- Options
- 0 call, 0 put
- In the 25 largest
- 88.7%
- Prior quarter
- $239M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 2
Common questions
What are Boyum Wealth Architects’ 13F holdings worth?
$251 million across 72 positions for the quarter ended 30 June 2026.
What is Boyum Wealth Architects’ largest 13F holding?
SCHWAB STRATEGIC TR (US BRD MKT ETF) was the largest position at $44.1 million, or 17.6% of reported 13F value, as of 30 June 2026.
How concentrated is Boyum Wealth Architects’ 13F portfolio?
The ten largest positions accounted for 75.7% of reported value and the twenty-five largest for 88.7%, across 72 positions as of 30 June 2026.
Does Form 13F show everything Boyum Wealth Architects manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Boyum Wealth Architects file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.