Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOYUM WEALTH ARCHITECTS LLC (CIK 2068635) reported $239.3M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($41.8M, 17.46%), PTRB ($27.3M, 11.41%), PRF ($26.8M, 11.22%), DYNF ($21.3M, 8.90%), AVDE ($15.6M, 6.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $41.8M | 17.46% | 1.5M | Added |
| 2 | PTRB | PGIM ETF TR | $27.3M | 11.41% | 655,831 | Added |
| 3 | PRF | INVESCO EXCHANGE TRADED FD T | $26.8M | 11.22% | 518,214 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $21.3M | 8.90% | 331,877 | Added |
| 5 | AVDE | AMERICAN CENTY ETF TR | $15.6M | 6.51% | 174,512 | Added |
| 6 | RUNN | STRATEGIC TRUST | $13.4M | 5.58% | 405,138 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $12.4M | 5.17% | 136,587 | Added |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $10.7M | 4.48% | 38,660 | Added |
| 9 | SGOV | ISHARES TR | $4.9M | 2.06% | 49,194 | New |
| 10 | VTI | VANGUARD INDEX FDS | $4.2M | 1.76% | 11,890 | Added |
| 11 | AVDS | AMERICAN CENTY ETF TR | $3.3M | 1.39% | 43,374 | New |
| 12 | JMHI | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.19% | 56,688 | Added |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.7M | 1.14% | 76,219 | Trimmed |
| 14 | JVAL | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.13% | 49,910 | Added |
| 15 | TBIL | RBB FD INC | $2.4M | 1.02% | 48,849 | Trimmed |
| 16 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.99% | 50,724 | Trimmed |
| 17 | QUAL | ISHARES TR | $2.3M | 0.97% | 11,263 | Trimmed |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.2M | 0.91% | 38,415 | Trimmed |
| 19 | FAST | FASTENAL CO | $2.0M | 0.82% | 43,669 | Added |
| 20 | JGRO | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.75% | 18,993 | Added |
| 21 | AAPL | APPLE INC | $1.8M | 0.74% | 6,331 | Trimmed |
| 22 | IEFA | ISHARES TR | $1.7M | 0.70% | 17,661 | Trimmed |
| 23 | AOR | ISHARES TR | $1.6M | 0.67% | 23,509 | Trimmed |
| 24 | IWF | ISHARES TR | $1.6M | 0.67% | 13,327 | Added |
| 25 | QQQ | INVESCO QQQ TR | $1.6M | 0.66% | 2,333 | Added |
Source: SEC Form 13F filings · as of 2026-03-31