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 $251.2M across 72 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHB ($44.1M, 17.55%), PRF ($29.2M, 11.61%), PTRB ($27.9M, 11.09%), DYNF ($23.0M, 9.14%), AVDE ($16.7M, 6.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $44.1M | 17.55% | 1.5M | Added |
| 2 | PRF | INVESCO EXCHANGE TRADED FD T | $29.2M | 11.61% | 535,648 | Added |
| 3 | PTRB | PGIM ETF TR | $27.9M | 11.09% | 678,169 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $23.0M | 9.14% | 339,680 | Added |
| 5 | AVDE | AMERICAN CENTY ETF TR | $16.7M | 6.64% | 186,730 | Added |
| 6 | RUNN | STRATEGIC TRUST | $14.6M | 5.80% | 437,177 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $12.3M | 4.89% | 135,017 | Trimmed |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $10.9M | 4.35% | 37,320 | Trimmed |
| 9 | SGOV | ISHARES TR | $7.3M | 2.93% | 73,093 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $4.3M | 1.71% | 11,631 | Trimmed |
| 11 | AVDS | AMERICAN CENTY ETF TR | $3.5M | 1.38% | 46,214 | Added |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.18% | 63,897 | Added |
| 13 | JVAL | J P MORGAN EXCHANGE TRADED F | $2.9M | 1.15% | 49,707 | Trimmed |
| 14 | JMHI | J P MORGAN EXCHANGE TRADED F | $2.9M | 1.14% | 56,979 | Added |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.8M | 1.10% | 75,123 | Trimmed |
| 16 | QUAL | ISHARES TR | $2.4M | 0.97% | 11,143 | Trimmed |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.82% | 36,231 | Trimmed |
| 18 | AAPL | APPLE INC | $2.0M | 0.80% | 6,331 | Hold |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.71% | 18,789 | Trimmed |
| 20 | IEFA | ISHARES TR | $1.7M | 0.68% | 17,661 | Hold |
| 21 | FAST | FASTENAL CO | $1.6M | 0.65% | 34,740 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $1.6M | 0.64% | 2,251 | Trimmed |
| 23 | IWF | ISHARES TR | $1.5M | 0.62% | 12,726 | Trimmed |
| 24 | SCHG | SCHWAB STRATEGIC TR | $1.5M | 0.60% | 43,582 | Hold |
| 25 | SPYV | SPDR SERIES TRUST | $1.5M | 0.59% | 24,113 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30