Boyum Wealth Architects LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Boyum Wealth Architects LLC reported 72 stock positions worth $251.2 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 17.6% of the portfolio, followed by Invesco Rafi US 1000 ETF (PRF, 11.6%) and Pgim Total Return Bond ETF (PTRB, 11.1%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 20 and reduced 28. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +49%) and the biggest sale F/M US Treasury 3 Month Bill (TBIL, shares −60%).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, MN
CIK
0002068635
Portfolio Value
$251.2M (Q2 2026)
SEC Filing
0002068635-26-000004 ↗ filed Jul 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2025: $102.9M Q1 2025 Q2 2025: $135.8M Q2 2025 Q3 2025: $162.4M Q3 2025 Q4 2025: $213.9M Q4 2025 Q1 2026: $239.3M Q1 2026 Q2 2026: $251.2M $251.2M Q2 2026

Holdings 72 stocks · $251.2M
SCHB Schwab US Broad Market ETF 17.55% 1,522,245 $44.1M Add +1.3%
PRF Invesco Rafi US 1000 ETF 11.61% 535,648 $29.2M Add +3.4%
PTRB Pgim Total Return Bond ETF 11.09% 678,169 $27.9M Add +3.4%
DYNF Ishrs US E F R A ETF-Usd Inc. 9.14% 339,680 $23.0M Add +2.4%
AVDE Avantis International Equity 6.64% 186,730 $16.7M Add +7.0%
RUNN Running Oak Efficient GR ETF 5.80% 437,177 $14.6M Add +7.9%
AVEM Avantis Emerging Markets Eq 4.89% 135,017 $12.3M Reduce -1.1%
QQQM Invesco Nasdaq 100 ETF 4.35% 37,320 $10.9M Reduce -3.5%
SGOV iShares 0-3 Month Treasury B 2.92% 73,093 $7.3M Add +48.6%
VTI VG Morningstar TS MKT ETF-US 1.71% 11,631 $4.3M Reduce -2.2%
AVDS Avantis Intl SM Cap Eq ETF 1.38% 46,214 $3.5M Add +6.5%
JCPB JPMorgan Core Plus Bond ETF 1.18% 63,897 $3.0M Add +26.0%
JVAL JPMorgan US Value Factor ETF 1.15% 49,707 $2.9M Reduce -0.4%
JMHI JPMorgan High Yield Municpl 1.14% 56,979 $2.9M Add +0.5%
BUFR FT Vest Lad Buffervetf-Usd I 1.10% 75,123 $2.8M Reduce -1.4%
QUAL iShares MSCI USA Quality Fac 0.97% 11,143 $2.4M Reduce -1.1%
JEPI JPMorgan Equity Premium Inco 0.82% 36,231 $2.1M Reduce -5.7%
AAPL Apple Inc. 0.80% 6,331 $2.0M No change
JGRO JPMorgan Active Growth ETF 0.71% 18,789 $1.8M Reduce -1.1%
IEFA iShares Core MSCI Eafe ETF 0.68% 17,661 $1.7M No change
FAST Fastenal Co. 0.65% 34,740 $1.6M Reduce -20.4%
QQQ Invesco QQQ Trust Series 1 0.64% 2,251 $1.6M Reduce -3.5%
IWF iShares Russell 1000 Growth 0.62% 12,726 $1.5M Reduce -76.1%
SCHG Schwab US Large-Cap Growth 0.60% 43,582 $1.5M No change
SPYV SS SPDR P S&P 500 Value ETF 0.59% 24,113 $1.5M No change
AOR iShares Core 60/40 Balanced 0.55% 20,172 $1.4M Reduce -14.2%
SMMD iShares Russell 2500 ETF 0.53% 14,764 $1.3M Add +16.5%
FBND Fidelity Total Bond ETF 0.51% 28,666 $1.3M Add +227.8%
IXUS iShares Core Intl Stock ETF 0.49% 13,049 $1.2M Reduce -2.9%
PII Polaris Inc. 0.47% 17,663 $1.2M Add +4.6%
JQUA JPMorgan US Quality Factor 0.43% 14,994 $1.1M Reduce -0.8%
MFSI MFS Active International 0.43% 33,342 $1.1M Add +15.1%
SCHD Schwab US DVD Equity ETF 0.41% 31,854 $1.0M Reduce -12.5%
TBIL F/M US Treasury 3 Month Bill 0.38% 19,313 $964K Reduce -60.5%
GOOGL Alphabet Inc. Class A 0.34% 2,408 $849K Reduce -2.5%
NFLT Virtus Newfleet Multi-Sector 0.33% 36,643 $837K Add +19.4%
MSFT Microsoft Corp. 0.31% 1,972 $771K Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 997 $747K Add +2.8%
MDY State Street SPDR S&P Midcap 0.29% 1,054 $723K No change
EEM iShares MSCI Emerging Market 0.29% 11,105 $716K Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.28% 1,010 $696K No change
AMZN Amazon.com Inc. 0.28% 2,805 $694K Add +1.7%
FEGE First Eagle GL Equity ETF 0.25% 12,878 $640K No change
AOA iShares Core 80/20 Aggressiv 0.25% 6,596 $637K Reduce -0.8%
INMU iShares Intermediate Muni Inc. 0.24% 25,132 $606K New
SCHV Schwab US Large-Cap Value 0.23% 17,125 $586K No change
IWM iShares Russell 2000 ETF 0.21% 1,767 $519K No change
SCHA Schwab US Small-Cap ETF 0.21% 15,037 $516K Reduce -1.9%
TCAF T Rowe PRC Cap Appreciation 0.19% 11,430 $475K Reduce -0.4%
IALT Ishrs SYS Alt Act ETF 0.19% 16,736 $475K Add +53.4%
NVDA Nvidia Corp. 0.18% 2,171 $442K No change
JPST JPMorgan Ultra-Short Income 0.17% 8,694 $439K Reduce -18.2%
GDX Vaneck Gold Miners ETF 0.16% 5,512 $404K No change
MMM 3M Co. 0.16% 2,521 $398K No change
GOOG Alphabet Inc. Class C 0.16% 1,112 $390K Reduce -11.9%
XEL Xcel Energy Inc. 0.16% 4,844 $390K No change
JPM JPMorgan Chase & Co. 0.15% 1,162 $389K No change
EFA iShares MSCI Eafe ETF 0.15% 3,609 $373K Reduce -5.1%
IJR iShares Core S&P Small-Cap E 0.15% 2,519 $365K No change
GGG Graco Inc. 0.14% 4,727 $349K Reduce -40.8%
WMT Walmart Inc. 0.14% 3,002 $345K No change
AVGO Broadcom Inc. 0.14% 896 $344K No change
HYMB SS SPDR N Ice HY Muni ETF 0.13% 13,005 $328K No change
XT Ishar Fture Exp Tech ETF-Usd 0.12% 3,871 $314K Add +5.1%
GLD SPDR Gold Shares 0.11% 757 $278K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.11% 4,593 $274K No change
DCOR Dimensional US Core Eq 1 ETF 0.10% 3,192 $263K No change
NFLX Netflix Inc. 0.10% 3,538 $261K Add +1.1%
MU Micron Technology Inc. 0.10% 268 $251K Reduce -33.2%
META Meta Platforms Inc. Class A 0.10% 364 $239K Reduce -1.4%
JNJ Johnson & Johnson 0.09% 915 $236K No change
IEMG iShares Core MSCI Emerging 0.09% 2,860 $224K No change

Portfolio Sells Q1 2026 → Q2 2026
TBIL F/M US Treasury 3 Month Bill Reduce -60.5% 0.38% −0.63
AVEM Avantis Emerging Markets Eq Reduce -1.1% 4.89% −0.27
JMUB JPMorgan Municipal ETF Sold out 0.00% −0.23
FAST Fastenal Co. Reduce -20.4% 0.65% −0.17
QQQM Invesco Nasdaq 100 ETF Reduce -3.5% 4.35% −0.13
GGG Graco Inc. Reduce -40.8% 0.14% −0.13
AOR iShares Core 60/40 Balanced Reduce -14.2% 0.55% −0.12
ORCL Oracle Corp. Sold out 0.00% −0.10
JEPI JPMorgan Equity Premium Inco Reduce -5.7% 0.82% −0.09
SCHD Schwab US DVD Equity ETF Reduce -12.5% 0.41% −0.07
GOOGL Alphabet Inc. Class A Reduce -2.5% 0.34% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -2.2% 1.71% −0.05
IWF iShares Russell 1000 Growth Reduce -76.1% 0.62% −0.05
JPST JPMorgan Ultra-Short Income Reduce -18.2% 0.17% −0.05
GOOG Alphabet Inc. Class C Reduce -11.9% 0.16% −0.05
BUFR FT Vest Lad Buffervetf-Usd I Reduce -1.4% 1.10% −0.04
IXUS iShares Core Intl Stock ETF Reduce -2.9% 0.49% −0.04
JGRO JPMorgan Active Growth ETF Reduce -1.1% 0.71% −0.04
MSFT Microsoft Corp. Reduce -0.1% 0.31% −0.03
QQQ Invesco QQQ Trust Series 1 Reduce -3.5% 0.64% −0.02
EEM iShares MSCI Emerging Market Reduce -1.4% 0.29% −0.02
EFA iShares MSCI Eafe ETF Reduce -5.1% 0.15% −0.01
AOA iShares Core 80/20 Aggressiv Reduce -0.8% 0.25% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -1.1% 0.97% −0.00
SCHA Schwab US Small-Cap ETF Reduce -1.9% 0.21% −0.00
TCAF T Rowe PRC Cap Appreciation Reduce -0.4% 0.19% +0.00
META Meta Platforms Inc. Class A Reduce -1.4% 0.10% +0.00
MU Micron Technology Inc. Reduce -33.2% 0.10% +0.01
JQUA JPMorgan US Quality Factor Reduce -0.8% 0.43% +0.01
JVAL JPMorgan US Value Factor ETF Reduce -0.4% 1.15% +0.02

Portfolio Buys Q1 2026 → Q2 2026
SGOV iShares 0-3 Month Treasury B Add +48.6% 2.92% +0.86
PRF Invesco Rafi US 1000 ETF Add +3.4% 11.61% +0.40
FBND Fidelity Total Bond ETF Add +227.8% 0.51% +0.35
INMU iShares Intermediate Muni Inc. New 0.24% +0.24
DYNF Ishrs US E F R A ETF-Usd Inc. Add +2.4% 9.14% +0.24
RUNN Running Oak Efficient GR ETF Add +7.9% 5.80% +0.21
JCPB JPMorgan Core Plus Bond ETF Add +26.0% 1.18% +0.19
AVDE Avantis International Equity Add +7.0% 6.64% +0.12
SCHB Schwab US Broad Market ETF Add +1.3% 17.55% +0.09
SMMD iShares Russell 2500 ETF Add +16.5% 0.53% +0.08
IALT Ishrs SYS Alt Act ETF Add +53.4% 0.19% +0.06
MFSI MFS Active International Add +15.1% 0.43% +0.05
NFLT Virtus Newfleet Multi-Sector Add +19.4% 0.33% +0.04
XT Ishar Fture Exp Tech ETF-Usd Add +5.1% 0.12% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +2.8% 0.30% +0.01
PII Polaris Inc. Add +4.6% 0.47% +0.00
AVDS Avantis Intl SM Cap Eq ETF Add +6.5% 1.38% −0.01
NFLX Netflix Inc. Add +1.1% 0.10% −0.03
AMZN Amazon.com Inc. Add +1.7% 0.28% −0.03
JMHI JPMorgan High Yield Municpl Add +0.5% 1.14% −0.05
PTRB Pgim Total Return Bond ETF Add +3.4% 11.09% −0.32

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 72$251.2MSCHB, PRF, PTRB, DYNF, AVDE
Q1 2026 73$239.3MSCHB, PTRB, PRF, DYNF, AVDE
Q4 2025 73$213.9MSCHB, PTRB, PRF, DYNF, RUNN
Q3 2025 56$162.4MSCHB, PTRB, PRF, RUNN, DYNF
Q2 2025 51$135.8MSCHB, PTRB, PRF, RUNN, DYNF
Q1 2025 33$102.9MSCHB, PTRB, PRF, RUNN, AVDE