Boyum Wealth Architects LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Boyum Wealth Architects LLC reported 33 stock positions worth $102.9 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 22.8% of the portfolio, followed by Pgim Total Return Bond ETF (PTRB, 14.8%) and Invesco Rafi US 1000 ETF (PRF, 13.3%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, MN
- CIK
- 0002068635
- Portfolio Value
- $102.9M (Q1 2025)
- SEC Filing
- 0002068635-25-000001 ↗ filed May 15, 2025
Holdings Value
Holdings 33 stocks · $102.9M
| SCHB Schwab US Broad Market ETF | 22.82% | 1,090,369 | $23.5M | — |
| PTRB Pgim Total Return Bond ETF | 14.80% | 364,767 | $15.2M | — |
| PRF Invesco Rafi US 1000 ETF | 13.35% | 339,837 | $13.7M | — |
| RUNN Running Oak Efficient GR ETF | 8.18% | 259,510 | $8.4M | — |
| AVDE Avantis International Equity | 6.01% | 93,314 | $6.2M | — |
| JEPI JPMorgan Equity Premium Inco | 4.78% | 86,044 | $4.9M | — |
| QQQM Invesco Nasdaq 100 ETF | 4.09% | 21,810 | $4.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.93% | 10,984 | $3.0M | — |
| TLT iShares 20+ Year Treasury BD | 2.43% | 27,462 | $2.5M | — |
| QUAL iShares MSCI USA Quality Fac | 1.99% | 11,983 | $2.0M | — |
| AVEM Avantis Emerging Markets Eq | 1.90% | 32,482 | $2.0M | — |
| JCPB JPMorgan Core Plus Bond ETF | 1.77% | 38,725 | $1.8M | — |
| AVUV Avantis US Small Cap Value | 1.74% | 20,506 | $1.8M | — |
| JVAL JPMorgan US Value Factor ETF | 1.70% | 42,319 | $1.8M | — |
| JPST JPMorgan Ultra-Short Income | 1.42% | 28,883 | $1.5M | — |
| IWF iShares Russell 1000 Growth | 1.26% | 3,595 | $1.3M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.21% | 16,471 | $1.2M | — |
| IXUS iShares Core Intl Stock ETF | 1.16% | 17,054 | $1.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.07% | 2,344 | $1.1M | — |
| JQUA JPMorgan US Quality Factor | 0.86% | 15,648 | $884K | — |
| NFLT Virtus Newfleet Multi-Sector | 0.69% | 31,580 | $713K | — |
| PII Polaris Inc. | 0.68% | 17,169 | $703K | — |
| JGRO JPMorgan Active Growth ETF | 0.45% | 6,219 | $459K | — |
| AAPL Apple Inc. | 0.44% | 2,052 | $456K | — |
| VOO Vanguard S&P 500 ETF | 0.34% | 684 | $352K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.29% | 1,577 | $294K | — |
| MMM 3M Co. | 0.27% | 1,919 | $282K | — |
| AMZN Amazon.com Inc. | 0.25% | 1,373 | $261K | — |
| XEL Xcel Energy Inc. | 0.24% | 3,516 | $249K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.22% | 8,386 | $229K | — |
| TPMN Timothy Plan MRKT NTRL ETF | 0.22% | 9,429 | $226K | — |
| UNH Unitedhealth Group Inc. | 0.21% | 420 | $220K | — |
| SMMD iShares Russell 2500 ETF | 0.20% | 3,313 | $207K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $251.2M | SCHB, PRF, PTRB, DYNF, AVDE |
| Q1 2026 | 73 | $239.3M | SCHB, PTRB, PRF, DYNF, AVDE |
| Q4 2025 | 73 | $213.9M | SCHB, PTRB, PRF, DYNF, RUNN |
| Q3 2025 | 56 | $162.4M | SCHB, PTRB, PRF, RUNN, DYNF |
| Q2 2025 | 51 | $135.8M | SCHB, PTRB, PRF, RUNN, DYNF |
| Q1 2025 | 33 | $102.9M | SCHB, PTRB, PRF, RUNN, AVDE |