Boyum Wealth Architects LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Boyum Wealth Architects LLC reported 51 stock positions worth $135.8 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 19.5% of the portfolio, followed by Pgim Total Return Bond ETF (PTRB, 11.1%) and Invesco Rafi US 1000 ETF (PRF, 10.7%). Compared with Q1 2025, it opened 22 new positions, sold out of 4, added to 20 and reduced 8. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale Pgim Total Return Bond ETF (PTRB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, MN
- CIK
- 0002068635
- Portfolio Value
- $135.8M (Q2 2025)
- SEC Filing
- 0002068635-25-000005 ↗ filed Jul 9, 2025
Holdings Value
Holdings 51 stocks · $135.8M
| SCHB Schwab US Broad Market ETF | 19.49% | 1,110,715 | $26.5M | Add +1.9% |
| PTRB Pgim Total Return Bond ETF | 11.12% | 361,025 | $15.1M | Reduce -1.0% |
| PRF Invesco Rafi US 1000 ETF | 10.71% | 344,063 | $14.5M | Add +1.2% |
| RUNN Running Oak Efficient GR ETF | 6.68% | 267,943 | $9.1M | Add +3.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.00% | 149,631 | $8.1M | New |
| AVDE Avantis International Equity | 5.13% | 94,193 | $7.0M | Add +0.9% |
| TBIL F/M US Treasury 3 Month Bill | 4.26% | 115,747 | $5.8M | New |
| JEPI JPMorgan Equity Premium Inco | 3.67% | 87,760 | $5.0M | Add +2.0% |
| QQQM Invesco Nasdaq 100 ETF | 3.39% | 20,290 | $4.6M | Reduce -7.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.73% | 116,505 | $3.7M | New |
| VTI VG Morningstar TS MKT ETF-US | 2.70% | 12,058 | $3.7M | Add +9.8% |
| AVEM Avantis Emerging Markets Eq | 1.73% | 34,213 | $2.3M | Add +5.3% |
| QUAL iShares MSCI USA Quality Fac | 1.62% | 12,000 | $2.2M | Add +0.1% |
| JCPB JPMorgan Core Plus Bond ETF | 1.50% | 43,178 | $2.0M | Add +11.5% |
| JVAL JPMorgan US Value Factor ETF | 1.37% | 42,024 | $1.9M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.31% | 3,220 | $1.8M | Add +37.4% |
| IWF iShares Russell 1000 Growth | 1.20% | 3,852 | $1.6M | Add +7.2% |
| SCHG Schwab US Large-Cap Growth | 1.16% | 53,918 | $1.6M | New |
| IEFA iShares Core MSCI Eafe ETF | 1.04% | 16,932 | $1.4M | Add +2.8% |
| TLT iShares 20+ Year Treasury BD | 1.04% | 15,937 | $1.4M | Reduce -42.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.92% | 23,748 | $1.2M | New |
| GGG Graco Inc. | 0.88% | 13,905 | $1.2M | New |
| IXUS iShares Core Intl Stock ETF | 0.86% | 15,081 | $1.2M | Reduce -11.6% |
| JPST JPMorgan Ultra-Short Income | 0.79% | 21,051 | $1.1M | Reduce -27.1% |
| SCHD Schwab US DVD Equity ETF | 0.73% | 37,520 | $994K | New |
| JQUA JPMorgan US Quality Factor | 0.72% | 16,183 | $972K | Add +3.4% |
| SMMD iShares Russell 2500 ETF | 0.66% | 13,192 | $894K | Add +298.2% |
| GDX Vaneck Gold Miners ETF | 0.55% | 14,361 | $748K | New |
| AAPL Apple Inc. | 0.53% | 3,517 | $722K | Add +71.4% |
| NFLT Virtus Newfleet Multi-Sector | 0.52% | 30,997 | $708K | Reduce -1.9% |
| PII Polaris Inc. | 0.51% | 16,915 | $688K | Reduce -1.5% |
| JGRO JPMorgan Active Growth ETF | 0.44% | 6,900 | $594K | Add +10.9% |
| SCHV Schwab US Large-Cap Value | 0.35% | 17,038 | $471K | New |
| VOO Vanguard S&P 500 ETF | 0.30% | 721 | $410K | Add +5.4% |
| MFSI MFS Active International | 0.30% | 14,316 | $407K | New |
| SCHA Schwab US Small-Cap ETF | 0.29% | 15,612 | $395K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.27% | 14,585 | $361K | New |
| AMZN Amazon.com Inc. | 0.26% | 1,613 | $354K | Add +17.5% |
| MMM 3M Co. | 0.22% | 1,919 | $292K | No change |
| EEM iShares MSCI Emerging Market | 0.21% | 6,000 | $289K | New |
| MSFT Microsoft Corp. | 0.21% | 563 | $280K | New |
| IRT Independence Realty Trust Inc. | 0.20% | 15,230 | $269K | New |
| XEL Xcel Energy Inc. | 0.20% | 3,903 | $266K | Add +11.0% |
| JMHI JPMorgan High Yield Municpl | 0.19% | 5,132 | $255K | New |
| GLD SPDR Gold Shares | 0.18% | 820 | $250K | New |
| TPMN Timothy Plan MRKT NTRL ETF | 0.17% | 9,711 | $233K | Add +3.0% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 1,623 | $219K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 350 | $216K | New |
| NVDA Nvidia Corp. | 0.16% | 1,340 | $212K | New |
| TCAF T Rowe PRC Cap Appreciation | 0.15% | 5,836 | $206K | New |
| NVG Nuveen Amt-FR Muni CRDT | 0.11% | 12,723 | $152K | New |
Portfolio Sells Q1 2025 → Q2 2025
| PTRB Pgim Total Return Bond ETF | Reduce -1.0% | 11.12% | −3.68 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −1.74 |
| TLT iShares 20+ Year Treasury BD | Reduce -42.0% | 1.04% | −1.39 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -7.0% | 3.39% | −0.70 |
| JPST JPMorgan Ultra-Short Income | Reduce -27.1% | 0.79% | −0.64 |
| JVAL JPMorgan US Value Factor ETF | Reduce -0.7% | 1.37% | −0.34 |
| IXUS iShares Core Intl Stock ETF | Reduce -11.6% | 0.86% | −0.30 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.29 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.22 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.21 |
| PII Polaris Inc. | Reduce -1.5% | 0.51% | −0.18 |
| NFLT Virtus Newfleet Multi-Sector | Reduce -1.9% | 0.52% | −0.17 |
Portfolio Buys Q1 2025 → Q2 2025
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 6.00% | +6.00 |
| TBIL F/M US Treasury 3 Month Bill | New | 4.26% | +4.26 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 2.73% | +2.73 |
| SCHG Schwab US Large-Cap Growth | New | 1.16% | +1.16 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.92% | +0.92 |
| GGG Graco Inc. | New | 0.88% | +0.88 |
| SCHD Schwab US DVD Equity ETF | New | 0.73% | +0.73 |
| GDX Vaneck Gold Miners ETF | New | 0.55% | +0.55 |
| SMMD iShares Russell 2500 ETF | Add +298.2% | 0.66% | +0.46 |
| SCHV Schwab US Large-Cap Value | New | 0.35% | +0.35 |
| MFSI MFS Active International | New | 0.30% | +0.30 |
| SCHA Schwab US Small-Cap ETF | New | 0.29% | +0.29 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.27% | +0.27 |
| QQQ Invesco QQQ Trust Series 1 | Add +37.4% | 1.31% | +0.24 |
| EEM iShares MSCI Emerging Market | New | 0.21% | +0.21 |
| MSFT Microsoft Corp. | New | 0.21% | +0.21 |
| IRT Independence Realty Trust Inc. | New | 0.20% | +0.20 |
| JMHI JPMorgan High Yield Municpl | New | 0.19% | +0.19 |
| GLD SPDR Gold Shares | New | 0.18% | +0.18 |
| ITOT iShares Core S&P Total U.S. | New | 0.16% | +0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.16% | +0.16 |
| NVDA Nvidia Corp. | New | 0.16% | +0.16 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.15% | +0.15 |
| NVG Nuveen Amt-FR Muni CRDT | New | 0.11% | +0.11 |
| AAPL Apple Inc. | Add +71.4% | 0.53% | +0.09 |
| AMZN Amazon.com Inc. | Add +17.5% | 0.26% | +0.01 |
| JGRO JPMorgan Active Growth ETF | Add +10.9% | 0.44% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +5.4% | 0.30% | −0.04 |
| XEL Xcel Energy Inc. | Add +11.0% | 0.20% | −0.05 |
| TPMN Timothy Plan MRKT NTRL ETF | Add +3.0% | 0.17% | −0.05 |
| IWF iShares Russell 1000 Growth | Add +7.2% | 1.20% | −0.06 |
| JQUA JPMorgan US Quality Factor | Add +3.4% | 0.72% | −0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.8% | 1.04% | −0.17 |
| AVEM Avantis Emerging Markets Eq | Add +5.3% | 1.73% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.8% | 2.70% | −0.24 |
| JCPB JPMorgan Core Plus Bond ETF | Add +11.5% | 1.50% | −0.27 |
| QUAL iShares MSCI USA Quality Fac | Add +0.1% | 1.62% | −0.38 |
| AVDE Avantis International Equity | Add +0.9% | 5.13% | −0.88 |
| JEPI JPMorgan Equity Premium Inco | Add +2.0% | 3.67% | −1.11 |
| RUNN Running Oak Efficient GR ETF | Add +3.3% | 6.68% | −1.51 |
| PRF Invesco Rafi US 1000 ETF | Add +1.2% | 10.71% | −2.64 |
| SCHB Schwab US Broad Market ETF | Add +1.9% | 19.49% | −3.33 |
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 |