Boyum Wealth Architects LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 2, 2025), Boyum Wealth Architects LLC reported 56 stock positions worth $162.4 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 19.4% of the portfolio, followed by Pgim Total Return Bond ETF (PTRB, 11.1%) and Invesco Rafi US 1000 ETF (PRF, 10.6%). Compared with Q2 2025, it opened 8 new positions, sold out of 3, added to 30 and reduced 15. The biggest buy was JPMorgan High Yield Municpl (JMHI, shares +672%) and the biggest sale F/M US Treasury 3 Month Bill (TBIL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, MN
- CIK
- 0002068635
- Portfolio Value
- $162.4M (Q3 2025)
- SEC Filing
- 0002068635-25-000007 ↗ filed Oct 2, 2025
Holdings Value
Holdings 56 stocks · $162.4M
| SCHB Schwab US Broad Market ETF | 19.41% | 1,225,521 | $31.5M | Add +10.3% |
| PTRB Pgim Total Return Bond ETF | 11.15% | 428,931 | $18.1M | Add +18.8% |
| PRF Invesco Rafi US 1000 ETF | 10.60% | 380,688 | $17.2M | Add +10.6% |
| RUNN Running Oak Efficient GR ETF | 6.56% | 310,795 | $10.7M | Add +16.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.48% | 177,829 | $10.5M | Add +18.9% |
| AVDE Avantis International Equity | 5.33% | 109,761 | $8.7M | Add +16.5% |
| JEPI JPMorgan Equity Premium Inco | 4.09% | 116,264 | $6.6M | Add +32.5% |
| QQQM Invesco Nasdaq 100 ETF | 3.47% | 22,813 | $5.6M | Add +12.4% |
| TBIL F/M US Treasury 3 Month Bill | 3.37% | 109,383 | $5.5M | Reduce -5.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.48% | 120,454 | $4.0M | Add +3.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.35% | 11,623 | $3.8M | Reduce -3.6% |
| AVEM Avantis Emerging Markets Eq | 1.73% | 37,316 | $2.8M | Add +9.1% |
| QUAL iShares MSCI USA Quality Fac | 1.40% | 11,651 | $2.3M | Reduce -2.9% |
| JCPB JPMorgan Core Plus Bond ETF | 1.28% | 43,854 | $2.1M | Add +1.6% |
| JMHI JPMorgan High Yield Municpl | 1.23% | 39,604 | $2.0M | Add +671.7% |
| JVAL JPMorgan US Value Factor ETF | 1.21% | 41,258 | $2.0M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.03% | 2,799 | $1.7M | Reduce -13.1% |
| TLT iShares 20+ Year Treasury BD | 0.96% | 17,416 | $1.6M | Add +9.3% |
| SCHG Schwab US Large-Cap Growth | 0.94% | 47,643 | $1.5M | Reduce -11.6% |
| IWF iShares Russell 1000 Growth | 0.92% | 3,197 | $1.5M | Reduce -17.0% |
| JPST JPMorgan Ultra-Short Income | 0.88% | 28,176 | $1.4M | Add +33.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.87% | 16,115 | $1.4M | Reduce -4.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.81% | 23,858 | $1.3M | Add +0.5% |
| JGRO JPMorgan Active Growth ETF | 0.75% | 12,925 | $1.2M | Add +87.3% |
| IXUS iShares Core Intl Stock ETF | 0.72% | 14,191 | $1.2M | Reduce -5.9% |
| SCHD Schwab US DVD Equity ETF | 0.65% | 38,652 | $1.1M | Add +3.0% |
| JQUA JPMorgan US Quality Factor | 0.62% | 15,932 | $1.0M | Reduce -1.6% |
| PII Polaris Inc. | 0.61% | 16,944 | $985K | Add +0.2% |
| SMMD iShares Russell 2500 ETF | 0.59% | 13,047 | $962K | Reduce -1.1% |
| GDX Vaneck Gold Miners ETF | 0.56% | 11,954 | $913K | Reduce -16.8% |
| AAPL Apple Inc. | 0.55% | 3,518 | $896K | Add +0.0% |
| NFLT Virtus Newfleet Multi-Sector | 0.44% | 31,189 | $719K | Add +0.6% |
| GGG Graco Inc. | 0.42% | 7,986 | $678K | Reduce -42.6% |
| EEM iShares MSCI Emerging Market | 0.39% | 11,716 | $626K | Add +95.3% |
| AOR iShares Core 60/40 Balanced | 0.37% | 9,267 | $597K | New |
| MFSI MFS Active International | 0.37% | 20,186 | $596K | Add +41.0% |
| FEGE First Eagle GL Equity ETF | 0.36% | 13,203 | $584K | New |
| AOA iShares Core 80/20 Aggressiv | 0.34% | 6,246 | $551K | New |
| IWM iShares Russell 2000 ETF | 0.31% | 2,065 | $500K | New |
| SCHV Schwab US Large-Cap Value | 0.31% | 17,125 | $499K | Add +0.5% |
| SCHA Schwab US Small-Cap ETF | 0.27% | 15,612 | $436K | No change |
| VOO Vanguard S&P 500 ETF | 0.27% | 707 | $433K | Reduce -1.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.25% | 16,565 | $413K | Add +13.6% |
| TCAF T Rowe PRC Cap Appreciation | 0.25% | 10,822 | $408K | Add +85.4% |
| AMZN Amazon.com Inc. | 0.22% | 1,616 | $355K | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 512 | $341K | Add +46.3% |
| XEL Xcel Energy Inc. | 0.19% | 3,908 | $315K | Add +0.1% |
| MMM 3M Co. | 0.18% | 1,919 | $298K | No change |
| MSFT Microsoft Corp. | 0.18% | 571 | $296K | Add +1.4% |
| GLD SPDR Gold Shares | 0.17% | 792 | $282K | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,133 | $275K | New |
| NVDA Nvidia Corp. | 0.17% | 1,437 | $268K | Add +7.2% |
| IRT Independence Realty Trust Inc. | 0.15% | 15,230 | $250K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.15% | 4,135 | $238K | New |
| FAST Fastenal Co. | 0.14% | 4,740 | $232K | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.12% | 4,790 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| TBIL F/M US Treasury 3 Month Bill | Reduce -5.5% | 3.37% | −0.89 |
| GGG Graco Inc. | Reduce -42.6% | 0.42% | −0.46 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.6% | 2.35% | −0.35 |
| IWF iShares Russell 1000 Growth | Reduce -17.0% | 0.92% | −0.28 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.1% | 1.03% | −0.27 |
| SCHG Schwab US Large-Cap Growth | Reduce -11.6% | 0.94% | −0.22 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.9% | 1.40% | −0.22 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.8% | 0.87% | −0.17 |
| TPMN Timothy Plan MRKT NTRL ETF | Sold out | 0.00% | −0.17 |
| JVAL JPMorgan US Value Factor ETF | Reduce -1.8% | 1.21% | −0.16 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.16 |
| IXUS iShares Core Intl Stock ETF | Reduce -5.9% | 0.72% | −0.14 |
| NVG Nuveen Amt-FR Muni CRDT | Sold out | 0.00% | −0.11 |
| JQUA JPMorgan US Quality Factor | Reduce -1.6% | 0.62% | −0.10 |
| SMMD iShares Russell 2500 ETF | Reduce -1.1% | 0.59% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 0.27% | −0.03 |
| GLD SPDR Gold Shares | Reduce -3.4% | 0.17% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -16.8% | 0.56% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| JMHI JPMorgan High Yield Municpl | Add +671.7% | 1.23% | +1.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +18.9% | 6.48% | +0.48 |
| JEPI JPMorgan Equity Premium Inco | Add +32.5% | 4.09% | +0.42 |
| AOR iShares Core 60/40 Balanced | New | 0.37% | +0.37 |
| FEGE First Eagle GL Equity ETF | New | 0.36% | +0.36 |
| AOA iShares Core 80/20 Aggressiv | New | 0.34% | +0.34 |
| JGRO JPMorgan Active Growth ETF | Add +87.3% | 0.75% | +0.31 |
| IWM iShares Russell 2000 ETF | New | 0.31% | +0.31 |
| AVDE Avantis International Equity | Add +16.5% | 5.33% | +0.20 |
| EEM iShares MSCI Emerging Market | Add +95.3% | 0.39% | +0.17 |
| GOOGL Alphabet Inc. Class A | New | 0.17% | +0.17 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.15% | +0.15 |
| FAST Fastenal Co. | New | 0.14% | +0.14 |
| CGDV Cap Group Dividend Value | New | 0.12% | +0.12 |
| PII Polaris Inc. | Add +0.2% | 0.61% | +0.10 |
| TCAF T Rowe PRC Cap Appreciation | Add +85.4% | 0.25% | +0.10 |
| JPST JPMorgan Ultra-Short Income | Add +33.9% | 0.88% | +0.09 |
| QQQM Invesco Nasdaq 100 ETF | Add +12.4% | 3.47% | +0.08 |
| MFSI MFS Active International | Add +41.0% | 0.37% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +46.3% | 0.21% | +0.05 |
| PTRB Pgim Total Return Bond ETF | Add +18.8% | 11.15% | +0.03 |
| AAPL Apple Inc. | Add +0.0% | 0.55% | +0.02 |
| NVDA Nvidia Corp. | Add +7.2% | 0.17% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Add +9.1% | 1.73% | −0.00 |
| XEL Xcel Energy Inc. | Add +0.1% | 0.19% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +13.6% | 0.25% | −0.01 |
| MSFT Microsoft Corp. | Add +1.4% | 0.18% | −0.02 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.31% | −0.04 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.22% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Add +9.3% | 0.96% | −0.08 |
| NFLT Virtus Newfleet Multi-Sector | Add +0.6% | 0.44% | −0.08 |
| SCHB Schwab US Broad Market ETF | Add +10.3% | 19.41% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Add +3.0% | 0.65% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.5% | 0.81% | −0.10 |
| PRF Invesco Rafi US 1000 ETF | Add +10.6% | 10.60% | −0.11 |
| RUNN Running Oak Efficient GR ETF | Add +16.0% | 6.56% | −0.12 |
| JCPB JPMorgan Core Plus Bond ETF | Add +1.6% | 1.28% | −0.21 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +3.4% | 2.48% | −0.25 |
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 |