Boyum Wealth Architects LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Boyum Wealth Architects LLC reported 73 stock positions worth $213.9 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 17.3% of the portfolio, followed by Pgim Total Return Bond ETF (PTRB, 11.9%) and Invesco Rafi US 1000 ETF (PRF, 10.2%). Compared with Q3 2025, it opened 19 new positions, sold out of 2, added to 31 and reduced 19. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +74%) and the biggest sale JPMorgan Equity Premium Inco (JEPI, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, MN
- CIK
- 0002068635
- Portfolio Value
- $213.9M (Q4 2025)
- SEC Filing
- 0002068635-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 73 stocks · $213.9M
| SCHB Schwab US Broad Market ETF | 17.28% | 1,388,726 | $37.0M | Add +13.3% |
| PTRB Pgim Total Return Bond ETF | 11.94% | 605,802 | $25.6M | Add +41.2% |
| PRF Invesco Rafi US 1000 ETF | 10.17% | 448,707 | $21.8M | Add +17.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.77% | 308,574 | $18.8M | Add +73.5% |
| RUNN Running Oak Efficient GR ETF | 6.12% | 375,647 | $13.1M | Add +20.9% |
| AVDE Avantis International Equity | 5.65% | 139,543 | $12.1M | Add +27.1% |
| QQQM Invesco Nasdaq 100 ETF | 3.75% | 31,305 | $8.0M | Add +37.2% |
| TBIL F/M US Treasury 3 Month Bill | 3.44% | 147,117 | $7.4M | Add +34.5% |
| AVEM Avantis Emerging Markets Eq | 3.17% | 81,975 | $6.8M | Add +119.7% |
| JEPI JPMorgan Equity Premium Inco | 2.85% | 104,593 | $6.1M | Reduce -10.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.85% | 11,653 | $4.0M | Add +0.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.32% | 81,715 | $2.8M | Reduce -32.2% |
| JMHI JPMorgan High Yield Municpl | 1.28% | 54,185 | $2.7M | Add +36.8% |
| JCPB JPMorgan Core Plus Bond ETF | 1.16% | 52,324 | $2.5M | Add +19.3% |
| QUAL iShares MSCI USA Quality Fac | 1.09% | 11,494 | $2.3M | Reduce -1.4% |
| JVAL JPMorgan US Value Factor ETF | 0.96% | 40,495 | $2.1M | Reduce -1.9% |
| FAST Fastenal Co. | 0.89% | 43,622 | $1.9M | Add +820.3% |
| AOR iShares Core 60/40 Balanced | 0.89% | 28,737 | $1.9M | Add +210.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.79% | 18,169 | $1.7M | Add +12.8% |
| JGRO JPMorgan Active Growth ETF | 0.76% | 17,807 | $1.6M | Add +37.8% |
| JPST JPMorgan Ultra-Short Income | 0.75% | 31,529 | $1.6M | Add +11.9% |
| AAPL Apple Inc. | 0.74% | 6,395 | $1.6M | Add +81.8% |
| IWF iShares Russell 1000 Growth | 0.69% | 3,148 | $1.5M | Reduce -1.5% |
| SCHG Schwab US Large-Cap Growth | 0.67% | 44,578 | $1.4M | Reduce -6.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 2,267 | $1.4M | Reduce -19.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.65% | 23,858 | $1.4M | No change |
| IXUS iShares Core Intl Stock ETF | 0.57% | 13,707 | $1.2M | Reduce -3.4% |
| PII Polaris Inc. | 0.54% | 16,860 | $1.2M | Reduce -0.5% |
| SMMD iShares Russell 2500 ETF | 0.48% | 12,682 | $1.0M | Reduce -2.8% |
| JQUA JPMorgan US Quality Factor | 0.47% | 15,596 | $1.0M | Reduce -2.1% |
| MSFT Microsoft Corp. | 0.46% | 2,131 | $993K | Add +273.2% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 33,538 | $977K | Reduce -13.2% |
| MFSI MFS Active International | 0.44% | 30,481 | $950K | Add +51.0% |
| GDX Vaneck Gold Miners ETF | 0.43% | 8,690 | $930K | Reduce -27.3% |
| GOOGL Alphabet Inc. Class A | 0.42% | 2,755 | $903K | Add +143.2% |
| NFLT Virtus Newfleet Multi-Sector | 0.37% | 34,424 | $795K | Add +10.4% |
| GGG Graco Inc. | 0.32% | 7,986 | $691K | No change |
| MDY State Street SPDR S&P Midcap | 0.31% | 1,054 | $671K | New |
| AMZN Amazon.com Inc. | 0.30% | 2,672 | $639K | Add +65.3% |
| FEGE First Eagle GL Equity ETF | 0.29% | 12,878 | $630K | Reduce -2.5% |
| EEM iShares MSCI Emerging Market | 0.28% | 10,317 | $609K | Reduce -11.9% |
| AOA iShares Core 80/20 Aggressiv | 0.28% | 6,449 | $591K | Add +3.3% |
| JMUB JPMorgan Municipal ETF | 0.26% | 11,101 | $563K | New |
| SCHV Schwab US Large-Cap Value | 0.25% | 17,125 | $527K | No change |
| NVDA Nvidia Corp. | 0.22% | 2,521 | $473K | Add +75.4% |
| SCHA Schwab US Small-Cap ETF | 0.22% | 15,332 | $468K | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.22% | 1,767 | $468K | Reduce -14.4% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 2,342 | $466K | New |
| VOO Vanguard S&P 500 ETF | 0.21% | 707 | $448K | No change |
| MMM 3M Co. | 0.20% | 2,645 | $430K | Add +37.8% |
| TCAF T Rowe PRC Cap Appreciation | 0.20% | 11,065 | $426K | Add +2.3% |
| GLD SPDR Gold Shares | 0.20% | 921 | $422K | Add +16.3% |
| GOOG Alphabet Inc. Class C | 0.20% | 1,275 | $419K | New |
| DFAS Dimensional US Small Cap ETF | 0.19% | 5,595 | $417K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 589 | $406K | Add +15.0% |
| WMT Walmart Inc. | 0.18% | 3,320 | $391K | New |
| EFA iShares MSCI Eafe ETF | 0.18% | 3,867 | $387K | New |
| JPM JPMorgan Chase & Co. | 0.17% | 1,203 | $358K | New |
| DFIC Dimensional International Co. | 0.16% | 9,616 | $348K | New |
| VCIT Vanguard Int-Term Corporate | 0.16% | 4,102 | $344K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.15% | 13,005 | $326K | Reduce -21.5% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 2,518 | $323K | New |
| NFLX Netflix Inc. | 0.15% | 3,650 | $314K | New |
| XEL Xcel Energy Inc. | 0.14% | 4,016 | $301K | Add +2.8% |
| AVGO Broadcom Inc. | 0.14% | 923 | $295K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.13% | 4,761 | $282K | Add +15.1% |
| META Meta Platforms Inc. Class A | 0.13% | 417 | $275K | New |
| ORCL Oracle Corp. | 0.12% | 1,408 | $249K | New |
| SLV iShares Silver Trust | 0.11% | 2,599 | $241K | New |
| IRT Independence Realty Trust Inc. | 0.11% | 14,052 | $237K | Reduce -7.7% |
| IEMG iShares Core MSCI Emerging | 0.10% | 2,986 | $216K | New |
| ACWI iShares MSCI Acwi ETF | 0.10% | 1,461 | $212K | New |
| JNJ Johnson & Johnson | 0.10% | 949 | $209K | New |
Portfolio Sells Q3 2025 → Q4 2025
| JEPI JPMorgan Equity Premium Inco | Reduce -10.0% | 2.85% | −1.23 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -32.2% | 1.32% | −1.16 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.96 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -19.0% | 0.66% | −0.38 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.4% | 1.09% | −0.31 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.4% | 0.67% | −0.26 |
| JVAL JPMorgan US Value Factor ETF | Reduce -1.9% | 0.96% | −0.24 |
| IWF iShares Russell 1000 Growth | Reduce -1.5% | 0.69% | −0.23 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.2% | 0.46% | −0.19 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.4% | 0.57% | −0.15 |
| JQUA JPMorgan US Quality Factor | Reduce -2.1% | 0.47% | −0.15 |
| GDX Vaneck Gold Miners ETF | Reduce -27.3% | 0.43% | −0.13 |
| CGDV Cap Group Dividend Value | Sold out | 0.00% | −0.12 |
| SMMD iShares Russell 2500 ETF | Reduce -2.8% | 0.48% | −0.12 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -21.5% | 0.15% | −0.10 |
| EEM iShares MSCI Emerging Market | Reduce -11.9% | 0.28% | −0.10 |
| IWM iShares Russell 2000 ETF | Reduce -14.4% | 0.22% | −0.09 |
| FEGE First Eagle GL Equity ETF | Reduce -2.5% | 0.29% | −0.07 |
| PII Polaris Inc. | Reduce -0.5% | 0.54% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.8% | 0.22% | −0.05 |
| IRT Independence Realty Trust Inc. | Reduce -7.7% | 0.11% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +73.5% | 8.77% | +2.28 |
| AVEM Avantis Emerging Markets Eq | Add +119.7% | 3.17% | +1.45 |
| PTRB Pgim Total Return Bond ETF | Add +41.2% | 11.94% | +0.79 |
| FAST Fastenal Co. | Add +820.3% | 0.89% | +0.75 |
| AOR iShares Core 60/40 Balanced | Add +210.1% | 0.89% | +0.52 |
| AVDE Avantis International Equity | Add +27.1% | 5.65% | +0.32 |
| MDY State Street SPDR S&P Midcap | New | 0.31% | +0.31 |
| MSFT Microsoft Corp. | Add +273.2% | 0.46% | +0.28 |
| QQQM Invesco Nasdaq 100 ETF | Add +37.2% | 3.75% | +0.28 |
| JMUB JPMorgan Municipal ETF | New | 0.26% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +143.2% | 0.42% | +0.25 |
| RSP Invesco S&P 500 Equal Weight | New | 0.22% | +0.22 |
| GOOG Alphabet Inc. Class C | New | 0.20% | +0.20 |
| DFAS Dimensional US Small Cap ETF | New | 0.19% | +0.19 |
| AAPL Apple Inc. | Add +81.8% | 0.74% | +0.19 |
| WMT Walmart Inc. | New | 0.18% | +0.18 |
| EFA iShares MSCI Eafe ETF | New | 0.18% | +0.18 |
| JPM JPMorgan Chase & Co. | New | 0.17% | +0.17 |
| DFIC Dimensional International Co. | New | 0.16% | +0.16 |
| VCIT Vanguard Int-Term Corporate | New | 0.16% | +0.16 |
| IJR iShares Core S&P Small-Cap E | New | 0.15% | +0.15 |
| NFLX Netflix Inc. | New | 0.15% | +0.15 |
| AVGO Broadcom Inc. | New | 0.14% | +0.14 |
| META Meta Platforms Inc. Class A | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | New | 0.12% | +0.12 |
| SLV iShares Silver Trust | New | 0.11% | +0.11 |
| IEMG iShares Core MSCI Emerging | New | 0.10% | +0.10 |
| ACWI iShares MSCI Acwi ETF | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +65.3% | 0.30% | +0.08 |
| MFSI MFS Active International | Add +51.0% | 0.44% | +0.08 |
| TBIL F/M US Treasury 3 Month Bill | Add +34.5% | 3.44% | +0.07 |
| NVDA Nvidia Corp. | Add +75.4% | 0.22% | +0.06 |
| JMHI JPMorgan High Yield Municpl | Add +36.8% | 1.28% | +0.04 |
| GLD SPDR Gold Shares | Add +16.3% | 0.20% | +0.02 |
| MMM 3M Co. | Add +37.8% | 0.20% | +0.02 |
| JGRO JPMorgan Active Growth ETF | Add +37.8% | 0.76% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +15.1% | 0.13% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.0% | 0.19% | −0.02 |
| TCAF T Rowe PRC Cap Appreciation | Add +2.3% | 0.20% | −0.05 |
| XEL Xcel Energy Inc. | Add +2.8% | 0.14% | −0.05 |
| AOA iShares Core 80/20 Aggressiv | Add +3.3% | 0.28% | −0.06 |
| NFLT Virtus Newfleet Multi-Sector | Add +10.4% | 0.37% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +12.8% | 0.79% | −0.07 |
| JCPB JPMorgan Core Plus Bond ETF | Add +19.3% | 1.16% | −0.12 |
| JPST JPMorgan Ultra-Short Income | Add +11.9% | 0.75% | −0.13 |
| PRF Invesco Rafi US 1000 ETF | Add +17.9% | 10.17% | −0.43 |
| RUNN Running Oak Efficient GR ETF | Add +20.9% | 6.12% | −0.44 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 1.85% | −0.49 |
| SCHB Schwab US Broad Market ETF | Add +13.3% | 17.28% | −2.13 |
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 |