Boyum Wealth Architects LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Boyum Wealth Architects LLC reported 73 stock positions worth $239.3 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 17.5% of the portfolio, followed by Pgim Total Return Bond ETF (PTRB, 11.4%) and Invesco Rafi US 1000 ETF (PRF, 11.2%). Compared with Q4 2025, it opened 7 new positions, sold out of 7, added to 26 and reduced 33. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale F/M US Treasury 3 Month Bill (TBIL, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, MN
- CIK
- 0002068635
- Portfolio Value
- $239.3M (Q1 2026)
- SEC Filing
- 0002068635-26-000002 ↗ filed May 4, 2026
Holdings Value
Holdings 73 stocks · $239.3M
| SCHB Schwab US Broad Market ETF | 17.46% | 1,502,092 | $41.8M | Add +8.2% |
| PTRB Pgim Total Return Bond ETF | 11.41% | 655,831 | $27.3M | Add +8.3% |
| PRF Invesco Rafi US 1000 ETF | 11.22% | 518,214 | $26.8M | Add +15.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.90% | 331,877 | $21.3M | Add +7.5% |
| AVDE Avantis International Equity | 6.51% | 174,512 | $15.6M | Add +25.1% |
| RUNN Running Oak Efficient GR ETF | 5.58% | 405,138 | $13.4M | Add +7.8% |
| AVEM Avantis Emerging Markets Eq | 5.17% | 136,587 | $12.4M | Add +66.6% |
| QQQM Invesco Nasdaq 100 ETF | 4.48% | 38,660 | $10.7M | Add +23.5% |
| SGOV iShares 0-3 Month Treasury B | 2.06% | 49,194 | $4.9M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.76% | 11,890 | $4.2M | Add +2.0% |
| AVDS Avantis Intl SM Cap Eq ETF | 1.39% | 43,374 | $3.3M | New |
| JMHI JPMorgan High Yield Municpl | 1.19% | 56,688 | $2.8M | Add +4.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.14% | 76,219 | $2.7M | Reduce -6.7% |
| JVAL JPMorgan US Value Factor ETF | 1.13% | 49,910 | $2.7M | Add +23.3% |
| TBIL F/M US Treasury 3 Month Bill | 1.02% | 48,849 | $2.4M | Reduce -66.8% |
| JCPB JPMorgan Core Plus Bond ETF | 0.99% | 50,724 | $2.4M | Reduce -3.1% |
| QUAL iShares MSCI USA Quality Fac | 0.97% | 11,263 | $2.3M | Reduce -2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.91% | 38,415 | $2.2M | Reduce -63.3% |
| FAST Fastenal Co. | 0.82% | 43,669 | $2.0M | Add +0.1% |
| JGRO JPMorgan Active Growth ETF | 0.75% | 18,993 | $1.8M | Add +6.7% |
| AAPL Apple Inc. | 0.74% | 6,331 | $1.8M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.70% | 17,661 | $1.7M | Reduce -2.8% |
| IWF iShares Russell 1000 Growth | 0.67% | 13,327 | $1.6M | Add +323.4% |
| AOR iShares Core 60/40 Balanced | 0.67% | 23,509 | $1.6M | Reduce -18.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 2,333 | $1.6M | Add +2.9% |
| SCHG Schwab US Large-Cap Growth | 0.60% | 43,582 | $1.4M | Reduce -2.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.60% | 24,113 | $1.4M | Add +1.1% |
| IXUS iShares Core Intl Stock ETF | 0.52% | 13,444 | $1.3M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 0.48% | 36,414 | $1.2M | Add +8.6% |
| PII Polaris Inc. | 0.47% | 16,884 | $1.1M | Add +0.1% |
| SMMD iShares Russell 2500 ETF | 0.45% | 12,670 | $1.1M | Reduce -0.1% |
| JQUA JPMorgan US Quality Factor | 0.42% | 15,114 | $1.0M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 0.40% | 2,470 | $953K | Reduce -10.3% |
| MFSI MFS Active International | 0.38% | 28,979 | $907K | Reduce -4.9% |
| MSFT Microsoft Corp. | 0.34% | 1,973 | $818K | Reduce -7.4% |
| AMZN Amazon.com Inc. | 0.31% | 2,757 | $740K | Add +3.2% |
| EEM iShares MSCI Emerging Market | 0.30% | 11,260 | $722K | Add +9.1% |
| NFLT Virtus Newfleet Multi-Sector | 0.29% | 30,702 | $706K | Reduce -10.8% |
| MDY State Street SPDR S&P Midcap | 0.29% | 1,054 | $700K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 970 | $699K | Add +64.7% |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,010 | $669K | Add +42.9% |
| GGG Graco Inc. | 0.26% | 7,986 | $632K | No change |
| FEGE First Eagle GL Equity ETF | 0.26% | 12,878 | $631K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.26% | 6,647 | $630K | Add +3.1% |
| SCHV Schwab US Large-Cap Value | 0.23% | 17,125 | $554K | No change |
| JMUB JPMorgan Municipal ETF | 0.23% | 10,968 | $551K | Reduce -1.2% |
| JPST JPMorgan Ultra-Short Income | 0.22% | 10,624 | $536K | Reduce -66.3% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 15,332 | $500K | No change |
| IWM iShares Russell 2000 ETF | 0.21% | 1,767 | $493K | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 1,262 | $484K | Reduce -1.0% |
| GDX Vaneck Gold Miners ETF | 0.20% | 5,512 | $480K | Reduce -36.6% |
| TCAF T Rowe PRC Cap Appreciation | 0.19% | 11,474 | $451K | Add +3.7% |
| NVDA Nvidia Corp. | 0.18% | 2,171 | $431K | Reduce -13.9% |
| XEL Xcel Energy Inc. | 0.17% | 4,844 | $400K | Add +20.6% |
| FBND Fidelity Total Bond ETF | 0.17% | 8,745 | $399K | New |
| WMT Walmart Inc. | 0.17% | 3,002 | $395K | Reduce -9.6% |
| EFA iShares MSCI Eafe ETF | 0.16% | 3,803 | $388K | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.16% | 896 | $377K | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,162 | $363K | Reduce -3.4% |
| MMM 3M Co. | 0.15% | 2,521 | $359K | Reduce -4.7% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 2,519 | $346K | Add +0.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.14% | 13,005 | $325K | No change |
| NFLX Netflix Inc. | 0.13% | 3,500 | $322K | Reduce -4.1% |
| GLD SPDR Gold Shares | 0.13% | 757 | $320K | Reduce -17.8% |
| IALT Ishrs SYS Alt Act ETF | 0.13% | 10,907 | $307K | New |
| XT Ishar Fture Exp Tech ETF-Usd | 0.12% | 3,682 | $282K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 4,593 | $270K | Reduce -3.5% |
| DCOR Dimensional US Core Eq 1 ETF | 0.11% | 3,192 | $252K | New |
| ORCL Oracle Corp. | 0.10% | 1,394 | $240K | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 0.09% | 2,860 | $225K | Reduce -4.2% |
| META Meta Platforms Inc. Class A | 0.09% | 369 | $225K | Reduce -11.5% |
| MU Micron Technology Inc. | 0.09% | 401 | $217K | New |
| JNJ Johnson & Johnson | 0.09% | 915 | $208K | Reduce -3.6% |
Portfolio Sells Q4 2025 → Q1 2026
| TBIL F/M US Treasury 3 Month Bill | Reduce -66.8% | 1.02% | −2.42 |
| JEPI JPMorgan Equity Premium Inco | Reduce -63.3% | 0.91% | −1.94 |
| JPST JPMorgan Ultra-Short Income | Reduce -66.3% | 0.22% | −0.52 |
| GDX Vaneck Gold Miners ETF | Reduce -36.6% | 0.20% | −0.23 |
| AOR iShares Core 60/40 Balanced | Reduce -18.2% | 0.67% | −0.22 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.22 |
| DFAS Dimensional US Small Cap ETF | Sold out | 0.00% | −0.19 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -6.7% | 1.14% | −0.18 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -3.1% | 0.99% | −0.17 |
| DFIC Dimensional International Co. | Sold out | 0.00% | −0.16 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.16 |
| MSFT Microsoft Corp. | Reduce -7.4% | 0.34% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.0% | 0.97% | −0.11 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.11 |
| IRT Independence Realty Trust Inc. | Sold out | 0.00% | −0.11 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.10 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.8% | 0.70% | −0.09 |
| NFLT Virtus Newfleet Multi-Sector | Reduce -10.8% | 0.29% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.2% | 0.60% | −0.07 |
| MFSI MFS Active International | Reduce -4.9% | 0.38% | −0.07 |
| GLD SPDR Gold Shares | Reduce -17.8% | 0.13% | −0.06 |
| MMM 3M Co. | Reduce -4.7% | 0.15% | −0.05 |
| JQUA JPMorgan US Quality Factor | Reduce -3.1% | 0.42% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.9% | 0.52% | −0.05 |
| NVDA Nvidia Corp. | Reduce -13.9% | 0.18% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -11.5% | 0.09% | −0.03 |
| JMUB JPMorgan Municipal ETF | Reduce -1.2% | 0.23% | −0.03 |
| SMMD iShares Russell 2500 ETF | Reduce -0.1% | 0.45% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -10.3% | 0.40% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -3.5% | 0.11% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.7% | 0.16% | −0.02 |
| WMT Walmart Inc. | Reduce -9.6% | 0.17% | −0.02 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.10% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 0.15% | −0.02 |
| NFLX Netflix Inc. | Reduce -4.1% | 0.13% | −0.01 |
| JNJ Johnson & Johnson | Reduce -3.6% | 0.09% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -4.2% | 0.09% | −0.01 |
| AAPL Apple Inc. | Reduce -1.0% | 0.74% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 0.20% | +0.01 |
| AVGO Broadcom Inc. | Reduce -2.9% | 0.16% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | New | 2.06% | +2.06 |
| AVEM Avantis Emerging Markets Eq | Add +66.6% | 5.17% | +1.99 |
| AVDS Avantis Intl SM Cap Eq ETF | New | 1.39% | +1.39 |
| PRF Invesco Rafi US 1000 ETF | Add +15.5% | 11.22% | +1.05 |
| AVDE Avantis International Equity | Add +25.1% | 6.51% | +0.86 |
| QQQM Invesco Nasdaq 100 ETF | Add +23.5% | 4.48% | +0.73 |
| SCHB Schwab US Broad Market ETF | Add +8.2% | 17.46% | +0.18 |
| FBND Fidelity Total Bond ETF | New | 0.17% | +0.17 |
| JVAL JPMorgan US Value Factor ETF | Add +23.3% | 1.13% | +0.16 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +7.5% | 8.90% | +0.13 |
| IALT Ishrs SYS Alt Act ETF | New | 0.13% | +0.13 |
| XT Ishar Fture Exp Tech ETF-Usd | New | 0.12% | +0.12 |
| DCOR Dimensional US Core Eq 1 ETF | New | 0.11% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +64.7% | 0.29% | +0.10 |
| MU Micron Technology Inc. | New | 0.09% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +42.9% | 0.28% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +8.6% | 0.48% | +0.03 |
| XEL Xcel Energy Inc. | Add +20.6% | 0.17% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +9.1% | 0.30% | +0.02 |
| AMZN Amazon.com Inc. | Add +3.2% | 0.31% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.9% | 0.66% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 0.14% | −0.01 |
| TCAF T Rowe PRC Cap Appreciation | Add +3.7% | 0.19% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +3.1% | 0.26% | −0.01 |
| JGRO JPMorgan Active Growth ETF | Add +6.7% | 0.75% | −0.02 |
| IWF iShares Russell 1000 Growth | Add +323.4% | 0.67% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.1% | 0.60% | −0.04 |
| FAST Fastenal Co. | Add +0.1% | 0.82% | −0.08 |
| PII Polaris Inc. | Add +0.1% | 0.47% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.0% | 1.76% | −0.09 |
| JMHI JPMorgan High Yield Municpl | Add +4.6% | 1.19% | −0.09 |
| RUNN Running Oak Efficient GR ETF | Add +7.8% | 5.58% | −0.53 |
| PTRB Pgim Total Return Bond ETF | Add +8.3% | 11.41% | −0.54 |
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 |