BOYUM WEALTH ARCHITECTS LLC

Portfolio Overview

BOYUM WEALTH ARCHITECTS LLC disclosed 72 positions worth $251.2M in its Form 13F-HR for Q2 2026, followed by $IVZ. During the quarter the fund opened 1 new position and exited 2. The portfolio is most concentrated in Other (79.3% of disclosed assets). All figures are sourced directly from BOYUM WEALTH ARCHITECTS LLC’s Form 13F-HR filing with the SEC under CIK 2068635.

• SCHWAB STRATEGIC TR - US BRD MKT ETF

  —

  Quality

  $44.1M1,522,245 sh
• 

  Invesco Ltd.

  $IVZ

  —

  Quality

  $29.2M535,648 sh

• PGIM ETF TR - TOTA RETU BD ETF

  —

  Quality

  $27.9M678,169 sh

• BLACKROCK ETF TRUST - ISHARES US EQUIT

  —

  Quality

  $23.0M339,680 sh

• AMERICAN CENTY ETF TR - INTL EQT ETF

  —

  Quality

  $16.7M186,730 sh

• STRATEGIC TRUST - RUNNING GWTH ETF

  —

  Quality

  $14.6M437,177 sh

• AMERICAN CENTY ETF TR - AVANTIS EMGMKT

  —

  Quality

  $12.3M135,017 sh
• 

  Invesco Ltd.

  $IVZ

  —

  Quality

  $10.9M37,320 sh

• ISHARES TR - 0-3 MTH TREASURY

  —

  Quality

  $7.3M73,093 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $4.3M11,631 sh

Company	Quality	Value	Shares
SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$44.1M	1,522,245
Invesco Ltd.$IVZ	—	$29.2M	535,648
PGIM ETF TR - TOTA RETU BD ETF	—	$27.9M	678,169
BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$23.0M	339,680
AMERICAN CENTY ETF TR - INTL EQT ETF	—	$16.7M	186,730
STRATEGIC TRUST - RUNNING GWTH ETF	—	$14.6M	437,177
AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$12.3M	135,017
Invesco Ltd.$IVZ	—	$10.9M	37,320
ISHARES TR - 0-3 MTH TREASURY	—	$7.3M	73,093
VANGUARD INDEX FDS - TOTAL STK MKT	—	$4.3M	11,631

Showing top 10 of 72 holdings.

Full Holdings — BOYUM WEALTH ARCHITECTS LLC (Q2 2026)

All 72 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$44.1M	17.6%	+1%	—
2	$IVZ	Invesco Ltd.	$29.2M	11.6%	+3%	—
3	—	PGIM ETF TR - TOTA RETU BD ETF	$27.9M	11.1%	+3%	—
4	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	$23.0M	9.1%	+2%	—
5	—	AMERICAN CENTY ETF TR - INTL EQT ETF	$16.7M	6.6%	+7%	—
6	—	STRATEGIC TRUST - RUNNING GWTH ETF	$14.6M	5.8%	+8%	—
7	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$12.3M	4.9%	-1%	—
8	$IVZ	Invesco Ltd.	$10.9M	4.3%	-3%	—
9	—	ISHARES TR - 0-3 MTH TREASURY	$7.3M	2.9%	+49%	—
10	—	VANGUARD INDEX FDS - TOTAL STK MKT	$4.3M	1.7%	-2%	—
11	—	AMERICAN CENTY ETF TR - AVANTIS INTL SML	$3.5M	1.4%	+7%	—
12	—	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	$3.0M	1.2%	+26%	—
13	—	J P MORGAN EXCHANGE TRADED F - US VALUE FACTR	$2.9M	1.1%	-0%	—
14	—	J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI	$2.9M	1.1%	+1%	—
15	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	$2.8M	1.1%	-1%	—
16	—	ISHARES TR - MSCI USA QLT FCT	$2.4M	1.0%	-1%	—
17	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	$2.1M	0.8%	-6%	—
18	$AAPL	Apple Inc.	$2.0M	0.8%	+0%	76.1
19	—	J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH	$1.8M	0.7%	-1%	—
20	—	ISHARES TR - CORE MSCI EAFE	$1.7M	0.7%	+0%	—
21	$FAST	FASTENAL CO	$1.6M	0.7%	-20%	73.5
22	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.6M	0.6%	-4%	—
23	—	ISHARES TR - RUS 1000 GRW ETF	$1.5M	0.6%	-5%	—
24	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$1.5M	0.6%	+0%	—
25	—	SPDR SERIES TRUST - ST STR P500VAL	$1.5M	0.6%	+0%	—
26	—	ISHARES TR - CORE 60 BALA ETF	$1.4M	0.6%	-14%	—
27	—	ISHARES TR - RUSEL 2500 ETF	$1.3M	0.5%	+17%	—
28	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$1.3M	0.5%	+228%	—
29	—	ISHARES TR - CORE MSCI TOTAL	$1.2M	0.5%	-3%	—
30	$PII	Polaris Inc.	$1.2M	0.5%	+5%	34.3
31	—	J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	$1.1M	0.4%	-1%	—
32	—	MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF	$1.1M	0.4%	+15%	—
33	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$1.0M	0.4%	-13%	—
34	—	RBB FD INC - F/M US TREASURY	$964,294	0.4%	-60%	—
35	$GOOG	Alphabet Inc.	$848,929	0.3%	-3%	80.2
36	—	ETFIS SER TR I - VIRTUS NEWFLEET	$836,560	0.3%	+19%	—
37	$MSFT	MICROSOFT CORP	$771,113	0.3%	-0%	83.7
38	$SPY	SPDR S&P 500 ETF TRUST	$746,772	0.3%	+3%	—
39	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$723,023	0.3%	+0%	—
40	—	ISHARES TR - MSCI EMG MKT ETF	$716,273	0.3%	-1%	—
41	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$695,622	0.3%	+0%	—
42	$AMZN	AMAZON COM INC	$693,705	0.3%	+2%	74.6
43	—	RBB FUND TRUST - FIRST EAGLE GBL	$639,650	0.3%	+0%	—
44	—	ISHARES TR - CORE 80 20 ETF	$636,844	0.3%	-1%	—
45	—	BLACKROCK ETF TRUST II - ISHAR INTER ETF	$605,681	0.2%	NEW	—
46	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$586,011	0.2%	+0%	—
47	—	ISHARES TR - RUSSELL 2000 ETF	$518,579	0.2%	+0%	—
48	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$516,072	0.2%	-2%	—
49	$BAH	Booz Allen Hamilton Holding Corp	$475,488	0.2%	-0%	65.5
50	—	BLACKROCK ETF TRUST - ISHA SYST AL ETF	$474,633	0.2%	+53%	—
51	$NVDA	NVIDIA CORP	$441,864	0.2%	+0%	90.2
52	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	$438,527	0.2%	-18%	—
53	—	VANECK ETF TRUST - GOLD MINERS ETF	$404,415	0.2%	+0%	—
54	$MMM	3M CO	$397,562	0.2%	+0%	60.7
55	$GOOGL	Alphabet Inc.	$389,945	0.2%	-12%	80.2
56	$XEL	XCEL ENERGY INC	$389,864	0.2%	+0%	—
57	$JPM	JPMORGAN CHASE & CO	$388,724	0.1%	+0%	35.6
58	—	ISHARES TR - MSCI EAFE ETF	$372,593	0.1%	-5%	—
59	—	ISHARES TR - CORE S&P SCP ETF	$365,237	0.1%	+0%	—
60	$GGG	GRACO INC	$349,420	0.1%	-41%	67.2
61	$WMT	Walmart Inc.	$344,570	0.1%	+0%	63.2
62	$AVGO	Broadcom Inc.	$344,109	0.1%	+0%	86.4
63	—	SPDR SERIES TRUST - ST NUVE HIGH ETF	$327,986	0.1%	+0%	—
64	—	ISHARES TR - FUTU EXPO TE ETF	$313,822	0.1%	+5%	—
65	$GLD	SPDR GOLD TRUST	$277,917	0.1%	+0%	—
66	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	$273,697	0.1%	+0%	—
67	—	DIMENSIONAL ETF TRUST - US COR EQU 1 ETF	$262,957	0.1%	+0%	—
68	$NFLX	NETFLIX INC	$261,211	0.1%	+1%	86.7
69	$MU	MICRON TECHNOLOGY INC	$251,116	0.1%	-33%	88.4
70	$META	Meta Platforms, Inc.	$239,050	0.1%	-1%	80.9
71	$JNJ	JOHNSON & JOHNSON	$235,860	0.1%	+0%	72.8
72	—	ISHARES INC - CORE MSCI EMKT	$224,481	0.1%	+0%	—