Institutions / Boyum Wealth Architects LLC
Boyum Wealth Architects LLC
CIK 2068635 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$213.95M
Positions
73
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 73 โ
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $36.97M | 17.3% |
| PGIM ETF Tr | $25.55M | 11.9% |
| Invesco Exchange Traded Fd T | $21.75M | 10.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $18.76M | 8.8% |
| Strategic Trust | $13.08M | 6.1% |
| American Centy ETF Tr | $12.09M | 5.7% |
| Invesco Exch Traded Fd Tr II | $8.03M | 3.8% |
| Rbb Fd Inc | $7.35M | 3.4% |
| American Centy ETF Tr | $6.79M | 3.2% |
| J P Morgan Exchange Traded F | $6.11M | 2.9% |
| Vanguard Index Fds | $3.97M | 1.9% |
| First Tr Exchng Traded Fd VI | $2.82M | 1.3% |
| J P Morgan Exchange Traded F | $2.73M | 1.3% |
| J P Morgan Exchange Traded F | $2.48M | 1.2% |
| iShares MSCI UAE ETF | $2.33M | 1.1% |
| J P Morgan Exchange Traded F | $2.06M | 1.0% |
| Fastenal Co | $1.91M | 0.9% |
| iShares Tr | $1.90M | 0.9% |
| iShares Tr | $1.70M | 0.8% |
| J P Morgan Exchange Traded F | $1.63M | 0.8% |
| J P Morgan Exchange Traded F | $1.60M | 0.7% |
| Apple Inc. | $1.59M | 0.7% |
| iShares Tr | $1.47M | 0.7% |
| Schwab Strategic Tr | $1.44M | 0.7% |
| Invesco Qqq Tr | $1.41M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.