BOYUM WEALTH ARCHITECTS LLC 13F Holdings
CIK 0002068635 · BLOOMINGTON, MN
As of Sep 30, 2025, BOYUM WEALTH ARCHITECTS LLC reported 56 positions worth
CIK 0002068635 · BLOOMINGTON, MN
As of Sep 30, 2025, BOYUM WEALTH ARCHITECTS LLC reported 56 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF | SCHB | — | 1,225,521 | $31.5M | 19.41% |
| PGIM ETF TR | PTRB | — | 428,931 | 8.1M | 11.15% |
| INVESCO RAFI US 1000 ETF | PRF | — | 380,688 | 7.2M | 10.60% |
| RUNNING OAK EFFICIENT GROWTH ETF | RUNN | — | 310,795 | 0.7M | 6.56% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 177,829 | 0.5M | 6.48% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 109,761 | $8.7M | 5.33% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 116,264 | $6.6M | 4.09% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 22,813 | $5.6M | 3.47% |
| F/M US TREASURY 3 MONTH BILL ETF | TBIL | — | 109,383 | $5.5M | 3.37% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 120,454 | $4.0M | 2.48% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 11,623 | $3.8M | 2.35% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 37,316 | $2.8M | 1.73% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 11,651 | $2.3M | 1.40% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 43,854 | $2.1M | 1.28% |
| JPMORGAN HIGH YIELD MUNICIPAL ETF | JMHI | — | 39,604 | $2.0M | 1.23% |
| JPMORGAN US VALUE FACTOR ETF | JVAL | — | 41,258 | $2.0M | 1.21% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 2,799 | .7M | 1.03% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 17,416 | .6M | 0.96% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 47,643 | .5M | 0.94% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 3,197 | .5M | 0.92% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 28,176 | .4M | 0.88% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 16,115 | .4M | 0.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 23,858 | .3M | 0.81% |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | — | 12,925 | .2M | 0.75% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 14,191 | .2M | 0.72% |