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CIK 0002068635 • 5 13F filings • Jul 9, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $298K | 0.2%Prev: 0.2% | 1,919 SH | Decreased-602 SH |
| ALPHABET INC | CAP STK CL A | $275K | 0.2%Prev: 0.3% | 1,133 SH | Decreased-1,275 SH |
| AMAZON COM INC | COM | $355K | 0.2%Prev: 0.3% | 1,616 SH | Decreased-1,189 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.8M | 1.7%Prev: 4.9% | 37,316 SH | Decreased-97,701 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $8.7M | 5.3%Prev: 6.6% | 109,761 SH | Decreased-76,969 SH |
| APPLE INC | COM | $896K | 0.6%Prev: 0.8% | 3,518 SH | Decreased-2,813 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $10.5M | 6.5%Prev: 9.1% | 177,829 SH | Decreased-161,851 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $201K | 0.1% | 4,790 SH | New |
| ETFIS SER TR I | VIRTUS NEWFLEET | $719K | 0.4%Prev: 0.3% | 31,189 SH | Decreased-5,454 SH |
| FASTENAL CO | COM | $232K | 0.1%Prev: 0.7% | 4,740 SH | Decreased-30,000 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $4.0M | 2.5% | 120,454 SH | New |
| GRACO INC | COM | $678K | 0.4%Prev: 0.1% | 7,986 SH | Increased+3,259 SH |
| INDEPENDENCE RLTY TR INC | COM | $250K | 0.2% | 15,230 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $5.6M | 3.5%Prev: 4.4% | 22,813 SH | Decreased-14,507 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $17.2M | 10.6%Prev: 11.6% | 380,688 SH | Decreased-154,960 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 1.0%Prev: 0.6% | 2,799 SH | Increased+548 SH |
| ISHARES TR | 20 YR TR BD ETF | $1.6M | 1.0% | 17,416 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $597K | 0.4% | 9,267 SH | New |
| ISHARES TR | CORE 80/20 AGGRE | $551K | 0.3% | 6,246 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.4M | 0.9%Prev: 0.7% | 16,115 SH | Decreased-1,546 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.2M | 0.7%Prev: 0.5% | 14,191 SH | Decreased+1,142 SH |
| ISHARES TR | MSCI EMG MKT ETF | $626K | 0.4%Prev: 0.3% | 11,716 SH | Decreased+611 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.3M | 1.4%Prev: 1.0% | 11,651 SH | Decreased+508 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.5M | 0.9%Prev: 0.6% | 3,197 SH | Decreased-9,529 SH |
| ISHARES TR | RUSEL 2500 ETF | $962K | 0.6%Prev: 0.5% | 13,047 SH | Decreased-1,717 SH |
| ISHARES TR | RUSSELL 2000 ETF | $500K | 0.3%Prev: 0.2% | 2,065 SH | Decreased+298 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $1.2M | 0.7%Prev: 0.7% | 12,925 SH | Decreased-5,864 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $2.1M | 1.3%Prev: 1.2% | 43,854 SH | Decreased-20,043 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $6.6M | 4.1%Prev: 0.8% | 116,264 SH | Increased+80,033 SH |
| J P MORGAN EXCHANGE TRADED F | HIGH YIELD MUNI | $2.0M | 1.2%Prev: 1.1% | 39,604 SH | Decreased-17,375 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $238K | 0.1%Prev: 0.1% | 4,135 SH | Decreased-458 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.4M | 0.9%Prev: 0.2% | 28,176 SH | Increased+19,482 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $1.0M | 0.6%Prev: 0.4% | 15,932 SH | Decreased+938 SH |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $2.0M | 1.2%Prev: 1.1% | 41,258 SH | Decreased-8,449 SH |
| MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | $596K | 0.4%Prev: 0.4% | 20,186 SH | Decreased-13,156 SH |
| MICROSOFT CORP | COM | $296K | 0.2%Prev: 0.3% | 571 SH | Decreased-1,401 SH |
| NVIDIA CORPORATION | COM | $268K | 0.2%Prev: 0.2% | 1,437 SH | Decreased-734 SH |
| PGIM ETF TR | TOTAL RETURN BON | $18.1M | 11.1% | 428,931 SH | New |
| POLARIS INC | COM | $985K | 0.6%Prev: 0.5% | 16,944 SH | Decreased-719 SH |
| RBB FD INC | US TREAS 3 MNTH | $5.5M | 3.4% | 109,383 SH | New |
| RBB FUND TRUST | FIRST EAGLE GBL | $584K | 0.4%Prev: 0.3% | 13,203 SH | Decreased+325 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $31.5M | 19.4%Prev: 17.6% | 1,225,521 SH | Decreased-296,724 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.1M | 0.6%Prev: 0.4% | 38,652 SH | Increased+6,798 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.5M | 0.9%Prev: 0.6% | 47,643 SH | Increased+4,061 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $499K | 0.3%Prev: 0.2% | 17,125 SH | Decreased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $436K | 0.3%Prev: 0.2% | 15,612 SH | Decreased+575 SH |
| SPDR GOLD TR | GOLD SHS | $282K | 0.2%Prev: 0.1% | 792 SH | Increased+35 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $341K | 0.2% | 512 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $413K | 0.3% | 16,565 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $1.3M | 0.8% | 23,858 SH | New |
| STRATEGIC TRUST | RUNNING GWTH ETF | $10.7M | 6.6%Prev: 5.8% | 310,795 SH | Decreased-126,382 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $408K | 0.3% | 10,822 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $913K | 0.6%Prev: 0.2% | 11,954 SH | Increased+6,442 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $433K | 0.3%Prev: 0.3% | 707 SH | Decreased-303 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.8M | 2.3%Prev: 1.7% | 11,623 SH | Decreased-8 SH |
| XCEL ENERGY INC | COM | $315K | 0.2%Prev: 0.2% | 3,908 SH | Decreased-936 SH |
| 13F-HR |
| 0002068635-25-000007 |
| $162.4M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0002068635-26-000004 | $251.2M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0002068635-25-000005 | $135.8M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002068635-26-000002 | $239.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0002068635-25-000001 | $102.9M | View |