Sponsored

The Analysis of BOYUM WEALTH ARCHITECTS LLC's Holdings & P&L

Currently, BOYUM WEALTH ARCHITECTS LLC holds 72 types of securities in its portfolio with a total value $251.2M. In the most recent quarter, they have increased their positions in SGOV (+23.9K shares, valued at $2.4M), AVDE (+12.2K shares, valued at $1.1M), RUNN (+32.0K shares, valued at $1.1M); decreased their positions in TBIL (-29.5K shares, valued at $1.5M), FAST (-8.9K shares, valued at $420.1K), QQQM (-1.3K shares, valued at $392.7K); initiated new positions in INMU (+25.1K shares, valued at $605.7K).

1M P&L

+1.5M+0.62%

3M P&L

+9.6M+4.02%

HY P&L

+17.8M+7.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A232.1M

96.1%

2Consumer Electronics2.0M

0.8%

3Industrial Distribution1.6M

0.7%

Top Industries by Stock Count

1N/A48 stocks

78.7%

2Internet Content & Information2 stocks

3.3%

3Semiconductors2 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR1.5M shares1.34%2026-06-302026-07-15

PRF INVESCO EXCHANGE TRADED FD T535.6K shares3.36%2026-06-302026-07-15

PTRB PGIM ETF TR678.2K shares3.41%2026-06-302026-07-15

DYNF BLACKROCK ETF TRUST339.7K shares2.35%2026-06-302026-07-15

AVDE AMERICAN CENTY ETF TR186.7K shares7.00%2026-06-302026-07-15

RUNN STRATEGIC TRUST437.2K shares7.91%2026-06-302026-07-15

AVEM AMERICAN CENTY ETF TR135.0K shares-1.15%2026-06-302026-07-15

QQQM INVESCO EXCH TRADED FD TR II37.3K shares-3.47%2026-06-302026-07-15

Sponsored

SGOV ISHARES TR73.1K shares48.58%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS11.6K shares-2.18%2026-06-302026-07-15

AVDS AMERICAN CENTY ETF TR46.2K shares6.55%2026-06-302026-07-15

JCPB J P MORGAN EXCHANGE TRADED F63.9K shares25.97%2026-06-302026-07-15

JVAL J P MORGAN EXCHANGE TRADED F49.7K shares-0.41%2026-06-302026-07-15

JMHI J P MORGAN EXCHANGE TRADED F57.0K shares0.51%2026-06-302026-07-15

BUFR FIRST TR EXCHNG TRADED FD VI75.1K shares-1.44%2026-06-302026-07-15

QUAL ISHARES TR11.1K shares-1.07%2026-06-302026-07-15

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F36.2K shares-5.69%2026-06-302026-07-15

AAPL APPLE INC6.3K shares0.00%2026-06-302026-07-15

JGRO J P MORGAN EXCHANGE TRADED F18.8K shares-1.07%2026-06-302026-07-15

ISHARES TR ISHARES TR17.7K shares0.00%2026-06-302026-07-15

FAST FASTENAL CO34.7K shares-20.45%2026-06-302026-07-15

QQQ INVESCO QQQ TR2.3K shares-3.51%2026-06-302026-07-15

IWF ISHARES TR12.7K shares-4.51%2026-06-302026-07-15

SCHG SCHWAB STRATEGIC TR43.6K shares0.00%2026-06-302026-07-15

Sponsored

SPYV SPDR SERIES TRUST24.1K shares0.00%2026-06-302026-07-15

AOR ISHARES TR20.2K shares-14.19%2026-06-302026-07-15

SMMD ISHARES TR14.8K shares16.53%2026-06-302026-07-15

FBND FIDELITY MERRIMACK STR TR28.7K shares227.80%2026-06-302026-07-15

IXUS ISHARES TR13.0K shares-2.94%2026-06-302026-07-15

PII POLARIS INC17.7K shares4.61%2026-06-302026-07-15

JQUA J P MORGAN EXCHANGE TRADED F15.0K shares-0.79%2026-06-302026-07-15

MFSI MFS ACTIVE EXCHANGE TRADED F33.3K shares15.06%2026-06-302026-07-15

Sponsored

SCHD SCHWAB STRATEGIC TR31.9K shares-12.52%2026-06-302026-07-15

TBIL RBB FD INC19.3K shares-60.46%2026-06-302026-07-15

GOOGL ALPHABET INC2.4K shares-2.51%2026-06-302026-07-15

NFLT ETFIS SER TR I36.6K shares19.35%2026-06-302026-07-15

MSFT MICROSOFT CORP2.0K shares-0.05%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T997 shares2.78%2026-06-302026-07-15

MDY STATE STR SPDR S&P MIDCAP 401.1K shares0.00%2026-06-302026-07-15

EEM ISHARES TR11.1K shares-1.38%2026-06-302026-07-15

Sponsored

VOO VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-15

AMZN AMAZON COM INC2.8K shares1.74%2026-06-302026-07-15

FEGE RBB FUND TRUST12.9K shares0.00%2026-06-302026-07-15

AOA ISHARES TR6.6K shares-0.77%2026-06-302026-07-15

INMU BLACKROCK ETF TRUST II25.1K sharesnew addition2026-06-302026-07-15

SCHV SCHWAB STRATEGIC TR17.1K shares0.00%2026-06-302026-07-15

IWM ISHARES TR1.8K shares0.00%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR15.0K shares-1.92%2026-06-302026-07-15

Sponsored

TCAF T ROWE PRICE EXCHANGE-TRADED11.4K shares-0.38%2026-06-302026-07-15

BLACKROCK ETF TRUST BLACKROCK ETF TRUST16.7K shares53.44%2026-06-302026-07-15

NVDA NVIDIA CORPORATION2.2K shares0.00%2026-06-302026-07-15

JPST J P MORGAN EXCHANGE TRADED F8.7K shares-18.17%2026-06-302026-07-15

VANECK ETF TRUST VANECK ETF TRUST5.5K shares0.00%2026-06-302026-07-15

3M CO 3M CO2.5K shares0.00%2026-06-302026-07-15

GOOG ALPHABET INC1.1K shares-11.89%2026-06-302026-07-15

XEL XCEL ENERGY INC4.8K shares0.00%2026-06-302026-07-15

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.2K shares0.00%2026-06-302026-07-15

EFA ISHARES TR3.6K shares-5.10%2026-06-302026-07-15

IJR ISHARES TR2.5K shares0.00%2026-06-302026-07-15

GGG GRACO INC4.7K shares-40.81%2026-06-302026-07-15

WMT WALMART INC3.0K shares0.00%2026-06-302026-07-15

BROADCOM INC BROADCOM INC896 shares0.00%2026-06-302026-07-15

HYMB SPDR SERIES TRUST13.0K shares0.00%2026-06-302026-07-15

XT ISHARES TR3.9K shares5.13%2026-06-302026-07-15

Sponsored

GLD SPDR GOLD TR757 shares0.00%2026-06-302026-07-15

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2026-06-302026-07-15

DCOR DIMENSIONAL ETF TRUST3.2K shares0.00%2026-06-302026-07-15

NETFLIX INC. NETFLIX INC.3.5K shares1.09%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC268 shares-33.17%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC364 shares-1.36%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON915 shares0.00%2026-06-302026-07-15

IEMG ISHARES INC2.9K shares0.00%2026-06-302026-07-15

Sponsored

SCHB

SCHWAB STRATEGIC TR

1.34%

Shares1.5M

Event2026-06-30

Filed2026-07-15

PRF

INVESCO EXCHANGE TRADED FD T

3.36%

Shares535.6K

Event2026-06-30

Filed2026-07-15

PTRB

PGIM ETF TR

3.41%

Shares678.2K

Event2026-06-30

Filed2026-07-15

DYNF

BLACKROCK ETF TRUST

2.35%

Shares339.7K

Event2026-06-30

Filed2026-07-15

AVDE

AMERICAN CENTY ETF TR

7.00%

Shares186.7K

Event2026-06-30

Filed2026-07-15

RUNN

STRATEGIC TRUST

7.91%

Shares437.2K

Event2026-06-30

Filed2026-07-15

AVEM

AMERICAN CENTY ETF TR

-1.15%

Shares135.0K

Event2026-06-30

Filed2026-07-15

QQQM

INVESCO EXCH TRADED FD TR II

-3.47%

Shares37.3K

Event2026-06-30

Filed2026-07-15

SGOV

ISHARES TR

48.58%

Shares73.1K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-2.18%

Shares11.6K

Event2026-06-30

Filed2026-07-15

AVDS

AMERICAN CENTY ETF TR

6.55%

Shares46.2K

Event2026-06-30

Filed2026-07-15

JCPB

J P MORGAN EXCHANGE TRADED F

25.97%

Shares63.9K

Event2026-06-30

Filed2026-07-15

JVAL

J P MORGAN EXCHANGE TRADED F

-0.41%

Shares49.7K

Event2026-06-30

Filed2026-07-15

JMHI

J P MORGAN EXCHANGE TRADED F

0.51%

Shares57.0K

Event2026-06-30

Filed2026-07-15

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.44%

Shares75.1K

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES TR

-1.07%

Shares11.1K

Event2026-06-30

Filed2026-07-15

JEPI

J P MORGAN EXCHANGE TRADED F

-5.69%

Shares36.2K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-15

JGRO

J P MORGAN EXCHANGE TRADED F

-1.07%

Shares18.8K

Event2026-06-30

Filed2026-07-15

ISHARES TR

0.00%

Shares17.7K

Event2026-06-30

Filed2026-07-15

FAST

FASTENAL CO

-20.45%

Shares34.7K

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

-3.51%

Shares2.3K

Event2026-06-30

Filed2026-07-15

IWF

ISHARES TR

-4.51%

Shares12.7K

Event2026-06-30

Filed2026-07-15

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares43.6K

Event2026-06-30

Filed2026-07-15

SPYV

SPDR SERIES TRUST

0.00%

Shares24.1K

Event2026-06-30

Filed2026-07-15

AOR

ISHARES TR

-14.19%

Shares20.2K

Event2026-06-30

Filed2026-07-15

SMMD

ISHARES TR

16.53%

Shares14.8K

Event2026-06-30

Filed2026-07-15

FBND

FIDELITY MERRIMACK STR TR

227.80%

Shares28.7K

Event2026-06-30

Filed2026-07-15

IXUS

ISHARES TR

-2.94%

Shares13.0K

Event2026-06-30

Filed2026-07-15

PII

POLARIS INC

4.61%

Shares17.7K

Event2026-06-30

Filed2026-07-15

JQUA

J P MORGAN EXCHANGE TRADED F

-0.79%

Shares15.0K

Event2026-06-30

Filed2026-07-15

MFSI

MFS ACTIVE EXCHANGE TRADED F

15.06%

Shares33.3K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

-12.52%

Shares31.9K

Event2026-06-30

Filed2026-07-15

TBIL

RBB FD INC

-60.46%

Shares19.3K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

-2.51%

Shares2.4K

Event2026-06-30

Filed2026-07-15

NFLT

ETFIS SER TR I

19.35%

Shares36.6K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

-0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

2.78%

Shares997

Event2026-06-30

Filed2026-07-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

EEM

ISHARES TR

-1.38%

Shares11.1K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

1.74%

Shares2.8K

Event2026-06-30

Filed2026-07-15

FEGE

RBB FUND TRUST

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-15

AOA

ISHARES TR

-0.77%

Shares6.6K

Event2026-06-30

Filed2026-07-15

INMU

BLACKROCK ETF TRUST II

New

Shares25.1K

Event2026-06-30

Filed2026-07-15

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

-1.92%

Shares15.0K

Event2026-06-30

Filed2026-07-15

TCAF

T ROWE PRICE EXCHANGE-TRADED

-0.38%

Shares11.4K

Event2026-06-30

Filed2026-07-15

BLACKROCK ETF TRUST

53.44%

Shares16.7K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

JPST

J P MORGAN EXCHANGE TRADED F

-18.17%

Shares8.7K

Event2026-06-30

Filed2026-07-15

VANECK ETF TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-15

3M CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

-11.89%

Shares1.1K

Event2026-06-30

Filed2026-07-15

XEL

XCEL ENERGY INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

EFA

ISHARES TR

-5.10%

Shares3.6K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

GGG

GRACO INC

-40.81%

Shares4.7K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

0.00%

Shares896

Event2026-06-30

Filed2026-07-15

HYMB

SPDR SERIES TRUST

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-15

ISHARES TR

5.13%

Shares3.9K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD TR

0.00%

Shares757

Event2026-06-30

Filed2026-07-15

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-15

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-15

NETFLIX INC.

1.09%

Shares3.5K

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

-33.17%

Shares268

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

-1.36%

Shares364

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

0.00%

Shares915

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available