Sponsored

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

Currently, BOYUM WEALTH ARCHITECTS LLC holds 73 types of securities in its portfolio with a total value $239.3M. In the most recent quarter, they have increased their positions in AVEM (+54.6K shares, valued at $4.9M), SGOV (+49.2K shares, valued at $4.9M), N/A (+69.5K shares, valued at $3.6M); decreased their positions in TBIL (-98.3K shares, valued at $4.9M), JEPI (-66.2K shares, valued at $3.8M), JPST (-20.9K shares, valued at $1.1M); initiated new positions in SGOV (+49.2K shares, valued at $4.9M), AVDS (+43.4K shares, valued at $3.3M), FBND (+8.7K shares, valued at $398.8K).

1M P&L

-12.4M-5.38%

3M P&L

-10.0M-4.41%

HY P&L

-1.2M-0.54%

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/A197.9M

95.1%

2Industrial Distribution2.0M

0.9%

3Consumer Electronics1.8M

0.9%

Top Industries by Stock Count

1N/A50 stocks

75.8%

2Semiconductors2 stocks

3.0%

3Software - Infrastructure2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR1.5M shares8.16%2026-03-312026-05-04

PTRB PGIM ETF TR655.8K shares8.26%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T518.2K shares15.49%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST331.9K shares7.55%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR174.5K shares25.06%2026-03-312026-05-04

RUNN STRATEGIC TRUST405.1K shares7.85%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR136.6K shares66.62%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II38.7K shares23.49%2026-03-312026-05-04

Sponsored

SGOV ISHARES TR49.2K sharesnew addition2026-03-312026-05-04

VTI VANGUARD INDEX FDS11.9K shares2.03%2026-03-312026-05-04

AVDS AMERICAN CENTY ETF TR43.4K sharesnew addition2026-03-312026-05-04

JMHI J P MORGAN EXCHANGE TRADED F56.7K shares4.62%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI76.2K shares-6.73%2026-03-312026-05-04

JVAL J P MORGAN EXCHANGE TRADED F49.9K shares23.25%2026-03-312026-05-04

TBIL RBB FD INC48.8K shares-66.80%2026-03-312026-05-04

JCPB J P MORGAN EXCHANGE TRADED F50.7K shares-3.06%2026-03-312026-05-04

Sponsored

QUAL ISHARES TR11.3K shares-2.01%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F38.4K shares-63.27%2026-03-312026-05-04

FAST FASTENAL CO43.7K shares0.11%2026-03-312026-05-04

JGRO J P MORGAN EXCHANGE TRADED F19.0K shares6.66%2026-03-312026-05-04

AAPL APPLE INC6.3K shares-1.00%2026-03-312026-05-04

IEFA ISHARES TR17.7K shares-2.80%2026-03-312026-05-04

IWF ISHARES TR13.3K shares323.35%2026-03-312026-05-04

AOR ISHARES TR23.5K shares-18.19%2026-03-312026-05-04

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.3K shares2.91%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR43.6K shares-2.23%2026-03-312026-05-04

SPYV SPDR SERIES TRUST24.1K shares1.07%2026-03-312026-05-04

IXUS ISHARES TR13.4K shares-1.92%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR36.4K shares8.58%2026-03-312026-05-04

PII POLARIS INC16.9K shares0.14%2026-03-312026-05-04

SMMD ISHARES TR12.7K shares-0.09%2026-03-312026-05-04

JQUA J P MORGAN EXCHANGE TRADED F15.1K shares-3.09%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC2.5K shares-10.34%2026-03-312026-05-04

MFSI MFS ACTIVE EXCHANGE TRADED F29.0K shares-4.93%2026-03-312026-05-04

MSFT MICROSOFT CORP2.0K shares-7.41%2026-03-312026-05-04

AMZN AMAZON COM INC2.8K shares3.18%2026-03-312026-05-04

EEM ISHARES TR11.3K shares9.14%2026-03-312026-05-04

NFLT ETFIS SER TR I30.7K shares-10.81%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 401.1K shares0.00%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T970 shares64.69%2026-03-312026-05-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares42.86%2026-03-312026-05-04

GGG GRACO INC8.0K shares0.00%2026-03-312026-05-04

FEGE RBB FUND TRUST12.9K shares0.00%2026-03-312026-05-04

AOA ISHARES TR6.6K shares3.07%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR17.1K shares0.00%2026-03-312026-05-04

JMUB J P MORGAN EXCHANGE TRADED F11.0K shares-1.20%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F10.6K shares-66.30%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR15.3K shares0.00%2026-03-312026-05-04

Sponsored

IWM ISHARES TR1.8K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.3K shares-1.02%2026-03-312026-05-04

GDX VANECK ETF TRUST5.5K shares-36.57%2026-03-312026-05-04

TCAF T ROWE PRICE ETF INC11.5K shares3.70%2026-03-312026-05-04

NVDA NVIDIA CORPORATION2.2K shares-13.88%2026-03-312026-05-04

XEL XCEL ENERGY INC4.8K shares20.62%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR8.7K sharesnew addition2026-03-312026-05-04

WMT WALMART INC3.0K shares-9.58%2026-03-312026-05-04

Sponsored

EFA ISHARES TR3.8K shares-1.66%2026-03-312026-05-04

BROADCOM INC BROADCOM INC896 shares-2.93%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO1.2K shares-3.41%2026-03-312026-05-04

MMM 3M CO2.5K shares-4.69%2026-03-312026-05-04

IJR ISHARES TR2.5K shares0.04%2026-03-312026-05-04

HYMB SPDR SERIES TRUST13.0K shares0.00%2026-03-312026-05-04

NFLX NETFLIX INC.3.5K shares-4.11%2026-03-312026-05-04

GLD SPDR GOLD TR757 shares-17.81%2026-03-312026-05-04

Sponsored

BLACKROCK ETF TRUST BLACKROCK ETF TRUST10.9K sharesnew addition2026-03-312026-05-04

XT ISHARES TR3.7K sharesnew addition2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F4.6K shares-3.53%2026-03-312026-05-04

DCOR DIMENSIONAL ETF TRUST3.2K sharesnew addition2026-03-312026-05-04

ORCL ORACLE CORP1.4K shares-0.99%2026-03-312026-05-04

IEMG ISHARES INC2.9K shares-4.22%2026-03-312026-05-04

META META PLATFORMS INC369 shares-11.51%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC401 sharesnew addition2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON915 shares-3.58%2026-03-312026-05-04

SCHB

SCHWAB STRATEGIC TR

8.16%

Shares1.5M

Event2026-03-31

Filed2026-05-04

PTRB

PGIM ETF TR

8.26%

Shares655.8K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

15.49%

Shares518.2K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

7.55%

Shares331.9K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

25.06%

Shares174.5K

Event2026-03-31

Filed2026-05-04

RUNN

STRATEGIC TRUST

7.85%

Shares405.1K

Event2026-03-31

Filed2026-05-04

AVEM

AMERICAN CENTY ETF TR

66.62%

Shares136.6K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

23.49%

Shares38.7K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

New

Shares49.2K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

2.03%

Shares11.9K

Event2026-03-31

Filed2026-05-04

AVDS

AMERICAN CENTY ETF TR

New

Shares43.4K

Event2026-03-31

Filed2026-05-04

JMHI

J P MORGAN EXCHANGE TRADED F

4.62%

Shares56.7K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

-6.73%

Shares76.2K

Event2026-03-31

Filed2026-05-04

JVAL

J P MORGAN EXCHANGE TRADED F

23.25%

Shares49.9K

Event2026-03-31

Filed2026-05-04

TBIL

RBB FD INC

-66.80%

Shares48.8K

Event2026-03-31

Filed2026-05-04

JCPB

J P MORGAN EXCHANGE TRADED F

-3.06%

Shares50.7K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-2.01%

Shares11.3K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

-63.27%

Shares38.4K

Event2026-03-31

Filed2026-05-04

FAST

FASTENAL CO

0.11%

Shares43.7K

Event2026-03-31

Filed2026-05-04

JGRO

J P MORGAN EXCHANGE TRADED F

6.66%

Shares19.0K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-1.00%

Shares6.3K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-2.80%

Shares17.7K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

323.35%

Shares13.3K

Event2026-03-31

Filed2026-05-04

AOR

ISHARES TR

-18.19%

Shares23.5K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

2.91%

Shares2.3K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

-2.23%

Shares43.6K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

1.07%

Shares24.1K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

-1.92%

Shares13.4K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

8.58%

Shares36.4K

Event2026-03-31

Filed2026-05-04

PII

POLARIS INC

0.14%

Shares16.9K

Event2026-03-31

Filed2026-05-04

SMMD

ISHARES TR

-0.09%

Shares12.7K

Event2026-03-31

Filed2026-05-04

JQUA

J P MORGAN EXCHANGE TRADED F

-3.09%

Shares15.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-10.34%

Shares2.5K

Event2026-03-31

Filed2026-05-04

MFSI

MFS ACTIVE EXCHANGE TRADED F

-4.93%

Shares29.0K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-7.41%

Shares2.0K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

3.18%

Shares2.8K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

9.14%

Shares11.3K

Event2026-03-31

Filed2026-05-04

NFLT

ETFIS SER TR I

-10.81%

Shares30.7K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

64.69%

Shares970

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

42.86%

Shares1.0K

Event2026-03-31

Filed2026-05-04

GGG

GRACO INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-04

FEGE

RBB FUND TRUST

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-04

AOA

ISHARES TR

3.07%

Shares6.6K

Event2026-03-31

Filed2026-05-04

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-04

JMUB

J P MORGAN EXCHANGE TRADED F

-1.20%

Shares11.0K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

-66.30%

Shares10.6K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-1.02%

Shares1.3K

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

-36.57%

Shares5.5K

Event2026-03-31

Filed2026-05-04

TCAF

T ROWE PRICE ETF INC

3.70%

Shares11.5K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-13.88%

Shares2.2K

Event2026-03-31

Filed2026-05-04

XEL

XCEL ENERGY INC

20.62%

Shares4.8K

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

New

Shares8.7K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-9.58%

Shares3.0K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

-1.66%

Shares3.8K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-2.93%

Shares896

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-3.41%

Shares1.2K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

-4.69%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

0.04%

Shares2.5K

Event2026-03-31

Filed2026-05-04

HYMB

SPDR SERIES TRUST

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

-4.11%

Shares3.5K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-17.81%

Shares757

Event2026-03-31

Filed2026-05-04

BLACKROCK ETF TRUST

New

Shares10.9K

Event2026-03-31

Filed2026-05-04

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

-3.53%

Shares4.6K

Event2026-03-31

Filed2026-05-04

DCOR

DIMENSIONAL ETF TRUST

New

Shares3.2K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

-0.99%

Shares1.4K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

-4.22%

Shares2.9K

Event2026-03-31

Filed2026-05-04