The Analysis of BOYUM WEALTH ARCHITECTS LLC's Holdings
Currently, BOYUM WEALTH ARCHITECTS LLC holds 56 types of securities in its portfolio with a total value $162.4M. In the most recent quarter, they have increased their positions in SCHB (+114.8K shares, valued at $3.0M), PTRB (+67.9K shares, valued at $2.9M), JMHI (+34.5K shares, valued at $1.7M); decreased their positions in GGG (-5.9K shares, valued at $502.9K), TBIL (-6.4K shares, valued at $318.2K), IWF (-655 shares, valued at $306.8K); initiated new positions in AOR (+9.3K shares, valued at $596.6K), FEGE (+13.2K shares, valued at $584.0K), AOA (+6.2K shares, valued at $550.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR1.2M shares10.34%2025-09-302025-10-02
PTRB PGIM ETF TR428.9K shares18.81%2025-09-302025-10-02 PRF INVESCO EXCHANGE TRADED FD T380.7K shares10.64%2025-09-302025-10-02 RUNN STRATEGIC TRUST310.8K shares15.99%2025-09-302025-10-02 DYNF BLACKROCK ETF TRUST177.8K shares18.85%2025-09-302025-10-02 AVDE AMERICAN CENTY ETF TR109.8K shares16.53%2025-09-302025-10-02 JEPI J P MORGAN EXCHANGE TRADED F116.3K shares32.48%2025-09-302025-10-02 QQQM INVESCO EXCH TRADED FD TR II22.8K shares12.43%2025-09-302025-10-02 TBIL RBB FD INC109.4K shares-5.50%2025-09-302025-10-02 BUFR FIRST TR EXCHNG TRADED FD VI120.5K shares3.39%2025-09-302025-10-02 VTI VANGUARD INDEX FDS11.6K shares-3.61%2025-09-302025-10-02 AVEM AMERICAN CENTY ETF TR37.3K shares9.07%2025-09-302025-10-02 QUAL ISHARES TR11.7K shares-2.91%2025-09-302025-10-02 JCPB J P MORGAN EXCHANGE TRADED F43.9K shares1.57%2025-09-302025-10-02 JMHI J P MORGAN EXCHANGE TRADED F39.6K shares671.71%2025-09-302025-10-02 JVAL J P MORGAN EXCHANGE TRADED F41.3K shares-1.82%2025-09-302025-10-02 QQQ INVESCO QQQ TR2.8K shares-13.07%2025-09-302025-10-02 TLT ISHARES TR17.4K shares9.28%2025-09-302025-10-02 SCHG SCHWAB STRATEGIC TR47.6K shares-11.64%2025-09-302025-10-02 IWF ISHARES TR3.2K shares-17.00%2025-09-302025-10-02 JPST J P MORGAN EXCHANGE TRADED F28.2K shares33.85%2025-09-302025-10-02 IEFA ISHARES TR16.1K shares-4.83%2025-09-302025-10-02 SPYV SPDR SERIES TRUST23.9K shares0.46%2025-09-302025-10-02 JGRO J P MORGAN EXCHANGE TRADED F12.9K shares87.32%2025-09-302025-10-02 IXUS ISHARES TR14.2K shares-5.90%2025-09-302025-10-02 SCHD SCHWAB STRATEGIC TR38.7K shares3.02%2025-09-302025-10-02 JQUA J P MORGAN EXCHANGE TRADED F15.9K shares-1.55%2025-09-302025-10-02 PII POLARIS INC16.9K shares0.17%2025-09-302025-10-02 SMMD ISHARES TR13.0K shares-1.10%2025-09-302025-10-02 GDX VANECK ETF TRUST12.0K shares-16.76%2025-09-302025-10-02 AAPL APPLE INC3.5K shares0.03%2025-09-302025-10-02 NFLT ETFIS SER TR I31.2K shares0.62%2025-09-302025-10-02 GGG GRACO INC8.0K shares-42.57%2025-09-302025-10-02 EEM ISHARES TR11.7K shares95.27%2025-09-302025-10-02 AOR ISHARES TR9.3K sharesnew addition2025-09-302025-10-02 MFSI MFS ACTIVE EXCHANGE TRADED F20.2K shares41.00%2025-09-302025-10-02 FEGE RBB FUND TRUST13.2K sharesnew addition2025-09-302025-10-02 AOA ISHARES TR6.2K sharesnew addition2025-09-302025-10-02 IWM ISHARES TR2.1K sharesnew addition2025-09-302025-10-02 SCHV SCHWAB STRATEGIC TR17.1K shares0.51%2025-09-302025-10-02 SCHA SCHWAB STRATEGIC TR15.6K shares0.00%2025-09-302025-10-02 VOO VANGUARD INDEX FDS707 shares-1.94%2025-09-302025-10-02 HYMB SPDR SERIES TRUST16.6K shares13.58%2025-09-302025-10-02 TCAF T ROWE PRICE ETF INC10.8K shares85.44%2025-09-302025-10-02 AMZN AMAZON COM INC1.6K shares0.19%2025-09-302025-10-02 SPY SPDR S&P 500 ETF TR512 shares46.29%2025-09-302025-10-02 XEL XCEL ENERGY INC3.9K shares0.13%2025-09-302025-10-02 MMM 3M CO1.9K shares0.00%2025-09-302025-10-02 MSFT MICROSOFT CORP571 shares1.42%2025-09-302025-10-02 GLD SPDR GOLD TR792 shares-3.41%2025-09-302025-10-02 GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-10-02 NVDA NVIDIA CORPORATION1.4K shares7.24%2025-09-302025-10-02 IRT INDEPENDENCE RLTY TR INC15.2K shares0.00%2025-09-302025-10-02 JEPQ J P MORGAN EXCHANGE TRADED F4.1K sharesnew addition2025-09-302025-10-02 FAST FASTENAL CO4.7K sharesnew addition2025-09-302025-10-02 CGDV CAPITAL GROUP DIVIDEND VALUE4.8K sharesnew addition2025-09-302025-10-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available