BOYUM WEALTH ARCHITECTS LLC

CIK

2068635

Location

BLOOMINGTON, MN

Portfolio Value

Micro $13,430,798

Diversification

Diversified

Filing Date

Global Rank

#7,603 / 8,232 ▲ 178

Top Industry

Industrial Distribution 19.3%

3Y Alpha vs SPY

+8.2%

Period ended 2 months ago

Filed May 4, 2026 · 41d

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.8%

SPY

+27.1%

Annualised alpha

+8.9%

Max drawdown

−9.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.1%

+2.8 pts

Top 5

49.4%

+0.5 pts

Top 10

73.5%

+2.0 pts

HHI

728

Diversified+54

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.8%	$3,333,575	6
Industrials	22.8%	$3,068,379	3
Unclassified	22.0%	$2,953,183	4
Consumer Cyclical	11.1%	$1,494,378	2
Communication Services	9.4%	$1,257,913	3
Utilities	2.9%	$384,807	1
Consumer Defensive	2.8%	$373,088	1
Financial Services	2.5%	$341,813	1
Healthcare	1.7%	$223,662	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
XEL	Xcel Energy Inc	+828	4,844	$384,807
SPY	Spdr S&P 500 ETF Trust	+381	970	$630,829
AMZN	Amazon Com Inc	+85	2,757	$574,200
QQQ	Invesco Qqq Trust, Series 1	+66	2,333	$1,346,560
FAST	Fastenal Co	+47	43,669	$2,026,241
PII	Polaris Inc.	+24	16,884	$920,178
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−350	2,171	$378,622
WMT	Walmart Inc.	−318	3,002	$373,088
GOOGL	Alphabet Inc.	−285	2,470	$710,273
GLD	Spdr Gold Trust	−164	757	$325,729
MSFT	Microsoft Corp	−158	1,973	$730,345
NFLX	Netflix Inc	−150	3,500	$336,525
MMM	3M Co	−124	2,521	$366,124
AAPL	Apple Inc.	−64	6,331	$1,606,744
META	Meta Platforms, Inc.	−48	369	$211,115
JPM	Jpmorgan Chase & Co	−41	1,162	$341,813
JNJ	Johnson & Johnson	−34	915	$223,662
AVGO	Broadcom Inc.	−27	896	$277,320
ORCL	Oracle Corp	−14	1,394	$205,071
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MU	Micron Technology Inc	401	$135,473
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IRT	Independence Realty Trust, Inc.	14,052	$245,628
SLV	iShares Silver Trust	2,599	$167,427
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $13,430,798 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FAST	Fastenal Co Industrials	Added	43,669	+47	$2,026,241	+15.7%	15.09%
AAPL	Apple Inc. Technology	Reduced	6,331	-64	$1,606,744	−7.6%	11.96%
QQQ	Invesco Qqq Trust, Series 1	Added	2,333	+66	$1,346,560	−3.3%	10.03%
PII	Polaris Inc. Consumer Cyclical	Added	16,884	+24	$920,178	−13.7%	6.85%
MSFT	Microsoft Corp Technology	Reduced	1,973	-158	$730,345	−29.1%	5.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,470	-285	$710,273	−17.6%	5.29%
GGG	Graco Inc Industrials	Held	7,986	0	$676,014	+3.3%	5.03%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,054	0	$650,065	+2.2%	4.84%
SPY	Spdr S&P 500 ETF Trust	Added	970	+381	$630,829	+57.1%	4.70%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,757	+85	$574,200	−6.9%	4.28%
XEL	Xcel Energy Inc Utilities	Added	4,844	+828	$384,807	+29.7%	2.87%
NVDA	Nvidia Corp Technology	Reduced	2,171	-350	$378,622	−19.5%	2.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,002	-318	$373,088	+0.9%	2.78%
MMM	3M Co Industrials	Reduced	2,521	-124	$366,124	−13.5%	2.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,162	-41	$341,813	−11.8%	2.54%
NFLX	Netflix Inc Communication Services	Reduced	3,500	-150	$336,525	−1.7%	2.51%
GLD	Spdr Gold Trust	Reduced	757	-164	$325,729	−10.8%	2.43%
AVGO	Broadcom Inc. Technology	Reduced	896	-27	$277,320	−13.2%	2.06%
JNJ	Johnson & Johnson Healthcare	Reduced	915	-34	$223,662	+13.9%	1.67%
META	Meta Platforms, Inc. Communication Services	Reduced	369	-48	$211,115	−23.3%	1.57%
ORCL	Oracle Corp Technology	Reduced	1,394	-14	$205,071	−25.3%	1.53%
MU	Micron Technology Inc Technology	NEW	401	NEW	$135,473	NEW	1.01%