BOYUM WEALTH ARCHITECTS LLC

CIK

2068635

Location

BLOOMINGTON, MN

Portfolio Value

Small $252,354,644

Diversification

Diversified

Filing Date

Global Rank

#5,745 / 8,794 ▼ 227 · as of Jun 2026

Top Industry

Asset Management 50.7%

3Y Alpha vs SPY

-5.9%

Period ended 3 months ago

Filed Jul 15, 2026 · 3mo

6 quarters · since Mar 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.9%

−0.8 pts

Top 5

64.0%

−3.8 pts

Top 10

88.8%

+0.4 pts

HHI

1,016

Diversified−75

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.2%	$230,033,704	26
Financial Services	4.6%	$11,687,197	2
Technology	1.4%	$3,649,741	5
Industrials	1.0%	$2,434,145	3
Consumer Cyclical	0.7%	$1,877,398	2
Communication Services	0.7%	$1,711,098	3
Utilities	0.2%	$388,973	1
Consumer Defensive	0.1%	$340,006	1
Healthcare	0.1%	$232,382	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
RUNN	Strategic Trust Running Oak Efficient Growth ETF	+32,039	437,177	$14,162,786
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+24,872	157,062	$17,523,658
AAAD	PGIM AAA CLO Aggregate Duration ETF	+22,338	678,169	$28,116,886
FAAA	Fidelity AAA CLO ETF	+19,921	28,666	$1,304,016
ABI	VictoryShares Pioneer Asset-Based Income ETF	+17,434	535,648	$28,941,061
FNDA	Schwab Fundamental U.S. Small Company ETF	+15,298	1,629,843	$47,708,526
BAI	iShares A.I. Innovation and Tech Active ETF	+13,632	356,416	$23,571,080
ACSG	American Century Small Cap Growth Insights ETF	+13,488	367,961	$33,162,171
AMZA	InfraCap MLP ETF	+5,941	36,643	$840,956
BRCE	MFS Blended Research Core Equity ETF	+4,363	33,342	$1,082,948
PII	Polaris Inc.	+779	17,663	$1,208,855
AMZN	Amazon Com Inc	+48	2,805	$668,543
NFLX	Netflix Inc	+38	3,538	$252,613
SPY	Spdr S&P 500 ETF Trust	+27	997	$744,529
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
DYTA	SGI Dynamic Tactical ETF	−29,536	19,313	$962,946
FAST	Fastenal Co	−8,929	34,740	$1,668,562
—		−3,388	26,768	$2,045,723
GGG	Graco Inc	−3,259	4,727	$357,408
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−2,145	253,884	$14,503,599
IVZ	Invesco Ltd.	−1,340	37,320	$11,306,840
AFGR	First Trust Active Factor Large Cap Growth ETF	−1,096	75,123	$2,744,243
VB	Vanguard Morningstar Small-Cap ETF	−259	12,641	$4,997,613
GOOGL	Alphabet Inc.	−212	3,520	$1,253,448
BKF	iShares MSCI BIC ETF	−155	11,105	$759,693
MU	Micron Technology Inc	−133	268	$309,349
QQQ	Invesco Qqq Trust, Series 1	−82	2,251	$1,657,636
TACN	T. Rowe Price Active Core International Equity ETF	−44	11,430	$469,773
META	Meta Platforms, Inc.	−5	364	$205,037
MSFT	Microsoft Corp	−1	1,972	$735,595
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BCLO	iShares BBB-B CLO Active ETF	25,132	$609,451
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ORCL	Oracle Corp	1,394	$205,071
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $252,354,644 total · filing declares 72 positions · $251,187,354 · as of Jun 30, 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
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,629,843	+15,298	$47,708,526	+16.2%	18.91%
ACSG	American Century Small Cap Growth Insights ETF	Added	367,961	+13,488	$33,162,171	+14.6%	13.14%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	535,648	+17,434	$28,941,061	+17.5%	11.47%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	678,169	+22,338	$28,116,886	+3.3%	11.14%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	356,416	+13,632	$23,571,080	+20.2%	9.34%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	157,062	+24,872	$17,523,658	—	6.94%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	253,884	-2,145	$14,503,599	+5.9%	5.75%
RUNN	Strategic Trust Running Oak Efficient Growth ETF	Added	437,177	+32,039	$14,162,786	+8.5%	5.61%
IVZ	Invesco Ltd. Financial Services	Reduced	37,320	-1,340	$11,306,840	+23.1%	4.48%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	12,641	-259	$4,997,613	+13.1%	1.98%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	75,123	-1,096	$2,744,243	+6.6%	1.09%
		Reduced	26,768	-3,388	$2,045,723	−2.6%	0.81%
AAPL	Apple Inc. Technology	Held	6,331	0	$1,831,938	+14.0%	0.73%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	37,118	0	$1,796,676	+6.5%	0.71%
FAST	Fastenal Co Industrials	Reduced	34,740	-8,929	$1,668,562	−17.7%	0.66%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,251	-82	$1,657,636	+23.1%	0.66%
FAAA	Fidelity AAA CLO ETF	Added	28,666	+19,921	$1,304,016	+226.9%	0.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,520	-212	$1,253,448	+16.9%	0.50%
PII	Polaris Inc. Consumer Cyclical	Added	17,663	+779	$1,208,855	+31.4%	0.48%
BRCE	MFS Blended Research Core Equity ETF	Added	33,342	+4,363	$1,082,948	+25.7%	0.43%
DYTA	SGI Dynamic Tactical ETF	Reduced	19,313	-29,536	$962,946	−60.5%	0.38%
AMZA	InfraCap MLP ETF	Added	36,643	+5,941	$840,956	+20.4%	0.33%
BKF	iShares MSCI BIC ETF	Reduced	11,105	-155	$759,693	+18.8%	0.30%
SPY	Spdr S&P 500 ETF Trust	Added	997	+27	$744,529	+18.0%	0.30%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,054	0	$741,320	+14.0%	0.29%
MSFT	Microsoft Corp Technology	Reduced	1,972	-1	$735,595	+0.7%	0.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,805	+48	$668,543	+16.4%	0.26%
ACVT	Advent Convertible Bond ETF	Held	12,878	0	$629,991	+4.1%	0.25%
BCLO	iShares BBB-B CLO Active ETF	NEW	25,132	NEW	$609,451	NEW	0.24%
TACN	T. Rowe Price Active Core International Equity ETF	Reduced	11,430	-44	$469,773	+15.0%	0.19%
NVDA	Nvidia Corp Technology	Held	2,171	0	$434,395	+14.7%	0.17%
AFK	VanEck Africa Index ETF	Held	5,512	0	$415,880	−17.8%	0.16%
MMM	3M Co Industrials	Held	2,521	0	$408,175	+11.5%	0.16%
XEL	Xcel Energy Inc Utilities	Held	4,844	0	$388,973	+1.1%	0.15%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,162	0	$380,357	+11.3%	0.15%
GGG	Graco Inc Industrials	Reduced	4,727	-3,259	$357,408	−47.1%	0.14%
WMT	Walmart Inc. Consumer Defensive	Held	3,002	0	$340,006	−8.9%	0.13%
AVGO	Broadcom Inc. Technology	Held	896	0	$338,464	+22.0%	0.13%
MU	Micron Technology Inc Technology	Reduced	268	-133	$309,349	+128.3%	0.12%
GLD	Spdr Gold Trust	Held	757	0	$278,863	−14.4%	0.11%
DCOR	Dimensional US Core Equity 1 ETF	Held	3,192	0	$261,680	+13.7%	0.10%
NFLX	Netflix Inc Communication Services	Added	3,538	+38	$252,613	−24.9%	0.10%
JNJ	Johnson & Johnson Healthcare	Held	915	0	$232,382	+3.9%	0.09%
META	Meta Platforms, Inc. Communication Services	Reduced	364	-5	$205,037	−2.9%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.