BOYUM WEALTH ARCHITECTS LLC
CIK: 0002068635SEC EDGAR →
Portfolio Value
$213.9M
Holdings
73
As of
Q4 2025
New Positions
19
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,388,726 | $37.0M | 17.28% |
| 2 | PGIM ETF TR | 605,802 | $25.6M | 11.94% |
| 3 | INVESCO EXCHANGE TRADED FD T | 448,707 | $21.8M | 10.17% |
| 4 | BLACKROCK ETF TRUST | 308,574 | $18.8M | 8.77% |
| 5 | STRATEGIC TRUST | 375,647 | $13.1M | 6.12% |
| 6 | AMERICAN CENTY ETF TR | 139,543 | $12.1M | 5.65% |
| 7 | INVESCO EXCH TRADED FD TR II | 31,305 | $8.0M | 3.75% |
| 8 | RBB FD INC | 147,117 | $7.4M | 3.44% |
| 9 | AMERICAN CENTY ETF TR | 81,975 | $6.8M | 3.17% |
| 10 | J P MORGAN EXCHANGE TRADED F | 104,593 | $6.1M | 2.85% |
Quarterly Changes
Top Buys
New Positions (19)
$670K · 1K shares
$563K · 11K shares
$465K · 2K shares
$418K · 1K shares
$416K · 6K shares
$390K · 3K shares
$386K · 4K shares
$358K · 1K shares
$348K · 10K shares
$344K · 4K shares
$322K · 3K shares
$314K · 4K shares
$295K · 923 shares
$274K · 417 shares
$249K · 1K shares
$241K · 3K shares
$216K · 3K shares
$212K · 1K shares
$208K · 949 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $197.7M | 92.4% |
| Unknown | 4 | $4.5M | 2.1% |
| Technology | 6 | $3.8M | 1.8% |
| Industrials | 3 | $3.0M | 1.4% |
| Communication Services | 4 | $1.9M | 0.9% |
| Consumer Cyclical | 2 | $1.8M | 0.8% |
| Consumer Defensive | 1 | $390K | 0.2% |
| Utilities | 1 | $301K | 0.1% |
| Real Estate | 1 | $236K | 0.1% |
| Healthcare | 1 | $208K | 0.1% |