BOYUM WEALTH ARCHITECTS LLC
CIK: 2068635SEC EDGAR →
Portfolio Value
$204.4B
Holdings
68
As of
Q3 2026
New Positions
68
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,524,591 | $45.1B | 22.08% |
| 2 | INVESCO EXCHANGE TRADED FD T | 527,580 | $28.9B | 14.15% |
| 3 | PGIM ETF TR | 680,149 | $26.8B | 13.11% |
| 4 | BLACKROCK ETF TRUST | 335,432 | $23.5B | 11.48% |
| 5 | AMERICAN CENTY ETF TR | 188,089 | $17.0B | 8.31% |
| 6 | STRATEGIC TRUST | 440,864 | $14.4B | 7.05% |
| 7 | AMERICAN CENTY ETF TR | 136,029 | $13.0B | 6.35% |
| 8 | AMERICAN CENTY ETF TR | 47,538 | $3.7B | 1.81% |
| 9 | J P MORGAN EXCHANGE TRADED F | 48,519 | $2.8B | 1.39% |
| 10 | J P MORGAN EXCHANGE TRADED F | 54,457 | $2.5B | 1.25% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $199.1B | 97.4% |
| Industrials | 4 | $2.1B | 1.0% |
| Unknown | 3 | $1.7B | 0.8% |
| Consumer Cyclical | 2 | $950.0M | 0.5% |
| Utilities | 1 | $367.5M | 0.2% |
| Communication Services | 4 | $239.6M | 0.1% |
| Technology | 6 | $4.5M | 0.0% |
| Consumer Defensive | 1 | $319K | 0.0% |
| Healthcare | 1 | $234K | 0.0% |