StockDriftsStockDriftsTop 50 Boyum Wealth Architects LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 18.35% | 1.52M | $45.1M | +0.15%(+2.35K) | $23.00(+27.83%) | 2026-09-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 11.76% | 527.6K | $28.9M | -1.51%(-8.07K) | $42.54(+31.15%) | 2026-09-30 | |
| PTRB | PGIM ETF TR | 10.9% | 680.1K | $26.8M | +0.29%(+1.98K) | $41.65(-4.54%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 9.54% | 335.4K | $23.5M | -1.25%(-4.25K) | $56.00(+23.14%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 6.91% | 188.1K | $17.0M | +0.73%(+1.36K) | $72.84(+22.88%) | 2026-09-30 | |
| RUNN | STRATEGIC TRUST | 5.86% | 440.9K | $14.4M | +0.84%(+3.69K) | $32.89(+3.90%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.28% | 136.0K | $13.0M | +0.75%(+1.01K) | $73.14(+22.29%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.78% | 38.1K | $11.8M | +2.04%(+761) | $224.55(+31.72%) | 2026-09-30 | |
| SGOV | ISHARES TR | 3.28% | 80.3K | $8.1M | +9.89%(+7.23K) | $100.58(+0.01%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 1.77% | 11.5K | $4.3M | -1.18%(-137) | $283.91(+32.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.16% |
Boyum Wealth Architects LLC reports $246.01M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (18.4%), PRF (11.8%) and PTRB (10.9%). The top 20 holdings account for 88.18% of reported assets. Its disclosed equity book has returned +24.63% cumulatively over 6 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boyum Wealth Architects LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2068635). View Boyum Wealth Architects LLC’s 13F filings on SEC