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Boyum Wealth Architects Llc

Portfolio Manager
Boyum Wealth Architects Llc
Performance
-1.63% (2026 Q1)
AUM (13F)
$239.35M
# of Holdings
73
Performance Rank
Allocation (Top 20)
84.86%

Boyum Wealth Architects Llc Holdings Map

Top 50 Boyum Wealth Architects Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHB
SCHWAB STRATEGIC TR
17.46%1.50M$41.8M
+8.16%(+113.37K)
2025-Q1: 1.09M shares2025-Q2: 1.11M shares2025-Q3: 1.23M shares2025-Q4: 1.39M shares2026-Q1: 1.50M shares
$23.01(+24.11%)
2026-03-31
PTRB
PGIM ETF TR
11.41%655.8K$27.3M
+8.26%(+50.03K)
2025-Q1: 364.8K shares2025-Q2: 361.0K shares2025-Q3: 428.9K shares2025-Q4: 605.8K shares2026-Q1: 655.8K shares
$41.66(-0.48%)
2026-03-31
PRF
INVESCO EXCHANGE TRADED FD T
11.22%518.2K$26.8M
+15.49%(+69.51K)
2025-Q1: 339.8K shares2025-Q2: 344.1K shares2025-Q3: 380.7K shares2025-Q4: 448.7K shares2026-Q1: 518.2K shares
$42.28(+24.50%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
8.9%331.9K$21.3M
+7.55%(+23.30K)
2025-Q1: 0 shares2025-Q2: 149.6K shares2025-Q3: 177.8K shares2025-Q4: 308.6K shares2026-Q1: 331.9K shares
$55.97(+18.71%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
6.51%174.5K$15.6M
+25.06%(+34.97K)
2025-Q1: 93.3K shares2025-Q2: 94.2K shares2025-Q3: 109.8K shares2025-Q4: 139.5K shares2026-Q1: 174.5K shares
$71.81(+27.25%)
2026-03-31
RUNN
STRATEGIC TRUST
5.58%405.1K$13.4M
+7.85%(+29.49K)
2025-Q1: 259.5K shares2025-Q2: 267.9K shares2025-Q3: 310.8K shares2025-Q4: 375.6K shares2026-Q1: 405.1K shares
$32.97(-2.93%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
5.17%136.6K$12.4M
+66.62%(+54.61K)
2025-Q1: 32.5K shares2025-Q2: 34.2K shares2025-Q3: 37.3K shares2025-Q4: 82.0K shares2026-Q1: 136.6K shares
$72.97(+30.02%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
4.48%38.7K$10.7M
+23.49%(+7.36K)
2025-Q1: 21.8K shares2025-Q2: 20.3K shares2025-Q3: 22.8K shares2025-Q4: 31.3K shares2026-Q1: 38.7K shares
$222.93(+31.95%)
2026-03-31
SGOV
ISHARES TR
2.06%49.2K$4.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 49.2K shares
$100.52(-0.01%)
2026-03-31
VTI
VANGUARD INDEX FDS
1.76%11.9K$4.2M
+2.03%(+237)
2025-Q1: 11.0K shares2025-Q2: 12.1K shares2025-Q3: 11.6K shares2025-Q4: 11.7K shares2026-Q1: 11.9K shares
$283.91(+28.46%)
2026-03-31

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