Boyum Wealth Architects

BLOOMINGTON, MNfiles as BOYUM WEALTH ARCHITECTS LLC

$251m in 72 US stocks at the end of 30 June 2026. The top 10 are 75.7% of the money. It changed about 3.1% of the portfolio this quarter.

Value

$251m

Stocks

Top 10 share

75.7%

Turnover

3.1%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF Trust IIINMU
0.2% of the fund

Added

Bought more of a stock they already held.

Invesco Exchange Traded FD TPRF
11.6% of the fund
+3%
Pgim ETF TRPTRB
11.1% of the fund
+3%
Blackrock ETF TrustDYNF
9.1% of the fund
+2%
American Centy ETF TRAVDE
6.6% of the fund
+7%
Strategic TrustRUNN
5.8% of the fund
+8%
Ishares TRSGOV
2.9% of the fund
+49%
American Centy ETF TRAVDS
1.4% of the fund
+7%
J P Morgan Exchange Traded FJCPB
1.2% of the fund
+26%
Ishares TRSMMD
0.5% of the fund
+17%
Fidelity Merrimack STR TRFBND
0.5% of the fund
+228%
PolarisPII
0.5% of the fund
+5%
MFS Active Exchange Traded FMFSI
0.4% of the fund
+15%
Etfis SER TR INFLT
0.3% of the fund
+19%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
+3%
Blackrock ETF TrustIALT
0.2% of the fund
+53%
Ishares TRXT
0.1% of the fund
+5%

Cut

Sold some of their stake.

Invesco Exch Traded FD TR IIQQQM
4.4% of the fund
-3%
Vanguard Index FDSVTI
1.7% of the fund
-2%
J P Morgan Exchange Traded FJEPI
0.8% of the fund
-6%
FastenalFAST
0.7% of the fund
-20%
Invesco QQQ TRQQQ
0.6% of the fund
-4%
Ishares TRIWF
0.6% of the fund
-5%
Ishares TRAOR
0.6% of the fund
-14%
Ishares TRIXUS
0.5% of the fund
-3%
Schwab Strategic TRSCHD
0.4% of the fund
-13%
RBB FDTBIL
0.4% of the fund
-60%
AlphabetGOOGL
0.3% of the fund
-3%
J P Morgan Exchange Traded FJPST
0.2% of the fund
-18%
AlphabetGOOG
0.2% of the fund
-12%
Ishares TREFA
0.1% of the fund
-5%
GracoGGG
0.1% of the fund
-41%
Micron TechnologyMU
<0.1% of the fund
-33%

Sold out

Sold their entire stake.

J P Morgan Exchange Traded FJMUB
-100%
OracleORCL
-100%

Holdings

Schwab Strategic TRSCHB
Share
17.6%
Value
$44m
Shares
1,522,245
Held
Invesco Exchange Traded FD TPRF
Share
11.6%
Value
$29m
Shares
535,648
+3%
Pgim ETF TRPTRB
Share
11.1%
Value
$28m
Shares
678,169
+3%
Blackrock ETF TrustDYNF
Share
9.1%
Value
$23m
Shares
339,680
+2%
American Centy ETF TRAVDE
Share
6.6%
Value
$17m
Shares
186,730
+7%
Strategic TrustRUNN
Share
5.8%
Value
$15m
Shares
437,177
+8%
American Centy ETF TRAVEM
Share
4.9%
Value
$12m
Shares
135,017
Held
Invesco Exch Traded FD TR IIQQQM
Share
4.4%
Value
$11m
Shares
37,320
-3%
Ishares TRSGOV
Share
2.9%
Value
$7m
Shares
73,093
+49%
Vanguard Index FDSVTI
Share
1.7%
Value
$4m
Shares
11,631
-2%
American Centy ETF TRAVDS
Share
1.4%
Value
$3m
Shares
46,214
+7%
J P Morgan Exchange Traded FJCPB
Share
1.2%
Value
$3m
Shares
63,897
+26%
J P Morgan Exchange Traded FJVAL
Share
1.1%
Value
$3m
Shares
49,707
Held
J P Morgan Exchange Traded FJMHI
Share
1.1%
Value
$3m
Shares
56,979
Held
First TR Exchng Traded FD VIBUFR
Share
1.1%
Value
$3m
Shares
75,123
Held
Ishares TRQUAL
Share
1.0%
Value
$2m
Shares
11,143
Held
J P Morgan Exchange Traded FJEPI
Share
0.8%
Value
$2m
Shares
36,231
-6%
AppleAAPL
Share
0.8%
Value
$2m
Shares
6,331
Held
J P Morgan Exchange Traded FJGRO
Share
0.7%
Value
$2m
Shares
18,789
Held
Ishares TRIEFA
Share
0.7%
Value
$2m
Shares
17,661
Held
FastenalFAST
Share
0.7%
Value
$2m
Shares
34,740
-20%
Invesco QQQ TRQQQ
Share
0.6%
Value
$2m
Shares
2,251
-4%
Ishares TRIWF
Share
0.6%
Value
$2m
Shares
12,726
-5%
Schwab Strategic TRSCHG
Share
0.6%
Value
$1m
Shares
43,582
Held
Spdr Series TrustSPYV
Share
0.6%
Value
$1m
Shares
24,113
Held
Ishares TRAOR
Share
0.6%
Value
$1m
Shares
20,172
-14%
Ishares TRSMMD
Share
0.5%
Value
$1m
Shares
14,764
+17%
Fidelity Merrimack STR TRFBND
Share
0.5%
Value
$1m
Shares
28,666
+228%
Ishares TRIXUS
Share
0.5%
Value
$1m
Shares
13,049
-3%
PolarisPII
Share
0.5%
Value
$1m
Shares
17,663
+5%
J P Morgan Exchange Traded FJQUA
Share
0.4%
Value
$1m
Shares
14,994
Held
MFS Active Exchange Traded FMFSI
Share
0.4%
Value
$1m
Shares
33,342
+15%
Schwab Strategic TRSCHD
Share
0.4%
Value
$1m
Shares
31,854
-13%
RBB FDTBIL
Share
0.4%
Value
$964,294
Shares
19,313
-60%
AlphabetGOOGL
Share
0.3%
Value
$848,929
Shares
2,408
-3%
Etfis SER TR INFLT
Share
0.3%
Value
$836,560
Shares
36,643
+19%
MicrosoftMSFT
Share
0.3%
Value
$771,113
Shares
1,972
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$746,772
Shares
997
+3%
State STR Spdr S&P Midcap 40MDY
Share
0.3%
Value
$723,023
Shares
1,054
Held
Ishares TREEM
Share
0.3%
Value
$716,273
Shares
11,105
Held
Vanguard Index FDSVOO
Share
0.3%
Value
$695,622
Shares
1,010
Held
Amazon.comAMZN
Share
0.3%
Value
$693,705
Shares
2,805
Held
RBB Fund TrustFEGE
Share
0.3%
Value
$639,650
Shares
12,878
Held
Ishares TRAOA
Share
0.3%
Value
$636,844
Shares
6,596
Held
Blackrock ETF Trust IIINMU
Share
0.2%
Value
$605,681
Shares
25,132
New
Schwab Strategic TRSCHV
Share
0.2%
Value
$586,011
Shares
17,125
Held
Ishares TRIWM
Share
0.2%
Value
$518,579
Shares
1,767
Held
Schwab Strategic TRSCHA
Share
0.2%
Value
$516,072
Shares
15,037
Held
T Rowe Price Exchange-TradedTCAF
Share
0.2%
Value
$475,488
Shares
11,430
Held
Blackrock ETF TrustIALT
Share
0.2%
Value
$474,633
Shares
16,736
+53%
NvidiaNVDA
Share
0.2%
Value
$441,864
Shares
2,171
Held
J P Morgan Exchange Traded FJPST
Share
0.2%
Value
$438,527
Shares
8,694
-18%
Vaneck ETF TrustGDX
Share
0.2%
Value
$404,415
Shares
5,512
Held
3MMMM
Share
0.2%
Value
$397,562
Shares
2,521
Held
AlphabetGOOG
Share
0.2%
Value
$389,945
Shares
1,112
-12%
Xcel EnergyXEL
Share
0.2%
Value
$389,864
Shares
4,844
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$388,724
Shares
1,162
Held
Ishares TREFA
Share
0.1%
Value
$372,593
Shares
3,609
-5%
Ishares TRIJR
Share
0.1%
Value
$365,237
Shares
2,519
Held
GracoGGG
Share
0.1%
Value
$349,420
Shares
4,727
-41%
WalmartWMT
Share
0.1%
Value
$344,570
Shares
3,002
Held
BroadcomAVGO
Share
0.1%
Value
$344,109
Shares
896
Held
Spdr Series TrustHYMB
Share
0.1%
Value
$327,986
Shares
13,005
Held
Ishares TRXT
Share
0.1%
Value
$313,822
Shares
3,871
+5%
Spdr Gold TRGLD
Share
0.1%
Value
$277,917
Shares
757
Held
J P Morgan Exchange Traded FJEPQ
Share
0.1%
Value
$273,697
Shares
4,593
Held
Dimensional ETF TrustDCOR
Share
0.1%
Value
$262,957
Shares
3,192
Held
NetflixNFLX
Share
0.1%
Value
$261,211
Shares
3,538
Held
Micron TechnologyMU
Share
<0.1%
Value
$251,116
Shares
268
-33%
Meta PlatformsMETA
Share
<0.1%
Value
$239,050
Shares
364
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$235,860
Shares
915
Held
IsharesIEMG
Share
<0.1%
Value
$224,481
Shares
2,860
Held

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHB	17.6%	$44m	1,522,245	Held
Invesco Exchange Traded FD TPRF	11.6%	$29m	535,648	+3%
Pgim ETF TRPTRB	11.1%	$28m	678,169	+3%
Blackrock ETF TrustDYNF	9.1%	$23m	339,680	+2%
American Centy ETF TRAVDE	6.6%	$17m	186,730	+7%
Strategic TrustRUNN	5.8%	$15m	437,177	+8%
American Centy ETF TRAVEM	4.9%	$12m	135,017	Held
Invesco Exch Traded FD TR IIQQQM	4.4%	$11m	37,320	-3%
Ishares TRSGOV	2.9%	$7m	73,093	+49%
Vanguard Index FDSVTI	1.7%	$4m	11,631	-2%
American Centy ETF TRAVDS	1.4%	$3m	46,214	+7%
J P Morgan Exchange Traded FJCPB	1.2%	$3m	63,897	+26%
J P Morgan Exchange Traded FJVAL	1.1%	$3m	49,707	Held
J P Morgan Exchange Traded FJMHI	1.1%	$3m	56,979	Held
First TR Exchng Traded FD VIBUFR	1.1%	$3m	75,123	Held
Ishares TRQUAL	1.0%	$2m	11,143	Held
J P Morgan Exchange Traded FJEPI	0.8%	$2m	36,231	-6%
AppleAAPL	0.8%	$2m	6,331	Held
J P Morgan Exchange Traded FJGRO	0.7%	$2m	18,789	Held
Ishares TRIEFA	0.7%	$2m	17,661	Held
FastenalFAST	0.7%	$2m	34,740	-20%
Invesco QQQ TRQQQ	0.6%	$2m	2,251	-4%
Ishares TRIWF	0.6%	$2m	12,726	-5%
Schwab Strategic TRSCHG	0.6%	$1m	43,582	Held
Spdr Series TrustSPYV	0.6%	$1m	24,113	Held
Ishares TRAOR	0.6%	$1m	20,172	-14%
Ishares TRSMMD	0.5%	$1m	14,764	+17%
Fidelity Merrimack STR TRFBND	0.5%	$1m	28,666	+228%
Ishares TRIXUS	0.5%	$1m	13,049	-3%
PolarisPII	0.5%	$1m	17,663	+5%
J P Morgan Exchange Traded FJQUA	0.4%	$1m	14,994	Held
MFS Active Exchange Traded FMFSI	0.4%	$1m	33,342	+15%
Schwab Strategic TRSCHD	0.4%	$1m	31,854	-13%
RBB FDTBIL	0.4%	$964,294	19,313	-60%
AlphabetGOOGL	0.3%	$848,929	2,408	-3%
Etfis SER TR INFLT	0.3%	$836,560	36,643	+19%
MicrosoftMSFT	0.3%	$771,113	1,972	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$746,772	997	+3%
State STR Spdr S&P Midcap 40MDY	0.3%	$723,023	1,054	Held
Ishares TREEM	0.3%	$716,273	11,105	Held
Vanguard Index FDSVOO	0.3%	$695,622	1,010	Held
Amazon.comAMZN	0.3%	$693,705	2,805	Held
RBB Fund TrustFEGE	0.3%	$639,650	12,878	Held
Ishares TRAOA	0.3%	$636,844	6,596	Held
Blackrock ETF Trust IIINMU	0.2%	$605,681	25,132	New
Schwab Strategic TRSCHV	0.2%	$586,011	17,125	Held
Ishares TRIWM	0.2%	$518,579	1,767	Held
Schwab Strategic TRSCHA	0.2%	$516,072	15,037	Held
T Rowe Price Exchange-TradedTCAF	0.2%	$475,488	11,430	Held
Blackrock ETF TrustIALT	0.2%	$474,633	16,736	+53%
NvidiaNVDA	0.2%	$441,864	2,171	Held
J P Morgan Exchange Traded FJPST	0.2%	$438,527	8,694	-18%
Vaneck ETF TrustGDX	0.2%	$404,415	5,512	Held
3MMMM	0.2%	$397,562	2,521	Held
AlphabetGOOG	0.2%	$389,945	1,112	-12%
Xcel EnergyXEL	0.2%	$389,864	4,844	Held
JPMorgan ChaseJPM	0.2%	$388,724	1,162	Held
Ishares TREFA	0.1%	$372,593	3,609	-5%
Ishares TRIJR	0.1%	$365,237	2,519	Held
GracoGGG	0.1%	$349,420	4,727	-41%
WalmartWMT	0.1%	$344,570	3,002	Held
BroadcomAVGO	0.1%	$344,109	896	Held
Spdr Series TrustHYMB	0.1%	$327,986	13,005	Held
Ishares TRXT	0.1%	$313,822	3,871	+5%
Spdr Gold TRGLD	0.1%	$277,917	757	Held
J P Morgan Exchange Traded FJEPQ	0.1%	$273,697	4,593	Held
Dimensional ETF TrustDCOR	0.1%	$262,957	3,192	Held
NetflixNFLX	0.1%	$261,211	3,538	Held
Micron TechnologyMU	<0.1%	$251,116	268	-33%
Meta PlatformsMETA	<0.1%	$239,050	364	Held
Johnson & JohnsonJNJ	<0.1%	$235,860	915	Held
IsharesIEMG	<0.1%	$224,481	2,860	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 84.9% since 30 June 2025.

Where the money is

Technology1.5%

Industrials0.9%

Retail & consumer0.7%

Media & telecom0.7%

Utilities0.2%

Financial services0.2%

Everyday goods0.1%

Health care0.1%

Other95.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.