Institutional Fund
Boyum Wealth Architects LLC
Bloomington, MNCIK 20686355 filings on record
Portfolio Value
$239.35M
Q1 2026
Holdings
73
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+11.9%
from $213.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr17.5%
- Pgim ETF Tr11.4%
- Invesco Exchange Traded Fd T11.2%
- Blackrock ETF Trust8.9%
- American Centy ETF Tr6.5%
- Strategic Trust5.6%
- Other38.9%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.50M | $41.79M | 17.5% | +113.4K | Added |
| 2 | Pgim ETF Tr | 655.8K | $27.30M | 11.4% | +50.0K | Added |
| 3 | Invesco Exchange Traded Fd T | 518.2K | $26.85M | 11.2% | +69.5K | Added |
| 4 | Blackrock ETF Trust | 331.9K | $21.30M | 8.9% | +23.3K | Added |
| 5 | American Centy ETF Tr | 174.5K | $15.59M | 6.5% | +35.0K | Added |
| 6 | Strategic Trust | 405.1K | $13.36M | 5.6% | +29.5K | Added |
| 7 | American Centy ETF Tr | 136.6K | $12.37M | 5.2% | +54.6K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 38.7K | $10.73M | 4.5% | +7.4K | Added |
| 9 | Ishares Tr | 49.2K | $4.94M | 2.1% | +49.2K | New |
| 10 | Vanguard Index Fds | 11.9K | $4.22M | 1.8% | +237 | Added |
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