BOYUM WEALTH ARCHITECTS LLC 13F Portfolio
BOYUM WEALTH ARCHITECTS LLC runs BOYUM WEALTH ARCHITECTS LLC and currently holds 68 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $246.01M. Their top holdings are SCHB, PRF, PTRB, DYNF, AVDE. The top five represent 57.5% of reported portfolio weight. BOYUM WEALTH ARCHITECTS LLC ranks #940 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOYUM WEALTH ARCHITECTS LLC initiated 2 new positions. They added to 20 existing positions. They trimmed 30 positions. Their current best-performing preview position is MSFT with returns of +35.77%.
Portfolio Value
$246.01M
Alpha Score
18.8
#940 of 1000
Holdings
68
BOYUM WEALTH ARCHITECTS LLC Current 13F Holdings
Reported holdings from BOYUM WEALTH ARCHITECTS LLC's latest SEC 13F filing, ranked by portfolio weight.
68 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHB SCHWAB STRATEGIC TR | 18.35% | $22.75 | $29.91 | +31.47% | Added +0.15% |
 PRF INVESCO EXCHANGE TRADED FD T | 11.76% | $42.95 | $55.53 | +29.29% | Trimmed -1.51% |
 PTRB PGIM ETF TR | 10.90% | $41.83 | $39.57 | -5.41% | Added +0.29% |
 DYNF BLACKROCK ETF TRUST | 9.54% | $57.86 | $70.40 | +21.67% | Trimmed -1.25% |
 AVDE AMERICAN CENTY ETF TR | 6.91% | $75.01 | $89.80 | +19.71% | Added +0.73% |
 AVEM AMERICAN CENTY ETF TR | 5.28% | $74.43 | $94.11 | +26.44% | Added +0.75% |
 QQQM INVESCO EXCH TRADED FD TR II | 4.78% | $219.92 | $309.39 | +40.68% | Added +2.04% |
 SGOV ISHARES TR | 3.28% | $100.66 | $100.52 | -0.14% | Added +9.89% |
 VTI VANGUARD INDEX FDS | 1.77% | $278.44 | $381.92 | +37.16% | Trimmed -1.18% |
 JVAL J P MORGAN EXCHANGE TRADED F | 1.16% | $42.82 | $58.87 | +37.48% | Trimmed -2.39% |
Showing 1-10 of 68