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BOYUM WEALTH ARCHITECTS LLC 13F portfolio summary

BOYUM WEALTH ARCHITECTS LLC of BOYUM WEALTH ARCHITECTS LLC has 72 current stock holdings with a reported portfolio value of $239.3M. The portfolio 1 year return is +12.49%. Top holdings include QQQ (0.00%), SPY (0.00%), SCHB (17.69%), PTRB (11.56%), PRF (11.37%).

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BOYUM WEALTH ARCHITECTS LLC

BOYUM WEALTH ARCHITECTS LLC
Latest filing: 2026-03-31

BOYUM WEALTH ARCHITECTS LLC runs BOYUM WEALTH ARCHITECTS LLC and currently holds 72 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $239.35M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BOYUM WEALTH ARCHITECTS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BOYUM WEALTH ARCHITECTS LLC's portfolio at BOYUM WEALTH ARCHITECTS LLC has delivered returns of +12.49%. Their 3-year annualized return is +12.49%. Looking at the 5-year horizon, BOYUM WEALTH ARCHITECTS LLC has achieved +12.49% annualized returns at BOYUM WEALTH ARCHITECTS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.49%
#0/1000
3 Year
+12.49%
#0/1000
5 Year
+12.49%
#0/1000

Portfolio Value

$239.35M

Alpha Score

11.1

#0 of 1000

Holdings

72

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change