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BOYUM WEALTH ARCHITECTS LLC
BOYUM WEALTH ARCHITECTS LLC
Latest filing: 2026-06-30
BOYUM WEALTH ARCHITECTS LLC runs BOYUM WEALTH ARCHITECTS LLC and currently holds 72 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $251.19M. Their top holdings are SCHB, PRF, PTRB, DYNF, AVDE. The top five represent 56.0% of reported portfolio weight. BOYUM WEALTH ARCHITECTS LLC ranks #937 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOYUM WEALTH ARCHITECTS LLC initiated 1 new position. They added to 17 existing positions. They trimmed 28 positions. Their current best-performing preview position is MU with returns of +150.58%.
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72 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHB SCHWAB STRATEGIC TR | 17.55% | $22.74 | $29.61 | +30.21% | Added +1.34% |
 PRF INVESCO EXCHANGE TRADED FD T | 11.61% | $42.95 | $56.11 | +30.63% | Added +3.36% |
 PTRB PGIM ETF TR | 11.09% | $41.84 | $40.89 | -2.28% | Added +3.41% |
 DYNF BLACKROCK ETF TRUST | 9.14% | $57.86 | $69.07 | +19.37% | Added +2.35% |
 AVDE AMERICAN CENTY ETF TR | 6.64% | $74.90 | $94.24 | +25.81% | Added +7.00% |
 AVEM AMERICAN CENTY ETF TR | 4.89% | $74.29 | $94.23 | +26.84% | Trimmed -1.15% |
 QQQM INVESCO EXCH TRADED FD TR II | 4.35% | $218.19 | $293.76 | +34.63% | Trimmed -3.47% |
 SGOV ISHARES TR | 2.92% | $100.66 | $100.63 | -0.03% | Added +48.58% |
 VTI VANGUARD INDEX FDS | 1.71% | $278.44 | $378.25 | +35.85% | Trimmed -2.18% |
AV AVDS AMERICAN CENTY ETF TR | 1.38% | $72.06 | $80.49 | +11.70% | Added +6.55% |
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