13F-HR filed by BOYUM WEALTH ARCHITECTS LLC
BOYUM WEALTH ARCHITECTS LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-09, with 51 holding rows worth $135,818,694.
- Accession
- 0002068635-25-000005
- Filer
- CIK 2068635
- Filed
- 2025-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 51 entries on the cover page, a total value of $135,818,694 stated on the cover page (in dollars after the unit check, H1), rows summing to $135,818,694 with VALUE read as dollars as filed, 13F file number 028-25601. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 1,110,715 | $26,468,333 | dollars as filed | |
| PGIM ETF TR | 69344A800 | TOTA RETU BD ETF | 361,025 | $15,101,676 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 344,063 | $14,543,540 | dollars as filed | |
| STRATEGIC TRUST | 48817R870 | RUNNING GWTH ETF | 267,943 | $9,066,719 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 149,631 | $8,148,904 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 94,193 | $6,971,224 | dollars as filed | |
| RBB FD INC | 74933W452 | US TREAS 3 MNTH | 115,747 | $5,786,771 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 87,760 | $4,989,169 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 20,290 | $4,607,859 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 116,505 | $3,704,859 | dollars as filed | |
| VTI | 922908769 | COM | 12,058 | $3,664,788 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 34,213 | $2,344,959 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 12,000 | $2,193,797 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q670 | CORE PLUS BD ETF | 43,178 | $2,031,957 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q753 | US VALUE FACTR | 42,024 | $1,858,722 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,220 | $1,776,035 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,852 | $1,635,482 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 53,918 | $1,574,938 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 16,932 | $1,413,483 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 15,937 | $1,406,440 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 23,748 | $1,242,954 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 13,905 | $1,195,413 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 15,081 | $1,165,944 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 21,051 | $1,066,871 | dollars as filed | |
| SCHD | 808524797 | COM | 37,520 | $994,275 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 16,183 | $971,789 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 13,192 | $894,154 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 14,361 | $747,634 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,517 | $721,607 | dollars as filed | |
| ETFIS SER TR I | 26923G707 | VIRTUS NEWFLEET | 30,997 | $707,662 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 16,915 | $687,586 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q609 | ACTIVE GROWTH | 6,900 | $593,883 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 17,038 | $471,441 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 721 | $409,745 | dollars as filed | |
| MFS ACTIVE EXCHANGE TRADED F | 55286W405 | INTERNATINL ETF | 14,316 | $407,290 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 15,612 | $394,984 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 14,585 | $361,416 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,613 | $353,876 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,919 | $292,149 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 6,000 | $289,440 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 563 | $280,042 | dollars as filed | |
| INDEPENDENCE RLTY TR INC | 45378A106 | COM | 15,230 | $269,419 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 3,903 | $265,816 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q799 | HIGH YIELD MUNI | 5,132 | $255,486 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 820 | $249,961 | dollars as filed | |
| TIMOTHY PLAN | 887432268 | PLAN MARKET NEUT | 9,711 | $233,477 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,623 | $219,170 | dollars as filed | |
| SPY | 78462F103 | SHS | 350 | $216,169 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,340 | $211,707 | dollars as filed | |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 87283Q867 | ETF | 5,836 | $205,894 | dollars as filed | |
| NUVEEN AMT FREE MUN CR INC F | 67071L106 | COM | 12,723 | $151,785 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002068635-25-000005 | this filing | 2025-07-09 | acceptance time not in the bulk data set |