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BOYUM WEALTH ARCHITECTS LLC

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13F filer, CIK 2068635, BLOOMINGTON, MN

BOYUM WEALTH ARCHITECTS LLC reported $162,354,860 across 56 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-02. Its ten largest share positions make up 72.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002068635-25-000007

Period
2025-09-30
Reported value
$162M
Holdings
56
Top 10 weight
72.94%
New
8
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHBadded+114,806$2.95M
PTRBadded+67,906$2.87M
JMHIadded+34,472$1.74M
DYNFadded+28,198$1.67M
PRFadded+36,625$1.66M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GGGreduced-5,919-$503K
TBILreduced-6,364-$318K
IWFreduced-655-$307K
QQQreduced-421-$253K
TIMOTHY PLANexited-9,711-$233K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002068635-25-000007, largest first. % of portfolio is the value over $162,354,860, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,090,369 shares; 2025Q2: 1,110,715 shares; 2025Q3: 1,225,521 shares 1,225,521$31.5M19.41%+114,806Timeline
PTRBPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 364,767 shares; 2025Q2: 361,025 shares; 2025Q3: 428,931 shares 428,931$18.1M11.15%+67,906Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 339,837 shares; 2025Q2: 344,063 shares; 2025Q3: 380,688 shares 380,688$17.2M10.6%+36,625Timeline
RUNNSTRATEGIC TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 259,510 shares; 2025Q2: 267,943 shares; 2025Q3: 310,795 shares 310,795$10.7M6.56%+42,852Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 149,631 shares; 2025Q3: 177,829 shares 177,829$10.5M6.48%+28,198Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 93,314 shares; 2025Q2: 94,193 shares; 2025Q3: 109,761 shares 109,761$8.66M5.33%+15,568Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 86,044 shares; 2025Q2: 87,760 shares; 2025Q3: 116,264 shares 116,264$6.64M4.09%+28,504Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 21,810 shares; 2025Q2: 20,290 shares; 2025Q3: 22,813 shares 22,813$5.64M3.47%+2,523Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 115,747 shares; 2025Q3: 109,383 shares 109,383$5.47M3.37%-6,364Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 116,505 shares; 2025Q3: 120,454 shares 120,454$4.03M2.48%+3,949Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 10,984 shares; 2025Q2: 12,058 shares; 2025Q3: 11,623 shares 11,623$3.81M2.35%-435Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 32,482 shares; 2025Q2: 34,213 shares; 2025Q3: 37,316 shares 37,316$2.8M1.73%+3,103Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 11,983 shares; 2025Q2: 12,000 shares; 2025Q3: 11,651 shares 11,651$2.27M1.4%-349Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 38,725 shares; 2025Q2: 43,178 shares; 2025Q3: 43,854 shares 43,854$2.09M1.28%+676Timeline
JMHIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,132 shares; 2025Q3: 39,604 shares 39,604$2M1.23%+34,472Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 42,319 shares; 2025Q2: 42,024 shares; 2025Q3: 41,258 shares 41,258$1.96M1.21%-766Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,344 shares; 2025Q2: 3,220 shares; 2025Q3: 2,799 shares 2,799$1.68M1.03%-421Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 27,462 shares; 2025Q2: 15,937 shares; 2025Q3: 17,416 shares 17,416$1.56M0.96%+1,479Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 53,918 shares; 2025Q3: 47,643 shares 47,643$1.52M0.94%-6,275Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,595 shares; 2025Q2: 3,852 shares; 2025Q3: 3,197 shares 3,197$1.5M0.92%-655Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 28,883 shares; 2025Q2: 21,051 shares; 2025Q3: 28,176 shares 28,176$1.43M0.88%+7,125Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 16,471 shares; 2025Q2: 16,932 shares; 2025Q3: 16,115 shares 16,115$1.41M0.87%-817Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 23,748 shares; 2025Q3: 23,858 shares 23,858$1.32M0.81%+110Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,219 shares; 2025Q2: 6,900 shares; 2025Q3: 12,925 shares 12,925$1.21M0.75%+6,025Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 17,054 shares; 2025Q2: 15,081 shares; 2025Q3: 14,191 shares 14,191$1.17M0.72%-890Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 37,520 shares; 2025Q3: 38,652 shares 38,652$1.06M0.65%+1,132Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 15,648 shares; 2025Q2: 16,183 shares; 2025Q3: 15,932 shares 15,932$1M0.62%-251Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 17,169 shares; 2025Q2: 16,915 shares; 2025Q3: 16,944 shares 16,944$985K0.61%+29Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,313 shares; 2025Q2: 13,192 shares; 2025Q3: 13,047 shares 13,047$962K0.59%-145Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,361 shares; 2025Q3: 11,954 shares 11,954$913K0.56%-2,407Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,052 shares; 2025Q2: 3,517 shares; 2025Q3: 3,518 shares 3,518$896K0.55%+1Timeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 31,580 shares; 2025Q2: 30,997 shares; 2025Q3: 31,189 shares 31,189$719K0.44%+192Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,905 shares; 2025Q3: 7,986 shares 7,986$678K0.42%-5,919Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 11,716 shares 11,716$626K0.39%+5,716Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,267 shares 9,267$597K0.37%newTimeline
MFSIMFS ACTIVE EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,316 shares; 2025Q3: 20,186 shares 20,186$596K0.37%+5,870Timeline
FEGERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,203 shares 13,203$584K0.36%newTimeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,246 shares 6,246$551K0.34%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065 shares 2,065$500K0.31%newTimeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 17,038 shares; 2025Q3: 17,125 shares 17,125$499K0.31%+87Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 15,612 shares; 2025Q3: 15,612 shares 15,612$436K0.27%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 684 shares; 2025Q2: 721 shares; 2025Q3: 707 shares 707$433K0.27%-14Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,585 shares; 2025Q3: 16,565 shares 16,565$413K0.25%+1,980Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,836 shares; 2025Q3: 10,822 shares 10,822$408K0.25%+4,986Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,373 shares; 2025Q2: 1,613 shares; 2025Q3: 1,616 shares 1,616$355K0.22%+3Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 512 shares 512$341K0.21%+162Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,516 shares; 2025Q2: 3,903 shares; 2025Q3: 3,908 shares 3,908$315K0.19%+5Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 1,919 shares 1,919$298K0.18%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: 571 shares 571$296K0.18%+8Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 792 shares 792$282K0.17%-28Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,133 shares 1,133$275K0.17%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,437 shares 1,437$268K0.17%+97Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 15,230 shares; 2025Q3: 15,230 shares 15,230$250K0.15%0Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,135 shares 4,135$238K0.15%newTimeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,740 shares 4,740$232K0.14%newTimeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,790 shares 4,790$201K0.12%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TIMOTHY PLANTIMOTHY PLAN9,711$233Kshares
ITOTISHARES TR1,623$219Kshares
NVGNUVEEN AMT FREE MUN CR INC F12,723$152Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002068635-25-000007 base2025-10-02acceptance time not in the bulk data set