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BOYUM WEALTH ARCHITECTS LLC13F | |
| BOYUM WEALTH ARCHITECTS LLC | |
| Last update 2025-07-09 | 51 Stocks (22 new) |
| Value $136.00 Mil | Turnover 23 % |
BOYUM WEALTH ARCHITECTS LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 1,110,715 | 26,468.3 | +1.87% | 19.490 | +0.36% | 0.080 | +20.02% | +7.59% | 35,017.8 | ||
PTRB | PGIM Total Return Bond ETF | 361,025 | 15,101.7 | -1.03% | 11.120 | -0.15% | 3.160 | +2.85% | +3.87% | 485.3 | ||
PRF | Invesco RAFI US 1000 ETF | 344,063 | 14,543.5 | +1.24% | 10.710 | +0.13% | 0.190 | +13.97% | +7.58% | 7,917.3 | ||
RUNN | Running Oak Efficient Growth ETF | 267,943 | 9,066.7 | +3.25% | 6.680 | +0.21% | 2.480 | +10.66% | +4.95% | 377.7 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 149,631 | 8,148.9 | New Holding | 6.000 | +6.00% | 0.040 | +20.68% | +8.84% | 19,710.8 | ||
AVDE | Avantis International Equity ETF | 94,193 | 6,971.2 | +0.94% | 5.130 | +0.05% | 0.090 | +13.02% | +23.75% | 7,539.6 | ||
TBIL | US Treasury 3 Month Bill ETF | 115,747 | 5,786.8 | New Holding | 4.260 | +4.26% | 0.100 | +1.03% | +2.29% | 5,805.4 | ||
JEPI | JPMorgan Equity Premium Income ETF | 87,760 | 4,989.2 | +1.99% | 3.670 | +0.07% | 0.010 | +8.92% | +3.79% | 41,268.0 | ||
QQQM | Invesco NASDAQ 100 ETF | 20,290 | 4,607.9 | -6.97% | 3.390 | -0.29% | 0.010 | +26.44% | +10.13% | 55,086.9 | ||
BUFR | FT Vest Laddered Buffer ETF | 116,505 | 3,704.9 | New Holding | 2.730 | +2.73% | 0.050 | +13.04% | +5.69% | 7,049.7 |
BOYUM WEALTH ARCHITECTS LLC's Historical Top Holdings Breakdowns
BOYUM WEALTH ARCHITECTS LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-06-30 | New Buy New Buy | +6.00% | 43.53 ($50.15) 54.46 | $55.39 | 10.45% | New holding | 149,631 | 149,631 | |
TBIL | US Treasury 3 Month Bill ETF | 2025-06-30 | New Buy New Buy | +4.26% | 49.84 ($49.92) 50.01 | $49.94 | 0.03% | New holding | 115,747 | 115,747 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-06-30 | New Buy New Buy | +2.73% | 27.3 ($30.09) 31.8 | $32.20 | 7.03% | New holding | 116,505 | 116,505 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Sold Out Sold Out | -1.74% | 75.17 ($86.2) 91.21 | $95.06 | 10.28% | Sold Out | 0 | -20,506 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | New Buy New Buy | +1.16% | 22.27 ($26.42) 29.21 | $29.69 | 12.38% | New holding | 53,918 | 53,918 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -1.02% | 83.97 ($87.25) 92.85 | $86.52 | -0.84% | Reduce -41.97% | 15,937 | -11,525 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-06-30 | New Buy New Buy | +0.92% | 45.11 ($49.99) 52.34 | $53.31 | 6.64% | New holding | 23,748 | 23,748 | |
GGG | Graco Inc | 2025-06-30 | New Buy New Buy | +0.88% | 74.02 ($82.88) 87.26 | $87.20 | 5.21% | New holding | 13,905 | 13,905 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | New Buy New Buy | +0.73% | 24.32 ($26.14) 27.96 | $27.24 | 4.21% | New holding | 37,520 | 37,520 | |
GDX | VanEck Gold Miners ETF | 2025-06-30 | New Buy New Buy | +0.55% | 41.45 ($49.57) 54.46 | $54.48 | 9.91% | New holding | 14,361 | 14,361 |
BOYUM WEALTH ARCHITECTS LLC Total Holding History ($B)
BOYUM WEALTH ARCHITECTS LLC's Asset Allocation
BOYUM WEALTH ARCHITECTS LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BOYUM WEALTH ARCHITECTS LLC's Hypothetical Growth since 2025-06-30
BOYUM WEALTH ARCHITECTS LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BOYUM WEALTH ARCHITECTS LLC's Holdings Heat Map
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BOYUM WEALTH ARCHITECTS LLC's Holdings Bubble Chart
BOYUM WEALTH ARCHITECTS LLC News
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