13F HOLDINGS REPORT
BOYUM WEALTH ARCHITECTS LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0002068635-25-000001
Total Value
$102.9M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 1,090,369 | $23.5M | 22.82% |
| 2 | PGIM ETF TR | 69344A800 | 364,767 | $15.2M | 14.80% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 339,837 | $13.7M | 13.35% |
| 4 | STRATEGIC TRUST | 48817R870 | 259,510 | $8.4M | 8.18% |
| 5 | AMERICAN CENTY ETF TR | 025072703 | 93,314 | $6.2M | 6.01% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 86,044 | $4.9M | 4.78% |
| 7 | INVESCO EXCH TRADED FD TR II | IVZ | 21,810 | $4.2M | 4.09% |
| 8 | VANGUARD INDEX FDS | 922908769 | 10,984 | $3.0M | 2.93% |
| 9 | ISHARES TR | 464287432 | 27,462 | $2.5M | 2.43% |
| 10 | ISHARES TR | 46432F339 | 11,983 | $2.0M | 1.99% |
| 11 | AMERICAN CENTY ETF TR | 025072604 | 32,482 | $2.0M | 1.90% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 38,725 | $1.8M | 1.77% |
| 13 | AMERICAN CENTY ETF TR | 025072877 | 20,506 | $1.8M | 1.74% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46641Q753 | 42,319 | $1.8M | 1.70% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 28,883 | $1.5M | 1.42% |
| 16 | ISHARES TR | 464287614 | 3,595 | $1.3M | 1.26% |
| 17 | ISHARES TR | 46432F842 | 16,471 | $1.2M | 1.21% |
| 18 | ISHARES TR | 46432F834 | 17,054 | $1.2M | 1.16% |
| 19 | INVESCO QQQ TR | IVZ | 2,344 | $1.1M | 1.07% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 15,648 | $883,643 | 0.86% |
| 21 | ETFIS SER TR I | 26923G707 | 31,580 | $712,761 | 0.69% |
| 22 | POLARIS INC | PII | 17,169 | $702,890 | 0.68% |
| 23 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 6,219 | $458,900 | 0.45% |
| 24 | APPLE INC | AAPL | 2,052 | $455,811 | 0.44% |
| 25 | VANGUARD INDEX FDS | 922908363 | 684 | $351,691 | 0.34% |
| 26 | VANGUARD INDEX FDS | 922908611 | 1,577 | $293,779 | 0.29% |
| 27 | 3M CO | MMM | 1,919 | $281,824 | 0.27% |
| 28 | AMAZON COM INC | AMZN | 1,373 | $261,227 | 0.25% |
| 29 | XCEL ENERGY INC | XELLL | 3,516 | $248,901 | 0.24% |
| 30 | SPDR SER TR | 78464A664 | 8,386 | $228,602 | 0.22% |
| 31 | TIMOTHY PLAN | 887432268 | 9,429 | $225,712 | 0.22% |
| 32 | UNITEDHEALTH GROUP INC | UNH | 420 | $219,753 | 0.21% |
| 33 | ISHARES TR | 46435G268 | 3,313 | $207,195 | 0.20% |