13F HOLDINGS REPORT
BOYUM WEALTH ARCHITECTS LLC
Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0002068635-25-000005
Total Value
$135.8M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 1,110,715 | $26.5M | 19.49% |
| 2 | PGIM ETF TR | 69344A800 | 361,025 | $15.1M | 11.12% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 344,063 | $14.5M | 10.71% |
| 4 | STRATEGIC TRUST | 48817R870 | 267,943 | $9.1M | 6.68% |
| 5 | BLACKROCK ETF TRUST | BLK | 149,631 | $8.1M | 6.00% |
| 6 | AMERICAN CENTY ETF TR | 025072703 | 94,193 | $7.0M | 5.13% |
| 7 | RBB FD INC | 74933W452 | 115,747 | $5.8M | 4.26% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 87,760 | $5.0M | 3.67% |
| 9 | INVESCO EXCH TRADED FD TR II | IVZ | 20,290 | $4.6M | 3.39% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 116,505 | $3.7M | 2.73% |
| 11 | VANGUARD INDEX FDS | 922908769 | 12,058 | $3.7M | 2.70% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 34,213 | $2.3M | 1.73% |
| 13 | ISHARES TR | 46432F339 | 12,000 | $2.2M | 1.62% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 43,178 | $2.0M | 1.50% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q753 | 42,024 | $1.9M | 1.37% |
| 16 | INVESCO QQQ TR | IVZ | 3,220 | $1.8M | 1.31% |
| 17 | ISHARES TR | 464287614 | 3,852 | $1.6M | 1.20% |
| 18 | SCHWAB STRATEGIC TR | 808524300 | 53,918 | $1.6M | 1.16% |
| 19 | ISHARES TR | 46432F842 | 16,932 | $1.4M | 1.04% |
| 20 | ISHARES TR | 464287432 | 15,937 | $1.4M | 1.04% |
| 21 | SPDR SERIES TRUST | 78464A508 | 23,748 | $1.2M | 0.92% |
| 22 | GRACO INC | GGG | 13,905 | $1.2M | 0.88% |
| 23 | ISHARES TR | 46432F834 | 15,081 | $1.2M | 0.86% |
| 24 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 21,051 | $1.1M | 0.79% |
| 25 | SCHWAB STRATEGIC TR | 808524797 | 37,520 | $994,275 | 0.73% |
| 26 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 16,183 | $971,789 | 0.72% |
| 27 | ISHARES TR | 46435G268 | 13,192 | $894,154 | 0.66% |
| 28 | VANECK ETF TRUST | 92189F106 | 14,361 | $747,634 | 0.55% |
| 29 | APPLE INC | AAPL | 3,517 | $721,607 | 0.53% |
| 30 | ETFIS SER TR I | 26923G707 | 30,997 | $707,662 | 0.52% |
| 31 | POLARIS INC | PII | 16,915 | $687,586 | 0.51% |
| 32 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 6,900 | $593,883 | 0.44% |
| 33 | SCHWAB STRATEGIC TR | 808524409 | 17,038 | $471,441 | 0.35% |
| 34 | VANGUARD INDEX FDS | 922908363 | 721 | $409,745 | 0.30% |
| 35 | MFS ACTIVE EXCHANGE TRADED F | 55286W405 | 14,316 | $407,290 | 0.30% |
| 36 | SCHWAB STRATEGIC TR | 808524607 | 15,612 | $394,984 | 0.29% |
| 37 | SPDR SERIES TRUST | 78464A284 | 14,585 | $361,416 | 0.27% |
| 38 | AMAZON COM INC | AMZN | 1,613 | $353,876 | 0.26% |
| 39 | 3M CO | MMM | 1,919 | $292,149 | 0.22% |
| 40 | ISHARES TR | 464287234 | 6,000 | $289,440 | 0.21% |
| 41 | MICROSOFT CORP | MSFT | 563 | $280,042 | 0.21% |
| 42 | INDEPENDENCE RLTY TR INC | 45378A106 | 15,230 | $269,419 | 0.20% |
| 43 | XCEL ENERGY INC | XELLL | 3,903 | $265,816 | 0.20% |
| 44 | J P MORGAN EXCHANGE TRADED F | 46654Q799 | 5,132 | $255,486 | 0.19% |
| 45 | SPDR GOLD TR | GLD | 820 | $249,961 | 0.18% |
| 46 | TIMOTHY PLAN | 887432268 | 9,711 | $233,477 | 0.17% |
| 47 | ISHARES TR | 464287150 | 1,623 | $219,170 | 0.16% |
| 48 | SPDR S&P 500 ETF TR | SPY | 350 | $216,169 | 0.16% |
| 49 | NVIDIA CORPORATION | NVDA | 1,340 | $211,707 | 0.16% |
| 50 | T ROWE PRICE ETF INC | 87283Q867 | 5,836 | $205,894 | 0.15% |
| 51 | NUVEEN AMT FREE MUN CR INC F | NU | 12,723 | $151,785 | 0.11% |