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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BOYUM WEALTH ARCHITECTS LLC

Quarter ended Q3 2025 · Filed October 2, 2025 · Accession 0002068635-25-000007

Total Value
$162.4M
Positions
56
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (56)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085241021,225,521$31.5M19.41%
2PGIM ETF TR69344A800428,931$18.1M11.15%
3INVESCO EXCHANGE TRADED FD TIVZ380,688$17.2M10.60%
4STRATEGIC TRUST48817R870310,795$10.7M6.56%
5BLACKROCK ETF TRUSTBLK177,829$10.5M6.48%
6AMERICAN CENTY ETF TR025072703109,761$8.7M5.33%
7J P MORGAN EXCHANGE TRADED F46641Q332116,264$6.6M4.09%
8INVESCO EXCH TRADED FD TR IIIVZ22,813$5.6M3.47%
9RBB FD INC74933W452109,383$5.5M3.37%
10FIRST TR EXCHNG TRADED FD VI33740F755120,454$4.0M2.48%
11VANGUARD INDEX FDS92290876911,623$3.8M2.35%
12AMERICAN CENTY ETF TR02507260437,316$2.8M1.73%
13ISHARES TR46432F33911,651$2.3M1.40%
14J P MORGAN EXCHANGE TRADED F46641Q67043,854$2.1M1.28%
15J P MORGAN EXCHANGE TRADED F46654Q79939,604$2.0M1.23%
16J P MORGAN EXCHANGE TRADED F46641Q75341,258$2.0M1.21%
17INVESCO QQQ TRIVZ2,799$1.7M1.03%
18ISHARES TR46428743217,416$1.6M0.96%
19SCHWAB STRATEGIC TR80852430047,643$1.5M0.94%
20ISHARES TR4642876143,197$1.5M0.92%
21J P MORGAN EXCHANGE TRADED F46641Q83728,176$1.4M0.88%
22ISHARES TR46432F84216,115$1.4M0.87%
23SPDR SERIES TRUST78464A50823,858$1.3M0.81%
24J P MORGAN EXCHANGE TRADED F46654Q60912,925$1.2M0.75%
25ISHARES TR46432F83414,191$1.2M0.72%
26SCHWAB STRATEGIC TR80852479738,652$1.1M0.65%
27J P MORGAN EXCHANGE TRADED F46641Q76115,932$1.0M0.62%
28POLARIS INCPII16,944$984,9680.61%
29ISHARES TR46435G26813,047$961,9550.59%
30VANECK ETF TRUST92189F10611,954$913,2860.56%
31APPLE INCAAPL3,518$895,8200.55%
32ETFIS SER TR I26923G70731,189$719,3740.44%
33GRACO INCGGG7,986$678,4910.42%
34ISHARES TR46428723411,716$625,6340.39%
35ISHARES TR4642898679,267$596,6090.37%
36MFS ACTIVE EXCHANGE TRADED F55286W40520,186$596,2940.37%
37RBB FUND TRUST75526L88613,203$583,9690.36%
38ISHARES TR4642898596,246$550,5220.34%
39ISHARES TR4642876552,065$499,6470.31%
40SCHWAB STRATEGIC TR80852440917,125$498,5030.31%
41SCHWAB STRATEGIC TR80852460715,612$435,5750.27%
42VANGUARD INDEX FDS922908363707$433,1640.27%
43SPDR SERIES TRUST78464A28416,565$412,9650.25%
44T ROWE PRICE ETF INC87283Q86710,822$407,9890.25%
45AMAZON COM INCAMZN1,616$354,8250.22%
46SPDR S&P 500 ETF TRSPY512$341,3240.21%
47XCEL ENERGY INCXELLL3,908$315,1420.19%
483M COMMM1,919$297,7900.18%
49MICROSOFT CORPMSFT571$295,7490.18%
50SPDR GOLD TRGLD792$281,5320.17%
51ALPHABET INCGOOG1,133$275,4490.17%
52NVIDIA CORPORATIONNVDA1,437$268,1150.17%
53INDEPENDENCE RLTY TR INC45378A10615,230$249,6200.15%
54J P MORGAN EXCHANGE TRADED F46654Q2034,135$237,8450.15%
55FASTENAL COFAST4,740$232,4500.14%
56CAPITAL GROUP DIVIDEND VALUE14020W1064,790$201,3240.12%