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☆BOYUM WEALTH ARCHITECTS LLC

CIK 0002068635 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.757
AUM ($M)
251
Positions
72
Turnover
0.03
Top-10 wt
76%
Herfindahl
0.080
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 74 positions · portfolio value $251M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 17.6% +0.1% 44.1 1,522,245 +20,153 5 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T ADD — 11.6% +0.4% 29.2 535,648 +17,434 5 —
☆PTRB funds › PGIM ETF TR ADD — 11.1% -0.3% 27.9 678,169 +22,338 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 9.1% +0.2% 23.0 339,680 +7,803 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 6.6% +0.1% 16.7 186,730 +12,218 5 —
☆RUNN funds › STRATEGIC TRUST ADD — 5.8% +0.2% 14.6 437,177 +32,039 5 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 4.9% -0.3% 12.3 135,017 -1,570 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 4.4% -0.1% 10.9 37,320 -1,340 5 —
☆SGOV funds › ISHARES TR ADD — 2.9% +0.9% 7.3 73,093 +23,899 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 1.7% -0.1% 4.3 11,631 -259 5 —
☆AVDS funds › AMERICAN CENTY ETF TR ADD — 1.4% -0.0% 3.5 46,214 +2,840 2 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 1.2% +0.2% 3.0 63,897 +13,173 5 —
☆JVAL funds › J P MORGAN EXCHANGE TRADED F TRIM — 1.1% +0.0% 2.9 49,707 -203 5 —
☆JMHI funds › J P MORGAN EXCHANGE TRADED F ADD — 1.1% -0.0% 2.9 56,979 +291 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 1.1% -0.0% 2.8 75,123 -1,096 5 —
☆QUAL funds › ISHARES TR TRIM — 1.0% -0.0% 2.4 11,143 -120 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.8% -0.1% 2.1 36,231 -2,184 5 —
☆AAPL funds › APPLE INC HOLD — 0.8% +0.1% 2.0 6,331 +0 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.7% -0.0% 1.8 18,789 -204 5 —
☆IEFA funds › ISHARES TR HOLD — 0.7% -0.0% 1.7 17,661 +0 5 —
☆FAST funds › FASTENAL CO TRIM — 0.7% -0.2% 1.6 34,740 -8,929 4 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.6% -0.0% 1.6 2,251 -82 5 —
☆IWF funds › ISHARES TR TRIM — 0.6% -0.1% 1.5 12,726 -601 5 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 0.6% -0.0% 1.5 43,582 +0 5 —
☆SPYV funds › SPDR SERIES TRUST HOLD — 0.6% -0.0% 1.5 24,113 +0 5 —
☆AOR funds › ISHARES TR TRIM — 0.6% -0.1% 1.4 20,172 -3,337 4 —
☆SMMD funds › ISHARES TR ADD — 0.5% +0.1% 1.3 14,764 +2,094 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.5% +0.3% 1.3 28,666 +19,921 2 —
☆IXUS funds › ISHARES TR TRIM — 0.5% -0.0% 1.2 13,049 -395 5 —
☆PII funds › POLARIS INC ADD — 0.5% +0.0% 1.2 17,663 +779 5 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.4% +0.0% 1.1 14,994 -120 5 —
☆MFSI funds › MFS ACTIVE EXCHANGE TRADED F ADD — 0.4% +0.0% 1.1 33,342 +4,363 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.4% -0.1% 1.0 31,854 -4,560 5 —
☆TBIL funds › RBB FD INC TRIM — 0.4% -0.6% 1.0 19,313 -29,536 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.3% -0.1% 0.8 2,408 -62 4 —
☆NFLT funds › ETFIS SER TR I ADD — 0.3% +0.0% 0.8 36,643 +5,941 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.3% -0.0% 0.8 1,972 -1 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.3% +0.0% 0.7 997 +27 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.3% -0.0% 0.7 1,054 +0 3 —
☆EEM funds › ISHARES TR TRIM — 0.3% -0.0% 0.7 11,105 -155 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.3% -0.0% 0.7 1,010 +0 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.3% -0.0% 0.7 2,805 +48 5 —
☆FEGE funds › RBB FUND TRUST HOLD — 0.3% -0.0% 0.6 12,878 +0 4 —
☆AOA funds › ISHARES TR TRIM — 0.3% -0.0% 0.6 6,596 -51 4 —
☆INMU funds › BLACKROCK ETF TRUST II NEW — 0.2% +0.2% 0.6 25,132 +25,132 1 —
☆SCHV funds › SCHWAB STRATEGIC TR HOLD — 0.2% +0.0% 0.6 17,125 +0 5 —
☆IWM funds › ISHARES TR HOLD — 0.2% +0.0% 0.5 1,767 +0 4 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.5 15,037 -295 5 —
☆TCAF funds › T ROWE PRICE EXCHANGE-TRADED TRIM — 0.2% +0.0% 0.5 11,430 -44 5 —
☆IALT funds › BLACKROCK ETF TRUST ADD — 0.2% +0.1% 0.5 16,736 +5,829 2 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.2% -0.0% 0.4 2,171 +0 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 0.4 8,694 -1,930 5 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.2% -0.0% 0.4 5,512 +0 5 —
☆MMM funds › 3M CO HOLD — 0.2% +0.0% 0.4 2,521 +0 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.2% -0.0% 0.4 1,112 -150 3 —
☆XEL funds › XCEL ENERGY INC HOLD — 0.2% -0.0% 0.4 4,844 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.2% +0.0% 0.4 1,162 +0 3 —
☆EFA funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 3,609 -194 3 —
☆IJR funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 2,519 +0 3 —
☆GGG funds › GRACO INC TRIM — 0.1% -0.1% 0.3 4,727 -3,259 5 —
☆WMT funds › WALMART INC HOLD — 0.1% -0.0% 0.3 3,002 +0 3 —
☆AVGO funds › BROADCOM INC HOLD — 0.1% -0.0% 0.3 896 +0 3 —
☆HYMB funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.3 13,005 +0 5 —
☆XT funds › ISHARES TR ADD — 0.1% +0.0% 0.3 3,871 +189 2 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% -0.0% 0.3 757 +0 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% -0.0% 0.3 4,593 +0 4 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.3 3,192 +0 2 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% -0.0% 0.3 3,538 +38 3 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.1% +0.0% 0.3 268 -133 2 —
☆META funds › META PLATFORMS INC TRIM — 0.1% +0.0% 0.2 364 -5 3 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.1% +0.0% 0.2 915 +0 3 —
☆IEMG funds › ISHARES INC HOLD — 0.1% -0.0% 0.2 2,860 +0 3 —
☆ORCL funds › ORACLE CORP EXIT — 0.0% -0.1% 0.0 0 -1,394 0 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.2% 0.0 0 -10,968 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 251 72 0.03 76% 0.080 0.756 — in
2026Q1 239 73 0.09 75% 0.078 0.633 — in
2025Q4 214 73 0.11 73% 0.075 0.529 — in
2025Q3 162 56 0.05 73% 0.080 0.602 — in
2025Q2 136 51 0.21 73% 0.081 0.299 — entered
2025Q1 103 33 0.00 81% 0.110 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status