Boyum Wealth Architects LLC holds a focused book of 72 stocks worth $251.2M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Intermediate Muni In and trimmed Avantis Emerging Markets Eq. Their largest long position is Schwab US Broad Market ETF at 18% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2068635/holdings"
Use Arkolith to show BOYUM WEALTH ARCHITECTS LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $44.1M | 1.52M | 17.6% | ▲+1.3% Added · +20K sh | |
| 2 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $29.2M | 535.6K | 11.6% | ▲+3.4% Added · +17K sh | |
| 3 | Pgim ETF TR TOTA RETU BD ETF | $27.9M | 678.2K | 11.1% | ▲+3.4% Added · +22K sh | |
| 4 | BlackRock ETF Trust ISHARES US EQUIT | $23.0M | 339.7K | 9.1% | ▲+2.4% Added · +8K sh | |
| 5 | American Centy ETF TR INTL EQT ETF | $16.7M | 186.7K | 6.6% | ▲+7.0% Added · +12K sh | |
| 6 | Strategic Trust RUNNING GWTH ETF | $14.6M | 437.2K | 5.8% | ▲+7.9% Added · +32K sh | |
| 7 | American Centy ETF TR AVANTIS EMGMKT | $12.3M | 135.0K | 4.9% | ▼−1.1% Reduced · −2K sh | |
| 8 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $10.9M | 37.3K | 4.4% | ▼−3.5% Reduced · −1K sh | |
| 9 | Ishares TR 0-3 MTH TREASURY | $7.3M | 73.1K | 2.9% | ▲+49% Added · +24K sh | |
| 10 | Vanguard Index FDS TOTAL STK MKT | $4.3M | 11.6K | 1.7% | ▼−2.2% Reduced · −259 sh | |
| 11 | American Centy ETF TR AVANTIS INTL SML | $3.5M | 46.2K | 1.4% | ▲+6.5% Added · +3K sh | |
| 12 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $3.0M | 63.9K | 1.2% | ▲+26% Added · +13K sh | |
| 13 | J P Morgan Exchange Traded F US VALUE FACTR | $2.9M | 49.7K | 1.1% | ▼−0.4% Reduced · −203 sh | |
| 14 | J P Morgan Exchange Traded F HIGH YIELD MUNI | $2.9M | 57.0K | 1.1% | ▲+0.5% Added · +291 sh | |
| 15 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $2.8M | 75.1K | 1.1% | ▼−1.4% Reduced · −1K sh | |
| 16 | Ishares TR MSCI USA QLT FCT | $2.4M | 11.1K | 1.0% | ▼−1.1% Reduced · −120 sh | |
| 17 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.1M | 36.2K | 0.8% | ▼−5.7% Reduced · −2K sh | |
| 18 | Apple Inc COM | $2.0M | 6.3K | 0.8% | —Held | |
| 19 | J P Morgan Exchange Traded F ACTIVE GROWTH | $1.8M | 18.8K | 0.7% | ▼−1.1% Reduced · −204 sh | |
| 20 | Ishares TR CORE MSCI EAFE | $1.7M | 17.7K | 0.7% | —Held | |
| 21 | Fastenal Co COM | $1.6M | 34.7K | 0.7% | ▼−20% Reduced · −9K sh | |
| 22 | Invesco QQQ TR UNIT SER 1 | $1.6M | 2.3K | 0.6% | ▼−3.5% Reduced · −82 sh | |
| 23 | Ishares TR RUS 1000 GRW ETF | $1.5M | 12.7K | 0.6% | ▼−4.5% Reduced · −601 sh | |
| 24 | Schwab Strategic TR US LCAP GR ETF | $1.5M | 43.6K | 0.6% | —Held | |
| 25 | SPDR Series Trust ST STR P500VAL | $1.5M | 24.1K | 0.6% | —Held | |
| 26 | Ishares TR CORE 60 BALA ETF | $1.4M | 20.2K | 0.6% | ▼−14% Reduced · −3K sh | |
| 27 | Ishares TR RUSEL 2500 ETF | $1.3M | 14.8K | 0.5% | ▲+17% Added · +2K sh | |
| 28 | Fidelity Merrimack STR TR TOTAL BD ETF | $1.3M | 28.7K | 0.5% | ▲+228% Added · +20K sh | |
| 29 | Ishares TR CORE MSCI TOTAL | $1.2M | 13.0K | 0.5% | ▼−2.9% Reduced · −395 sh | |
| 30 | Polaris Inc COM | $1.2M | 17.7K | 0.5% | ▲+4.6% Added · +779 sh | |
| 31 | J P Morgan Exchange Traded F US QUALTY FCTR | $1.1M | 15.0K | 0.4% | ▼−0.8% Reduced · −120 sh | |
| 32 | MFS Active Exchange Traded F INTERNATINL ETF | $1.1M | 33.3K | 0.4% | ▲+15% Added · +4K sh | |
| 33 | Schwab Strategic TR US DIVIDEND EQ | $1.0M | 31.9K | 0.4% | ▼−13% Reduced · −5K sh | |
| 34 | RBB FD Inc F/M US TREASURY | $964K | 19.3K | 0.4% | ▼−60% Reduced · −30K sh | |
| 35 | Alphabet Inc CAP STK CL A | $849K | 2.4K | 0.3% | ▼−2.5% Reduced · −62 sh | |
| 36 | Etfis Ser TR I VIRTUS NEWFLEET | $837K | 36.6K | 0.3% | ▲+19% Added · +6K sh | |
| 37 | Microsoft Corp COM | $771K | 2.0K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $747K | 997 | 0.3% | ▲+2.8% Added · +27 sh | |
| 39 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $723K | 1.1K | 0.3% | —Held | |
| 40 | Ishares TR MSCI EMG MKT ETF | $716K | 11.1K | 0.3% | ▼−1.4% Reduced · −155 sh | |
| 41 | Vanguard Index FDS S&P 500 ETF SHS | $696K | 1.0K | 0.3% | —Held | |
| 42 | Amazon Com Inc COM | $694K | 2.8K | 0.3% | ▲+1.7% Added · +48 sh | |
| 43 | RBB Fund Trust FIRST EAGLE GBL | $640K | 12.9K | 0.3% | —Held | |
| 44 | Ishares TR CORE 80 20 ETF | $637K | 6.6K | 0.3% | ▼−0.8% Reduced · −51 sh | |
| 45 | BlackRock ETF Trust II ISHAR INTER ETF | $606K | 25.1K | 0.2% | ▲New New position | |
| 46 | Schwab Strategic TR US LCAP VA ETF | $586K | 17.1K | 0.2% | —Held | |
| 47 | Ishares TR RUSSELL 2000 ETF | $519K | 1.8K | 0.2% | —Held | |
| 48 | Schwab Strategic TR US SML CAP ETF | $516K | 15.0K | 0.2% | ▼−1.9% Reduced · −295 sh | |
| 49 | T Rowe Price Exchange-Traded CAP APPRECIATION | $475K | 11.4K | 0.2% | ▼−0.4% Reduced · −44 sh | |
| 50 | BlackRock ETF Trust ISHA SYST AL ETF | $475K | 16.7K | 0.2% | ▲+53% Added · +6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 72 | $251.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 73 | $239.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 73 | $213.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 2, 2025 | 56 | $162.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 51 | $135.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 33 | $102.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.