AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: BOYUM WEALTH ARCHITECTS LLC
1. Portfolio Overview
Boyum Wealth Architects LLC reported a significant portfolio contraction for the quarter ending September 30, 2025. The total portfolio value decreased by 25.5%, dropping from $135.82M to $101.18M. This reduction in assets under management (AUM) is likely driven by a combination of market depreciation in Q3 2025 and substantial capital reallocations, as evidenced by the exit from several...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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