DOSSIER · 13F-HR · Q1 2026

BOYUM WEALTH ARCHITECTS LLC

BOYUM WEALTH ARCHITECTS's holding co. based in Chicago, IL — $239M in tracked AUM across 73 positions as of Q1 2026.

BW

BOYUM WEALTH ARCHITECTS·Chicago, IL·Holding Co.

CIK 0002068635 · last filed Mar 31, 2026

Total AUM

$239M

▲ 19.5%

vs prior

Holdings

73

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

7% weight

concentration

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.

#HoldingValueSharesWeight

01

SCHWAB STRATEGIC TR

$42M1.5M17.5%

02

PGIM ETF TR

$27M656K11.4%

03

INVESCO EXCHANGE TRADED FD T

$27M518K11.2%

04

BLACKROCK ETF TRUST

$21M332K8.9%

05

AMERICAN CENTY ETF TR

$16M175K6.5%

06

STRATEGIC TRUST

$13M405K5.6%

07

AMERICAN CENTY ETF TR

$12M137K5.2%

08

INVESCO EXCH TRADED FD TR II

$11M39K4.5%

09

ISHARES TR

$5M49K2.1%

10

VANGUARD INDEX FDS

$4M12K1.8%

Filing history

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