BOYUM WEALTH ARCHITECTS LLC

Q3 2025 13F-HR Holdings

Location
Bloomington, MN
Holdings as of
9/30/2025
Date filed
10/2/2025
Form type
13F-HR
Num holdings
56
Total value ($000)
$162,355
Net value change ($000)
+26,536 (19.5%)
New positions
8
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHB 5,040 19.0%
PTRB 2,999 19.9%
PRF 2,667 18.3%
DYNF 2,378 29.2%
JMHI 1,745 684.3%
AVDE 1,689 24.2%
JEPI 1,650 33.1%
RUNN 1,584 17.5%
QQQM 1,030 22.4%
JGRO 618 104.0%
Top Reduces (Value $000, Stocks/ETFs)
GGG -517 -43.3%
TBIL -318 -5.5%
TIMOTHY PLAN -233 -100.0%
ITOT -219 -100.0%
NVG -152 -100.0%
IWF -137 -8.4%
QQQ -96 -5.4%
SCHG -55 -3.5%
IRT -19 -7.1%
IEFA -6 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type