BOYUM WEALTH ARCHITECTS LLC

Q4 2025 13F-HR Holdings

Location
Bloomington, MN
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$213,946
Net value change ($000)
+51,591 (31.8%)
New positions
19
Sold out positions
2
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DYNF 8,231 78.2%
PTRB 7,452 41.2%
SCHB 5,460 17.3%
PRF 4,542 26.4%
AVEM 3,989 142.3%
AVDE 3,430 39.6%
RUNN 2,432 22.8%
QQQM 2,389 42.4%
TBIL 1,885 34.5%
FAST 1,683 725.4%
Top Reduces (Value $000, Stocks/ETFs)
TLT -1,556 -100.0%
BUFR -1,205 -29.9%
JEPI -533 -8.0%
QQQ -269 -16.0%
CGDV -201 -100.0%
HYMB -87 -21.1%
SCHG -80 -5.3%
SCHD -78 -7.4%
IWM -32 -6.4%
IWF -24 -1.6%
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