BOYUM WEALTH ARCHITECTS LLC

Q1 2026 13F-HR Holdings

Location
Bloomington, MN
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$239,346
Net value change ($000)
+25,400 (11.9%)
New positions
7
Sold out positions
7
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVEM 5,573 82.1%
PRF 5,096 23.4%
SGOV 4,940 NEW
SCHB 4,820 13.0%
AVDE 3,497 28.9%
AVDS 3,327 NEW
QQQM 2,703 33.7%
DYNF 2,545 13.6%
PTRB 1,749 6.8%
JVAL 635 30.8%
Top Reduces (Value $000, Stocks/ETFs)
TBIL -4,917 -66.9%
JEPI -3,923 -64.2%
JPST -1,063 -66.5%
RSP -466 -100.0%
GDX -450 -48.4%
DFAS -417 -100.0%
DFIC -348 -100.0%
VCIT -344 -100.0%
AOR -309 -16.2%
SLV -241 -100.0%
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