BOYUM WEALTH ARCHITECTS LLC

Q2 2026 13F-HR Holdings

Location
Bloomington, MN
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$251,187
Net value change ($000)
+11,841 (4.9%)
New positions
1
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SGOV 2,407 48.7%
PRF 2,322 8.6%
SCHB 2,296 5.5%
DYNF 1,659 7.8%
RUNN 1,200 9.0%
AVDE 1,082 6.9%
FBND 894 224.1%
INMU 606 NEW
JCPB 585 24.6%
PTRB 557 2.0%
Top Reduces (Value $000, Stocks/ETFs)
TBIL -1,473 -60.4%
JMUB -551 -100.0%
FAST -326 -16.6%
GGG -283 -44.8%
ORCL -240 -100.0%
AOR -211 -13.2%
JEPI -127 -5.8%
SCHD -123 -10.6%
GOOGL -104 -10.9%
JPST -97 -18.1%
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