BOYUM WEALTH ARCHITECTS LLC

Q3 2026 13F-HR Holdings

Location
Bloomington, MN
Holdings as of
9/30/2026
Date filed
10/6/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$246,014
Net value change ($000)
-5,173 (-2.1%)
New positions
2
Sold out positions
6
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHB 1,059 2.4%
QQQM 818 7.5%
SGOV 721 9.8%
AVEM 692 5.6%
DYNF 508 2.2%
AVDE 321 1.9%
LMT 297 NEW
MSFT 272 35.3%
AVDS 243 7.0%
CRWD 202 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHG -1,498 -100.0%
SPYV -1,491 -100.0%
PTRB -1,051 -3.8%
FBND -893 -69.1%
SCHD -787 -75.9%
JCPB -654 -22.1%
INMU -606 -100.0%
SCHV -586 -100.0%
SCHA -516 -100.0%
HYMB -328 -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