BOYUM WEALTH ARCHITECTS LLC
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 246,014
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/6/2026 | 68 | 246,014 | 13F-HR | BOYUM WEALTH ARCHITECTS LLC |
| Q2 2026 | 7/15/2026 | 72 | 251,187 | 13F-HR | BOYUM WEALTH ARCHITECTS LLC |
| Q1 2026 | 5/4/2026 | 73 | 239,346 | 13F-HR | BOYUM WEALTH ARCHITECTS LLC |
| Q4 2025 | 1/26/2026 | 73 | 213,946 | 13F-HR | BOYUM WEALTH ARCHITECTS LLC |
| Q3 2025 | 10/2/2025 | 56 | 162,355 | 13F-HR | BOYUM WEALTH ARCHITECTS LLC |
| Q2 2025 | 7/9/2025 | 51 | 135,819 | 13F-HR | BOYUM WEALTH ARCHITECTS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.44 K | 5.9% | 353 | 0 | 353 |
| ETFs | 231.6 K | 94.1% | 0 | 5.53 K | -5.53 K |
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Fund Snapshot
Q3 2026
Latest filed
10/6/2026
Total value ($000)
246,014
Holdings
68
QoQ value change ($000)
-5,173
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.