BOYUM WEALTH ARCHITECTS LLC
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 239,346
- 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 |
|---|---|---|---|---|---|
| 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 | 18.52 K | 7.7% | 0 | 70.19 K | -70.19 K |
| ETFs | 220.8 K | 92.3% | 95.59 K | 0 | 95.59 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
239,346
Holdings
73
QoQ value change ($000)
25,400
(11.9%)
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.