StreetAlpha
13F holdings · Q3 2026

Boyum Wealth Architects

Bloomington, MN · files as Boyum Wealth Architects LLC
Holdings as of Sep 30, 2026Filed Oct 6, 2026Next filing due Feb 15, 2027CIK 2068635

Boyum Wealth Architects reported 68 stocks worth $246M in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are SCHB (18.4%), PRF (11.8%) and PTRB (10.9%). Compared with Q2 2026, the fund opened new positions in LMT and CRWD, added to SCHB, PTRB and AVDE, trimmed PRF, DYNF and VTI and sold out of SCHG, SPYV and INMU.

Reported value$246M−2.1% vs last quarter
Stocks held682 new · 6 sold out
Top 5 weight57.5%fairly concentrated
Turnover5%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
SCHB
Schwab US Broad Market ETF
$45.1M18.4%1.5M+2,346 (+0%)7 of 7
2
PRF
Invesco Exchange Traded FD T
$28.9M11.8%528K−8,068 (−2%)7 of 7
3
PTRB
Pgim ETF TR
$26.8M10.9%680K+1,980 (+0%)7 of 7
4
DYNF
Blackrock ETF Trust
$23.5M9.5%335K−4,248 (−1%)6 of 7
5
AVDE
American Centy ETF TR
$17M6.9%188K+1,359 (+1%)7 of 7
6
RUNN
Running Oak
$14.4M5.9%441K+3,687 (+1%)7 of 7
7
AVEM
American Centy ETF TR
$13M5.3%136K+1,012 (+1%)7 of 7
8
QQQM
Invesco Nasdaq
$11.8M4.8%38K+761 (+2%)7 of 7
9
SGOV
Ishares TR
$8.1M3.3%80K+7,231 (+10%)3 of 7
10
VTI
Vanguard Total Stock Market ETF
$4.3M1.8%11K−137 (−1%)7 of 7
🔒 58 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
SCHG
Schwab Strategic TR
$1.5M44K
SPYV
State Street
$1.5M24K
INMU
Blackrock ETF Trust II
$606K25K
SCHV
Schwab US Large Cap
$586K17K
SCHA
Schwab US Small Cap ETF
$516K15K

🔒 Free account: see all 6.

Reported value

last 7 quarters
$103MQ1 '25
$136MQ2 '25
$162MQ3 '25
$214MQ4 '25
$239MQ1 '26
$251MQ2 '26
$246MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 6, 202613F-HRQ3 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Boyum Wealth Architects 13F FAQ

What does Boyum Wealth Architects own?

Boyum Wealth Architects reported 68 stocks worth $246M in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are SCHB (18.4%), PRF (11.8%) and PTRB (10.9%). The table above lists every position in the filing (the top 10 without an account).

What did Boyum Wealth Architects buy and sell in Q3 2026?

Compared with Q2 2026: 2 new positions, 22 added to, 33 trimmed and 6 sold out. New positions include LMT and CRWD. It sold all of SCHG, SPYV and INMU.

When will Boyum Wealth Architects file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Boyum Wealth Architects's portfolio worth?

The Q3 2026 filing reports $246M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.