Titelia

Holdings of BOYUM WEALTH ARCHITECTS LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
62 in 1 countries
Top ten
78.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Schwab US Broad Market ETF 1,502,09241.8M $
2PGIM ETF Trust 655,83127.3M $
3Invesco RAFI US 1000 ETF 518,21426.8M $
4BLACKROCK ETF TRUST 331,87721.3M $
5Avantis International Equity ETF 174,51215.6M $
6Avantis Emerging Markets Equity ETF 136,58712.4M $
7INVESCO EXCHANGE-TRADED FUND TRUST II 38,66010.7M $
8ISHARES TRUST 49,1944.9M $
9Vanguard Total Stock Market ETF 11,8904.2M $
10Avantis International Small Cap Equity ETF 43,3743.3M $
11FT Vest Laddered Buffer ETF 76,2192.7M $
12RBB FUND INC (THE) 48,8492.4M $
13Jpmorgan Core Plus Bond Etf 50,7242.4M $
14iShares MSCI USA Quality Factor ETF 11,2632.3M $
15J.P. MORGAN EXCHANGE-TRADED FUND TRUST 38,4152.2M $
16Fastenal Co 43,6692M $
17JPMorgan Active Growth ETF 18,9931.8M $
18Apple Inc 6,3311.8M $
19iShares Core MSCI EAFE ETF 17,6611.7M $
20ISHARES TRUST 13,3271.6M $
21iShares Core 60/40 Balanced Al 23,5091.6M $
22Invesco QQQ Trust Series 1 2,3331.6M $
23SCHWAB STRATEGIC TRUST 43,5821.4M $
24SPDR SERIES TRUST 24,1131.4M $
25iShares Core MSCI Total International Stock ETF 13,4441.3M $
26Schwab US Dividend Equity ETF 36,4141.2M $
27Polaris Inc 16,8841.1M $
28ISHARES TRUST 12,6701.1M $
29Alphabet Inc 2,470952.7K $
30Microsoft Corp 1,973817.8K $
31Amazon.com Inc 2,757739.6K $
32ISHARES INC 11,260722.1K $
33State Street SPDR S&P MidCap 400 ETF Trust 1,054700.2K $
34SPDR S&P 500 ETF TRUST 970698.9K $
35Vanguard S&P 500 ETF 1,010669.4K $
36Graco Inc 7,986632.4K $
37iShares Core 80/20 Aggressive 6,647630.1K $
38SCHWAB STRATEGIC TRUST 17,125554.2K $
39JPMorgan Ultra-Short Income ETF 10,624536K $
40Schwab U.S. Small-Cap ETF 15,332500.1K $
41iShares Russell 2000 ETF 1,767493.5K $
42Alphabet Inc 1,262483.6K $
43VanEck Gold Miners ETF/USA 5,512480.2K $
44T. Rowe Price Capital Appreciation Equity ETF 11,474451.3K $
45NVIDIA Corp 2,171430.8K $
46Xcel Energy Inc 4,844400K $
47Fidelity Total Bond ETF 8,745398.8K $
48Walmart Inc 3,002395.1K $
49ISHARES TRUST 3,803388.3K $
50Broadcom Inc 896377.5K $
51JPMorgan Chase & Co 1,162363.1K $
523M Co 2,521359.2K $
53iShares Core S&P Small-Cap ETF 2,519346.2K $
54SPDR SERIES TRUST 13,005325.1K $
55Netflix Inc 3,500322.2K $
56SPDR Gold Shares 757320.3K $
57J.P. MORGAN EXCHANGE-TRADED FUND TRUST 4,593270.3K $
58Oracle Corp 1,394239.5K $
59iShares Core MSCI Emerging Markets ETF 2,860224.9K $
60Meta Platforms Inc 369224.6K $
61Micron Technology Inc 401217.4K $
62Johnson & Johnson 915207.9K $

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Sector breakdown

  • Funds 2.9 %
  • Technology 1.8 %
  • Industrials 1.1 %
  • Communication 0.9 %
  • Consumer discretionary 0.3 %
  • Utilities 0.2 %
  • Consumer staples 0.2 %
  • Financials 0.2 %
  • Health care 0.1 %
  • Unattributed 92.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States62215.8M $100.00 %
Cite this page

Titelia. "Holdings of BOYUM WEALTH ARCHITECTS LLC". https://titelia.com/en/funds/US13F2068635