Boyum Wealth Architects LLC
Annual return '25
+25.5%
SPY '25
+17.7%
Alpha
+7.8ptsvs SPY
Invested
$239.3M
Holdings
73
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
17.5%
02
$PTRB
PGIM ETF TR
Held since at least Q1 2024
11.4%
03
$PRF
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
11.2%
04
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
8.9%
05
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
6.5%
06
$RUNN
STRATEGIC TRUST
Held since at least Q1 2024
5.6%
07
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
5.2%
08
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
4.5%
09
$SGOV
ISHARES TR
Held since at least Q1 2024
2.1%
10
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:13 UTC.