BOYUM WEALTH ARCHITECTS LLC
Long book
$239.3M
Q1 2026
Positions
73
Top-10 weight
75%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsBOYUM WEALTH ARCHITECTS LLC is a wealth-management firm allocating client money, running a $239.3M US long book across 73 positions.
The portfolio is concentrated: the top 10 names carry 75% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SCHWAB US BROAD MARKET ETF, PGIM TOTAL RETURN BOND ETF, INVESCO RAFI US 1000 ETF, ISHRS US E F R A ETF-USD INC, AVANTIS INTERNATIONAL EQUITY.
Over the last 5 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 1 of 5 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2025
+7.2%
Q2 2025
+6.4%
Q3 2025
+2.4%
Q4 2025
-1.4%
Q1 2026
+11.3%
Sector allocation
Technology 46%
Consumer discretionary 26%
Industrials 15%
Healthcare 5%
Utilities 3%
Financials 3%
Services media 3%
Long book by quarter
What does BOYUM WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| FAST FASTENAL CO | Consumer discretionary | 43.7K | $2.0M | 0.8% | +0.1% |
| AAPL APPLE INC | Technology | 6.3K | $1.8M | 0.7% | -1.0% |
| PII POLARIS INC | Industrials | 16.9K | $1.1M | 0.5% | +0.1% |
| GOOGL ALPHABET INC-CL A | Technology | 2.5K | $953K | 0.4% | -10.3% |
| MSFT MICROSOFT CORP | Technology | 2.0K | $818K | 0.3% | -7.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.8K | $740K | 0.3% | +3.2% |
| GGG GRACO INC | Industrials | 8.0K | $632K | 0.3% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.3K | $484K | 0.2% | -1.0% |
| NVDA NVIDIA CORP | Technology | 2.2K | $431K | 0.2% | -13.9% |
| XEL XCEL ENERGY INC | Utilities | 4.8K | $400K | 0.2% | +20.6% |
| WMT WALMART INC | Consumer discretionary | 3.0K | $395K | 0.2% | -9.6% |
| AVGO BROADCOM INC | Technology | 896 | $377K | 0.2% | -2.9% |
| JPM JPMORGAN CHASE & CO | Financials | 1.2K | $363K | 0.2% | -3.4% |
| MMM 3M CO | Healthcare | 2.5K | $359K | 0.2% | -4.7% |
| NFLX NETFLIX INC | Services media | 3.5K | $322K | 0.1% | -4.1% |
| ORCL ORACLE CORP | Technology | 1.4K | $240K | 0.1% | -1.0% |
| META META PLATFORMS INC-CLASS A | Technology | 369 | $225K | 0.1% | -11.5% |
| MU MICRON TECHNOLOGY INC | Technology | 401 | $217K | 0.1% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 915 | $208K | 0.1% | -3.6% |