BOYUM WEALTH ARCHITECTS LLC - Portfolio overview
BOYUM WEALTH ARCHITECTS LLC has 76 reported holdings in this dataset, with the latest filing dated 2026-05-04.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- SCHB - SCHWAB STRATEGIC TR, 17.31%
- PTRB - PGIM ETF TR, 11.31%
- PRF - INVESCO EXCHANGE TRADED FD T, 11.12%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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