BOYUM WEALTH ARCHITECTS LLC

CIK 0002068635 · Q1 2026

13F Equity AUM

$239.3M

+11.9% QoQ

Positions

0 QoQ

AUM Rank

#6,715

Top 54%

Skill Alpha (FF)

—

Building track record (3q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 55.5%Top 10: 74.6%Top 20: 84.9%

SCHB17.5%

PTRB11.4%

PRF11.2%

DYNF8.9%

AVDE6.5%

RUNN5.6%

AVEM5.2%

QQQM4.5%

SGOV2.1%

VTI1.8%

Others (63)25.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services94.8%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 73Median: 0.30%Avg: 1.37%

0–0.5%

45(10.0%)

0.5–1%

13(9.6%)

1–3%

7(9.7%)

3–5%

1(4.5%)

5%+

7(66.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 71Unique: 2vs 20 funds

1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

1.4%

MORGAN STANLEY

1.2%

BANK OF AMERICA CORP /DE/

1.4%

FMR LLC

1.9%

BlackRock, Inc.

1.1%

STATE STREET CORP

0.7%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New7Increased26Decreased33Exited7

New Positions

SGOV2.1%

+49K

AVDS1.4%

+43K

FBND0.2%

+9K

IALT0.1%

+11K

XT0.1%

+4K

DCOR0.1%

+3K

MU0.1%

+401

Increased

SCHB17.5%

+113K(+8%)

PRF11.2%

+70K(+15%)

AVEM5.2%

+55K(+67%)

PTRB11.4%

+50K(+8%)

AVDE6.5%

+35K(+25%)

RUNN5.6%

+29K(+8%)

DYNF8.9%

+23K(+8%)

IWF0.7%

+10K(+323%)

JVAL1.1%

+9K(+23%)

QQQM4.5%

+7K(+23%)

Decreased

TBIL1.0%

-98,268(-67%)

JEPI0.9%

-66,178(-63%)

JPST0.2%

-20,905(-66%)

BUFR1.1%

-5,496(-7%)

AOR0.7%

-5,228(-18%)

NFLT0.3%

-3,722(-11%)

GDX0.2%

-3,178(-37%)

JCPB1.0%

-1,600(-3%)

MFSI0.4%

-1,502(-5%)

SCHG0.6%

-996(-2%)

Exited

-2,342

-5,595

-4,102

-9,616

-14,052

-2,599

-1,461

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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