Boyum Wealth Architects LLC reported 21 positions worth $12.36M for the quarter ended Sep 30, 2026, up 8.0% on the prior quarter. It opened 2 new positions, added to 12, trimmed 1 and exited 0. Its largest holding is Apple Inc. at 17.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LMT Lockheed Martin Corp | +588 | – | $297.18K | 2.4% |
| CRWD CrowdStrike Holdings, Inc. | +748 | – | $201.99K | 1.63% |
| AMZN Amazon Com Inc | +115 | +4.1% | $28.92K | 5.94% |
| AAPL Apple Inc. | +80 | +1.3% | $26.69K | 17.3% |
| GLD Spdr Gold Trust | +68 | +9.0% | $25.85K | 2.54% |
| MSFT Microsoft Corp | +43 | +2.2% | $22.26K | 8.44% |
| JPM Jpmorgan Chase & Co | +66 | +5.7% | $21.94K | 3.3% |
| XEL Xcel Energy Inc | +303 | +6.3% | $21.64K | 2.97% |
| META Meta Platforms, Inc. | +17 | +4.7% | $12.38K | 2.24% |
| GOOGL Alphabet Inc. | +19 | +0.8% | $6.53K | 6.74% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GGG Graco Inc | -389 | -8.2% | $30.34K | 2.74% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 6,411 | $2.14M | 17.3% | +80 | +1.3% | Added | 0% |
| 2 | FAST Fastenal Co | Industrials | 34.7K | $1.76M | 14.26% | 0 | 0.0% | Unchanged | 0% |
| 3 | MSFT Microsoft Corp | Technology | 2,015 | $1.04M | 8.44% | +43 | +2.2% | Added | 0% |
| 4 | PII Polaris Inc. | Consumer Discretionary | 17.7K | $949.23K | 7.68% | +10 | +0.1% | Added | 0.03% |
| 5 | GOOGL Alphabet Inc. | Technology | 2,427 | $833.76K | 6.74% | +19 | +0.8% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 2,920 | $734.44K | 5.94% | +115 | +4.1% | Added | 0% |
| 7 | NVDA Nvidia Corp | Technology | 2,171 | $507.91K | 4.11% | 0 | 0.0% | Unchanged | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 1,228 | $408.16K | 3.3% | +66 | +5.7% | Added | 0% |
| 9 | MMM 3M Co | Industrials | 2,521 | $408.13K | 3.3% | 0 | 0.0% | Unchanged | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 1,112 | $378.47K | 3.06% | 0 | 0.0% | Unchanged | 0% |
| 11 | XEL Xcel Energy Inc | Utilities | 5,147 | $367.52K | 2.97% | +303 | +6.3% | Added | 0% |
| 12 | GGG Graco Inc | Industrials | 4,338 | $338.36K | 2.74% | -389 | -8.2% | Reduced | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 907 | $322.11K | 2.61% | +11 | +1.2% | Added | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 3,062 | $319.24K | 2.58% | +60 | +2.0% | Added | 0% |
| 15 | GLD Spdr Gold Trust | Financial Services | 825 | $313.62K | 2.54% | +68 | +9.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Boyum Wealth Architects.
As of its Q3 2026 13F filing, Boyum Wealth Architects LLC’s five largest positions were Apple Inc. (AAPL) at 17.3%, Fastenal Co (FAST) at 14.3%, Microsoft Corp (MSFT) at 8.4%, Polaris Inc. (PII) at 7.7%, Alphabet Inc. (GOOGL) at 6.7% of the reported portfolio.
Boyum Wealth Architects LLC reported a 13F portfolio worth $12.36M across 21 positions for Q3 2026. That is up 8.0% from the previous quarter.
Its largest purchases by value were Lockheed Martin Corp ($297.18K), CrowdStrike Holdings, Inc. ($201.99K), Amazon Com Inc ($28.92K). It opened 2 new positions.
Its largest sales by value were Graco Inc ($30.34K). It exited 0 positions entirely.
From the Form 13F-HR reports Boyum Wealth Architects LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.