One consideration not yet mentioned is if you are buying new, used or doing any DIY. Where I'm going here is that if you are buying used, some types of components depreciate more, allowing you to get a good balance for your budget by spending less on those items. I know you excluded sources from your premise, but I think you can't wholly set that topic aside because digital gear depreciates more than anything else.
While speakers, amps, preamps etc. typically sell used for ~half MSRP(yeah it can vary by brand, age, etc.), digital used gear more than a year or two old can often sell for 25%-33% of MSRP. So I would suggest used digital a smarter investment if you are a beginner on a budget; it may not have all the latest features (often formats that don't ultimately catch on - e.g. HDCD, MQA, etc.). Cables have really high margins and older ones a few iterations older, often way better value. Used pro cables like Mogami or Canare sound really good and can be had for very little cost.
IMHO, room treatment and speakers will have the biggest variation in sound and choosing speakers that suit your personal preferences/priorities and room is the most important decision. Speakers cost money, so invest some thought & elbow grease to improve your room at low cost. Since even without soldering & electronics skills, most of us can handle a staple gun, scissors and a saw, DIY room treatments can significantly improve your overall sound at a modest cost. Don't make the mistake that many make and ignore the room because they prioritize all the budget to other items. You may also be able to utilize furnishings you already own towards this goal. Natural fibre rugs, thick curtains and bookcases full of books can be wisely deployed towards in this effort. Covering windows, moving glass-frame out of harms way and added upholstery all can help too.
In terms of choosing components, pick an easy to drive speaker if you find one that you like. That will allow you to spend far less on amplification. Choose the best quality (not most powerful) integrated amp that mates well with that speaker. By going integrated you will need fewer interconnects and power cables. Assuming you are spending less than $5k on the system, solid state will probably be your best bet strictly because tube amps usually cost fare more $/watt. Until you get up there in total budget, good tube stuff isn't really an option unless you over-allocate on the amplification.
So bottom line, used speakers 50%, used integrated amp 25%, used cables(speaker, 2pr interconnect, 2 power) $400, DIY panels $200-400, the remainder on sources. Cheers,
Spencer