Boomfish Wealth Group
Latest statistics and disclosures from Boomfish Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, AGG, MOAT, TLT, NVDA, and represent 19.90% of Boomfish Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: JPM, VNLA, BIL, LIN, TSLA, PG, TSM, AMD, BOND, ISRG.
- Started 8 new stock positions in LIN, SCHD, BOND, AMD, ISRG, IVV, SCHP, CRDL.
- Reduced shares in these 10 stocks: , , AMAT, ECL, APD, MDLZ, DHR, XYZ, ASML, AGG.
- Sold out of its positions in ADBE, APD, CSGP, DHR, MDLZ, XYZ.
- Boomfish Wealth Group was a net buyer of stock by $6.3M.
- Boomfish Wealth Group has $187M in assets under management (AUM), dropping by 0.12%.
- Central Index Key (CIK): 0002010786
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Portfolio Holdings for Boomfish Wealth Group
Boomfish Wealth Group holds 87 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 5.5 | $10M | +18% | 113k | 91.64 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 4.3 | $8.1M | -3% | 81k | 99.27 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.8 | $7.1M | 73k | 96.70 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.2 | $6.0M | +7% | 70k | 86.69 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $5.7M | 33k | 174.40 |
|
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.5 | $4.7M | +55% | 97k | 48.86 |
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| Apple (AAPL) | 2.4 | $4.5M | 18k | 253.79 |
|
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| Kla Corp Com New (KLAC) | 2.2 | $4.1M | -3% | 2.8k | 1472.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $4.1M | 14k | 286.87 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.1 | $3.9M | -11% | 2.9k | 1320.83 |
|
| Amazon (AMZN) | 2.0 | $3.7M | 18k | 208.26 |
|
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| Applied Materials (AMAT) | 2.0 | $3.7M | -28% | 11k | 341.78 |
|
| Microsoft Corporation (MSFT) | 1.8 | $3.4M | +3% | 9.1k | 370.19 |
|
| Lockheed Martin Corporation (LMT) | 1.7 | $3.3M | -5% | 5.4k | 604.34 |
|
| Lowe's Companies (LOW) | 1.7 | $3.1M | 13k | 236.29 |
|
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| Arista Networks Com Shs (ANET) | 1.6 | $3.1M | 25k | 122.78 |
|
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| Visa Com Cl A (V) | 1.6 | $2.9M | 9.7k | 302.25 |
|
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| Exxon Mobil Corporation (XOM) | 1.6 | $2.9M | 17k | 169.66 |
|
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| Expeditors International of Washington (EXPD) | 1.6 | $2.9M | 20k | 143.23 |
|
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| Mastercard Incorporated Cl A (MA) | 1.5 | $2.9M | +2% | 5.8k | 499.65 |
|
| Broadcom (AVGO) | 1.5 | $2.9M | +4% | 9.4k | 309.52 |
|
| Intercontinental Exchange (ICE) | 1.5 | $2.9M | 18k | 157.28 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $2.9M | 6.5k | 446.54 |
|
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| Thermo Fisher Scientific (TMO) | 1.5 | $2.8M | 5.7k | 491.55 |
|
|
| Meta Platforms Cl A (META) | 1.5 | $2.8M | +3% | 4.8k | 572.14 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $2.7M | +82% | 8.1k | 337.95 |
|
| Palo Alto Networks (PANW) | 1.5 | $2.7M | +3% | 17k | 160.32 |
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| Fortinet (FTNT) | 1.5 | $2.7M | 33k | 81.72 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $2.7M | +743% | 9.1k | 294.16 |
|
| Microchip Technology (MCHP) | 1.4 | $2.7M | 41k | 64.61 |
|
|
| Tesla Motors (TSLA) | 1.3 | $2.4M | +111% | 6.5k | 371.75 |
|
| Johnson & Johnson (JNJ) | 1.3 | $2.4M | 9.8k | 244.45 |
|
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| MercadoLibre (MELI) | 1.3 | $2.4M | +3% | 1.4k | 1729.02 |
|
| Raytheon Technologies Corp (RTX) | 1.3 | $2.4M | 12k | 192.90 |
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| Booking Holdings (BKNG) | 1.2 | $2.3M | +7% | 543.00 | 4210.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.2M | 4.6k | 479.20 |
|
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| Domino's Pizza (DPZ) | 1.1 | $2.1M | +2% | 6.0k | 358.77 |
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| Nextera Energy (NEE) | 1.1 | $2.1M | 23k | 92.88 |
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| salesforce (CRM) | 1.1 | $2.1M | +2% | 11k | 186.67 |
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| Enbridge (ENB) | 1.1 | $2.1M | 39k | 54.14 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 1.1 | $2.1M | +37% | 21k | 100.97 |
|
| United Parcel Svcs CL B (UPS) | 1.1 | $2.1M | -2% | 21k | 98.38 |
|
| Veeva Sys Cl A Com (VEEV) | 1.1 | $2.0M | +3% | 12k | 175.66 |
|
| Servicenow (NOW) | 1.1 | $2.0M | +15% | 19k | 104.55 |
|
| UnitedHealth (UNH) | 1.1 | $2.0M | +27% | 7.4k | 270.60 |
|
| Procter & Gamble Company (PG) | 1.1 | $2.0M | +176% | 14k | 144.44 |
|
| Amgen (AMGN) | 1.1 | $2.0M | 5.6k | 351.83 |
|
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| Digital Realty Trust (DLR) | 1.0 | $1.9M | 10k | 180.22 |
|
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| Bank of America Corporation (BAC) | 1.0 | $1.9M | 38k | 48.75 |
|
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| Union Pacific Corporation (UNP) | 1.0 | $1.8M | 7.6k | 242.61 |
|
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| Honeywell International (HON) | 1.0 | $1.8M | 8.0k | 226.02 |
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| Workday Cl A (WDAY) | 0.9 | $1.8M | +27% | 14k | 129.92 |
|
| Pepsi (PEP) | 0.9 | $1.7M | +4% | 11k | 155.29 |
|
| Linde SHS (LIN) | 0.7 | $1.4M | NEW | 2.8k | 495.76 |
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| Monolithic Power Systems (MPWR) | 0.7 | $1.3M | 1.2k | 1093.35 |
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| Netflix (NFLX) | 0.7 | $1.3M | +303% | 13k | 96.15 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.2M | 6.2k | 198.29 |
|
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| Advanced Micro Devices (AMD) | 0.6 | $1.2M | NEW | 5.9k | 203.43 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $1.2M | NEW | 13k | 92.28 |
|
| Roper Industries (ROP) | 0.6 | $1.2M | +6% | 3.3k | 353.87 |
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| Paychex (PAYX) | 0.6 | $1.1M | +6% | 12k | 92.12 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $1.0M | NEW | 2.2k | 460.99 |
|
| Cadence Design Systems (CDNS) | 0.5 | $908k | +2% | 3.3k | 277.87 |
|
| Tractor Supply Company (TSCO) | 0.5 | $883k | +3% | 20k | 45.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $872k | +2% | 3.0k | 287.59 |
|
| Autodesk (ADSK) | 0.5 | $867k | +4% | 3.6k | 239.40 |
|
| Home Depot (HD) | 0.4 | $774k | 2.4k | 328.89 |
|
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| Costco Wholesale Corporation (COST) | 0.3 | $595k | -14% | 597.00 | 995.85 |
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| Fiserv (FISV) | 0.3 | $578k | 10k | 55.80 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.3 | $569k | 5.9k | 96.81 |
|
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| Wal-Mart Stores (WMT) | 0.2 | $444k | +4% | 3.6k | 124.26 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $421k | 2.9k | 146.28 |
|
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| Chevron Corporation (CVX) | 0.2 | $410k | +3% | 2.0k | 206.90 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $382k | 588.00 | 650.34 |
|
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| Coca-Cola Company (KO) | 0.2 | $374k | 4.9k | 76.05 |
|
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $313k | 6.2k | 50.63 |
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| Abbvie (ABBV) | 0.2 | $298k | 1.4k | 217.49 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $294k | NEW | 11k | 26.61 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $285k | NEW | 9.3k | 30.68 |
|
| Caterpillar (CAT) | 0.1 | $251k | -2% | 354.00 | 708.46 |
|
| Saia (SAIA) | 0.1 | $239k | 680.00 | 351.28 |
|
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $235k | 3.1k | 76.54 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $210k | 351.00 | 597.55 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $206k | NEW | 315.00 | 652.96 |
|
| Ecolab (ECL) | 0.1 | $202k | -87% | 759.00 | 266.02 |
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| Esperion Therapeutics (ESPR) | 0.1 | $124k | 45k | 2.74 |
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| Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $20k | NEW | 14k | 1.35 |
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Past Filings by Boomfish Wealth Group
SEC 13F filings are viewable for Boomfish Wealth Group going back to 2023
- Boomfish Wealth Group 2026 Q1 filed April 22, 2026
- Boomfish Wealth Group 2025 Q4 filed Jan. 21, 2026
- Boomfish Wealth Group 2025 Q3 filed Oct. 29, 2025
- Boomfish Wealth Group 2025 Q2 filed July 24, 2025
- Boomfish Wealth Group 2025 Q1 filed April 18, 2025
- Boomfish Wealth Group 2024 Q4 filed Jan. 23, 2025
- Boomfish Wealth Group 2024 Q3 filed Oct. 15, 2024
- Boomfish Wealth Group 2024 Q2 filed July 19, 2024
- Boomfish Wealth Group 2024 Q1 filed May 3, 2024
- Boomfish Wealth Group 2023 Q4 filed Feb. 9, 2024