Bosman Wealth Management
Latest statistics and disclosures from Bosman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, GOOGL, NVDA, CRWD, FTI, and represent 36.66% of Bosman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SOFI, APP, GLD, ANET, SANM, VST, CEG, ORCL, CRWV, CIFR.
- Started 13 new stock positions in CIFR, VRT, ANET, SANM, ORCL, BITB, RKLB, APP, VST, IREN. FETH, CEG, SOFI.
- Reduced shares in these 10 stocks: URBN, CYBR, UBER, SN, SPOT, DASH, TOST, SHV, AXON, MELI.
- Sold out of its positions in ARM, EZPW, ETHE, TTI, URBN, SN.
- Bosman Wealth Management was a net seller of stock by $-1.9M.
- Bosman Wealth Management has $122M in assets under management (AUM), dropping by -5.64%.
- Central Index Key (CIK): 0002066260
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Portfolio Holdings for Bosman Wealth Management
Bosman Wealth Management holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 12.2 | $15M | -6% | 83k | 177.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $9.4M | -9% | 30k | 313.00 |
|
| NVIDIA Corporation (NVDA) | 7.5 | $9.2M | 49k | 186.50 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 4.8 | $5.9M | 13k | 468.76 |
|
|
| Technipfmc (FTI) | 4.4 | $5.4M | -2% | 121k | 44.56 |
|
| Amazon (AMZN) | 4.2 | $5.1M | 22k | 230.82 |
|
|
| Microsoft Corporation (MSFT) | 4.0 | $4.9M | +3% | 10k | 483.62 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.9 | $4.8M | +135% | 12k | 396.31 |
|
| Broadcom (AVGO) | 3.8 | $4.7M | +5% | 13k | 346.10 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 3.5 | $4.3M | -16% | 86k | 49.65 |
|
| Meta Platforms Cl A (META) | 3.2 | $3.8M | +9% | 5.8k | 660.09 |
|
| Sofi Technologies (SOFI) | 2.9 | $3.6M | NEW | 136k | 26.18 |
|
| Cyberark Software SHS (CYBR) | 2.5 | $3.0M | -47% | 6.8k | 446.06 |
|
| Ge Vernova (GEV) | 2.4 | $3.0M | 4.6k | 653.57 |
|
|
| Applovin Corp Com Cl A (APP) | 2.4 | $2.9M | NEW | 4.2k | 673.82 |
|
| Arista Networks Com Shs (ANET) | 1.9 | $2.4M | NEW | 18k | 131.03 |
|
| Sanmina (SANM) | 1.9 | $2.3M | NEW | 16k | 150.07 |
|
| Vistra Energy (VST) | 1.9 | $2.3M | NEW | 14k | 161.33 |
|
| Apple (AAPL) | 1.7 | $2.1M | 7.7k | 271.86 |
|
|
| Constellation Energy (CEG) | 1.7 | $2.1M | NEW | 5.8k | 353.27 |
|
| Comfort Systems USA (FIX) | 1.6 | $1.9M | -34% | 2.1k | 933.29 |
|
| Tesla Motors (TSLA) | 1.5 | $1.8M | +2% | 4.1k | 449.72 |
|
| Oracle Corporation (ORCL) | 1.4 | $1.8M | NEW | 9.0k | 194.91 |
|
| Coreweave Com Cl A (CRWV) | 1.4 | $1.7M | +385% | 24k | 71.61 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.3 | $1.6M | -46% | 14k | 110.15 |
|
| Advanced Micro Devices (AMD) | 1.1 | $1.4M | +17% | 6.5k | 214.16 |
|
| Deckers Outdoor Corporation (DECK) | 1.1 | $1.4M | -19% | 13k | 103.67 |
|
| Spotify Technology S A SHS (SPOT) | 1.0 | $1.2M | -63% | 2.0k | 580.71 |
|
| Cipher Mining (CIFR) | 0.9 | $1.0M | NEW | 71k | 14.76 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.0M | 1.5k | 681.92 |
|
|
| Axon Enterprise (AXON) | 0.8 | $1.0M | -56% | 1.8k | 567.93 |
|
| Iren Ordinary Shares (IREN) | 0.8 | $954k | NEW | 25k | 37.77 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.8 | $925k | 42k | 21.89 |
|
|
| MercadoLibre (MELI) | 0.7 | $860k | -56% | 427.00 | 2014.26 |
|
| Uber Technologies (UBER) | 0.7 | $851k | -74% | 10k | 81.71 |
|
| Doordash Cl A (DASH) | 0.6 | $762k | -67% | 3.4k | 226.48 |
|
| Servicenow (NOW) | 0.6 | $721k | +34% | 4.7k | 153.19 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.6 | $675k | -27% | 30k | 22.43 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.5 | $642k | NEW | 14k | 47.56 |
|
| Cargurus Com Cl A (CARG) | 0.5 | $609k | -44% | 16k | 38.35 |
|
| 3M Company (MMM) | 0.5 | $593k | 3.7k | 160.10 |
|
|
| Chevron Corporation (CVX) | 0.4 | $439k | 2.9k | 152.41 |
|
|
| Rocket Lab Corp (RKLB) | 0.3 | $414k | NEW | 5.9k | 69.76 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $353k | -21% | 981.00 | 360.13 |
|
| Fidelity Ethereum SHS (FETH) | 0.3 | $338k | NEW | 11k | 29.61 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $302k | NEW | 1.9k | 162.01 |
|
| Toast Cl A (TOST) | 0.2 | $280k | -84% | 7.9k | 35.51 |
|
| Visa Com Cl A (V) | 0.2 | $210k | 600.00 | 350.71 |
|
|
| Oscar Health Cl A (OSCR) | 0.2 | $200k | -83% | 14k | 14.37 |
|
Past Filings by Bosman Wealth Management
SEC 13F filings are viewable for Bosman Wealth Management going back to 2024
- Bosman Wealth Management 2025 Q4 filed Jan. 27, 2026
- Bosman Wealth Management 2025 Q3 filed Oct. 27, 2025
- Bosman Wealth Management 2025 Q2 filed July 17, 2025
- Bosman Wealth Management 2025 Q1 filed April 30, 2025
- Bosman Wealth Management 2024 Q4 filed April 30, 2025