Bosman Wealth Management
Latest statistics and disclosures from Bosman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, NVDA, GOOGL, IBIT, CYBR, and represent 36.11% of Bosman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IBIT, ETHA, META, AMD, ETHE, AMZN, CRWV, URBN, AXON, CVX.
- Started 6 new stock positions in TTI, CRWV, ETHE, ETHA, CVX, AMD.
- Reduced shares in these 10 stocks: FOUR, FTI, NOW, CYBR, PLTR, Olo, MGY, SHV, GRRR, SN.
- Sold out of its positions in Olo, FOUR, GRRR.
- Bosman Wealth Management was a net buyer of stock by $4.9M.
- Bosman Wealth Management has $129M in assets under management (AUM), dropping by 14.62%.
- Central Index Key (CIK): 0002066260
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Portfolio Holdings for Bosman Wealth Management
Bosman Wealth Management holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 12.6 | $16M | -2% | 89k | 182.42 |
|
| NVIDIA Corporation (NVDA) | 7.1 | $9.2M | 49k | 186.58 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $8.1M | 33k | 243.10 |
|
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 5.2 | $6.7M | +81% | 104k | 65.00 |
|
| Cyberark Software SHS (CYBR) | 4.9 | $6.3M | -5% | 13k | 483.15 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 4.8 | $6.2M | +5% | 13k | 490.38 |
|
| Microsoft Corporation (MSFT) | 3.9 | $5.1M | 9.8k | 517.95 |
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| Technipfmc (FTI) | 3.8 | $4.9M | -16% | 124k | 39.45 |
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| Amazon (AMZN) | 3.8 | $4.9M | +18% | 22k | 219.57 |
|
| Broadcom (AVGO) | 3.3 | $4.2M | +10% | 13k | 329.91 |
|
| Uber Technologies (UBER) | 3.0 | $3.9M | +5% | 40k | 97.97 |
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| Meta Platforms Cl A (META) | 3.0 | $3.9M | +40% | 5.3k | 734.38 |
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| Spotify Technology S A SHS (SPOT) | 3.0 | $3.8M | 5.5k | 698.00 |
|
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| Urban Outfitters (URBN) | 2.8 | $3.6M | +20% | 51k | 71.43 |
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| Servicenow (NOW) | 2.5 | $3.2M | -10% | 3.5k | 920.28 |
|
| Axon Enterprise (AXON) | 2.3 | $3.0M | +20% | 4.1k | 717.64 |
|
| Ishares Tr Short Treas Bd (SHV) | 2.3 | $2.9M | -7% | 26k | 110.49 |
|
| Doordash Cl A (DASH) | 2.2 | $2.8M | +10% | 10k | 271.99 |
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| Ge Vernova (GEV) | 2.2 | $2.8M | +8% | 4.6k | 614.90 |
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| Comfort Systems USA (FIX) | 2.0 | $2.6M | -5% | 3.2k | 825.18 |
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| MercadoLibre (MELI) | 1.8 | $2.3M | 987.00 | 2336.94 |
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| Sharkninja Com Shs (SN) | 1.8 | $2.3M | -8% | 22k | 103.15 |
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| Apple (AAPL) | 1.5 | $2.0M | 7.7k | 254.63 |
|
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| Toast Cl A (TOST) | 1.5 | $1.9M | -5% | 52k | 36.51 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $1.8M | +6% | 5.1k | 355.47 |
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| Tesla Motors (TSLA) | 1.4 | $1.8M | 4.0k | 444.72 |
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| Deckers Outdoor Corporation (DECK) | 1.3 | $1.7M | -11% | 17k | 101.37 |
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| Oscar Health Cl A (OSCR) | 1.2 | $1.6M | +7% | 85k | 18.93 |
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| Ishares Ethereum Tr SHS (ETHA) | 1.0 | $1.3M | NEW | 42k | 31.51 |
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| Cargurus Com Cl A (CARG) | 0.8 | $1.1M | -7% | 29k | 37.23 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.8 | $1.0M | -19% | 43k | 23.87 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.0M | +77% | 1.5k | 666.18 |
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| Advanced Micro Devices (AMD) | 0.7 | $899k | NEW | 5.6k | 161.79 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.6 | $797k | NEW | 23k | 34.27 |
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| Coreweave Com Cl A (CRWV) | 0.5 | $675k | NEW | 4.9k | 136.85 |
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| 3M Company (MMM) | 0.4 | $575k | 3.7k | 155.18 |
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| Arm Holdings Sponsored Ads (ARM) | 0.4 | $473k | 3.3k | 141.49 |
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| Chevron Corporation (CVX) | 0.3 | $447k | NEW | 2.9k | 155.29 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $408k | -3% | 1.3k | 326.36 |
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| Ezcorp Cl A Non Vtg (EZPW) | 0.2 | $245k | 13k | 19.04 |
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| Visa Com Cl A (V) | 0.2 | $205k | 600.00 | 341.38 |
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| TETRA Technologies (TTI) | 0.1 | $86k | NEW | 15k | 5.75 |
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Past Filings by Bosman Wealth Management
SEC 13F filings are viewable for Bosman Wealth Management going back to 2024
- 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