Boomfish Wealth Group as of March 31, 2026
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 | 113k | 91.64 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 4.3 | $8.1M | 81k | 99.27 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.8 | $7.1M | 73k | 96.70 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.2 | $6.0M | 70k | 86.69 | |
| NVIDIA Corporation (NVDA) | 3.1 | $5.7M | 33k | 174.40 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.5 | $4.7M | 97k | 48.86 | |
| Apple (AAPL) | 2.4 | $4.5M | 18k | 253.79 | |
| Kla Corp Com New (KLAC) | 2.2 | $4.1M | 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 | 2.9k | 1320.83 | |
| Amazon (AMZN) | 2.0 | $3.7M | 18k | 208.26 | |
| Applied Materials (AMAT) | 2.0 | $3.7M | 11k | 341.78 | |
| Microsoft Corporation (MSFT) | 1.8 | $3.4M | 9.1k | 370.19 | |
| Lockheed Martin Corporation (LMT) | 1.7 | $3.3M | 5.4k | 604.34 | |
| Lowe's Companies (LOW) | 1.7 | $3.1M | 13k | 236.29 | |
| Arista Networks Com Shs (ANET) | 1.6 | $3.1M | 25k | 122.78 | |
| Visa Com Cl A (V) | 1.6 | $2.9M | 9.7k | 302.25 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $2.9M | 17k | 169.66 | |
| Expeditors International of Washington (EXPD) | 1.6 | $2.9M | 20k | 143.23 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.9M | 5.8k | 499.65 | |
| Broadcom (AVGO) | 1.5 | $2.9M | 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 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $2.8M | 5.7k | 491.55 | |
| Meta Platforms Cl A (META) | 1.5 | $2.8M | 4.8k | 572.14 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $2.7M | 8.1k | 337.95 | |
| Palo Alto Networks (PANW) | 1.5 | $2.7M | 17k | 160.32 | |
| Fortinet (FTNT) | 1.5 | $2.7M | 33k | 81.72 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.7M | 9.1k | 294.16 | |
| Microchip Technology (MCHP) | 1.4 | $2.7M | 41k | 64.61 | |
| Tesla Motors (TSLA) | 1.3 | $2.4M | 6.5k | 371.75 | |
| Johnson & Johnson (JNJ) | 1.3 | $2.4M | 9.8k | 244.45 | |
| MercadoLibre (MELI) | 1.3 | $2.4M | 1.4k | 1729.02 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $2.4M | 12k | 192.90 | |
| Booking Holdings (BKNG) | 1.2 | $2.3M | 543.00 | 4210.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.2M | 4.6k | 479.20 | |
| Domino's Pizza (DPZ) | 1.1 | $2.1M | 6.0k | 358.77 | |
| Nextera Energy (NEE) | 1.1 | $2.1M | 23k | 92.88 | |
| salesforce (CRM) | 1.1 | $2.1M | 11k | 186.67 | |
| Enbridge (ENB) | 1.1 | $2.1M | 39k | 54.14 | |
| Pimco Etf Tr Ultra Short Govt (BILZ) | 1.1 | $2.1M | 21k | 100.97 | |
| United Parcel Svcs CL B (UPS) | 1.1 | $2.1M | 21k | 98.38 | |
| Veeva Sys Cl A Com (VEEV) | 1.1 | $2.0M | 12k | 175.66 | |
| Servicenow (NOW) | 1.1 | $2.0M | 19k | 104.55 | |
| UnitedHealth (UNH) | 1.1 | $2.0M | 7.4k | 270.60 | |
| Procter & Gamble Company (PG) | 1.1 | $2.0M | 14k | 144.44 | |
| Amgen (AMGN) | 1.1 | $2.0M | 5.6k | 351.83 | |
| Digital Realty Trust (DLR) | 1.0 | $1.9M | 10k | 180.22 | |
| Bank of America Corporation (BAC) | 1.0 | $1.9M | 38k | 48.75 | |
| Union Pacific Corporation (UNP) | 1.0 | $1.8M | 7.6k | 242.61 | |
| Honeywell International (HON) | 1.0 | $1.8M | 8.0k | 226.02 | |
| Workday Cl A (WDAY) | 0.9 | $1.8M | 14k | 129.92 | |
| Pepsi (PEP) | 0.9 | $1.7M | 11k | 155.29 | |
| Linde SHS (LIN) | 0.7 | $1.4M | 2.8k | 495.76 | |
| Monolithic Power Systems (MPWR) | 0.7 | $1.3M | 1.2k | 1093.35 | |
| Netflix (NFLX) | 0.7 | $1.3M | 13k | 96.15 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.2M | 6.2k | 198.29 | |
| Advanced Micro Devices (AMD) | 0.6 | $1.2M | 5.9k | 203.43 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $1.2M | 13k | 92.28 | |
| Roper Industries (ROP) | 0.6 | $1.2M | 3.3k | 353.87 | |
| Paychex (PAYX) | 0.6 | $1.1M | 12k | 92.12 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $1.0M | 2.2k | 460.99 | |
| Cadence Design Systems (CDNS) | 0.5 | $908k | 3.3k | 277.87 | |
| Tractor Supply Company (TSCO) | 0.5 | $883k | 20k | 45.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $872k | 3.0k | 287.59 | |
| Autodesk (ADSK) | 0.5 | $867k | 3.6k | 239.40 | |
| Home Depot (HD) | 0.4 | $774k | 2.4k | 328.89 | |
| Costco Wholesale Corporation (COST) | 0.3 | $595k | 597.00 | 995.85 | |
| Fiserv (FISV) | 0.3 | $578k | 10k | 55.80 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.3 | $569k | 5.9k | 96.81 | |
| Wal-Mart Stores (WMT) | 0.2 | $444k | 3.6k | 124.26 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $421k | 2.9k | 146.28 | |
| Chevron Corporation (CVX) | 0.2 | $410k | 2.0k | 206.90 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $382k | 588.00 | 650.34 | |
| Coca-Cola Company (KO) | 0.2 | $374k | 4.9k | 76.05 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $313k | 6.2k | 50.63 | |
| Abbvie (ABBV) | 0.2 | $298k | 1.4k | 217.49 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $294k | 11k | 26.61 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $285k | 9.3k | 30.68 | |
| Caterpillar (CAT) | 0.1 | $251k | 354.00 | 708.46 | |
| Saia (SAIA) | 0.1 | $239k | 680.00 | 351.28 | |
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $235k | 3.1k | 76.54 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $210k | 351.00 | 597.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $206k | 315.00 | 652.96 | |
| Ecolab (ECL) | 0.1 | $202k | 759.00 | 266.02 | |
| Esperion Therapeutics (ESPR) | 0.1 | $124k | 45k | 2.74 | |
| Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $20k | 14k | 1.35 |
