Boomfish Wealth Group, LLC Top Holdings and 13F Report (2026) About Boomfish Wealth Group, LLCInvestment ActivityBoomfish Wealth Group, LLC has $187.33 million in total holdings as of March 31, 2026.Boomfish Wealth Group, LLC owns shares of 87 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 10.73% of the portfolio was purchased this quarter.About 7.36% of the portfolio was sold this quarter.This quarter, Boomfish Wealth Group, LLC has purchased 85 new stocks and bought additional shares in 57 stocks.Boomfish Wealth Group, LLC sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $10,370,547iShares Core U.S. Aggregate Bond ETF $8,057,285VanEck Morningstar Wide Moat ETF $7,095,924iShares 20+ Year Treasury Bond ETF $6,039,355NVIDIA $5,723,328 Largest New Holdings this Quarter G54950103 - LINDE PLC $1,403,001 Holding007903107 - Advanced Micro Devices $1,193,320 Holding72201R775 - PIMCO ETF TR $1,162,176 Holding46120E602 - Intuitive Surgical $1,013,717 Holding808524870 - Schwab U.S. TIPS ETF $293,881 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 8,048 shares (about $2.37M)Janus Henderson Short Duration Income ETF 34,370 shares (about $1.68M)SPDR Bloomberg 1-3 Month T-Bill ETF 17,948 shares (about $1.64M)LINDE PLC 2,830 shares (about $1.40M)Tesla 3,436 shares (about $1.28M) Largest Sales this Quarter Applied Materials 4,387 shares (about $1.50M)Ecolab 5,441 shares (about $1.45M)ASML 364 shares (about $480.78K)iShares Core U.S. Aggregate Bond ETF 2,782 shares (about $276.17K)Lockheed Martin 309 shares (about $186.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoomfish Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$10,370,547$1,644,757 ▲18.8%113,1665.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,057,285$276,170 ▼-3.3%81,1654.3%FinanceMOATVanEck Morningstar Wide Moat ETF$7,095,924$115,073 ▲1.6%73,3813.8%ETFTLTiShares 20+ Year Treasury Bond ETF$6,039,355$395,134 ▲7.0%69,6663.2%ETFNVDANVIDIA$5,723,328$42,903 ▲0.8%32,8173.1%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$4,723,496$1,679,320 ▲55.2%96,6742.5%ETFAAPLApple$4,478,182$64,463 ▲1.5%17,6452.4%Computer and TechnologyKLACKLA$4,149,555$133,999 ▼-3.1%2,8182.2%Computer and TechnologyGOOGAlphabet$4,073,770$33,563 ▲0.8%14,2012.2%Computer and TechnologyASMLASML$3,870,032$480,782 ▼-11.1%2,9302.1%Computer and TechnologyAMZNAmazon.com$3,703,362$34,780 ▲0.9%17,7822.0%Retail/WholesaleAMATApplied Materials$3,701,424$1,499,367 ▼-28.8%10,8302.0%Computer and TechnologyMSFTMicrosoft$3,361,292$104,022 ▲3.2%9,0801.8%Computer and TechnologyLMTLockheed Martin$3,277,951$186,742 ▼-5.4%5,4241.7%AerospaceLOWLowe's Companies$3,095,581$56,236 ▲1.9%13,1011.7%Retail/WholesaleARISTA NETWORKS INC$3,051,942$50,585 ▲1.7%24,8571.6%COM SHSVVisa$2,938,191$43,827 ▲1.5%9,7211.6%Business ServicesXOMExxonMobil$2,929,383$7,974 ▲0.3%17,2661.6%EnergyEXPDExpeditors International of Washington$2,923,408$28,216 ▲1.0%20,4111.6%TransportationMAMastercard$2,901,961$62,956 ▲2.2%5,8081.5%Business ServicesAVGOBroadcom$2,900,846$116,690 ▲4.2%9,3721.5%Computer and TechnologyICEIntercontinental Exchange$2,899,380$53,946 ▲1.9%18,4351.5%FinanceVRTXVertex Pharmaceuticals$2,885,988$23,667 ▲0.8%6,4631.5%MedicalTMOThermo Fisher Scientific$2,800,829$4,915 ▼-0.2%5,6981.5%MedicalMETAMeta Platforms$2,753,121$102,412 ▲3.9%4,8121.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,731,650$1,234,531 ▲82.5%8,0831.5%Computer and TechnologyPANWPalo Alto Networks$2,731,212$84,489 ▲3.2%17,0361.5%Computer and TechnologyFTNTFortinet$2,718,171$38,980 ▲1.5%33,2621.5%Computer and TechnologyJPMJPMorgan Chase & Co.$2,685,974$2,367,399 ▲743.1%9,1311.4%FinanceMCHPMicrochip Technology$2,658,647$21,063 ▲0.8%41,1491.4%Computer and TechnologyTSLATesla$2,424,554$1,277,333 ▲111.3%6,5221.3%Auto/Tires/TrucksJNJJohnson & Johnson$2,393,374$33,000 ▼-1.4%9,7911.3%MedicalMELIMercadoLibre$2,373,944$81,264 ▲3.5%1,3731.3%Retail/WholesaleRTXRTX$2,350,500$772 ▼0.0%12,1851.3%AerospaceBKNGBooking$2,286,360$168,424 ▲8.0%5431.2%Retail/WholesaleBRK.BBerkshire Hathaway$2,184,673$21,564 ▲1.0%4,5591.2%FinanceDOMINOS PIZZA INC$2,149,021$43,770 ▲2.1%5,9901.1%COMNEENextEra Energy$2,139,015$39,752 ▲1.9%23,0301.1%UtilitiesCRMSalesforce$2,114,794$42,934 ▲2.1%11,3291.1%Computer and TechnologyENBEnbridge$2,088,342$13,048 ▲0.6%38,5731.1%EnergyBILZPIMCO Ultra Short Government Active ETF$2,069,447$569,259 ▲37.9%20,4961.1%ETFUPSUnited Parcel Service$2,062,558$62,374 ▼-2.9%20,9651.1%TransportationVEEVVeeva Systems$2,027,819$70,791 ▲3.6%11,5441.1%MedicalNOWServiceNow$2,026,493$279,462 ▲16.0%19,3831.1%Computer and TechnologyUNHUnitedHealth Group$2,007,052$434,316 ▲27.6%7,4171.1%MedicalPGProcter & Gamble$1,977,154$1,260,855 ▲176.0%13,6881.1%Consumer StaplesAMGNAmgen$1,970,260$3,518 ▲0.2%5,6001.1%MedicalDLRDigital Realty Trust$1,865,251$14,057 ▲0.8%10,3501.0%FinanceBACBank of America$1,864,825$25,009 ▲1.4%38,2531.0%FinanceUNPUnion Pacific$1,833,399$17,953 ▲1.0%7,5571.0%TransportationHONHoneywell International$1,805,011$33,677 ▲1.9%7,9861.0%Multi-Sector ConglomeratesWDAYWorkday$1,765,483$375,599 ▲27.0%13,5890.9%Computer and TechnologyPEPPepsiCo$1,673,201$68,326 ▲4.3%10,7750.9%Consumer StaplesLINDE PLC$1,403,001$1,403,001 ▲New Holding2,8300.7%SHSMPWRMonolithic Power Systems$1,326,234$16,400 ▼-1.2%1,2130.7%Computer and TechnologyNFLXNetflix$1,287,737$968,519 ▲303.4%13,3930.7%Consumer DiscretionaryACNAccenture$1,233,760$15,863 ▲1.3%6,2220.7%Computer and TechnologyAMDAdvanced Micro Devices$1,193,320$1,193,320 ▲New Holding5,8660.6%Computer and TechnologyPIMCO ETF TR$1,162,176$1,162,176 ▲New Holding12,5940.6%ACTIVE BD ETFROPER TECHNOLOGIES INC$1,156,086$69,712 ▲6.4%3,2670.6%COMPAYXPaychex$1,114,066$69,825 ▲6.7%12,0940.6%Computer and TechnologyISRGIntuitive Surgical$1,013,717$1,013,717 ▲New Holding2,1990.5%MedicalCDNSCadence Design Systems$908,079$21,952 ▲2.5%3,2680.5%Computer and TechnologyTSCOTractor Supply$883,186$28,721 ▲3.4%19,4960.5%Retail/WholesaleGOOGLAlphabet$872,253$19,268 ▲2.3%3,0330.5%Computer and TechnologyADSKAutodesk$867,107$33,995 ▲4.1%3,6220.5%Computer and TechnologyHDHome Depot$773,878$3,947 ▲0.5%2,3530.4%Retail/WholesaleCOSTCostco Wholesale$594,525$97,594 ▼-14.1%5970.3%Retail/WholesaleFISERV INC$578,032$1,228 ▼-0.2%10,3590.3%COMCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$568,7410.0%5,8750.3%ETFWALMART INC$443,499$17,397 ▲4.1%3,5690.2%COMPALANTIR TECHNOLOGIES INC$421,286$8,192 ▲2.0%2,8800.2%CL ACVXChevron$410,076$12,828 ▲3.2%1,9820.2%EnergySPYSPDR S&P 500 ETF Trust$382,400$1,301 ▼-0.3%5880.2%FinanceKOCocaCola$374,242$456 ▼-0.1%4,9210.2%Consumer StaplesTFLOiShares Treasury Floating Rate Bond ETF$312,8930.0%6,1800.2%ETFABBVAbbVie$298,179$1,522 ▲0.5%1,3710.2%MedicalSCHPSchwab U.S. TIPS ETF$293,881$293,881 ▲New Holding11,0440.2%ETFSCHDSchwab US Dividend Equity ETF$284,488$284,488 ▲New Holding9,2730.2%ETFCATCaterpillar$250,795$5,668 ▼-2.2%3540.1%IndustrialsSAIASaia$238,8700.0%6800.1%TransportationSPLGSPDR Portfolio S&P 500 ETF$234,7480.0%3,0670.1%ETFVOOVanguard S&P 500 ETF$209,7400.0%3510.1%ETFIVViShares Core S&P 500 ETF$205,682$205,682 ▲New Holding3150.1%ETFECLEcolab$201,909$1,447,414 ▼-87.8%7590.1%Basic MaterialsESPREsperion Therapeutics$124,1380.0%45,3060.1%MedicalCRDLCardiol Therapeutics$19,471$19,471 ▲New Holding14,4230.0%MedicalADBEAdobe$0$2,362,782 ▼-100.0%00.0%Computer and TechnologyCSGPCoStar Group$0$2,318,032 ▼-100.0%00.0%Computer and TechnologyAPDAir Products and Chemicals$0$1,436,078 ▼-100.0%00.0%Basic MaterialsMDLZMondelez International$0$1,258,569 ▼-100.0%00.0%Consumer StaplesDHRDanaher$0$1,173,787 ▼-100.0%00.0%MedicalBLOCK INC$0$993,989 ▼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
