Bosman Wealth Management, LLC Top Holdings and 13F Report (2026) About Bosman Wealth Management, LLCInvestment ActivityBosman Wealth Management, LLC has $161.18 million in total holdings as of June 30, 2026.Bosman Wealth Management, LLC owns shares of 56 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 16.70% of the portfolio was purchased this quarter.About 10.01% of the portfolio was sold this quarter.This quarter, Bosman Wealth Management, LLC has purchased 52 new stocks and bought additional shares in 12 stocks.Bosman Wealth Management, LLC sold shares of 23 stocks and completely divested from 10 stocks this quarter.Largest Holdings Micron Technology $21,487,108Marvell Technology $13,340,706Alphabet $10,196,481NVIDIA $9,527,686PALANTIR TECHNOLOGIES INC $8,160,600 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $3,747,019 Holding512807306 - LAM RESEARCH CORP $2,121,584 HoldingH11356104 - BUNGE GLOBAL SA $1,273,289 Holding04626A103 - ASTERA LABS INC $1,175,188 Holding12008R107 - Builders FirstSource $1,034,210 Holding Largest Purchases this Quarter Eli Lilly and Company 3,124 shares (about $3.75M)Lumentum 3,540 shares (about $3.04M)Micron Technology 1,961 shares (about $2.26M)LAM RESEARCH CORP 4,896 shares (about $2.12M)Bloom Energy 6,536 shares (about $1.98M) Largest Sales this Quarter Meta Platforms 2,414 shares (about $1.36M)Marvell Technology 4,256 shares (about $1.27M)Broadcom 2,347 shares (about $886.58K)COREWEAVE INC 7,683 shares (about $764.77K)ISHARES BITCOIN TRUST ETF 20,879 shares (about $695.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBosman Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUMicron Technology$21,487,108$2,263,563 â–²11.8%18,61513.3%TechnologyMRVLMarvell Technology$13,340,706$1,267,820 â–¼-8.7%44,7848.3%TechnologyGOOGLAlphabet$10,196,481$601,454 â–¼-5.6%28,5326.3%Communication ServicesNVDANVIDIA$9,527,686$91,841 â–¼-1.0%47,6175.9%TechnologyPALANTIR TECHNOLOGIES INC$8,160,600$646,818 â–¼-7.3%69,9465.1%CL AFTITechnipFMC$7,462,065$472,653 â–¼-6.0%112,5504.6%EnergyBEBloom Energy$5,215,218$1,978,447 â–²61.1%17,2293.2%IndustrialsGE VERNOVA INC$5,049,548$534,561 â–¼-9.6%4,2983.1%COMAMDAdvanced Micro Devices$4,963,295$1,635,843 â–²49.2%8,5443.1%TechnologyAMZNAmazon.com$4,783,245$644,471 â–¼-11.9%20,0693.0%Consumer DiscretionaryGLDSPDR Gold Shares$4,117,015$488,472 â–¼-10.6%11,1762.6%ETFAVGOBroadcom$3,800,543$886,579 â–¼-18.9%10,0612.4%TechnologyLLYEli Lilly and Company$3,747,019$3,747,019 â–²New Holding3,1242.3%HealthcareLITELumentum$3,699,097$3,037,533 â–²459.1%4,3112.3%TechnologyFIXComfort Systems USA$3,684,445$134,773 â–¼-3.5%1,8592.3%IndustrialsMSFTMicrosoft$3,595,167$385,330 â–¼-9.7%9,6382.2%TechnologySLBSLB$3,371,827$374,756 â–²12.5%72,5282.1%EnergyLBRTLiberty Energy$2,747,488$261,664 â–¼-8.7%104,9061.7%EnergyARISTA NETWORKS INC$2,649,279$579,970 â–¼-18.0%15,5951.6%COM SHSSTXSeagate Technology$2,557,250$411,090 â–¼-13.8%2,6501.6%TechnologyWDCWestern Digital$2,498,673$265,708 â–²11.9%3,9121.6%TechnologyISHARES BITCOIN TRUST ETF$2,339,455$695,062 â–¼-22.9%70,2751.5%SHS BEN INTOCOwens Corning$2,332,102$1,596,753 â–²217.1%14,6711.4%IndustrialsAAPLApple$2,213,893$579 â–²0.0%7,6511.4%TechnologyLAM RESEARCH CORP$2,121,584$2,121,584 â–²New Holding4,8961.3%COM NEWTSLATesla$1,960,417$89,588 â–²4.8%4,6611.2%Consumer DiscretionaryMETAMeta Platforms$1,697,193$1,359,782 â–¼-44.5%3,0131.1%Communication ServicesSHViShares Short Treasury Bond ETF$1,550,5280.0%14,0511.0%ETFJCIJohnson Controls International$1,386,292$1,088,520 â–²365.6%9,4880.9%IndustrialsBUNGE GLOBAL SA$1,273,289$1,273,289 â–²New Holding11,9300.8%COM SHSCOREWEAVE INC$1,264,954$764,766 â–¼-37.7%12,7080.8%COM CL ASCCOSouthern Copper$1,251,361$152,303 â–²13.9%7,1810.8%MaterialsDECKDeckers Outdoor$1,199,225$54,709 â–¼-4.4%12,0780.7%Consumer DiscretionaryASTERA LABS INC$1,175,188$1,175,188 â–²New Holding2,4330.7%COMSPYSPDR S&P 500 ETF Trust$1,128,3690.0%1,5110.7%ETFVRTVertiv$1,110,933$534,038 â–²92.6%3,3180.7%IndustrialsBLDRBuilders FirstSource$1,034,210$1,034,210 â–²New Holding11,5580.6%IndustrialsMGYMagnolia Oil & Gas$973,012$25,606 â–¼-2.6%38,0380.6%EnergyYNDXYandex$816,359$816,359 â–²New Holding2,9560.5%TechnologyTSTenaris$800,221$800,221 â–²New Holding14,4210.5%EnergyVLOValero Energy$756,839$756,839 â–²New Holding2,9060.5%EnergyCIFRCipher Mining$729,904$330,015 â–¼-31.1%29,7920.5%TechnologySMHVanEck Semiconductor ETF$636,8690.0%9710.4%ETFMELIMercadoLibre$602,573$76,382 â–¼-11.3%3550.4%Consumer DiscretionaryMMM3M$600,0380.0%3,7060.4%IndustrialsQXO INC$507,911$507,911 â–²New Holding29,3930.3%COM NEWAAOIApplied Optoelectronics$505,522$505,522 â–²New Holding3,4120.3%TechnologyCVXChevron$476,8920.0%2,8770.3%EnergyAXTIAXT$374,023$374,023 â–²New Holding5,1890.2%TechnologyHPEHewlett Packard Enterprise$313,018$313,018 â–²New Holding6,9390.2%TechnologyEZPWEZCORP$307,4310.0%8,8930.2%FinanceSOLARIS ENERGY INFRAS INC$264,231$264,231 â–²New Holding3,2840.2%COM CL AROCKET LAB CORP$211,025$391,555 â–¼-65.0%2,0760.1%COMXOMExxonMobil$206,7210.0%1,5120.1%EnergyVVisa$205,854$205,854 â–²New Holding6000.1%FinanceIRENIREN$201,121$496,034 â–¼-71.2%4,3980.1%TechnologyCEGConstellation Energy$0$1,502,365 â–¼-100.0%00.0%UtilitiesCOHRCoherent$0$958,081 â–¼-100.0%00.0%TechnologyAXONAxon Enterprise$0$727,919 â–¼-100.0%00.0%IndustrialsISHARES ETHEREUM TR$0$298,728 â–¼-100.0%00.0%SHSBITWISE BITCOIN ETF TR$0$254,615 â–¼-100.0%00.0%SHS BEN INTCRWDCrowdStrike$0$235,027 â–¼-100.0%00.0%TechnologyONDSOndas$0$179,986 â–¼-100.0%00.0%IndustrialsRCATRed Cat$0$134,539 â–¼-100.0%00.0%IndustrialsOSCROscar Health$0$125,769 â–¼-100.0%00.0%HealthcareLPTHLightPath Technologies$0$122,346 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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