Bosman Wealth Management, LLC Top Holdings and 13F Report (2026)

About Bosman Wealth Management, LLC

Investment Activity

Bosman Wealth Management, LLC has $162.30 million in total holdings as of September 30, 2026.
Bosman Wealth Management, LLC owns shares of 61 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 9.39% of the portfolio was purchased this quarter.
About 9.39% of the portfolio was sold this quarter.
This quarter, Bosman Wealth Management, LLC has purchased 56 new stocks and bought additional shares in 17 stocks.
Bosman Wealth Management, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Micron Technology: $16,395,238
Marvell Technology: $13,036,778
PALANTIR TECHNOLOGIES INC: $11,926,308
NVIDIA: $10,307,246
Alphabet: $9,721,980

Largest New Holdings this Quarter

81369Y100 - Materials Select Sector SPDR Fund: $2,036,634 Holding
917047102 - Urban Outfitters: $1,263,936 Holding
92837L109 - Vista Energy: $1,117,942 Holding
457669307 - Insmed: $670,801 Holding
632307104 - Natera: $660,469 Holding

Largest Purchases this Quarter

Materials Select Sector SPDR Fund: 41,820 shares (about $2.04M)
Urban Outfitters: 16,548 shares (about $1.26M)
Marvell Technology: 4,558 shares (about $1.20M)
Southern Copper: 5,688 shares (about $1.15M)
Vista Energy: 17,107 shares (about $1.12M)

Largest Sales this Quarter

Micron Technology: 3,222 shares (about $3.43M)
Lumentum: 1,763 shares (about $1.71M)
PALANTIR TECHNOLOGIES INC: 6,186 shares (about $1.16M)
ARISTA NETWORKS INC: 5,353 shares (about $1.09M)
Broadcom: 3,020 shares (about $1.06M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MU Micron Technology	$16,395,238	$3,431,784 ▼	-17.3%	15,393	10.1%	Technology
MRVL Marvell Technology	$13,036,778	$1,204,281 ▲	10.2%	49,342	8.0%	Technology
PALANTIR TECHNOLOGIES INC	$11,926,308	$1,157,091 ▼	-8.8%	63,760	7.3%	CL A
NVDA NVIDIA	$10,307,246	$567,524 ▼	-5.2%	45,132	6.4%	Technology
GOOGL Alphabet	$9,721,980	$95,310 ▼	-1.0%	28,255	6.0%	Communication Services
FTI TechnipFMC	$7,444,575	$199,821 ▼	-2.6%	109,608	4.6%	Energy
AMD Advanced Micro Devices	$5,979,954	$753,077 ▲	14.4%	9,775	3.7%	Technology
BE Bloom Energy	$5,095,047	$322,959 ▲	6.8%	18,395	3.1%	Industrials
AMZN Amazon.com	$5,001,815	$1,744 ▲	0.0%	20,076	3.1%	Consumer Discretionary
LLY Eli Lilly and Company	$4,725,144	$1,110,710 ▲	30.7%	4,084	2.9%	Healthcare
GLD SPDR Gold Shares	$4,342,338	$86,070 ▲	2.0%	11,402	2.7%	ETF
MSFT Microsoft	$4,071,400	$871,930 ▼	-17.6%	7,938	2.5%	Technology
SLB SLB	$3,617,231	$83,653 ▲	2.4%	74,245	2.2%	Energy
GE VERNOVA INC	$3,110,003	$975,203 ▼	-23.9%	3,272	1.9%	COM
FIX Comfort Systems USA	$3,017,060	$57,893 ▼	-1.9%	1,824	1.9%	Industrials
SCCO Southern Copper	$2,607,774	$1,152,616 ▲	79.2%	12,869	1.6%	Materials
AAPL Apple	$2,547,270	$666 ▼	0.0%	7,649	1.6%	Technology
ISHARES BITCOIN TRUST ETF	$2,533,116	$793,702 ▼	-23.9%	53,509	1.6%	SHS BEN INT
LITE Lumentum	$2,474,770	$1,712,331 ▼	-40.9%	2,548	1.5%	Technology
AVGO Broadcom	$2,472,729	$1,060,594 ▼	-30.0%	7,041	1.5%	Technology
META Meta Platforms	$2,413,022	$227,739 ▲	10.4%	3,327	1.5%	Communication Services
STX Seagate Technology	$2,388,861	$55,340 ▼	-2.3%	2,590	1.5%	Technology
ARISTA NETWORKS INC	$2,085,169	$1,089,817 ▼	-34.3%	10,242	1.3%	COM SHS
XLB Materials Select Sector SPDR Fund	$2,036,634	$2,036,634 ▲	New Holding	41,820	1.3%	ETF
TSLA Tesla	$1,653,769		0.0%	4,661	1.0%	Consumer Discretionary
OC Owens Corning	$1,616,382	$96,310 ▼	-5.6%	13,846	1.0%	Industrials
LBRT Liberty Energy	$1,586,998	$324,389 ▼	-17.0%	87,102	1.0%	Energy
ISHARES TR	$1,550,106		0.0%	14,051	1.0%	TRUST ISHARE 0-1
LAM RESEARCH CORP	$1,529,214	$79,171 ▼	-4.9%	4,655	0.9%	COM NEW
TS Tenaris	$1,476,782	$681,031 ▲	85.6%	26,763	0.9%	Energy
JCI Johnson Controls International	$1,410,391		0.0%	9,488	0.9%	Industrials
ASTERA LABS INC	$1,330,992	$464,904 ▲	53.7%	3,739	0.8%	COM
URBN Urban Outfitters	$1,263,936	$1,263,936 ▲	New Holding	16,548	0.8%	Consumer Discretionary
MELI MercadoLibre	$1,227,256	$613,628 ▲	100.0%	710	0.8%	Consumer Discretionary
WDC Western Digital	$1,163,872	$613,975 ▼	-34.5%	2,561	0.7%	Technology
SPY SPDR S&P 500 ETF Trust	$1,144,708	$7,626 ▼	-0.7%	1,501	0.7%	ETF
HPE Hewlett Packard Enterprise	$1,126,828	$683,495 ▲	154.2%	17,637	0.7%	Technology
VLO Valero Energy	$1,125,619	$775 ▼	-0.1%	2,904	0.7%	Energy
VIST Vista Energy	$1,117,942	$1,117,942 ▲	New Holding	17,107	0.7%	Energy
BUNGE GLOBAL SA	$1,089,714	$186,200 ▼	-14.6%	10,189	0.7%	COM SHS
MGY Magnolia Oil & Gas	$893,513		0.0%	38,038	0.6%	Energy
V Visa	$886,108	$670,510 ▲	311.0%	2,466	0.5%	Finance
DECK Deckers Outdoor	$848,600	$95,174 ▼	-10.1%	10,860	0.5%	Consumer Discretionary
VRT Vertiv	$797,771	$2,896 ▼	-0.4%	3,306	0.5%	Industrials
INSM Insmed	$670,801	$670,801 ▲	New Holding	5,877	0.4%	Healthcare
YNDX Yandex	$669,192	$28,070 ▼	-4.0%	2,837	0.4%	Technology
NTRA Natera	$660,469	$660,469 ▲	New Holding	1,598	0.4%	Healthcare
BLDR Builders FirstSource	$658,922		0.0%	11,558	0.4%	Industrials
MMM 3M	$608,340		0.0%	3,706	0.4%	Industrials
CVX Chevron	$587,512		0.0%	2,877	0.4%	Energy
SMH VanEck Semiconductor ETF	$582,813	$8,526 ▼	-1.4%	957	0.4%	ETF
AXTI AXT	$573,519	$171,847 ▲	42.8%	7,409	0.4%	Technology
COREWEAVE INC	$543,542	$563,580 ▼	-50.9%	6,239	0.3%	COM CL A
ROCKET LAB CORP	$458,059	$313,409 ▲	216.7%	6,574	0.3%	COM
DELL Dell Technologies	$416,835	$416,835 ▲	New Holding	775	0.3%	Technology
QXO INC	$343,604		0.0%	29,393	0.2%	COM NEW
AAOI Applied Optoelectronics	$334,407	$4,268 ▼	-1.3%	3,369	0.2%	Technology
SOLARIS ENERGY INFRAS INC	$276,321	$42,566 ▲	18.2%	3,882	0.2%	COM CL A
EXXONMOBIL HOLDINGS CORP	$246,078	$246,078 ▲	New Holding	1,512	0.2%	COM SHS
CRWD CrowdStrike	$241,452	$241,452 ▲	New Holding	912	0.1%	Technology
EZPW EZCORP	$234,896	$29,760 ▼	-11.2%	7,893	0.1%	Finance
CIFR Cipher Mining	$0	$729,904 ▼	-100.0%	0	0.0%	Technology
XOM ExxonMobil	$0	$206,721 ▼	-100.0%	0	0.0%	Energy
IREN IREN	$0	$201,121 ▼	-100.0%	0	0.0%	Technology

Showing largest 100 holdings. View all holdings.

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Bosman Wealth Management, LLC Top Holdings and 13F Report (2026)

About Bosman Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bosman Wealth Management, LLC Top Holdings and 13F Report (2026)

About Bosman Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBosman Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools