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

About Bosman Wealth Management, LLC

Investment Activity

  • Bosman Wealth Management, LLC has $113.63 million in total holdings as of March 31, 2026.
  • Bosman Wealth Management, LLC owns shares of 52 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 23.05% of the portfolio was purchased this quarter.
  • About 26.09% of the portfolio was sold this quarter.
  • This quarter, Bosman Wealth Management, LLC has purchased 49 new stocks and bought additional shares in 8 stocks.
  • Bosman Wealth Management, LLC sold shares of 23 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC
$11,042,677
Alphabet
$8,688,625
NVIDIA
$8,384,454
TechnipFMC
$8,273,409

Largest New Holdings this Quarter

595112103 - Micron Technology
$5,626,387 Holding
573874104 - Marvell Technology
$4,857,412 Holding
806857108 - SLB
$3,312,959 Holding
53115L104 - Liberty Energy
$3,309,034 Holding
093712107 - Bloom Energy
$1,448,795 Holding

Largest Purchases this Quarter

Micron Technology
16,654 shares (about $5.63M)
Marvell Technology
49,040 shares (about $4.86M)
SLB
64,467 shares (about $3.31M)
Liberty Energy
114,897 shares (about $3.31M)
Bloom Energy
10,693 shares (about $1.45M)

Largest Sales this Quarter

CrowdStrike
11,935 shares (about $4.66M)
PALANTIR TECHNOLOGIES INC
7,862 shares (about $1.15M)
Cipher Mining
27,505 shares (about $353.99K)
IREN
10,011 shares (about $343.18K)
Broadcom
1,040 shares (about $321.89K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBosman Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PALANTIR TECHNOLOGIES INC
$11,042,677$1,150,053 â–¼-9.4%75,4909.7%CL A
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,688,625$71,890 â–²0.8%30,2157.6%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,384,454$200,037 â–¼-2.3%48,0767.4%Computer and Technology
TechnipFMC plc stock logo
FTI
TechnipFMC
$8,273,409$70,167 â–¼-0.8%119,6797.3%Energy
Micron Technology, Inc. stock logo
MU
Micron Technology
$5,626,387$5,626,387 â–²New Holding16,6545.0%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$5,379,486$194,061 â–²3.7%12,5024.7%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$4,857,412$4,857,412 â–²New Holding49,0404.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,742,933$159,743 â–²3.5%22,7734.2%Retail/Wholesale
GE VERNOVA INC
$4,148,894$176,326 â–²4.4%4,7533.7%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$3,950,084$183,974 â–²4.9%10,6713.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$3,840,400$321,890 â–¼-7.7%12,4083.4%Computer and Technology
ISHARES BITCOIN TRUST ETF
$3,502,137$185,069 â–²5.6%91,1543.1%SHS BEN INT
SLB Limited stock logo
SLB
SLB
$3,312,959$3,312,959 â–²New Holding64,4672.9%Energy
Liberty Energy Inc. stock logo
LBRT
Liberty Energy
$3,309,034$3,309,034 â–²New Holding114,8972.9%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,104,950$220,270 â–¼-6.6%5,4272.7%Computer and Technology
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$2,657,314$202,712 â–¼-7.1%1,9272.3%Construction
ARISTA NETWORKS INC
$2,333,925$117,992 â–²5.3%19,0092.1%COM SHS
Apple Inc. stock logo
AAPL
Apple
$1,941,240$21,572 â–¼-1.1%7,6491.7%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,653,544$127,882 â–²8.4%4,4481.5%Auto/Tires/Trucks
COREWEAVE INC
$1,579,691$274,709 â–¼-14.8%20,3911.4%COM CL A
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,551,090$16,559 â–¼-1.1%14,0511.4%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$1,502,365$125,383 â–¼-7.7%5,3801.3%Energy
Bloom Energy Corporation stock logo
BE
Bloom Energy
$1,448,795$1,448,795 â–²New Holding10,6931.3%Energy
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$1,264,037$62,056 â–¼-4.7%12,6291.1%Retail/Wholesale
Magnolia Oil & Gas Corp stock logo
MGY
Magnolia Oil & Gas
$1,232,461$101,529 â–¼-7.6%39,0391.1%Energy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$1,205,054$1,205,054 â–²New Holding3,0761.1%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,165,247$161,930 â–¼-12.2%5,7281.0%Computer and Technology
Southern Copper Corporation stock logo
SCCO
Southern Copper
$1,085,182$1,085,182 â–²New Holding6,3071.0%Basic Materials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$982,6640.0%1,5110.9%Finance
Coherent Corp. stock logo
COHR
Coherent
$958,081$958,081 â–²New Holding4,0220.8%Business Services
Western Digital Corporation stock logo
WDC
Western Digital
$945,633$945,633 â–²New Holding3,4960.8%Computer and Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$727,919$40,346 â–¼-5.3%1,7140.6%Aerospace
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$691,608$46,684 â–¼-6.3%4000.6%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$595,2510.0%2,8770.5%Energy
Cipher Mining Inc. stock logo
CIFR
Cipher Mining
$556,782$353,989 â–¼-38.9%43,2620.5%Business Services
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$541,828$541,828 â–²New Holding7710.5%Computer and Technology
3M Company stock logo
MMM
3M
$538,2220.0%3,7060.5%Multi-Sector Conglomerates
IREN Limited stock logo
IREN
IREN
$522,599$343,177 â–¼-39.6%15,2450.5%Finance
Owens Corning Inc stock logo
OC
Owens Corning
$500,626$500,626 â–²New Holding4,6260.4%Construction
Vertiv Holdings Co. stock logo
VRT
Vertiv
$431,749$34,580 â–¼-7.4%1,7230.4%Computer and Technology
ROCKET LAB CORP
$380,6960.0%5,9280.3%COM
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$372,281$3,834 â–¼-1.0%9710.3%Manufacturing
ISHARES ETHEREUM TR
$298,728$177,486 â–¼-37.3%18,8710.3%SHS
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$266,876$266,876 â–²New Holding2,0380.2%Construction
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$256,526$256,526 â–²New Holding1,5120.2%Energy
BITWISE BITCOIN ETF TR
$254,615$242,320 â–¼-48.8%6,9170.2%SHS BEN INT
CrowdStrike stock logo
CRWD
CrowdStrike
$235,027$4,659,547 â–¼-95.2%6020.2%Computer and Technology
EZCORP, Inc. stock logo
EZPW
EZCORP
$225,704$225,704 â–²New Holding8,8930.2%Finance
Ondas Holdings Inc. stock logo
ONDS
Ondas
$179,986$179,986 â–²New Holding19,9100.2%Computer and Technology
Red Cat Holdings, Inc. stock logo
RCAT
Red Cat
$134,539$134,539 â–²New Holding10,2780.1%Business Services
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$125,769$33,951 â–¼-21.3%10,9650.1%Finance
LightPath Technologies, Inc. stock logo
LPTH
LightPath Technologies
$122,346$122,346 â–²New Holding12,1980.1%Computer and Technology
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$0$3,566,894 â–¼-100.0%00.0%Finance
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$0$3,043,021 â–¼-100.0%00.0%Computer and Technology
APPLOVIN CORP
$0$2,862,387 â–¼-100.0%00.0%COM CL A
Sanmina Corporation stock logo
SANM
Sanmina
$0$2,346,194 â–¼-100.0%00.0%Computer and Technology
Vistra Corp. stock logo
VST
Vistra
$0$2,263,460 â–¼-100.0%00.0%Utilities
Oracle Corporation stock logo
ORCL
Oracle
$0$1,752,436 â–¼-100.0%00.0%Computer and Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$0$1,178,841 â–¼-100.0%00.0%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$851,010 â–¼-100.0%00.0%Computer and Technology
DOORDASH INC
$0$761,652 â–¼-100.0%00.0%CL A
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$720,759 â–¼-100.0%00.0%Computer and Technology
CarGurus, Inc. stock logo
CARG
CarGurus
$0$608,653 â–¼-100.0%00.0%Auto/Tires/Trucks
FIDELITY ETHEREUM FD
$0$337,820 â–¼-100.0%00.0%SHS
Toast, Inc. stock logo
TOST
Toast
$0$279,570 â–¼-100.0%00.0%Computer and Technology
Visa Inc. stock logo
V
Visa
$0$210,426 â–¼-100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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