Bosman Wealth Management, LLC
13F Reported Value
ⓘ$113.6M
Holdings
52
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Bosman Wealth Management, LLC disclosed 52 positions worth $113.6M in its Form 13F-HR for Q1 2026, led by $PLTR (Palantir Technologies Inc.) at 9.7% of the equity portfolio, followed by $GOOG and $NVDA. During the quarter the fund opened 17 new positions and exited 14 — including a new stake in $MU and a full exit from $SOFI. The portfolio is most concentrated in Technology (58.9% of disclosed assets). All figures are sourced directly from Bosman Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2066260.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 85.8#11
Quality
$11.0M75,490 sh - 80.2#45
Quality
$8.7M30,215 sh - 90.2#1
Quality
$8.4M48,076 sh - —
Quality
$8.3M119,679 sh - 88.4
Quality
$5.6M16,654 sh - —
Quality
$5.4M12,502 sh - 77.3
Quality
$4.9M49,040 sh - 74.6
Quality
$4.7M22,773 sh - 70.1
Quality
$4.1M4,753 sh - 83.7
Quality
$4.0M10,671 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Palantir Technologies Inc.$PLTR | 85.8#11 | $11.0M | 75,490 |
 Alphabet Inc.$GOOG | 80.2#45 | $8.7M | 30,215 |
 NVIDIA CORP$NVDA | 90.2#1 | $8.4M | 48,076 |
 TechnipFMC plc$FTI | — | $8.3M | 119,679 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $5.6M | 16,654 |
 SPDR GOLD TRUST$GLD | — | $5.4M | 12,502 |
 Marvell Technology, Inc.$MRVL | 77.3 | $4.9M | 49,040 |
 AMAZON COM INC$AMZN | 74.6 | $4.7M | 22,773 |
 GE Vernova Inc.$GEV | 70.1 | $4.1M | 4,753 |
 MICROSOFT CORP$MSFT | 83.7 | $4.0M | 10,671 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bosman Wealth Management, LLC's 52 positions.
Showing top 10 of 52 holdings.
Sector Allocation
Technology
$66.9M
Energy
$17.0M
Financials
$10.5M
Consumer Discretionary
$6.9M
Industrials
$5.7M
Other
$2.9M
Materials
$1.6M
Utilities
$1.5M
Full Holdings — Bosman Wealth Management, LLC (Q1 2026)
All 52 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PLTR | Palantir Technologies Inc. | $11.0M | 9.7% | -9% | 85.8 |
| 2 | $GOOG | Alphabet Inc. | $8.7M | 7.7% | +1% | 80.2 |
| 3 | $NVDA | NVIDIA CORP | $8.4M | 7.4% | -2% | 90.2 |
| 4 | $FTI | TechnipFMC plc | $8.3M | 7.3% | -1% | — |
| 5 | $MU | MICRON TECHNOLOGY INC | $5.6M | 5.0% | NEW | 88.4 |
| 6 | $GLD | SPDR GOLD TRUST | $5.4M | 4.7% | +4% | — |
| 7 | $MRVL | Marvell Technology, Inc. | $4.9M | 4.3% | NEW | 77.3 |
| 8 | $AMZN | AMAZON COM INC | $4.7M | 4.2% | +3% | 74.6 |
| 9 | $GEV | GE Vernova Inc. | $4.1M | 3.6% | +4% | 70.1 |
| 10 | $MSFT | MICROSOFT CORP | $4.0M | 3.5% | +5% | 83.7 |
| 11 |  $AVGO | Broadcom Inc. | $3.8M | 3.4% | -8% | 86.4 |
| 12 |  $IBIT | iShares Bitcoin Trust ETF | $3.5M | 3.1% | +6% | — |
| 13 |  $SLB | SLB LIMITED/NV | $3.3M | 2.9% | NEW | 63.2 |
| 14 |  $LBRT | Liberty Energy Inc. | $3.3M | 2.9% | NEW | 42.6 |
| 15 |  $META | Meta Platforms, Inc. | $3.1M | 2.7% | -7% | 80.9 |
| 16 |  $FIX | COMFORT SYSTEMS USA INC | $2.7M | 2.3% | -7% | 79.5 |
| 17 |  $ANET | Arista Networks, Inc. | $2.3M | 2.0% | +5% | 86 |
| 18 |  $AAPL | Apple Inc. | $1.9M | 1.7% | -1% | 76.1 |
| 19 |  $TSLA | Tesla, Inc. | $1.7M | 1.5% | +8% | 50.1 |
| 20 |  $CRWV | CoreWeave, Inc. | $1.6M | 1.4% | -15% | 46.5 |
| 21 | — | ISHARES TR | $1.6M | 1.4% | -1% | — |
| 22 |  $CEG | Constellation Energy Corp | $1.5M | 1.3% | -8% | 62.5 |
| 23 |  $BE | Bloom Energy Corp | $1.4M | 1.3% | NEW | 54.4 |
| 24 |  $DECK | DECKERS OUTDOOR CORP | $1.3M | 1.1% | -5% | 83.2 |
| 25 |  $MGY | Magnolia Oil & Gas Corp | $1.2M | 1.1% | -8% | 71.2 |
| 26 |  $STX | Seagate Technology Holdings plc | $1.2M | 1.1% | NEW | — |
| 27 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 1.0% | -12% | 78.8 |
| 28 |  $SCCO | SOUTHERN COPPER CORP/ | $1.1M | 1.0% | NEW | 86.6 |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $982,664 | 0.9% | +0% | — |
| 30 |  $COHR | COHERENT CORP. | $958,081 | 0.8% | NEW | 64 |
| 31 |  $WDC | WESTERN DIGITAL CORP | $945,633 | 0.8% | NEW | 76.8 |
| 32 |  $AXON | AXON ENTERPRISE, INC. | $727,919 | 0.6% | -5% | 55.6 |
| 33 |  $MELI | MERCADOLIBRE INC | $691,608 | 0.6% | -6% | 77.5 |
| 34 |  $CVX | CHEVRON CORP | $595,251 | 0.5% | +0% | 54.7 |
| 35 |  $CIFR | Cipher Digital Inc. | $556,782 | 0.5% | -39% | 30.1 |
| 36 |  $LITE | Lumentum Holdings Inc. | $541,828 | 0.5% | NEW | 63.4 |
| 37 |  $MMM | 3M CO | $538,222 | 0.5% | +0% | 60.7 |
| 38 |  $IREN | IREN Ltd | $522,599 | 0.5% | -40% | — |
| 39 |  $OC | Owens Corning | $500,626 | 0.4% | NEW | 47.3 |
| 40 |  $VRT | Vertiv Holdings Co | $431,749 | 0.4% | -7% | 82.7 |
| 41 |  $RKLB | Rocket Lab Corp | $380,696 | 0.3% | +0% | 37.2 |
| 42 | — | VANECK ETF TRUST | $372,281 | 0.3% | -1% | — |
| 43 |  $ETHA | iShares Ethereum Trust ETF | $298,728 | 0.3% | -37% | — |
| 44 |  $JCI | Johnson Controls International plc | $266,876 | 0.2% | NEW | — |
| 45 |  $XOM | EXXON MOBIL CORP | $256,526 | 0.2% | NEW | 61.8 |
| 46 |  $BITB | Bitwise Bitcoin ETF | $254,615 | 0.2% | -49% | — |
| 47 |  $CRWD | CrowdStrike Holdings, Inc. | $235,027 | 0.2% | -95% | 55 |
| 48 |  $EZPW | EZCORP INC | $225,704 | 0.2% | NEW | 65.7 |
| 49 |  $ONDS | Ondas Inc. | $179,986 | 0.2% | NEW | 31.8 |
| 50 |  $RCAT | Red Cat Holdings, Inc. | $134,539 | 0.1% | NEW | 30 |
| 51 |  $OSCR | Oscar Health, Inc. | $125,769 | 0.1% | -21% | 70.4 |
| 52 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $122,346 | 0.1% | NEW | 33.2 |
New Positions (17)
$MU MICRON TECHNOLOGY INC$5.6M$MRVL Marvell Technology, Inc.$4.9M$SLB SLB LIMITED/NV$3.3M$LBRT Liberty Energy Inc.$3.3M$BE Bloom Energy Corp$1.4M$STX Seagate Technology Holdings plc$1.2M$SCCO SOUTHERN COPPER CORP/$1.1M$COHR COHERENT CORP.$958,081$WDC WESTERN DIGITAL CORP$945,633$LITE Lumentum Holdings Inc.$541,828$OC Owens Corning$500,626$JCI Johnson Controls International plc$266,876$XOM EXXON MOBIL CORP$256,526$EZPW EZCORP INC$225,704$ONDS Ondas Inc.$179,986Exited Positions (14)
$SOFI SoFi Technologies, Inc.
$CYBR CyberArk Software Ltd.
$APP AppLovin Corp
$SANM SANMINA CORP
$VST Vistra Corp.
$ORCL ORACLE CORP
$SPOT Spotify Technology S.A.
$UBER Uber Technologies, Inc
$DASH DoorDash, Inc.
$NOW ServiceNow, Inc.
$CARG CarGurus, Inc.
$FETH Fidelity Ethereum Fund
$TOST Toast, Inc.
$V VISA INC.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Bosman Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Bosman Wealth Management, LLC (SEC CIK: 2066260), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Bosman Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.