Bosman Wealth Management, LLC
Sector Allocation
- Technology64.1%$103.3M
- Energy10.1%$16.3M
- Industrials7.0%$11.4M
- Consumer Discretionary5.8%$9.4M
- Financials4.7%$7.6M
- Materials2.7%$4.4M
- Healthcare2.7%$4.3M
- Other2.1%$3.3M
- Consumer Staples0.8%$1.3M
AUM History
13fpro.ai/research/fund/bosman-wealth-management-llc-2066260
Conviction and streaks
Diversifying · top 10 = 56.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MU
$21.5MMRVL
$13.3MGOOGL
$10.2MNVDA
$9.5MPLTR
$8.2MFTI
$7.5MBE
$5.2MGEV
$5.0MAMD
$5.0MAMZN
$4.8MGLD
$4.1MAVGO
$3.8MLLY
$3.7MLITE
$3.7MFIX
$3.7MMSFT
$3.6MSLB
$3.4MLBRT
$2.7MANET
$2.6MSTX
$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bosman-wealth-management-llc-2066260
Bosman Wealth Management, LLC 13F holdings — Q2 2026
$161.2M portfolio (+41.9% QoQ) · 56 holdings · Q2 2026 13F · top 10 are 56% of the stock portfolio
$21.5M
13.3% of stocks
+12%This quarter+10.1%Since filed2 qtrsHeld$13.3M
8.3% of stocks
-9%This quarter+34.0%Since filed2 qtrsHeld$10.2M
6.3% of stocks
-6%This quarter-5.5%Since filed6 qtrsHeld$9.5M
5.9% of stocks
-1.0%This quarter+9.6%Since filed7+ qtrsHeld$8.2M
5.1% of stocks
-7%This quarter+61.0%Since filed7+ qtrsHeld$7.5M
4.6% of stocks
-6%This quarter-2.7%Since filed7+ qtrsHeld$5.2M
3.2% of stocks
+61%This quarter+22.2%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.0M
3.1% of stocks
-10%This quarter-9.4%Since filed5 qtrsHeld$5.0M
3.1% of stocks
+49%This quarter+16.9%Since filed4 qtrsHeld$4.8M
3.0% of stocks
-12%This quarter+7.9%Since filed7+ qtrsHeld
All holdings — Bosman Wealth Management, LLC (Q2 2026)
56 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR GOLD TRUSTetf/fund | Financials | $4.1M | 2.5% | 11K | -11% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Broadcom Inc. | Technology | $3.8M | 2.4% | 10K | -19% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ELI LILLY & Co | Healthcare | $3.7M | 2.3% | 3,124 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Lumentum Holdings Inc. | Technology | $3.7M | 2.3% | 4,311 | +459% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COMFORT SYSTEMS USA INC | Industrials | $3.7M | 2.3% | 1,859 | -4% | 6 qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MICROSOFT CORP | Technology | $3.6M | 2.2% | 9,638 | -10% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SLB LIMITED/NV | Energy | $3.4M | 2.1% | 73K | +13% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Liberty Energy Inc. | Energy | $2.7M | 1.7% | 105K | -9% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Arista Networks, Inc. | Technology | $2.6M | 1.6% | 16K | -18% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Seagate Technology Holdings plc | Technology | $2.6M | 1.6% | 2,650 | -14% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WESTERN DIGITAL CORP | Technology | $2.5M | 1.6% | 3,912 | +12% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | iShares Bitcoin Trust ETFetf/fund | Financials | $2.3M | 1.4% | 70K | -23% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Owens Corning | Materials | $2.3M | 1.4% | 15K | +217% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Apple Inc. | Technology | $2.2M | 1.4% | 7,651 | +0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | LAM RESEARCH CORP | Technology | $2.1M | 1.3% | 4,896 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.0M | 1.2% | 4,661 | +5% | |||
| 27 | $META | Meta Platforms, Inc. | Technology | $1.7M | 1.1% | 3,013 | -44% | |||
| 28 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.6M | 1.0% | 14K | — | |||
| 29 | $JCI | Johnson Controls International plc | Industrials | $1.4M | 0.9% | 9,488 | +366% | |||
| 30 | $BG | Bunge Global SA | Consumer Staples | $1.3M | 0.8% | 12K | New | |||
| 31 | $CRWV | CoreWeave, Inc. | Technology | $1.3M | 0.8% | 13K | -38% | |||
| 32 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $1.3M | 0.8% | 7,181 | +14% | |||
| 33 | $DECK | DECKERS OUTDOOR CORP | Consumer Discretionary | $1.2M | 0.7% | 12K | -4% | |||
| 34 | $ALAB | Astera Labs, Inc. | Technology | $1.2M | 0.7% | 2,433 | New | |||
| 35 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.7% | 1,511 | — | |||
| 36 | $VRT | Vertiv Holdings Co | Technology | $1.1M | 0.7% | 3,318 | +93% | |||
| 37 | $BLDR | Builders FirstSource, Inc. | Industrials | $1.0M | 0.6% | 12K | New | |||
| 38 | $MGY | Magnolia Oil & Gas Corp | Energy | $973K | 0.6% | 38K | -3% | |||
| 39 | $NBIS | Nebius Group N.V. | Technology | $816K | 0.5% | 2,956 | New | |||
| 40 | $TS | TENARIS SA | Materials | $800K | 0.5% | 14K | New | |||
| 41 | $VLO | VALERO ENERGY CORP/TX | Energy | $757K | 0.5% | 2,906 | New | |||
| 42 | $CIFR | Cipher Digital Inc. | Financials | $730K | 0.5% | 30K | -31% | |||
| 43 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $637K | 0.4% | 971 | — | |||
| 44 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $603K | 0.4% | 355 | -11% | |||
| 45 | $MMM | 3M CO | Healthcare | $600K | 0.4% | 3,706 | — | |||
| 46 | $QXO | QXO, Inc. | Consumer Discretionary | $508K | 0.3% | 29K | New | |||
| 47 | $AAOI | APPLIED OPTOELECTRONICS, INC. | Technology | $506K | 0.3% | 3,412 | New | |||
| 48 | $CVX | CHEVRON CORP | Energy | $477K | 0.3% | 2,877 | — | |||
| 49 | $AXTI | AXT INC | Technology | $374K | 0.2% | 5,189 | New | |||
| 50 | $HPE | Hewlett Packard Enterprise Co | Technology | $313K | 0.2% | 6,939 | New | |||
| 51 | $EZPW | EZCORP INC | Consumer Discretionary | $307K | 0.2% | 8,893 | — | |||
| 52 | $SEI | Solaris Energy Infrastructure, Inc. | Energy | $264K | 0.2% | 3,284 | New | |||
| 53 | $RKLB | Rocket Lab Corp | Industrials | $211K | 0.1% | 2,076 | -65% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $207K | 0.1% | 1,512 | — | |||
| 55 | $V | VISA INC. | Financials | $206K | 0.1% | 600 | New | |||
| 56 | $IREN | IREN Ltd | Financials | $201K | 0.1% | 4,398 | -71% |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 12 added to, 23 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
first bought this quarter
$LRCXLAM RESEARCH CORP$2.1M
first bought this quarter
$BGBunge Global SA$1.3M
first bought this quarter
$ALABAstera Labs, Inc.$1.2M
first bought this quarter
$BLDRBuilders FirstSource, Inc.$1.0M
first bought this quarter
$NBISNebius Group N.V.$816K
first bought this quarter
+8 more in the Excel export
Added to (12)
now $3.7M · held 2 qtrs, 2 adds in a row
now $21.5M · held 2 qtrs, 2 adds in a row
now $5.2M · held 2 qtrs, 2 adds in a row
now $5.0M · held 4 qtrs
$OCOwens Corning+217%
now $2.3M · held 2 qtrs, 2 adds in a row
$JCIJohnson Controls International plc+366%
now $1.4M · held 2 qtrs, 2 adds in a row
+6 more in the Excel export
Trimmed (23)
$METAMeta Platforms, Inc.-44%
now $1.7M · held 5 qtrs, 2 trims in a row
now $13.3M · held 2 qtrs
now $3.8M · held 5 qtrs, 2 trims in a row
$CRWVCoreWeave, Inc.-38%
now $1.3M · held 4 qtrs, 2 trims in a row
$IBITiShares Bitcoin Trust ETF-23%
now $2.3M · held 6 qtrs
now $8.2M · held 7+ qtrs, 6 trims in a row
+17 more in the Excel export
Sold out (10)
$CEGConstellation Energy Corpwas $1.5M
held 2 qtrs
$COHRCOHERENT CORP.was $958K
held 1 qtr
$AXONAXON ENTERPRISE, INC.was $728K
held 5 qtrs
$ETHAiShares Ethereum Trust ETFwas $299K
held 3 qtrs
$BITBBitwise Bitcoin ETFwas $255K
held 2 qtrs
$CRWDCrowdStrike Holdings, Inc.was $235K
+4 more in the Excel export
Holdings by quarter
Every 13F Bosman Wealth Management, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Bosman Wealth Management?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Bosman Wealth Management's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+15.2%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter; 61% over the last 4
Top 10 weight
56%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
50%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Bosman Wealth Management, LLC disclosed 56 positions worth $161.2M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 13.3% of the equity portfolio, followed by $MRVL and $GOOGL. During the quarter the fund opened 14 new positions and exited 10 — including a new stake in $LLY and a full exit from $CEG. The portfolio is most concentrated in Technology (64.1% of disclosed assets). All figures are sourced directly from Bosman Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2066260.
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