Bosman Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2066260 · latest 13F-HR filed 2026-07-28
Bosman Wealth Management, LLC manages $161.2M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (13.33%), MRVL (8.28%), GOOGL (6.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 10, added to 23, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
REDLANDS, CA 92373
$161.2M
Long-equity book
56
Distinct positions
2026-06-30
Filed 2026-07-28
+14 / −10 / ↑23 / ↓15
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$15.9M +281.9%
- MARVELL TECHNOLOGY INC$8.5M +174.6%
- ADVANCED MICRO DEVICES INC$3.8M +325.9%
- BLOOM ENERGY CORP$3.8M +260.0%
- LUMENTUM HLDGS INC$3.2M +582.7%
Top Trims
- PALANTIR TECHNOLOGIES INC-$2.9M -26.1%
- META PLATFORMS INC-$1.4M -45.3%
- SPDR GOLD TR-$1.3M -23.5%
- ISHARES BITCOIN TRUST ETF-$1.2M -33.2%
- TECHNIPFMC PLC-$811.3K -9.8%
New Positions
- ELI LILLY & CO$3.7M
- LAM RESEARCH CORP$2.1M
- BUNGE GLOBAL SA$1.3M
- ASTERA LABS INC$1.2M
- BUILDERS FIRSTSOURCE INC$1.0M
Exited Positions
- CONSTELLATION ENERGY CORP$1.5M
- COHERENT CORP$958.1K
- AXON ENTERPRISE INC$727.9K
- ISHARES ETHEREUM TR$298.7K
- BITWISE BITCOIN ETF TR$254.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | MU | 595112103 | $21.5M | 13.33% | 18,615 | SH |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $13.3M | 8.28% | 44,784 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $10.2M | 6.33% | 28,532 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $9.5M | 5.91% | 47,617 | SH |
| 5 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $8.2M | 5.06% | 69,946 | SH |
| 6 | TECHNIPFMC PLC | FTI | G87110105 | $7.5M | 4.63% | 112,550 | SH |
| 7 | BLOOM ENERGY CORP | BE | 093712107 | $5.2M | 3.24% | 17,229 | SH |
| 8 | GE VERNOVA INC | GEV | 36828A101 | $5.0M | 3.13% | 4,298 | SH |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $5.0M | 3.08% | 8,544 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $4.8M | 2.97% | 20,069 | SH |
| 11 | SPDR GOLD TR | GLD | 78463V107 | $4.1M | 2.55% | 11,176 | SH |
| 12 | BROADCOM INC | AVGO | 11135F101 | $3.8M | 2.36% | 10,061 | SH |
| 13 | ELI LILLY & CO | LLY | 532457108 | $3.7M | 2.32% | 3,124 | SH |
| 14 | LUMENTUM HLDGS INC | LITE | 55024U109 | $3.7M | 2.29% | 4,311 | SH |
| 15 | COMFORT SYS USA INC | FIX | 199908104 | $3.7M | 2.29% | 1,859 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $3.6M | 2.23% | 9,638 | SH |
| 17 | SLB LIMITED | SLB | 806857108 | $3.4M | 2.09% | 72,528 | SH |
| 18 | LIBERTY ENERGY INC | LBRT | 53115L104 | $2.7M | 1.70% | 104,906 | SH |
| 19 | ARISTA NETWORKS INC | ANET | 040413205 | $2.6M | 1.64% | 15,595 | SH |
| 20 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $2.6M | 1.59% | 2,650 | SH |
| 21 | WESTERN DIGITAL CORP | WDC | 958102105 | $2.5M | 1.55% | 3,912 | SH |
| 22 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $2.3M | 1.45% | 70,275 | SH |
| 23 | OWENS CORNING NEW | OC | 690742101 | $2.3M | 1.45% | 14,671 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $2.2M | 1.37% | 7,651 | SH |
| 25 | LAM RESEARCH CORP | LRCX | 512807306 | $2.1M | 1.32% | 4,896 | SH |
| 26 | TESLA INC | TSLA | 88160R101 | $2.0M | 1.22% | 4,661 | SH |
| 27 | META PLATFORMS INC | META | 30303M102 | $1.7M | 1.05% | 3,013 | SH |
| 28 | ISHARES TR | SHV | 464288679 | $1.6M | 0.96% | 14,051 | SH |
| 29 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $1.4M | 0.86% | 9,488 | SH |
| 30 | BUNGE GLOBAL SA | BG | H11356104 | $1.3M | 0.79% | 11,930 | SH |
| 31 | COREWEAVE INC | CRWV | 21873S108 | $1.3M | 0.78% | 12,708 | SH |
| 32 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $1.3M | 0.78% | 7,181 | SH |
| 33 | DECKERS OUTDOOR CORP | DECK | 243537107 | $1.2M | 0.74% | 12,078 | SH |
| 34 | ASTERA LABS INC | ALAB | 04626A103 | $1.2M | 0.73% | 2,433 | SH |
| 35 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.1M | 0.70% | 1,511 | SH |
| 36 | VERTIV HOLDINGS CO | VRT | 92537N108 | $1.1M | 0.69% | 3,318 | SH |
| 37 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $1.0M | 0.64% | 11,558 | SH |
| 38 | MAGNOLIA OIL & GAS CORP | MGY | 559663109 | $973.0K | 0.60% | 38,038 | SH |
| 39 | NEBIUS GROUP N.V. | NBIS | N97284108 | $816.4K | 0.51% | 2,956 | SH |
| 40 | TENARIS S A | TS | 88031M109 | $800.2K | 0.50% | 14,421 | SH |
| 41 | VALERO ENERGY CORP | VLO | 91913Y100 | $756.8K | 0.47% | 2,906 | SH |
| 42 | CIPHER DIGITAL INC | CIFR | 17253J106 | $729.9K | 0.45% | 29,792 | SH |
| 43 | VANECK ETF TRUST | SMH | 92189F676 | $636.9K | 0.40% | 971 | SH |
| 44 | MERCADOLIBRE INC | MELI | 58733R102 | $602.6K | 0.37% | 355 | SH |
| 45 | 3M CO | MMM | 88579Y101 | $600.0K | 0.37% | 3,706 | SH |
| 46 | QXO INC | QXO | 82846H405 | $507.9K | 0.32% | 29,393 | SH |
| 47 | APPLIED OPTOELECTRONICS INC | AAOI | 03823U102 | $505.5K | 0.31% | 3,412 | SH |
| 48 | CHEVRON CORPORATION | CVX | 166764100 | $476.9K | 0.30% | 2,877 | SH |
| 49 | AXT INC | AXTI | 00246W103 | $374.0K | 0.23% | 5,189 | SH |
| 50 | HEWLETT PACKARD ENTERPRISE C | HPE | 42824C109 | $313.0K | 0.19% | 6,939 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $161.2M | 56 | 0002085853-26-000886 |
| 2026-03-31 | 2026-05-04 | $113.6M | 52 | 0002085853-26-000549 |
| 2025-12-31 | 2026-01-27 | $121.8M | 49 | 0002085853-26-000095 |