Bosman Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2066260 · latest 13F-HR filed 2026-05-04
Bosman Wealth Management, LLC manages $113.6M in 13F-reported U.S. long-equity assets across 52 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PLTR (9.72%), GOOGL (7.65%), NVDA (7.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 14, added to 8, and trimmed 24.
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.
$113.6M
Long-equity book
52
Distinct positions
2026-03-31
Filed 2026-05-04
+17 / −14 / ↑8 / ↓24
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TECHNIPFMC PLC$2.9M +53.8%
- GE VERNOVA INC$1.2M +39.5%
- COMFORT SYS USA INC$721.7K +37.3%
- SPDR GOLD TR$603.6K +12.6%
- MAGNOLIA OIL & GAS CORP$307.5K +33.2%
Top Trims
- CROWDSTRIKE HLDGS INC-$5.6M -96.0%
- PALANTIR TECHNOLOGIES INC-$3.8M -25.5%
- MICROSOFT CORP-$970.3K -19.7%
- BROADCOM INC-$814.0K -17.5%
- NVIDIA CORPORATION-$795.6K -8.7%
New Positions
- MICRON TECHNOLOGY INC$5.6M
- MARVELL TECHNOLOGY INC$4.9M
- SLB LIMITED$3.3M
- LIBERTY ENERGY INC$3.3M
- BLOOM ENERGY CORP$1.4M
Exited Positions
- SOFI TECHNOLOGIES INC$3.6M
- CYBERARK SOFTWARE LTD$3.0M
- APPLOVIN CORP$2.9M
- SANMINA CORPORATION$2.3M
- VISTRA CORP$2.3M
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 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $11.0M | 9.72% | 75,490 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $8.7M | 7.65% | 30,215 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.4M | 7.38% | 48,076 | SH |
| 4 | TECHNIPFMC PLC | FTI | G87110105 | $8.3M | 7.28% | 119,679 | SH |
| 5 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.6M | 4.95% | 16,654 | SH |
| 6 | SPDR GOLD TR | GLD | 78463V107 | $5.4M | 4.73% | 12,502 | SH |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $4.9M | 4.27% | 49,040 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $4.7M | 4.17% | 22,773 | SH |
| 9 | GE VERNOVA INC | GEV | 36828A101 | $4.1M | 3.65% | 4,753 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $4.0M | 3.48% | 10,671 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $3.8M | 3.38% | 12,408 | SH |
| 12 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $3.5M | 3.08% | 91,154 | SH |
| 13 | SLB LIMITED | SLB | 806857108 | $3.3M | 2.92% | 64,467 | SH |
| 14 | LIBERTY ENERGY INC | LBRT | 53115L104 | $3.3M | 2.91% | 114,897 | SH |
| 15 | META PLATFORMS INC | META | 30303M102 | $3.1M | 2.73% | 5,427 | SH |
| 16 | COMFORT SYS USA INC | FIX | 199908104 | $2.7M | 2.34% | 1,927 | SH |
| 17 | ARISTA NETWORKS INC | ANET | 040413205 | $2.3M | 2.05% | 19,009 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $1.9M | 1.71% | 7,649 | SH |
| 19 | TESLA INC | TSLA | 88160R101 | $1.7M | 1.46% | 4,448 | SH |
| 20 | COREWEAVE INC | CRWV | 21873S108 | $1.6M | 1.39% | 20,391 | SH |
| 21 | ISHARES TR | SHV | 464288679 | $1.6M | 1.37% | 14,051 | SH |
| 22 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $1.5M | 1.32% | 5,380 | SH |
| 23 | BLOOM ENERGY CORP | BE | 093712107 | $1.4M | 1.28% | 10,693 | SH |
| 24 | DECKERS OUTDOOR CORP | DECK | 243537107 | $1.3M | 1.11% | 12,629 | SH |
| 25 | MAGNOLIA OIL & GAS CORP | MGY | 559663109 | $1.2M | 1.08% | 39,039 | SH |
| 26 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $1.2M | 1.06% | 3,076 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.2M | 1.03% | 5,728 | SH |
| 28 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $1.1M | 0.96% | 6,307 | SH |
| 29 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $982.7K | 0.86% | 1,511 | SH |
| 30 | COHERENT CORP | COHR | 19247G107 | $958.1K | 0.84% | 4,022 | SH |
| 31 | WESTERN DIGITAL CORP | WDC | 958102105 | $945.6K | 0.83% | 3,496 | SH |
| 32 | AXON ENTERPRISE INC | AXON | 05464C101 | $727.9K | 0.64% | 1,714 | SH |
| 33 | MERCADOLIBRE INC | MELI | 58733R102 | $691.6K | 0.61% | 400 | SH |
| 34 | CHEVRON CORPORATION | CVX | 166764100 | $595.3K | 0.52% | 2,877 | SH |
| 35 | CIPHER DIGITAL INC | CIFR | 17253J106 | $556.8K | 0.49% | 43,262 | SH |
| 36 | LUMENTUM HLDGS INC | LITE | 55024U109 | $541.8K | 0.48% | 771 | SH |
| 37 | 3M CO | MMM | 88579Y101 | $538.2K | 0.47% | 3,706 | SH |
| 38 | IREN LIMITED | IREN | Q4982L109 | $522.6K | 0.46% | 15,245 | SH |
| 39 | OWENS CORNING NEW | OC | 690742101 | $500.6K | 0.44% | 4,626 | SH |
| 40 | VERTIV HOLDINGS CO | VRT | 92537N108 | $431.7K | 0.38% | 1,723 | SH |
| 41 | ROCKET LAB CORP | RKLB | 773121108 | $380.7K | 0.34% | 5,928 | SH |
| 42 | VANECK ETF TRUST | SMH | 92189F676 | $372.3K | 0.33% | 971 | SH |
| 43 | ISHARES ETHEREUM TR | ETHA | 46438R105 | $298.7K | 0.26% | 18,871 | SH |
| 44 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $266.9K | 0.23% | 2,038 | SH |
| 45 | EXXON MOBIL CORP | XOM | 30231G102 | $256.5K | 0.23% | 1,512 | SH |
| 46 | BITWISE BITCOIN ETF TR | BITB | 09174C104 | $254.6K | 0.22% | 6,917 | SH |
| 47 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $235.0K | 0.21% | 602 | SH |
| 48 | EZCORP INC | EZPW | 302301106 | $225.7K | 0.20% | 8,893 | SH |
| 49 | ONDAS INC | ONDS | 68236H204 | $180.0K | 0.16% | 19,910 | SH |
| 50 | RED CAT HLDGS INC | RCAT | 75644T100 | $134.5K | 0.12% | 10,278 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $113.6M | 52 | 0002085853-26-000549 |
| 2025-12-31 | 2026-01-27 | $121.8M | 49 | 0002085853-26-000095 |