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CIK: 0002010786
Total reported value
$219.5M
$219.5M
93 檔
14.9%
During the Q4 2024 filing period, Boomfish Wealth Group, LLC (CIK: 0002010786) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $219.5M across 93 reported positions.
During Q4 2024, Boomfish Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.11% | -1.99% | +40.11% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.96% | -0.38% | +0.78% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.88% | -0.65% | +46.54% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.49% | -0.35% | +28.34% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.83% | -4.13% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.97% | -1.27% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | +1.02% | +2.16% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.39% | -3.72% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 1.94% | -0.28% | -6.84% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 1.93% | +0.30% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.93% | +0.87% | +0.12% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.80% | -0.36% | -4.52% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.78% | +0.15% | +94.50% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.76% | -0.02% | +1.52% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.76% | -0.09% | +0.73% | |
| 16 | FTNT | Fortinet Inc | Stock-Tech | 1.71% | -0.30% | -8.17% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.68% | +0.15% | -9.12% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.61% | -0.32% | +0.58% | |
| 19 | TER | Teradyne Inc | Stock-Tech | 1.55% | — | +16.69% | |
| 20 | ICE | Intercontinental Exchange In | Stock-Financials | 1.51% | -0.35% | -3.92% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 1.50% | +1.07% | +11.93% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.46% | -0.42% | +4.74% | |
| 23 | WDAY | Workday Inc-class A | Stock-Tech | 1.46% | -0.29% | -2.23% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.45% | -0.25% | +14.42% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.45% | +0.09% | +3.48% | |
| 26 | KLAC | Kla CORP | Stock-Tech | 1.45% | +0.58% | +18.27% | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 1.45% | +0.18% | +19.94% | |
| 28 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.44% | -0.21% | -1.65% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.41% | +0.06% | +3.17% | |
| 30 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.36% | -0.13% | +0.30% | |
| 31 | MCHP | Microchip Technology Inc | Stock-Tech | 1.35% | -0.26% | +36.11% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.34% | +0.22% | -0.09% | |
| 33 | CSGP | Costar Group Inc | Stock-Real Estate | 1.31% | — | +4.04% | |
| 34 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.27% | -0.08% | +4.40% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 1.25% | — | +5.06% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.24% | -0.29% | +5.56% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | +0.03% | +2.97% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.50% | +6.71% | |
| 39 | ACN | Accenture plc | Stock-Tech | 1.02% | -0.30% | +0.04% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.20% | +1.62% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | -0.01% | -1.20% | |
| 42 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.97% | -0.16% | -0.29% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.97% | -0.96% | EXIT | |
| 44 | ENB | Enbridge Inc | Stock-Energy | 0.97% | -0.17% | +0.85% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.95% | -0.06% | +10.66% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.93% | — | -0.38% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.23% | +17.38% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.91% | -0.14% | +2.29% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.91% | -0.23% | +7.97% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.22% | +14.19% |
According to official SEC Form 13F filings, Boomfish Wealth Group, LLC reported a total U.S. public equity portfolio value of $219.5M across 93 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, MOAT, AGG) accounted for 14.9% of total reported equity market value during Q4 2024.
During Q4 2024, Boomfish Wealth Group, LLC's top holdings by market value included BIL (6.1%)、MOAT (5.0%)、AGG (3.9%). The largest single position, BIL, represented 6.1% of total portfolio value.
In Q4 2024, Boomfish Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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