13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010786
Total reported value
$219.5M
$219.5M
87 檔
15.1%
The Q2 2025 SEC filing reveals that Boomfish Wealth Group, LLC held a total portfolio value of $219.5M, covering 87 public equity positions.
During Q2 2025, 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 | 5.01% | -1.99% | -6.42% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.37% | -0.38% | -3.89% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.06% | -0.65% | +6.61% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | +0.83% | +16.77% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | +1.02% | +0.56% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.44% | -0.35% | +1.17% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +0.39% | +11.53% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | -0.02% | +10.00% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | +0.16% | +1.53% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.89% | +0.15% | +1.62% | |
| 11 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.86% | +0.06% | -6.96% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 1.86% | +0.30% | +3.85% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.85% | -0.28% | +1.50% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.97% | +8.07% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.78% | -0.09% | +1.61% | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 1.78% | -0.35% | +1.94% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.76% | +1.07% | +2.41% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.87% | +4.48% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.72% | +0.15% | -2.84% | |
| 20 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.70% | -0.21% | -3.87% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 1.68% | +0.58% | -12.61% | |
| 22 | FTNT | Fortinet Inc | Stock-Tech | 1.65% | -0.30% | +0.33% | |
| 23 | MCHP | Microchip Technology Inc | Stock-Tech | 1.64% | -0.26% | +0.11% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.63% | +0.18% | +2.38% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | +0.42% | +88.81% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.59% | -0.32% | +10.03% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.48% | -0.36% | +6.68% | |
| 28 | CSGP | Costar Group Inc | Stock-Real Estate | 1.46% | — | +2.57% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.44% | -0.42% | +2.85% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.41% | -0.25% | +30.46% | |
| 31 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.39% | -0.13% | +2.83% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.37% | — | +17.50% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | +0.03% | +20.42% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.35% | -0.29% | +3.80% | |
| 35 | WDAY | Workday Inc-class A | Stock-Tech | 1.35% | -0.29% | +3.68% | |
| 36 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.33% | -0.08% | +3.56% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 1.13% | -0.20% | -2.94% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.50% | +2.41% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 1.09% | -0.01% | +4.55% | |
| 40 | ENB | Enbridge Inc | Stock-Energy | 1.05% | -0.17% | +4.59% | |
| 41 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.04% | -0.16% | +3.12% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 1.03% | -0.96% | EXIT | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.02% | +0.22% | +0.18% | |
| 44 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.97% | — | +4.46% | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.97% | -0.11% | EXIT | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | -0.06% | +6.30% | |
| 47 | ROP | Roper Technologies Inc | Stock-Tech | 0.96% | -0.28% | +4.89% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.23% | +5.10% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.94% | -0.14% | +4.52% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.93% | — | +6.41% |
According to official SEC Form 13F filings, Boomfish Wealth Group, LLC reported a total U.S. public equity portfolio value of $219.5M across 87 disclosed positions in Q2 2025.
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 15.1% of total reported equity market value during Q2 2025.
During Q2 2025, Boomfish Wealth Group, LLC's top holdings by market value included BIL (5.0%)、MOAT (4.4%)、AGG (4.1%). The largest single position, BIL, represented 5.0% of total portfolio value.
In Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.