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CIK: 0002010786
Total reported value
$219.5M
$219.5M
87 檔
15.7%
In Q3 2025, Boomfish Wealth Group, LLC's U.S. equity holdings reached a combined market value of $219.5M, distributed across 87 disclosed stock positions.
In Q3 2025, Boomfish Wealth Group, LLC displayed an active expansion posture, initiating 5 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.82% | -1.99% | +2.96% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.14% | -0.38% | -4.07% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.91% | -0.65% | +2.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.16% | +0.83% | -12.41% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | +1.02% | +4.16% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.35% | -0.35% | +1.87% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.25% | +0.97% | +5.37% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.08% | +0.87% | -7.81% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.39% | +4.58% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 2.03% | +0.30% | -17.91% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 1.91% | +0.58% | +1.11% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.91% | +1.07% | +3.72% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 1.90% | +0.18% | +3.23% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.83% | +0.15% | +4.12% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | +0.16% | +2.47% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | -0.02% | -1.41% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.75% | -0.09% | +3.90% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.73% | -0.32% | +3.36% | |
| 19 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.70% | -0.21% | +4.05% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.63% | -0.28% | +5.49% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.42% | -10.64% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.62% | -0.25% | +2.90% | |
| 23 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.62% | +0.06% | +4.23% | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 1.58% | -0.35% | +4.03% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.54% | -0.42% | +6.83% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.54% | +0.15% | +2.92% | |
| 27 | FTNT | Fortinet Inc | Stock-Tech | 1.50% | -0.30% | +22.25% | |
| 28 | CSGP | Costar Group Inc | Stock-Real Estate | 1.48% | — | +3.50% | |
| 29 | MCHP | Microchip Technology Inc | Stock-Tech | 1.47% | -0.26% | +4.95% | |
| 30 | WDAY | Workday Inc-class A | Stock-Tech | 1.43% | -0.29% | +13.30% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.42% | -0.36% | +18.51% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.40% | -0.29% | +26.78% | |
| 33 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.39% | -0.08% | +4.28% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 1.34% | — | +15.17% | |
| 35 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.33% | -0.13% | +6.93% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | +0.03% | +1.04% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 1.20% | -0.20% | -0.52% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.17% | +0.09% | +22.18% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.50% | +0.84% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 1.10% | -0.01% | -1.27% | |
| 41 | ENB | Enbridge Inc | Stock-Energy | 1.09% | -0.17% | +0.11% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.23% | +0.05% | |
| 43 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.97% | -0.16% | +1.30% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | -0.06% | +4.01% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.96% | -0.23% | +1.51% | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.93% | -0.11% | EXIT | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.92% | -0.30% | +28.74% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.22% | -0.04% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | -0.12% | +2.20% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.89% | -0.96% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -10.64% | Add |
| 2 | NVDA | Nvidia CORP | +1% | -12.41% | Add |
| 3 | FISV | Fiserv Inc | +0.6% | +764.36% | Add |
| 4 | ANET | Arista Networks Inc | +0.5% | -17.91% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | +4.16% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -7.81% | Trim |
| 7 | ASML | ASML Holding N.V. | +0.4% | +3.23% | Add |
| 8 | AMAT | Applied Materials Inc | +0.4% | +3.72% | Add |
| 9 | KLAC | Kla CORP | +0.3% | +1.11% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.2% | +4.58% | Add |
| 11 | MCHP | Microchip Technology Inc | +0.2% | +4.95% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.28% | Trim |
| 13 | AAPL | Apple Inc | +0.2% | +5.37% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +2.47% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.56% | Add |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.90% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | -11.83% | Trim |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.60% | Add |
| 19 | CDNS | Cadence Design Sys Inc | +0.1% | +9.32% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | -8.12% | Add |
| 21 | VEEV | Veeva Systems Inc-class A | +0.1% | +4.05% | Add |
| 22 | XYZ | Block Inc | +0.1% | +9.74% | Add |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | +4.12% | Add |
| 24 | BAC | Bank Of America CORP | +0.1% | -1.27% | Add |
| 25 | NOW | Servicenow Inc | 0% | +5.49% | Add |
| 26 | ADBE | Adobe Inc | 0% | +15.17% | Add |
| 27 | DLR | Digital Realty Trust Inc | 0% | +1.30% | Add |
| 28 | LOW | Lowe's Cos Inc | 0% | +3.36% | Add |
| 29 | LMT | Lockheed Martin CORP | 0% | +6.83% | Add |
| 30 | WDAY | Workday Inc-class A | 0% | +13.30% | Add |
| 31 | RTX | Rtx CORP | 0% | -0.52% | Trim |
| 32 | ENB | Enbridge Inc | 0% | +0.11% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | +0.05% | Add |
| 34 | BKNG | Booking Holdings Inc | 0% | +2.92% | Unchanged |
| 35 | MELI | Mercadolibre Inc | -0.1% | +4.23% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.04% | Add |
| 37 | CSGP | Costar Group Inc | -0.1% | +3.50% | Add |
| 38 | MA | Mastercard Inc - A | -0.2% | +3.90% | Add |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.4% | +2.07% | Add |
| 40 | UPS | United Parcel Service-cl B | -0.5% | +0.32% | Add |
| 41 | UNH | Unitedhealth Group Inc | -0.6% | +22.18% | Add |
| 42 | MOAT | Vaneck Morningstar Wide Moat | -0.7% | -4.07% | Trim |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.2% | +2.96% | Trim |
| 44 | TER | Teradyne Inc | — | EXIT | Sold out |
| 45 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
| 46 | PHG | Koninklijke Philips Nvr- Ny | — | NEW | New buy |
| 47 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 48 | NFLX | Netflix Inc | — | NEW | New buy |
| 49 | TFLO | Ishares Treasury Floating Ra | — | NEW | New buy |
| 50 | CAT | Caterpillar Inc | — | NEW | New buy |
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 Q3 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 15.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
MPWR
市值: $1.2M
Top Position Liquidated / Trimmed
TER
前期市值: $1.8M
During Q3 2025, Boomfish Wealth Group, LLC's top holdings by market value included BIL (4.8%)、MOAT (4.1%)、AGG (3.9%). The largest single position, BIL, represented 4.8% of total portfolio value.
In Q3 2025, Boomfish Wealth Group, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 33 positions, trimming 9 holdings, and fully liquidating 2 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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