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CIK: 0002010786
Total reported value
$219.5M
$219.5M
85 檔
16.5%
At the close of Q4 2025, Boomfish Wealth Group, LLC disclosed equity holdings valued at approximately $219.5M, spread across 85 reported holdings.
In Q4 2025, Boomfish Wealth Group, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.65% | -1.99% | -2.21% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.48% | -0.65% | +16.06% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.00% | -0.38% | -6.76% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.25% | +0.83% | +3.80% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.03% | -0.35% | +33.69% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.97% | +6.10% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | +0.87% | -10.95% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | +1.02% | -2.61% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.39% | +2.07% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.09% | +1.07% | -11.87% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 1.89% | +0.58% | -11.45% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 1.88% | +0.18% | -9.48% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | -0.02% | -0.69% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.77% | -0.25% | -7.95% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.73% | -0.09% | -0.44% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.71% | +0.30% | -5.22% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.42% | -1.36% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.66% | -0.32% | +0.56% | |
| 19 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.64% | -0.44% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | +0.16% | +1.58% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.63% | +0.15% | -1.07% | |
| 22 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.61% | -0.08% | -3.72% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.57% | -0.36% | -0.31% | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 1.57% | -0.35% | +3.85% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.55% | -0.29% | -3.57% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.48% | -0.42% | -0.07% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.44% | +0.15% | -4.73% | |
| 28 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.43% | +0.06% | +3.43% | |
| 29 | FTNT | Fortinet Inc | Stock-Tech | 1.39% | -0.30% | -0.98% | |
| 30 | MCHP | Microchip Technology Inc | Stock-Tech | 1.39% | -0.26% | -3.79% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 1.37% | -0.28% | +408.52% | |
| 32 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.33% | -0.21% | +5.01% | |
| 33 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.31% | -0.13% | +2.82% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 1.26% | — | -4.25% | |
| 35 | CSGP | Costar Group Inc | Stock-Real Estate | 1.24% | — | +6.33% | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 1.23% | -0.29% | -2.88% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | +0.03% | -7.16% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 1.19% | -0.20% | -8.54% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.15% | +0.22% | +22.85% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 1.11% | -0.01% | -4.55% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.50% | -4.93% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.23% | -7.44% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | +0.09% | -7.70% | |
| 44 | ENB | Enbridge Inc | Stock-Energy | 0.98% | -0.17% | -4.40% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | -0.12% | -4.44% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.97% | -0.23% | -4.10% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.93% | -0.06% | -0.80% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.88% | -0.30% | -10.74% | |
| 49 | ECL | Ecolab Inc | Stock-Materials | 0.87% | -0.11% | EXIT | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.85% | -0.16% | -1.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | +33.69% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.6% | +16.06% | Add |
| 3 | UPS | United Parcel Service-cl B | +0.4% | +22.85% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -10.95% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | +6.10% | Add |
| 6 | EXPD | Expeditors Intl Wash Inc | +0.2% | -3.72% | Trim |
| 7 | AMAT | Applied Materials Inc | +0.2% | -11.87% | Trim |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | -3.57% | Trim |
| 9 | CRM | Salesforce Inc | +0.2% | -0.31% | Trim |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | -7.95% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | +2.07% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.77% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +3.80% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | -4.44% | Trim |
| 15 | DHR | Danaher CORP | +0.1% | -2.08% | Trim |
| 16 | ADBE | Adobe Inc | -0.1% | -4.25% | Trim |
| 17 | MCHP | Microchip Technology Inc | -0.1% | -3.79% | Trim |
| 18 | APD | Air Products & Chemicals Inc | -0.1% | -0.10% | Trim |
| 19 | PEP | Pepsico Inc | -0.1% | -12.42% | Trim |
| 20 | HD | Home Depot Inc | -0.1% | -2.98% | Trim |
| 21 | BKNG | Booking Holdings Inc | -0.1% | -4.73% | Trim |
| 22 | ENB | Enbridge Inc | -0.1% | -4.40% | Trim |
| 23 | FTNT | Fortinet Inc | -0.1% | -0.98% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -7.16% | Trim |
| 25 | DLR | Digital Realty Trust Inc | -0.1% | -1.60% | Trim |
| 26 | ROP | Roper Technologies Inc | -0.1% | -2.54% | Trim |
| 27 | PAYX | Paychex Inc | -0.1% | -3.91% | Trim |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | -7.70% | Trim |
| 29 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -6.76% | Trim |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -2.21% | Trim |
| 31 | MDLZ | Mondelez International Inc-a | -0.2% | -7.60% | Trim |
| 32 | META | Meta Platforms Inc-class A | -0.2% | +1.58% | Add |
| 33 | COST | Costco Wholesale CORP | -0.2% | -31.80% | Trim |
| 34 | MELI | Mercadolibre Inc | -0.2% | +3.43% | Add |
| 35 | PANW | Palo Alto Networks Inc | -0.2% | -1.07% | Trim |
| 36 | WDAY | Workday Inc-class A | -0.2% | -2.88% | Trim |
| 37 | CSGP | Costar Group Inc | -0.2% | +6.33% | Add |
| 38 | MSFT | Microsoft CORP | -0.3% | -2.61% | Trim |
| 39 | NOW | Servicenow Inc | -0.3% | +408.52% | Add |
| 40 | ANET | Arista Networks Inc | -0.3% | -5.22% | Trim |
| 41 | FISV | Fiserv Inc | -0.4% | — | Unchanged |
| 42 | VEEV | Veeva Systems Inc-class A | -0.4% | +5.01% | Add |
| 43 | VNLA | Janus Henderson Short Durati | — | NEW | New buy |
| 44 | BILZ | Pimco Ultra Shrt Govt Active | — | NEW | New buy |
| 45 | PHG | Koninklijke Philips Nvr- Ny | — | EXIT | Sold out |
| 46 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 47 | ETHE | Grayscale Ethereum Staking E | — | EXIT | Sold out |
| 48 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | Sold out |
| 49 | CP | Canadian Pacific Kansas City | — | EXIT | Sold out |
| 50 | VOO | Vanguard S&p 500 ETF | — | 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 85 disclosed positions in Q4 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, AGG, MOAT) accounted for 16.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VNLA
市值: $3.1M
Top Position Liquidated / Trimmed
PHG
前期市值: $501.5K
During Q4 2025, Boomfish Wealth Group, LLC's top holdings by market value included BIL (4.7%)、AGG (4.5%)、MOAT (4.0%). The largest single position, BIL, represented 4.7% of total portfolio value.
In Q4 2025, Boomfish Wealth Group, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 29 holdings, and fully liquidating 5 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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