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CIK: 0002010786
Total reported value
$219.5M
$219.5M
87 檔
17.0%
During the Q1 2026 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 87 reported positions.
In Q1 2026, Boomfish Wealth Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 57 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 | 5.54% | -1.99% | +18.85% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.30% | -0.65% | -3.31% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.79% | -0.38% | +1.65% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.22% | -0.35% | +7.00% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | +0.83% | +0.76% | |
| 6 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.52% | -0.44% | +55.16% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.97% | +1.46% | |
| 8 | KLAC | Kla CORP | Stock-Tech | 2.22% | +0.58% | -3.13% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.17% | +0.87% | +0.83% | |
| 10 | ASML | ASML Holding N.V. | Stock-Tech | 2.07% | +0.18% | -11.05% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.39% | +0.95% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.98% | +1.07% | -28.83% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | +1.02% | +3.19% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.75% | -0.42% | -5.39% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.65% | -0.32% | +1.85% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.63% | +0.30% | +1.69% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.57% | -0.02% | +1.51% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.56% | -0.50% | +0.27% | |
| 19 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.56% | -0.08% | +0.97% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.55% | -0.09% | +2.22% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.42% | +4.19% | |
| 22 | ICE | Intercontinental Exchange In | Stock-Financials | 1.55% | -0.35% | +1.90% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.54% | -0.29% | +0.83% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.50% | -0.25% | -0.18% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | +0.16% | +3.86% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.46% | +0.29% | +82.46% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.46% | +0.15% | +3.19% | |
| 28 | FTNT | Fortinet Inc | Stock-Tech | 1.45% | -0.30% | +1.45% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.04% | +743.12% | |
| 30 | MCHP | Microchip Technology Inc | Stock-Tech | 1.42% | -0.26% | +0.80% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.29% | +0.26% | +111.34% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.23% | -1.36% | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.27% | +0.06% | +3.54% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 1.25% | -0.20% | -0.03% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.22% | +0.15% | +7.95% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +0.03% | +1.00% | |
| 37 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.15% | -0.13% | +2.08% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 1.14% | -0.23% | +1.89% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 1.13% | -0.36% | +2.07% | |
| 40 | ENB | Enbridge Inc | Stock-Energy | 1.11% | -0.17% | +0.63% | |
| 41 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 1.10% | +0.21% | +37.95% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.10% | +0.22% | -2.94% | |
| 43 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.08% | -0.21% | +3.62% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 1.08% | -0.28% | +16.00% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.07% | +0.09% | +27.62% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | -0.13% | +176.02% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 1.05% | -0.12% | +0.18% | |
| 48 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.00% | -0.16% | +0.76% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | -0.01% | +1.36% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.98% | -0.06% | +0.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.2% | +743.12% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.9% | +18.85% | Add |
| 3 | VNLA | Janus Henderson Short Durati | +0.9% | +55.16% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +82.46% | Add |
| 5 | PG | Procter & Gamble Co/the | +0.7% | +176.02% | Add |
| 6 | TSLA | Tesla Inc | +0.6% | +111.34% | Add |
| 7 | NFLX | Netflix Inc | +0.5% | +303.40% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.5% | +0.27% | Add |
| 9 | KLAC | Kla CORP | +0.3% | -3.13% | Trim |
| 10 | BILZ | Pimco Ultra Shrt Govt Active | +0.3% | +37.95% | Add |
| 11 | LMT | Lockheed Martin CORP | +0.3% | -5.39% | Trim |
| 12 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +7.00% | Add |
| 13 | ASML | ASML Holding N.V. | +0.2% | -11.05% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.2% | -1.36% | Trim |
| 15 | NEE | Nextera Energy Inc | +0.2% | +1.89% | Add |
| 16 | DLR | Digital Realty Trust Inc | +0.2% | +0.76% | Add |
| 17 | HON | Honeywell International Inc | +0.1% | +1.90% | Add |
| 18 | ENB | Enbridge Inc | +0.1% | +0.63% | Add |
| 19 | MPWR | Monolithic Power Systems Inc | +0.1% | -1.22% | Trim |
| 20 | PEP | Pepsico Inc | +0.1% | +4.26% | Add |
| 21 | AMGN | Amgen Inc | +0.1% | +0.18% | Add |
| 22 | CVX | Chevron CORP | +0.1% | +3.23% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -0.03% | Trim |
| 24 | FTNT | Fortinet Inc | +0.1% | +1.45% | Add |
| 25 | UNP | Union Pacific CORP | +0.1% | +0.99% | Add |
| 26 | UNH | Unitedhealth Group Inc | 0% | +27.62% | Add |
| 27 | WMT | Walmart Inc | 0% | +4.08% | Add |
| 28 | MCHP | Microchip Technology Inc | 0% | +0.80% | Add |
| 29 | CAT | Caterpillar Inc | 0% | -2.21% | Trim |
| 30 | KO | Coca-cola Co/the | 0% | -0.12% | Trim |
| 31 | SAIA | Saia Inc | 0% | — | Unchanged |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | — | Unchanged |
| 33 | COST | Costco Wholesale CORP | — | -14.10% | Trim |
| 34 | TFLO | Ishares Treasury Floating Ra | — | — | Unchanged |
| 35 | VRTX | Vertex Pharmaceuticals Inc | 0% | +0.83% | Add |
| 36 | ABBV | Abbvie Inc | 0% | +0.51% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 38 | LOW | Lowe's Cos Inc | 0% | +1.85% | Add |
| 39 | CORP | Pimco Inv Grade CORP Bd ETF | 0% | — | Unchanged |
| 40 | ESPR | Esperion Therapeutics Inc | 0% | — | Unchanged |
| 41 | HD | Home Depot Inc | 0% | +0.51% | Add |
| 42 | ICE | Intercontinental Exchange In | 0% | +1.90% | Add |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.34% | Trim |
| 44 | TSCO | Tractor Supply Company | 0% | +3.36% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | +2.26% | Add |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.00% | Add |
| 47 | CDNS | Cadence Design Sys Inc | -0.1% | +2.48% | Add |
| 48 | EXPD | Expeditors Intl Wash Inc | -0.1% | +0.97% | Add |
| 49 | PLTR | Palantir Technologies Inc-a | -0.1% | +1.98% | Add |
| 50 | UPS | United Parcel Service-cl B | -0.1% | -2.94% | Trim |
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 Q1 2026.
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 17.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
LIN
市值: $1.4M
Top Position Liquidated / Trimmed
ADBE
前期市值: $2.4M
During Q1 2026, Boomfish Wealth Group, LLC's top holdings by market value included BIL (5.5%)、AGG (4.3%)、MOAT (3.8%). The largest single position, BIL, represented 5.5% of total portfolio value.
In Q1 2026, Boomfish Wealth Group, LLC made 87 total portfolio adjustments, initiating 8 new buys, adding to 57 positions, trimming 16 holdings, and fully liquidating 6 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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