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CIK: 0002010786
Total reported value
$231.0M
$231.0M
95 檔
17.0%
As reported in its official Q2 2026 Form 13F filing, Boomfish Wealth Group, LLC's tracked investment portfolio stood at $231.0M with 95 total positions.
In Q2 2026, Boomfish Wealth Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 47 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.89% | +0.48% | +29.94% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.65% | -0.45% | -0.16% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.55% | -0.49% | -24.92% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.41% | -0.47% | -1.89% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.06% | +44.48% | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 3.05% | -0.63% | -14.45% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.04% | +0.03% | +33.00% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.87% | -0.48% | +4.79% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | +0.82% | +81.87% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 2.80% | -0.72% | +622.96% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | -0.05% | +22.53% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 2.25% | -0.23% | -15.32% | |
| 13 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.08% | -0.31% | -3.35% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +0.05% | +22.36% | |
| 15 | ANET | Arista Networks Inc | Stock-Tech | 1.93% | +0.20% | +0.38% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.75% | +2.29% | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.75% | -0.14% | -0.66% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | +0.43% | +31.82% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.61% | +0.14% | -39.05% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.55% | -0.13% | +24.38% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | +0.01% | +2.22% | |
| 22 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.48% | -1.35% | -2.31% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | +0.04% | +7.16% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.05% | +2.43% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.37% | -0.21% | +3018.42% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.33% | -0.06% | +5.62% | |
| 27 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.33% | -0.13% | +24.98% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.33% | -0.33% | +0.79% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.32% | -0.32% | +28.37% | |
| 30 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 1.31% | +0.13% | +38.70% | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.25% | -0.26% | -14.37% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.25% | -0.48% | -4.18% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.05% | +15.27% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 1.19% | +0.18% | +15.59% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.16% | -0.35% | -17.42% | |
| 36 | MCHP | Microchip Technology Inc | Stock-Tech | 1.16% | -0.08% | -32.34% | |
| 37 | FTNT | Fortinet Inc | Stock-Tech | 1.15% | +0.10% | -50.72% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -1.06% | EXIT | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 1.05% | -0.08% | +0.09% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.67% | -7.60% | |
| 41 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.02% | -0.17% | +25.99% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.99% | -0.09% | -0.19% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.99% | +0.30% | +86.24% | |
| 44 | ENB | Enbridge Inc | Stock-Energy | 0.94% | -0.16% | -0.95% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.94% | +0.02% | -39.38% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.93% | +0.02% | +2.05% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.17% | +0.59% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.92% | -0.05% | -1.24% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.91% | -0.15% | -0.96% | |
| 50 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.87% | +0.17% | -7.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.8% | NEW | New buy |
| 2 | AMAT | Applied Materials Inc | +1.1% | -14.45% | Trim |
| 3 | MSFT | Microsoft CORP | +1% | +81.87% | Add |
| 4 | AAPL | Apple Inc | +1% | +44.48% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | +33.00% | Add |
| 6 | NVDA | Nvidia CORP | +0.8% | +29.94% | Add |
| 7 | KLAC | Kla CORP | +0.6% | +622.96% | Add |
| 8 | AVGO | Broadcom Inc | +0.4% | +22.36% | Add |
| 9 | ✓ | +0.4% | NEW | New buy | |
| 10 | AMZN | Amazon.com Inc | +0.4% | +22.53% | Add |
| 11 | ✓ | +0.4% | NEW | New buy | |
| 12 | BOND | Pimco Active Bond Exchange-t | +0.4% | +86.24% | Add |
| 13 | ANET | Arista Networks Inc | +0.3% | +0.38% | Add |
| 14 | AMD | Advanced Micro Devices | +0.3% | -39.38% | Trim |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.66% | Trim |
| 16 | TSLA | Tesla Inc | +0.3% | +24.38% | Add |
| 17 | UPS | United Parcel Service-cl B | +0.2% | +28.37% | Add |
| 18 | BILZ | Pimco Ultra Shrt Govt Active | +0.2% | +38.70% | Add |
| 19 | DAL | Delta Air Lines Inc | +0.2% | NEW | New buy |
| 20 | ASML | ASML Holding N.V. | +0.2% | -15.32% | Trim |
| 21 | META | Meta Platforms Inc-class A | +0.2% | +31.82% | Add |
| 22 | PANW | Palo Alto Networks Inc | +0.2% | -39.05% | Trim |
| 23 | BKNG | Booking Holdings Inc | +0.2% | +3018.42% | Add |
| 24 | PYLD | Pimco Multisector Bond Actv | +0.2% | NEW | New buy |
| 25 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 26 | AVIG | Avantis Core Fixed Income | +0.1% | NEW | New buy |
| 27 | CP | Canadian Pacific Kansas City | +0.1% | NEW | New buy |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | -17.42% | Trim |
| 29 | FOCT | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 30 | SCEP | Strling Cptl Hdg Ep Incm ETF | +0.1% | NEW | New buy |
| 31 | SCHP | Schwab U.s. Tips ETF | +0.1% | +70.46% | Add |
| 32 | MELI | Mercadolibre Inc | +0.1% | +24.98% | Add |
| 33 | SAIA | Saia Inc | +0.1% | +46.76% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.45% | Add |
| 35 | CAT | Caterpillar Inc | +0.1% | +4.80% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +15.27% | Add |
| 37 | ABBV | Abbvie Inc | 0% | +5.25% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.53% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | — | +1.71% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 41 | ESPR | Esperion Therapeutics Inc | — | — | Unchanged |
| 42 | CRDL | Cardiol Therapeutics Inc-a | — | — | Unchanged |
| 43 | BAC | Bank Of America CORP | 0% | -0.19% | Trim |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | — | Unchanged |
| 45 | SCHD | Schwab US Dvd Equity ETF | 0% | +6.74% | Add |
| 46 | V | Visa Inc-class A Shares | 0% | +2.22% | Add |
| 47 | HD | Home Depot Inc | 0% | +1.96% | Add |
| 48 | KO | Coca-cola Co/the | 0% | +0.61% | Add |
| 49 | CORP | Pimco Inv Grade CORP Bd ETF | 0% | +3.83% | Add |
| 50 | TFLO | Ishares Treasury Floating Ra | 0% | — | Unchanged |
According to official SEC Form 13F filings, Boomfish Wealth Group, LLC reported a total U.S. public equity portfolio value of $231.0M across 95 disclosed positions in Q2 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 NVDA, AGG, BIL) accounted for 17.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
SGOV
市值: $3.8M
Top Position Liquidated / Trimmed
HON
前期市值: $1.8M
During Q2 2026, Boomfish Wealth Group, LLC's top holdings by market value included NVDA (3.9%)、AGG (3.6%)、BIL (3.5%). The largest single position, NVDA, represented 3.9% of total portfolio value.
In Q2 2026, Boomfish Wealth Group, LLC made 91 total portfolio adjustments, initiating 10 new buys, adding to 47 positions, trimming 32 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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