CIK: 0002066260
Total reported value
$113.6M
Reporting period: 2026-03-31 · Number of holdings: 52
Bosman Wealth Management, LLC disclosed 52 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $113.6M and a quarterly turnover rate of 59.6%.
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Bosman Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.045 — mathematically equivalent to about 22 equally-sized positions, well below its 52 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.16), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.4 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Trim CRWD
-95.2% -$5.6M
Add FTI
-0.8% $2.9M
Trim PLTR
-9.4% -$3.8M
Add GEV
+4.4% $1.2M
Add GLD
+3.7% $603.6K
Add FIX
-7.1% $721.7K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 9.72% | -2.45% | -9.43% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.65% | -0.05% | +0.83% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.38% | -0.16% | -2.33% | |
| 4 | FTI | TechnipFMC plc | Stock-Energy | 7.28% | +2.86% | -0.84% | |
| 5 | MU | Micron Technology INC | Stock-Tech | 4.95% | +4.95% | NEW | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.73% | +0.81% | +3.74% | |
| 7 | MRVL | Marvell Technology INC | Stock-Tech | 4.27% | +4.27% | NEW | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.17% | — | +3.49% | |
| 9 | GEV | GE Vernova INC | Stock-Industrials | 3.65% | +1.21% | +4.44% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.56% | +4.88% | |
| 11 | AVGO | Broadcom INC | Stock-Tech | 3.38% | -0.44% | -7.73% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.08% | -0.44% | +5.58% | |
| 13 | SLB | Slb LTD | Stock-Energy | 2.92% | +2.92% | NEW | |
| 14 | LBRT | Liberty Energy INC | Stock-Energy | 2.91% | +2.91% | NEW | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.73% | -0.42% | -6.62% | |
| 16 | FIX | Comfort Systems USA INC | Stock-Industrials | 2.34% | +0.75% | -7.09% | |
| 17 | ANET | Arista Networks INC | Stock-Tech | 2.05% | — | +5.32% | |
| 18 | AAPL | Apple INC | Stock-Tech | 1.71% | — | -1.10% | |
| 19 | TSLA | Tesla INC | Stock-Consumer Disc | 1.46% | -0.06% | +8.38% | |
| 20 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.39% | — | -14.81% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.37% | — | -1.06% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 1.32% | -0.37% | -7.70% | |
| 23 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.28% | +1.27% | NEW | |
| 24 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.11% | — | -4.68% | |
| 25 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 1.08% | +0.32% | -7.61% | |
| 26 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.06% | +1.06% | NEW | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 1.03% | -0.12% | -12.20% | |
| 28 | SCCO | Southern Copper CORP | Stock-Materials | 0.96% | +0.96% | NEW | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | — | — | |
| 30 | COHR | Coherent CORP | Stock-Tech | 0.84% | +0.84% | NEW | |
| 31 | WDC | Western Digital CORP | Stock-Tech | 0.83% | +0.83% | NEW | |
| 32 | AXON | Axon Enterprise INC | Stock-Industrials | 0.64% | -0.20% | -5.25% | |
| 33 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.61% | — | -6.32% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.52% | — | — | |
| 35 | CIFR | Cipher Digital INC | Stock-Tech | 0.49% | -0.37% | -38.87% | |
| 36 | LITE | Lumentum Holdings INC | Stock-Tech | 0.48% | +0.48% | NEW | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.47% | — | — | |
| 38 | IREN | Iren LTD F | Stock-Other | 0.46% | -0.32% | -39.64% | |
| 39 | OC | Owens Corning | Stock-Industrials | 0.44% | +0.44% | NEW | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.38% | — | -7.42% | |
| 41 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.34% | — | — | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.33% | — | -1.02% | |
| 43 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.26% | -0.29% | -37.27% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | +0.23% | NEW | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | +0.23% | NEW | |
| 46 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.22% | -0.31% | -48.76% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.21% | -4.62% | -95.20% | |
| 48 | EZPW | Ezcorp Inc-cl A | Stock-Other | 0.20% | +0.20% | NEW | |
| 49 | ONDS | Ondas INC | Stock-Tech | 0.16% | — | — | |
| 50 | RCAT | Red Cat Holdings INC | Stock-Other | 0.12% | — | — |
Performance for Q3 2026
-3.3%
Performance Last 4 Quarters
+17.5%
Based on 82% of reported portfolio value with available pricing
Bosman Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Micron Technology INC (MU); New buy: Marvell Technology INC (MRVL); Sold out: Sofi Technologies INC (SOFI); New buy: Slb LTD (SLB); New buy: Liberty Energy INC (LBRT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTI | TechnipFMC plc | +2.9% | -0.84% | Trim |
| 2 | GEV | GE Vernova INC | +1.2% | +4.44% | Add |
| 3 | GLD | Spdr Gold Shares | +0.8% | +3.74% | Add |
| 4 | FIX | Comfort Systems USA INC | +0.8% | -7.09% | Trim |
| 5 | MGY | Magnolia Oil & Gas CORP - A | +0.3% | -7.61% | Trim |
| 6 | AMZN | Amazon.com INC | — | +3.49% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.83% | Add |
| 8 | TSLA | Tesla INC | -0.1% | +8.38% | Add |
| 9 | AMD | Advanced Micro Devices | -0.1% | -12.20% | Trim |
| 10 | NVDA | Nvidia CORP | -0.2% | -2.33% | Trim |
| 11 | AXON | Axon Enterprise INC | -0.2% | -5.25% | Trim |
| 12 | ETHA | Ishares Ethereum Trust ETF | -0.3% | -37.27% | Trim |
| 13 | BITB | Bitwise Bitcoin ETF | -0.3% | -48.76% | Trim |
| 14 | IREN | Iren LTD F | -0.3% | -39.64% | Trim |
| 15 | CEG | Constellation Energy | -0.4% | -7.70% | Trim |
| 16 | CIFR | Cipher Digital INC | -0.4% | -38.87% | Trim |
| 17 | META | Meta Platforms Inc-class A | -0.4% | -6.62% | Trim |
| 18 | AVGO | Broadcom INC | -0.4% | -7.73% | Trim |
| 19 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | +5.58% | Add |
| 20 | MSFT | Microsoft CORP | -0.6% | +4.88% | Add |
| 21 | PLTR | Palantir Technologies Inc-a | -2.5% | -9.43% | Trim |
| 22 | CRWD | Crowdstrike Holdings INC - A | -4.6% | -95.20% | Trim |
| 23 | MU | Micron Technology INC | — | NEW | New buy |
| 24 | MRVL | Marvell Technology INC | — | NEW | New buy |
| 25 | SOFI | Sofi Technologies INC | — | EXIT | Sold out |
| 26 | SLB | Slb LTD | — | NEW | New buy |
| 27 | LBRT | Liberty Energy INC | — | NEW | New buy |
| 28 | ✓ | Cyberark Software LTD | — | EXIT | Sold out |
| 29 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 30 | SANM | Sanmina CORP | — | EXIT | Sold out |
| 31 | VST | Vistra CORP | — | EXIT | Sold out |
| 32 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 33 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 34 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 35 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 36 | SCCO | Southern Copper CORP | — | NEW | New buy |
| 37 | COHR | Coherent CORP | — | NEW | New buy |
| 38 | WDC | Western Digital CORP | — | NEW | New buy |
| 39 | UBER | Uber Technologies INC | — | EXIT | Sold out |
| 40 | DASH | Doordash INC - A | — | EXIT | Sold out |
| 41 | NOW | Servicenow INC | — | EXIT | Sold out |
| 42 | CARG | Cargurus INC | — | EXIT | Sold out |
| 43 | LITE | Lumentum Holdings INC | — | NEW | New buy |
| 44 | OC | Owens Corning | — | NEW | New buy |
| 45 | FETH | Fidelity Ethereum Fund | — | EXIT | Sold out |
| 46 | TOST | Toast Inc-class A | — | EXIT | Sold out |
| 47 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 48 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 49 | EZPW | Ezcorp Inc-cl A | — | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-27 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-27 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-17 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-30 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-04-30 | 13F-HR | View on EDGAR |
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