13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002066260
Total reported value
$161.2M
$161.2M
39 檔
23.4%
As reported in its official Q2 2025 Form 13F filing, Bosman Wealth Management, LLC's tracked investment portfolio stood at $161.2M with 39 total positions.
During Q2 2025, Bosman Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 11.02% | -4.66% | -25.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.85% | -1.47% | -22.65% | |
| 3 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 5.42% | -0.21% | EXIT | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.22% | -1.32% | +20.44% | |
| 5 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 5.00% | — | -18.54% | |
| 6 | FTI | TechnipFMC plc | Stock-Energy | 4.56% | -2.65% | -17.27% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.34% | -1.25% | +118.61% | |
| 8 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.80% | — | +1225.95% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.67% | -1.20% | -9.39% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 3.57% | — | -24.00% | |
| 11 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 3.15% | — | -18.31% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 3.14% | — | — | |
| 13 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.11% | -1.63% | +54.69% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.82% | -1.02% | — | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.80% | -0.40% | — | |
| 16 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 2.70% | — | — | |
| 17 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.51% | -0.64% | EXIT | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.48% | -1.68% | — | |
| 19 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.32% | -0.24% | +88.51% | |
| 20 | TOST | Toast Inc-class A | Stock-Tech | 2.14% | — | — | |
| 21 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 2.12% | — | -51.97% | |
| 22 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.06% | — | — | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 1.99% | -0.52% | — | |
| 24 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.71% | -0.37% | +17.79% | |
| 25 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.59% | -0.05% | -63.71% | |
| 26 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 1.51% | -0.11% | EXIT | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.41% | -0.34% | — | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.31% | -2.18% | +19.19% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | -0.24% | -0.75% | |
| 30 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 1.06% | -0.48% | -53.18% | |
| 31 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.92% | — | -65.69% | |
| 32 | MMM | 3m Co | Stock-Industrials | 0.50% | -0.10% | -16.46% | |
| 33 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.49% | — | -37.77% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.16% | — | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.32% | +0.07% | -91.45% | |
| 36 | OLOGBX | Olo Inc - Class A | Stock-Other | 0.23% | — | — | |
| 37 | ✓ | Stock-Other | 0.21% | — | — | ||
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | +0.13% | NEW | |
| 39 | EZPW | Ezcorp Inc-cl A | Stock-Other | 0.16% | -0.01% | — |
According to official SEC Form 13F filings, Bosman Wealth Management, LLC reported a total U.S. public equity portfolio value of $161.2M across 39 disclosed positions in Q2 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 PLTR, NVDA, CRWD) accounted for 23.4% of total reported equity market value during Q2 2025.
During Q2 2025, Bosman Wealth Management, LLC's top holdings by market value included PLTR (11.0%)、NVDA (6.8%)、CRWD (5.4%). The largest single position, PLTR, represented 11.0% of total portfolio value.
In Q2 2025, Bosman Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.