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CIK: 0002066260
Total reported value
$161.2M
$161.2M
42 檔
28.9%
At the close of Q3 2025, Bosman Wealth Management, LLC disclosed equity holdings valued at approximately $161.2M, spread across 42 reported holdings.
Bosman Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 15 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 12.60% | -4.66% | -2.05% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.14% | -1.47% | +1.20% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.25% | -1.32% | -0.55% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 5.23% | -1.63% | +81.34% | |
| 5 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 4.89% | — | -5.57% | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 4.80% | -0.21% | EXIT | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -1.25% | -0.16% | |
| 8 | FTI | TechnipFMC plc | Stock-Energy | 3.79% | -2.65% | -16.77% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.79% | -1.20% | +18.18% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 3.25% | -1.02% | +10.27% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 3.05% | — | +5.72% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.03% | -1.68% | +40.48% | |
| 13 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.98% | — | -1.22% | |
| 14 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 2.80% | — | +20.82% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 2.49% | — | -10.62% | |
| 16 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.29% | -0.64% | EXIT | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.25% | -0.40% | -7.67% | |
| 18 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.20% | — | +10.88% | |
| 19 | GEV | GE Vernova Inc | Stock-Industrials | 2.19% | -0.52% | +8.66% | |
| 20 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.02% | -0.05% | -5.45% | |
| 21 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.79% | -0.24% | -1.40% | |
| 22 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.76% | — | -8.94% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.53% | -0.34% | — | |
| 24 | TOST | Toast Inc-class A | Stock-Tech | 1.46% | — | -5.20% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.41% | -2.18% | +6.13% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.38% | -0.24% | +0.75% | |
| 27 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.30% | -0.37% | -11.63% | |
| 28 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 1.25% | -0.11% | EXIT | |
| 29 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 1.02% | -0.26% | EXIT | |
| 30 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.83% | — | -7.33% | |
| 31 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 0.80% | -0.48% | -19.20% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.16% | +77.56% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | +2.05% | — | |
| 34 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.62% | — | — | |
| 35 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.52% | -0.61% | — | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.45% | -0.10% | — | |
| 37 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.37% | — | -1.18% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.22% | — | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.32% | +0.07% | -3.02% | |
| 40 | EZPW | Ezcorp Inc-cl A | Stock-Other | 0.19% | -0.01% | -1.86% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | +0.13% | NEW | |
| 42 | TTI | Tetra Technologies Inc | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +3.5% | +81.34% | Add |
| 2 | SPOT | Spotify Technology S.A. | +2.8% | -1.22% | Add |
| 3 | MSFT | Microsoft CORP | +2.2% | -0.16% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +2.2% | -2.05% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +1.9% | -0.55% | Add |
| 6 | MELI | Mercadolibre Inc | +0.7% | -1.40% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | +0.75% | Unchanged |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +77.56% | Add |
| 9 | GLD | Spdr Gold Shares | +0.2% | +6.13% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +1.20% | Trim |
| 11 | AAPL | Apple Inc | -0.2% | — | Unchanged |
| 12 | AMZN | Amazon.com Inc | -0.2% | +18.18% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | -0.9% | +5.56% | Trim |
| 14 | ✓ | Cyberark Software LTD. Cmn | -0.9% | -5.57% | Trim |
| 15 | FIX | Comfort Systems USA Inc | -1% | -5.45% | Trim |
| 16 | NOW | Servicenow Inc | -1.7% | -10.62% | Trim |
| 17 | CARG | Cargurus Inc | -1.9% | -7.33% | Trim |
| 18 | FTI | TechnipFMC plc | -2% | -16.77% | Trim |
| 19 | MGY | Magnolia Oil & Gas CORP - A | -2.1% | -19.20% | Trim |
| 20 | SN | SharkNinja, Inc. | -2.5% | -8.94% | Trim |
| 21 | SMH | Vaneck Semiconductor ETF | -2.9% | -3.02% | Trim |
| 22 | AVGO | Broadcom Inc | — | NEW | New buy |
| 23 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 25 | URBN | Urban Outfitters Inc | — | NEW | New buy |
| 26 | FOUR | Shift4 Payments Inc-class A | — | EXIT | Sold out |
| 27 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 29 | DASH | Doordash Inc - A | — | NEW | New buy |
| 30 | GEV | GE Vernova Inc | — | NEW | New buy |
| 31 | OWL | Blue Owl Capital Inc | — | EXIT | Sold out |
| 32 | HUBS | Hubspot Inc | — | EXIT | Sold out |
| 33 | KBR | Kbr Inc | — | EXIT | Sold out |
| 34 | TOST | Toast Inc-class A | — | NEW | New buy |
| 35 | OSCR | Oscar Health Inc - Class A | — | NEW | New buy |
| 36 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 37 | NTNX | Nutanix Inc - A | — | EXIT | Sold out |
| 38 | FTNT | Fortinet Inc | — | EXIT | Sold out |
| 39 | CWAN | Clearwater Analytics Holdings, Inc. | — | EXIT | Sold out |
| 40 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 41 | ETHE | Grayscale Ethereum Staking E | — | NEW | New buy |
| 42 | HAL | Halliburton Co | — | EXIT | Sold out |
| 43 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 44 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 45 | APPF | Appfolio Inc - A | — | EXIT | Sold out |
| 46 | CVX | Chevron CORP | — | NEW | New buy |
| 47 | ✓ | — | EXIT | Sold out | |
| 48 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | Sold out |
| 49 | HD | Home Depot Inc | — | EXIT | Sold out |
| 50 | HPE | Hewlett Packard Enterprise | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bosman Wealth Management, LLC reported a total U.S. public equity portfolio value of $161.2M across 42 disclosed positions in Q3 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, GOOGL) accounted for 28.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $4.2M
Top Position Liquidated / Trimmed
FOUR
前期市值: $3.6M
During Q3 2025, Bosman Wealth Management, LLC's top holdings by market value included PLTR (12.6%)、NVDA (7.1%)、GOOGL (6.3%). The largest single position, PLTR, represented 12.6% of total portfolio value.
In Q3 2025, Bosman Wealth Management, LLC made 48 total portfolio adjustments, initiating 14 new buys, adding to 8 positions, trimming 11 holdings, and fully liquidating 15 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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