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CIK: 0002066260
Total reported value
$161.2M
$161.2M
49 檔
27.7%
As reported in its official Q4 2025 Form 13F filing, Bosman Wealth Management, LLC's tracked investment portfolio stood at $161.2M with 49 total positions.
Bosman Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 6 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 12.17% | -4.66% | -6.49% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.70% | -1.32% | -9.69% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.54% | -1.47% | -0.28% | |
| 4 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 4.83% | -0.21% | EXIT | |
| 5 | FTI | TechnipFMC plc | Stock-Energy | 4.42% | -2.65% | -2.68% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.17% | -1.20% | -1.20% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -1.25% | +3.64% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.92% | -2.18% | +135.23% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.82% | -1.02% | +5.77% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.52% | -1.63% | -16.79% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.15% | -1.68% | +9.31% | |
| 12 | SOFI | Sofi Technologies Inc | Stock-Financials | 2.93% | — | — | |
| 13 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 2.50% | — | -47.78% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 2.44% | -0.52% | -0.91% | |
| 15 | APP | Applovin Corp-class A | Stock-Tech | 2.35% | — | — | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.94% | -0.41% | — | |
| 17 | SANM | Sanmina CORP | Stock-Tech | 1.93% | — | — | |
| 18 | VST | Vistra CORP | Stock-Utilities | 1.86% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.73% | -0.34% | -0.03% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.69% | -1.32% | EXIT | |
| 21 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.59% | -0.05% | -34.37% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.52% | -0.24% | +2.47% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.44% | — | — | |
| 24 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.41% | -0.61% | +385.14% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.28% | -0.40% | -46.03% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.15% | +2.05% | +17.36% | |
| 27 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.13% | -0.37% | -19.69% | |
| 28 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.97% | — | -63.10% | |
| 29 | CIFR | Cipher Digital Inc | Stock-Tech | 0.86% | -0.04% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | -0.16% | — | |
| 31 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.84% | -0.64% | EXIT | |
| 32 | IREN | IREN Limited | Stock-Other | 0.78% | -0.34% | — | |
| 33 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 0.76% | -0.48% | -1.73% | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.71% | -0.24% | -56.74% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | — | -74.03% | |
| 36 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.63% | — | -67.81% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.59% | — | +34.70% | |
| 38 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.55% | -0.26% | EXIT | |
| 39 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.53% | -0.22% | EXIT | |
| 40 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.50% | — | -44.87% | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.49% | -0.10% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.22% | — | |
| 43 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.34% | -0.21% | — | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.29% | +0.07% | -21.58% | |
| 45 | FETH | Fidelity Ethereum Fund | ETF-Other | 0.28% | — | — | |
| 46 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.25% | +0.31% | — | |
| 47 | TOST | Toast Inc-class A | Stock-Tech | 0.23% | — | -84.75% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.13% | NEW | |
| 49 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.16% | -0.11% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +2.5% | +135.23% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.5% | -9.69% | Trim |
| 3 | CRWV | Coreweave Inc-cl A | +0.9% | +385.14% | Add |
| 4 | FTI | TechnipFMC plc | +0.6% | -2.68% | Trim |
| 5 | AVGO | Broadcom Inc | +0.6% | +5.77% | Add |
| 6 | AMD | Advanced Micro Devices | +0.5% | +17.36% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | -1.20% | Trim |
| 8 | GEV | GE Vernova Inc | +0.3% | -0.91% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | -0.03% | Trim |
| 10 | TSLA | Tesla Inc | +0.1% | +2.47% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +9.31% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +3.64% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | 0% | -0.78% | Trim |
| 14 | SMH | Vaneck Semiconductor ETF | 0% | -21.58% | Trim |
| 15 | MGY | Magnolia Oil & Gas CORP - A | 0% | -1.73% | Trim |
| 16 | DECK | Deckers Outdoor CORP | -0.2% | -19.69% | Trim |
| 17 | CARG | Cargurus Inc | -0.3% | -44.87% | Trim |
| 18 | PLTR | Palantir Technologies Inc-a | -0.4% | -6.49% | Trim |
| 19 | FIX | Comfort Systems USA Inc | -0.4% | -34.37% | Trim |
| 20 | ETHA | Ishares Ethereum Trust ETF | -0.5% | -27.71% | Trim |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | -1% | -46.03% | Trim |
| 22 | MELI | Mercadolibre Inc | -1.1% | -56.74% | Trim |
| 23 | OSCR | Oscar Health Inc - Class A | -1.1% | -83.63% | Trim |
| 24 | TOST | Toast Inc-class A | -1.2% | -84.75% | Trim |
| 25 | AXON | Axon Enterprise Inc | -1.5% | -56.13% | Trim |
| 26 | DASH | Doordash Inc - A | -1.6% | -67.81% | Trim |
| 27 | IBIT | Ishares Bitcoin Trust ETF | -1.7% | -16.79% | Trim |
| 28 | NOW | Servicenow Inc | -1.9% | +34.70% | Add |
| 29 | SPOT | Spotify Technology S.A. | -2% | -63.10% | Trim |
| 30 | UBER | Uber Technologies Inc | -2.4% | -74.03% | Trim |
| 31 | ✓ | Cyberark Software LTD. Cmn | -2.4% | -47.78% | Trim |
| 32 | URBN | Urban Outfitters Inc | — | EXIT | Sold out |
| 33 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 34 | APP | Applovin Corp-class A | — | NEW | New buy |
| 35 | ANET | Arista Networks Inc | — | NEW | New buy |
| 36 | SANM | Sanmina CORP | — | NEW | New buy |
| 37 | SN | SharkNinja, Inc. | — | EXIT | Sold out |
| 38 | VST | Vistra CORP | — | NEW | New buy |
| 39 | CEG | Constellation Energy | — | NEW | New buy |
| 40 | ORCL | Oracle CORP | — | NEW | New buy |
| 41 | CIFR | Cipher Digital Inc | — | NEW | New buy |
| 42 | IREN | IREN Limited | — | NEW | New buy |
| 43 | ETHE | Grayscale Ethereum Staking E | — | EXIT | Sold out |
| 44 | BITB | Bitwise Bitcoin ETF | — | NEW | New buy |
| 45 | ARM | Arm Holdings Plc-adr | — | EXIT | Sold out |
| 46 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 47 | FETH | Fidelity Ethereum Fund | — | NEW | New buy |
| 48 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 49 | EZPW | Ezcorp Inc-cl A | — | EXIT | Sold out |
| 50 | TTI | Tetra Technologies Inc | — | 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 49 disclosed positions in Q4 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, GOOGL, NVDA) accounted for 27.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
SOFI
市值: $3.6M
Top Position Liquidated / Trimmed
URBN
前期市值: $3.6M
During Q4 2025, Bosman Wealth Management, LLC's top holdings by market value included PLTR (12.2%)、GOOGL (7.7%)、NVDA (7.5%). The largest single position, PLTR, represented 12.2% of total portfolio value.
In Q4 2025, Bosman Wealth Management, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 8 positions, trimming 23 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.
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.