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
52 檔
26.1%
According to the latest 13F quarterly dataset, Bosman Wealth Management, LLC managed an equity portfolio of $161.2M at the end of Q1 2026, spanning 52 distinct U.S. exchange-listed positions.
In Q1 2026, Bosman Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 9.72% | -4.66% | -9.43% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.65% | -1.32% | +0.83% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.38% | -1.47% | -2.33% | |
| 4 | FTI | TechnipFMC plc | Stock-Energy | 7.28% | -2.65% | -0.84% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 4.95% | +8.38% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.73% | -2.18% | +3.74% | |
| 7 | MRVL | Marvell Technology Inc | Stock-Tech | 4.27% | +4.01% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.17% | -1.20% | +3.49% | |
| 9 | GEV | GE Vernova Inc | Stock-Industrials | 3.65% | -0.52% | +4.44% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -1.25% | +4.88% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 3.38% | -1.02% | -7.73% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.08% | -1.63% | +5.58% | |
| 13 | SLB | Slb LTD | Stock-Energy | 2.92% | -0.83% | — | |
| 14 | LBRT | Liberty Energy Inc | Stock-Energy | 2.91% | -1.21% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.73% | -1.68% | -6.62% | |
| 16 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.34% | -0.05% | -7.09% | |
| 17 | ANET | Arista Networks Inc | Stock-Tech | 2.05% | -0.41% | +5.32% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.71% | -0.34% | -1.10% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.46% | -0.24% | +8.38% | |
| 20 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.39% | -0.61% | -14.81% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.37% | -0.40% | -1.06% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 1.32% | -1.32% | EXIT | |
| 23 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.28% | +1.97% | — | |
| 24 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.11% | -0.37% | -4.68% | |
| 25 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 1.08% | -0.48% | -7.61% | |
| 26 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.06% | +0.53% | — | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 1.03% | +2.05% | -12.20% | |
| 28 | SCCO | Southern Copper CORP | Stock-Materials | 0.96% | -0.18% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | -0.16% | — | |
| 30 | COHR | Coherent CORP | Stock-Tech | 0.84% | -0.84% | EXIT | |
| 31 | WDC | Western Digital CORP | Stock-Tech | 0.83% | +0.72% | — | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.64% | -0.64% | EXIT | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.61% | -0.24% | -6.32% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.22% | — | |
| 35 | CIFR | Cipher Digital Inc | Stock-Tech | 0.49% | -0.04% | -38.87% | |
| 36 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.48% | +1.82% | — | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.47% | -0.10% | — | |
| 38 | IREN | IREN Limited | Stock-Other | 0.46% | -0.34% | -39.64% | |
| 39 | OC | Owens Corning | Stock-Industrials | 0.44% | +1.01% | — | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.38% | +0.31% | -7.42% | |
| 41 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.34% | -0.21% | — | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.33% | +0.07% | -1.02% | |
| 43 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.26% | -0.26% | EXIT | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | +0.63% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.10% | — | |
| 46 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.22% | -0.22% | EXIT | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.21% | -0.21% | EXIT | |
| 48 | EZPW | Ezcorp Inc-cl A | Stock-Other | 0.20% | -0.01% | — | |
| 49 | ONDS | Ondas Inc | Stock-Tech | 0.16% | -0.16% | EXIT | |
| 50 | RCAT | Red Cat Holdings Inc | Stock-Other | 0.12% | -0.12% | EXIT |
| # | 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 | CVX | Chevron CORP | +0.2% | — | Unchanged |
| 7 | VRT | Vertiv Holdings Co-a | +0.1% | -7.42% | Trim |
| 8 | ANET | Arista Networks Inc | +0.1% | +5.32% | Add |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | -1.06% | Trim |
| 10 | SMH | Vaneck Semiconductor ETF | 0% | -1.02% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 12 | AMZN | Amazon.com Inc | — | +3.49% | Add |
| 13 | RKLB | Rocket Lab CORP | — | — | Unchanged |
| 14 | AAPL | Apple Inc | 0% | -1.10% | Trim |
| 15 | CRWV | Coreweave Inc-cl A | 0% | -14.81% | Trim |
| 16 | DECK | Deckers Outdoor CORP | 0% | -4.68% | Trim |
| 17 | MMM | 3m Co | 0% | — | Unchanged |
| 18 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.83% | Add |
| 19 | OSCR | Oscar Health Inc - Class A | -0.1% | -21.26% | Trim |
| 20 | TSLA | Tesla Inc | -0.1% | +8.38% | Add |
| 21 | MELI | Mercadolibre Inc | -0.1% | -6.32% | Trim |
| 22 | AMD | Advanced Micro Devices | -0.1% | -12.20% | Trim |
| 23 | NVDA | Nvidia CORP | -0.2% | -2.33% | Trim |
| 24 | AXON | Axon Enterprise Inc | -0.2% | -5.25% | Trim |
| 25 | ETHA | Ishares Ethereum Trust ETF | -0.3% | -37.27% | Trim |
| 26 | BITB | Bitwise Bitcoin ETF | -0.3% | -48.76% | Trim |
| 27 | IREN | IREN Limited | -0.3% | -39.64% | Trim |
| 28 | CEG | Constellation Energy | -0.4% | -7.70% | Trim |
| 29 | CIFR | Cipher Digital Inc | -0.4% | -38.87% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.4% | -6.62% | Trim |
| 31 | AVGO | Broadcom Inc | -0.4% | -7.73% | Trim |
| 32 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | +5.58% | Add |
| 33 | MSFT | Microsoft CORP | -0.6% | +4.88% | Add |
| 34 | PLTR | Palantir Technologies Inc-a | -2.5% | -9.43% | Trim |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -4.6% | -95.20% | Trim |
| 36 | MU | Micron Technology Inc | — | NEW | New buy |
| 37 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 38 | SOFI | Sofi Technologies Inc | — | EXIT | Sold out |
| 39 | SLB | Slb LTD | — | NEW | New buy |
| 40 | LBRT | Liberty Energy Inc | — | NEW | New buy |
| 41 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 42 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 43 | SANM | Sanmina CORP | — | EXIT | Sold out |
| 44 | VST | Vistra CORP | — | EXIT | Sold out |
| 45 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 46 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 47 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 48 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 49 | SCCO | Southern Copper CORP | — | NEW | New buy |
| 50 | COHR | Coherent CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Bosman Wealth Management, LLC reported a total U.S. public equity portfolio value of $161.2M across 52 disclosed positions in Q1 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 PLTR, GOOGL, NVDA) accounted for 26.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
MU
市值: $5.6M
Top Position Liquidated / Trimmed
SOFI
前期市值: $3.6M
During Q1 2026, Bosman Wealth Management, LLC's top holdings by market value included PLTR (9.7%)、GOOGL (7.7%)、NVDA (7.4%). The largest single position, PLTR, represented 9.7% of total portfolio value.
In Q1 2026, Bosman Wealth Management, LLC made 62 total portfolio adjustments, initiating 17 new buys, adding to 8 positions, trimming 23 holdings, and fully liquidating 14 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.