Bosman Wealth Management
Redlands, CAfiles as Bosman Wealth Management, LLC
$161m in 56 US stocks at the end of 30 June 2026. The top 10 are 56.0% of the money. It changed about 30.1% of the portfolio this quarter.
Value
$161m
Stocks
56
Top 10 share
56.0%
Turnover
30.1%
What changed this quarter
New
Bought for the first time this quarter.
- Eli LillyLLY2.3% of the fund
- Lam ResearchLRCX1.3% of the fund
- Bunge Global SABG0.8% of the fund
- Astera LabsALAB0.7% of the fund
- Builders FirstSourceBLDR0.6% of the fund
- Nebius GroupNBIS0.5% of the fund
- Tenaris S ATS0.5% of the fund
- Valero EnergyVLO0.5% of the fund
- QXOQXO0.3% of the fund
- Applied OptoelectronicsAAOI0.3% of the fund
- AXTAXTI0.2% of the fund
- Hewlett Packard EnterpriseHPE0.2% of the fund
- Solaris Energy InfrastructureSEI0.2% of the fund
- VisaV0.1% of the fund
Added
Bought more of a stock they already held.
- Micron TechnologyMU13.3% of the fund+12%
- Bloom EnergyBE3.2% of the fund+61%
- Advanced Micro DevicesAMD3.1% of the fund+49%
- Lumentum HoldingsLITE2.3% of the fund+459%
- SLB LimitedSLB2.1% of the fund+13%
- Western DigitalWDC1.6% of the fund+12%
- Owens CorningOC1.4% of the fund+217%
- TeslaTSLA1.2% of the fund+5%
- Johnson Controls InternationalJCI0.9% of the fund+366%
- Southern CopperSCCO0.8% of the fund+14%
- Vertiv HoldingsVRT0.7% of the fund+93%
Cut
Sold some of their stake.
- Marvell TechnologyMRVL8.3% of the fund-9%
- AlphabetGOOGL6.3% of the fund-6%
- Palantir TechnologiesPLTR5.1% of the fund-7%
- TechnipFMCFTI4.6% of the fund-6%
- GE VernovaGEV3.1% of the fund-10%
- Amazon.comAMZN3.0% of the fund-12%
- Spdr Gold TRGLD2.6% of the fund-11%
- BroadcomAVGO2.4% of the fund-19%
- Comfort Systems USAFIX2.3% of the fund-4%
- MicrosoftMSFT2.2% of the fund-10%
- Liberty EnergyLBRT1.7% of the fund-9%
- Arista NetworksANET1.6% of the fund-18%
- Seagate Technology HoldingsSTX1.6% of the fund-14%
- Ishares Bitcoin Trust ETFIBIT1.5% of the fund-23%
- Meta PlatformsMETA1.1% of the fund-44%
- CoreWeaveCRWV0.8% of the fund-38%
- Deckers OutdoorDECK0.7% of the fund-4%
- Magnolia Oil & GasMGY0.6% of the fund-3%
- Cipher DigitalCIFR0.5% of the fund-31%
- MercadoLibreMELI0.4% of the fund-11%
- Rocket LabRKLB0.1% of the fund-65%
- IrenIREN0.1% of the fund-71%
Sold out
Sold their entire stake.
- Constellation EnergyCEG-100%
- CoherentCOHR-100%
- Axon EnterpriseAXON-100%
- Ishares Ethereum TRETHA-100%
- Bitwise Bitcoin ETF TRBITB-100%
- CrowdStrike HoldingsCRWD-100%
- OndasONDS-100%
- Red Cat HoldingsRCAT-100%
- Oscar HealthOSCR-100%
- Lightpath TechnologiesLPTH-100%
Holdings
- Spdr Gold TRGLD
- Share
- 2.6%
- Value
- $4m
- Shares
- 11,176
-11%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 1.5%
- Value
- $2m
- Shares
- 70,275
-23%
- Ishares TRSHV
- Share
- 1.0%
- Value
- $2m
- Shares
- 14,051
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.7%
- Value
- $1m
- Shares
- 1,511
Held
- Tenaris S ATS
- Share
- 0.5%
- Value
- $800,221
- Shares
- 14,421
New
- Vaneck ETF TrustSMH
- Share
- 0.4%
- Value
- $636,869
- Shares
- 971
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Micron TechnologyMU | 13.3% | $21m | 18,615 | +12% |
| Marvell TechnologyMRVL | 8.3% | $13m | 44,784 | -9% |
| AlphabetGOOGL | 6.3% | $10m | 28,532 | -6% |
| NvidiaNVDA | 5.9% | $10m | 47,617 | Held |
| Palantir TechnologiesPLTR | 5.1% | $8m | 69,946 | -7% |
| TechnipFMCFTI | 4.6% | $7m | 112,550 | -6% |
| Bloom EnergyBE | 3.2% | $5m | 17,229 | +61% |
| GE VernovaGEV | 3.1% | $5m | 4,298 | -10% |
| Advanced Micro DevicesAMD | 3.1% | $5m | 8,544 | +49% |
| Amazon.comAMZN | 3.0% | $5m | 20,069 | -12% |
| Spdr Gold TRGLD | 2.6% | $4m | 11,176 | -11% |
| BroadcomAVGO | 2.4% | $4m | 10,061 | -19% |
| Eli LillyLLY | 2.3% | $4m | 3,124 | New |
| Lumentum HoldingsLITE | 2.3% | $4m | 4,311 | +459% |
| Comfort Systems USAFIX | 2.3% | $4m | 1,859 | -4% |
| MicrosoftMSFT | 2.2% | $4m | 9,638 | -10% |
| SLB LimitedSLB | 2.1% | $3m | 72,528 | +13% |
| Liberty EnergyLBRT | 1.7% | $3m | 104,906 | -9% |
| Arista NetworksANET | 1.6% | $3m | 15,595 | -18% |
| Seagate Technology HoldingsSTX | 1.6% | $3m | 2,650 | -14% |
| Western DigitalWDC | 1.6% | $2m | 3,912 | +12% |
| Ishares Bitcoin Trust ETFIBIT | 1.5% | $2m | 70,275 | -23% |
| Owens CorningOC | 1.4% | $2m | 14,671 | +217% |
| AppleAAPL | 1.4% | $2m | 7,651 | Held |
| Lam ResearchLRCX | 1.3% | $2m | 4,896 | New |
| TeslaTSLA | 1.2% | $2m | 4,661 | +5% |
| Meta PlatformsMETA | 1.1% | $2m | 3,013 | -44% |
| Ishares TRSHV | 1.0% | $2m | 14,051 | Held |
| Johnson Controls InternationalJCI | 0.9% | $1m | 9,488 | +366% |
| Bunge Global SABG | 0.8% | $1m | 11,930 | New |
| CoreWeaveCRWV | 0.8% | $1m | 12,708 | -38% |
| Southern CopperSCCO | 0.8% | $1m | 7,181 | +14% |
| Deckers OutdoorDECK | 0.7% | $1m | 12,078 | -4% |
| Astera LabsALAB | 0.7% | $1m | 2,433 | New |
| State STR Spdr S&P 500 ETF TSPY | 0.7% | $1m | 1,511 | Held |
| Vertiv HoldingsVRT | 0.7% | $1m | 3,318 | +93% |
| Builders FirstSourceBLDR | 0.6% | $1m | 11,558 | New |
| Magnolia Oil & GasMGY | 0.6% | $973,012 | 38,038 | -3% |
| Nebius GroupNBIS | 0.5% | $816,359 | 2,956 | New |
| Tenaris S ATS | 0.5% | $800,221 | 14,421 | New |
| Valero EnergyVLO | 0.5% | $756,839 | 2,906 | New |
| Cipher DigitalCIFR | 0.5% | $729,904 | 29,792 | -31% |
| Vaneck ETF TrustSMH | 0.4% | $636,869 | 971 | Held |
| MercadoLibreMELI | 0.4% | $602,573 | 355 | -11% |
| 3MMMM | 0.4% | $600,038 | 3,706 | Held |
| QXOQXO | 0.3% | $507,911 | 29,393 | New |
| Applied OptoelectronicsAAOI | 0.3% | $505,522 | 3,412 | New |
| ChevronCVX | 0.3% | $476,892 | 2,877 | Held |
| AXTAXTI | 0.2% | $374,023 | 5,189 | New |
| Hewlett Packard EnterpriseHPE | 0.2% | $313,018 | 6,939 | New |
| EzcorpEZPW | 0.2% | $307,431 | 8,893 | Held |
| Solaris Energy InfrastructureSEI | 0.2% | $264,231 | 3,284 | New |
| Rocket LabRKLB | 0.1% | $211,025 | 2,076 | -65% |
| ExxonMobil HoldingsXOM | 0.1% | $206,721 | 1,512 | Held |
| VisaV | 0.1% | $205,854 | 600 | New |
| IrenIREN | 0.1% | $201,121 | 4,398 | -71% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 43.2% since 30 June 2025.
Where the money is
Technology53.1%
Industrials12.6%
Energy9.9%
Media & telecom7.4%
Retail & consumer5.8%
Health care2.3%
Everyday goods0.8%
Materials0.8%
Financial services0.7%
Other6.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.