Q3 2026 13F · SEC CIK 2010786

Boomfish Wealth Group, LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $231.0M
Reported positions: 102
Top holdings a year, 3 yrs: +11.2%
Assets under management: $214.4M

Boomfish Wealth Group, LLC is a wealth manager that reported 102 positions worth $231.0M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Nvidia Corporation (NVDA, 4.4%), Ishares Tr (SGOV, 4.0%), Microsoft Corp (MSFT, 3.6%). A portfolio copying its top holdings returned 11.2% a year over the last 3 years, against 18.8% for the S&P 500.

Boomfish Wealth Group, LLC holdings largest 50 of 102 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boomfish Wealth Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	4.4%	3.9%	44,243	+3.8%	$10.1M
SGOVIshares Tr	4.0%	1.8%	92,709	+142.6%	$9.3M
MSFTMicrosoft Corp	3.6%	2.8%	16,371	-0.9%	$8.4M
AAPLApple Inc	3.4%	3.4%	23,720	-7.0%	$7.9M
AGGIshares Tr	3.2%	3.7%	78,271	-3.4%	$7.4M
GOOGAlphabet Inc	3.1%	3.0%	20,782	+10.0%	$7.1M
BILSpdr Series Trust	3.1%	3.5%	77,213	-9.1%	$7.1M
MOATVaneck Morningstar Wide Moat ETF	2.9%	3.4%	64,323	-10.7%	$6.8M
AMATApplied Matls Inc	2.4%	3.1%	10,948	+18.2%	$5.6M
TLTIshares Tr	2.4%	2.9%	71,130	-2.6%	$5.5M
AMZNAmazon Com Inc	2.3%	2.4%	21,498	-1.3%	$5.4M
ANETArista Networks Inc	2.1%	1.9%	24,121	-3.3%	$4.9M
KLACKla Corp	2.1%	2.8%	24,703	+21.3%	$4.8M
METAMeta Platforms Inc	2.1%	1.6%	6,547	+3.2%	$4.7M
AVGOBroadcom Inc	2.0%	2.0%	13,285	+15.8%	$4.7M
ASMLAsml Hldg NV	2.0%	2.2%	2,572	+3.7%	$4.7M
VNLAJanus Detroit Str Tr	1.8%	2.1%	84,164	-9.9%	$4.1M
PANWPalo Alto Networks Inc	1.8%	1.6%	10,181	-2.0%	$4.0M
TSMTaiwan Semiconductor Manufac	1.6%	1.7%	8,130	+1.2%	$3.7M
VVisa Inc	1.6%	1.6%	10,028	+0.9%	$3.6M
MAMastercard Incorporated	1.5%	1.5%	6,275	+0.8%	$3.5M
BILZPimco ETF Tr	1.4%	1.3%	32,867	+15.6%	$3.3M
TSLATesla Inc	1.4%	1.6%	9,230	+13.8%	$3.3M
ICEIntercontinental Exchange Inc	1.4%	1.2%	21,045	-1.2%	$3.2M
JPMJpmorgan Chase & Co	1.3%	1.4%	9,340	-0.1%	$3.1M
BONDPimco ETF Tr	1.3%	1.0%	34,217	+45.9%	$3.0M
LMTLockheed Martin Corp	1.3%	1.3%	5,748	+0.3%	$2.9M
FTNTFortinet Inc	1.2%	1.1%	16,098	-1.8%	$2.9M
MELIMercadolibre Inc	1.2%	1.3%	1,607	-6.4%	$2.8M
BKNGBooking Holdings Inc	1.2%	1.4%	16,423	-3.0%	$2.7M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	5,330	+1.4%	$2.7M
XOMExxonmobil Holdings Corp	1.1%	—	16,277	—	$2.6M
MCHPMicrochip Technology Inc.	1.1%	1.2%	32,200	+15.6%	$2.5M
NFLXNetflix Inc.	1.0%	—	34,547	—	$2.4M
VEEVVeeva Sys Inc	1.0%	0.9%	8,381	-21.8%	$2.4M
MPWRMonolithic Pwr Sys Inc	1.0%	—	1,722	—	$2.3M
LOWLowes Cos Inc	1.0%	1.3%	12,570	-4.8%	$2.3M
UPSUnited Parcel Svcs Inc	1.0%	1.3%	24,731	-8.1%	$2.3M
VRTXVertex Pharmaceuticals Inc	1.0%	1.3%	4,383	-20.8%	$2.3M
RTXRtx Corporation	1.0%	1.1%	12,117	-0.6%	$2.2M
ISRGIntuitive Surgical Inc	1.0%	—	5,469	—	$2.2M
NOWServicenow Inc	1.0%	—	16,583	—	$2.2M
AMDAdvanced Micro Devices Inc	1.0%	0.9%	3,627	+2.0%	$2.2M
PGProcter & Gamble Co	1.0%	0.9%	15,125	+8.3%	$2.2M
BACBank of Amer Corp	0.9%	1.0%	38,049	-0.3%	$2.1M
APHAmphenol Corp	0.9%	—	24,180	—	$2.0M
UNPUnion Pac Corp	0.9%	0.9%	7,396	-0.9%	$2.0M
DPZDominos Pizza Inc	0.8%	1.0%	6,537	-13.4%	$2.0M
WDAYWorkday Inc Cl A	0.8%	—	9,859	—	$1.9M
CRMSalesforce Inc	0.8%	—	8,157	—	$1.9M

What Boomfish Wealth Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +11.2% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$231.0M	102
Q2 2026	$219.5M	95
Q1 2026	$187.3M	87
Q4 2025	$187.1M	85
Q3 2025	$185.4M	87
Q2 2025	$173.1M	87
Q1 2025	$154.1M	82
Q4 2024	$164.8M	93
Q3 2024	$163.1M	89
Q2 2024	$154.7M	86
Q1 2024	$148.6M	87
Q4 2023	$138.6M	83

Questions about Boomfish Wealth Group, LLC's portfolio

What stocks does Boomfish Wealth Group, LLC own?

Boomfish Wealth Group, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 102 positions worth $231.0M. The largest are Nvidia Corporation (NVDA) at 4.4%, Ishares Tr (SGOV) at 4.0%, Microsoft Corp (MSFT) at 3.6%, Apple Inc (AAPL) at 3.4% and Ishares Tr (AGG) at 3.2%.

What did Boomfish Wealth Group, LLC buy last quarter?

In Q3 2026, Boomfish Wealth Group, LLC added Ishares Tr (SGOV) (+142.6% shares), Pimco ETF Tr (BOND) (+45.9% shares) and Kla Corp (KLAC) (+21.3% shares), compared with its Q2 2026 filing.

What did Boomfish Wealth Group, LLC sell last quarter?

In Q3 2026, Boomfish Wealth Group, LLC cut from its top 50 Expeditors Intl Wash Inc (EXPD), cut from its top 50 Thermo Fisher Scientific Inc (TMO), cut from its top 50 Unitedhealth Group Inc (UNH), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Johnson & Johnson (JNJ), Veeva Sys Inc (VEEV) (-21.8% shares), Vertex Pharmaceuticals Inc (VRTX) (-20.8% shares) and Dominos Pizza Inc (DPZ) (-13.4% shares), compared with its Q2 2026 filing.

How has Boomfish Wealth Group, LLC's portfolio performed?

A portfolio copying Boomfish Wealth Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +16.6% against +20.1%.

When is Boomfish Wealth Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boomfish Wealth Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Boomfish Wealth Group, LLC manage?

Boomfish Wealth Group, LLC reported $214.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $231.0M.