Q2 2026 13F · SEC CIK 2066260

Bosman Wealth Management, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $161.2M
Reported positions: 56
Holdings vs S&P 500, 3 yrs: —
Assets under management: $140.1M

Bosman Wealth Management, LLC is a wealth manager that reported 56 positions worth $161.2M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Micron Technology Inc (MU, 13.3%), Marvell Technology Inc (MRVL, 8.3%), Alphabet Inc (GOOGL, 6.3%).

Bosman Wealth Management, LLC holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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.

Bosman Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MUMicron Technology Inc	13.3%	5.0%	18,615	+11.8%	$21.5M
MRVLMarvell Technology Inc	8.3%	4.3%	44,784	-8.7%	$13.3M
GOOGLAlphabet Inc	6.3%	7.6%	28,532	-5.6%	$10.2M
NVDANvidia Corporation Com	5.9%	7.4%	47,617	-1.0%	$9.5M
PLTRPalantir Technologies Inclass Class A	5.1%	9.7%	69,946	-7.3%	$8.2M
FTITechnipfmc PLC	4.6%	7.3%	112,550	-6.0%	$7.5M
BEBloom Energy Corp	3.2%	1.3%	17,229	+61.1%	$5.2M
GEVGe Vernova Inc	3.1%	3.7%	4,298	-9.6%	$5.0M
AMDAdvanced Micro Devices Inc	3.1%	1.0%	8,544	+49.2%	$5.0M
AMZNAmazon Com Inc Com	3.0%	4.2%	20,069	-11.9%	$4.8M
GLDSpdr Gold Shares	2.6%	4.7%	11,176	-10.6%	$4.1M
AVGOBroadcom Inc	2.4%	3.4%	10,061	-18.9%	$3.8M
LLYLilly Eli & Co	2.3%	—	3,124	—	$3.7M
LITELumentum Hldgs Inc Com	2.3%	0.5%	4,311	+459.1%	$3.7M
FIXComfort Sys USA Inc	2.3%	2.3%	1,859	-3.5%	$3.7M
MSFTMicrosoft Corp	2.2%	3.5%	9,638	-9.7%	$3.6M
SLBSlb Limited	2.1%	2.9%	72,528	+12.5%	$3.4M
LBRTLiberty Energy Inc	1.7%	2.9%	104,906	-8.7%	$2.7M
ANETArista Networks Inc	1.6%	2.1%	15,595	-18.0%	$2.6M
STXSeagate Technology Hldngs Pl	1.6%	1.1%	2,650	-13.8%	$2.6M
WDCWestern Digital Corp	1.6%	0.8%	3,912	+11.9%	$2.5M
IBITIshares Bitcoin Trust ETF	1.5%	3.1%	70,275	-22.9%	$2.3M
OCOwens Corning New	1.4%	0.4%	14,671	+217.1%	$2.3M
AAPLApple Inc	1.4%	1.7%	7,651	+0.0%	$2.2M
LRCXLam Research Corp	1.3%	—	4,896	—	$2.1M
TSLATesla Inc Com	1.2%	1.5%	4,661	+4.8%	$2.0M
METAMeta Platforms Inc Class A	1.1%	2.7%	3,013	-44.5%	$1.7M
SHVIshares Tr	1.0%	1.4%	14,051	+0.0%	$1.6M
JCIJohnson Controls Internation	0.9%	0.2%	9,488	+365.6%	$1.4M
BGBunge Global SA	0.8%	—	11,930	—	$1.3M
CRWVCoreweave Inc	0.8%	1.4%	12,708	-37.7%	$1.3M
SCCOSouthern Copper Corp	0.8%	1.0%	7,181	+13.9%	$1.3M
DECKDeckers Outdoor Corp	0.7%	1.1%	12,078	-4.4%	$1.2M
ALABAstera Labs Inc	0.7%	—	2,433	—	$1.2M
SPYSpdr S&p 500 ETF Tr	0.7%	0.9%	1,511	+0.0%	$1.1M
VRTVertiv Holdings Co	0.7%	0.4%	3,318	+92.6%	$1.1M
BLDRBuilders Firstsource Inc	0.6%	—	11,558	—	$1.0M
MGYMagnolia Oil & Gas Corp	0.6%	1.1%	38,038	-2.6%	$973K
NBISNebius Group N.v. Shs Class A	0.5%	—	2,956	—	$816K
TSTenaris S A	0.5%	—	14,421	—	$800K
VLOValero Energy Corp	0.5%	—	2,906	—	$757K
CIFRCipher Mining Inc	0.5%	0.5%	29,792	-31.1%	$730K
SMHVaneck Semiconductor ETF	0.4%	0.3%	971	+0.0%	$637K
MELIMercadolibre Inc	0.4%	0.6%	355	-11.3%	$603K
MMM3m Co Com	0.4%	0.5%	3,706	+0.0%	$600K
QXOQxo Inc	0.3%	—	29,393	—	$508K
AAOIApplied Optoelectronics Inc	0.3%	—	3,412	—	$506K
CVXChevron Corp New	0.3%	0.5%	2,877	+0.0%	$477K
AXTIAxt Inc	0.2%	—	5,189	—	$374K
HPEHewlett Packard Enterprise	0.2%	—	6,939	—	$313K

What Bosman Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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: +13.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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
Q2 2026	$161.2M	56
Q1 2026	$113.6M	52
Q4 2025	$121.8M	49
Q3 2025	$129.0M	42
Q2 2025	$112.6M	39
Q1 2025	$98.5M	42
Q4 2024	$104.0M	37

Questions about Bosman Wealth Management, LLC's portfolio

What stocks does Bosman Wealth Management, LLC own?

Bosman Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 56 positions worth $161.2M. The largest are Micron Technology Inc (MU) at 13.3%, Marvell Technology Inc (MRVL) at 8.3%, Alphabet Inc (GOOGL) at 6.3%, Nvidia Corporation Com (NVDA) at 5.9% and Palantir Technologies Inclass Class A (PLTR) at 5.1%.

What did Bosman Wealth Management, LLC buy last quarter?

In Q2 2026, Bosman Wealth Management, LLC added Lumentum Hldgs Inc Com (LITE) (+459.1% shares), Johnson Controls Internation (JCI) (+365.6% shares) and Owens Corning New (OC) (+217.1% shares), compared with its Q1 2026 filing.

What did Bosman Wealth Management, LLC sell last quarter?

In Q2 2026, Bosman Wealth Management, LLC cut from its top 50 Constellation Energy Corp (CEG), cut from its top 50 Coherent Corp (COHR), cut from its top 50 Axon Enterprise Inc (AXON), cut from its top 50 Iren Limited (IREN), cut from its top 50 Rocket Lab Corp Com (RKLB), Meta Platforms Inc Class A (META) (-44.5% shares), Coreweave Inc (CRWV) (-37.7% shares) and Cipher Mining Inc (CIFR) (-31.1% shares), compared with its Q1 2026 filing.

When is Bosman Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bosman Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bosman Wealth Management, LLC manage?

Bosman Wealth Management, LLC reported $140.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $161.2M.