Bosman Wealth Management, LLC 13F Holdings · Q2 2026
Bosman Wealth Management, LLC reported 56 securities worth $161.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (13.33%), MRVL (8.28%), GOOGL (6.33%). Among its top 25 positions this quarter: 2 new, 8 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $21.5M | 13.33% | 18,615 | Added |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $13.3M | 8.28% | 44,784 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $10.2M | 6.33% | 28,532 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $9.5M | 5.91% | 47,617 | Trimmed |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $8.2M | 5.06% | 69,946 | Trimmed |
| 6 | FTI | TECHNIPFMC PLC | $7.5M | 4.63% | 112,550 | Trimmed |
| 7 | BE | BLOOM ENERGY CORP | $5.2M | 3.24% | 17,229 | Added |
| 8 | GEV | GE VERNOVA INC | $5.0M | 3.13% | 4,298 | Trimmed |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $5.0M | 3.08% | 8,544 | Added |
| 10 | AMZN | AMAZON COM INC | $4.8M | 2.97% | 20,069 | Trimmed |
| 11 | GLD | SPDR GOLD TR | $4.1M | 2.55% | 11,176 | Trimmed |
| 12 | AVGO | BROADCOM INC | $3.8M | 2.36% | 10,061 | Trimmed |
| 13 | LLY | ELI LILLY & CO | $3.7M | 2.32% | 3,124 | New |
| 14 | FIX | COMFORT SYS USA INC | $3.7M | 2.29% | 1,859 | Trimmed |
| 15 | LITE | LUMENTUM HLDGS INC | $3.7M | 2.29% | 4,311 | Added |
| 16 | MSFT | MICROSOFT CORP | $3.6M | 2.23% | 9,638 | Trimmed |
| 17 | SLB | SLB LIMITED | $3.4M | 2.09% | 72,528 | Added |
| 18 | LBRT | LIBERTY ENERGY INC | $2.7M | 1.70% | 104,906 | Trimmed |
| 19 | ANET | ARISTA NETWORKS INC | $2.6M | 1.64% | 15,595 | Trimmed |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.6M | 1.59% | 2,650 | Trimmed |
| 21 | WDC | WESTERN DIGITAL CORP | $2.5M | 1.55% | 3,912 | Added |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | $2.3M | 1.45% | 70,275 | Trimmed |
| 23 | OC | OWENS CORNING NEW | $2.3M | 1.45% | 14,671 | Added |
| 24 | AAPL | APPLE INC | $2.2M | 1.37% | 7,651 | Added |
| 25 | LRCX | LAM RESEARCH CORP | $2.1M | 1.32% | 4,896 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR