Bosman Wealth Management, LLC
CIK: 0002066260SEC EDGAR →
Portfolio Value
$121.8M
Holdings
49
As of
Q4 2025
New Positions
49
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | 83,352 | $14.8M | 12.17% |
| 2 | ALPHABET INC | 29,965 | $9.4M | 7.70% |
| 3 | NVIDIA CORPORATION | 49,223 | $9.2M | 7.54% |
| 4 | CROWDSTRIKE HLDGS INC | 12,537 | $5.9M | 4.83% |
| 5 | TECHNIPFMC PLC | 120,694 | $5.4M | 4.42% |
| 6 | AMAZON COM INC | 22,006 | $5.1M | 4.17% |
| 7 | MICROSOFT CORP | 10,174 | $4.9M | 4.04% |
| 8 | SPDR GOLD TR | 12,051 | $4.8M | 3.92% |
| 9 | BROADCOM INC | 13,448 | $4.7M | 3.82% |
| 10 | ISHARES BITCOIN TRUST ETF | 86,337 | $4.3M | 3.52% |
Quarterly Changes
New Positions (49)
$14.8M · 83K shares
$9.4M · 30K shares
$9.2M · 49K shares
$5.9M · 13K shares
$5.4M · 121K shares
$5.1M · 22K shares
$4.9M · 10K shares
$4.8M · 12K shares
$4.7M · 13K shares
$4.3M · 86K shares
$3.8M · 6K shares
$3.6M · 136K shares
$3.0M · 7K shares
$3.0M · 5K shares
$2.9M · 4K shares
$2.4M · 18K shares
$2.3M · 16K shares
$2.3M · 14K shares
$2.1M · 8K shares
$2.1M · 6K shares
$1.9M · 2K shares
$1.8M · 4K shares
$1.8M · 9K shares
$1.7M · 24K shares
$1.6M · 14K shares
$1.4M · 7K shares
$1.4M · 13K shares
$1.2M · 2K shares
$1.0M · 71K shares
$1.0M · 2K shares
$1.0M · 2K shares
$953K · 25K shares
$924K · 42K shares
$860K · 427 shares
$851K · 10K shares
$761K · 3K shares
$720K · 5K shares
$674K · 30K shares
$642K · 14K shares
$608K · 16K shares
$593K · 4K shares
$438K · 3K shares
$413K · 6K shares
$353K · 981 shares
$337K · 11K shares
$301K · 2K shares
$279K · 8K shares
$210K · 600 shares
$200K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 17 | $59.5M | 48.9% |
| Communication Services | 4 | $15.2M | 12.4% |
| Financial Services | 10 | $14.0M | 11.5% |
| Consumer Cyclical | 4 | $8.9M | 7.3% |
| Utilities | 3 | $7.3M | 6.0% |
| Energy | 3 | $6.7M | 5.5% |
| Unknown | 3 | $6.0M | 5.0% |
| Industrials | 4 | $3.9M | 3.2% |
| Healthcare | 1 | $200K | 0.2% |