Bosman Wealth Management, LLC

13F filer · CIK 0002066260

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$161MU.S. long equity reported on 13F

Positions5514 new · 10 closed

Net flow last quarter+$9.73MBuys minus sells

Top 10 positions weight56.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202655 positions
MUMicron Technology Inc	$21.5M	13.33%	0.00%	+11.8%	Q1 2026
MRVLMarvell Technology, Inc.	$13.3M	8.28%	0.01%	-8.7%	Q1 2026
GOOGLAlphabet Inc.	$10.2M	6.33%	0.00%	-5.6%	Q4 2024
NVDANvidia Corp	$9.53M	5.91%	0.00%	-1.0%	Q4 2024
PLTRPalantir Technologies Inc.	$8.16M	5.06%	0.00%	-7.3%	Q4 2024
FTITechnipFMC plc	$7.46M	4.63%	0.03%	-6.0%	Q4 2024
BEBloom Energy Corp	$5.22M	3.24%	0.01%	+61.1%	Q1 2026
GEVGE Vernova Inc.	$5.05M	3.13%	0.00%	-9.6%	Q2 2025
AMDAdvanced Micro Devices Inc	$4.96M	3.08%	0.00%	+49.2%	Q3 2025
AMZNAmazon Com Inc	$4.78M	2.97%	0.00%	-11.9%	Q4 2024
GLDSPDR Gold Trust	$4.12M	2.55%	0.00%	-10.6%	Q4 2024
AVGOBroadcom Inc.	$3.8M	2.36%	0.00%	-18.9%	Q2 2025
LLYELI LILLY & Co	$3.75M	2.32%	0.00%	New	Q2 2026
LITELumentum Holdings Inc.	$3.7M	2.29%	0.00%	+459.1%	Q1 2026
FIXComfort Systems USA Inc	$3.68M	2.29%	0.01%	-3.5%	Q4 2024
MSFTMicrosoft Corp	$3.6M	2.23%	0.00%	-9.7%	Q4 2024
SLBSLB Limited	$3.37M	2.09%	0.00%	+12.5%	Q1 2026
LBRTLiberty Energy Inc.	$2.75M	1.70%	Not reported	-8.7%	Q1 2026
ANETArista Networks, Inc.	$2.65M	1.64%	0.00%	-18.0%	Q4 2025
STXSeagate Technology Holdings plc	$2.56M	1.59%	0.00%	-13.9%	Q1 2026
WDCWestern Digital Corp	$2.5M	1.55%	0.00%	+11.9%	Q1 2026
IBITiShares Bitcoin Trust ETF	$2.34M	1.45%	0.00%	-22.9%	Q1 2025
OCOwens Corning	$2.33M	1.45%	0.02%	+217.1%	Q1 2026
AAPLApple Inc.	$2.21M	1.37%	0.00%	0.0%	Q4 2024
LRCXLam Research Corp	$2.12M	1.32%	0.00%	New	Q2 2026
TSLATesla, Inc.	$1.96M	1.22%	0.00%	+4.8%	Q4 2024
METAMeta Platforms, Inc.	$1.7M	1.05%	Not reported	-44.5%	Q2 2025
JCIJohnson Controls International plc	$1.39M	0.86%	0.00%	+365.6%	Q1 2026
BGBunge Global SA	$1.27M	0.79%	0.01%	New	Q2 2026
CRWVCoreWeave, Inc.	$1.26M	0.78%	Not reported	-37.7%	Q3 2025
SCCOSouthern Copper Corp/	$1.25M	0.78%	0.00%	+12.7%	Q1 2026
DECKDeckers Outdoor Corp	$1.2M	0.74%	0.01%	-4.4%	Q4 2024
ALABAstera Labs, Inc.	$1.18M	0.73%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$1.13M	0.70%	Not reported	Not reported	Q4 2024
VRTVertiv Holdings Co	$1.11M	0.69%	0.00%	+92.6%	Q4 2025
BLDRBuilders FirstSource, Inc.	$1.03M	0.64%	0.01%	New	Q2 2026
MGYMagnolia Oil & Gas Corp	$973K	0.60%	0.02%	-2.6%	Q4 2024
NBISNebius Group N.V.	$816K	0.51%	0.00%	New	Q2 2026
TSTenaris SA	$800K	0.50%	0.00%	New	Q2 2026
VLOValero Energy Corp	$757K	0.47%	0.00%	New	Q2 2026
CIFRCipher Digital Inc.	$730K	0.45%	0.01%	-31.1%	Q4 2025
SMHMarket Vectors ETF Trust	$637K	0.40%	Not reported	Not reported	Q1 2025
MELIMercadolibre Inc	$603K	0.37%	0.00%	-11.3%	Q4 2024
MMM3m Co	$600K	0.37%	0.00%	Not reported	Q4 2024
QXOQXO, Inc.	$508K	0.32%	0.00%	New	Q2 2026
AAOIApplied Optoelectronics, Inc.	$506K	0.31%	0.00%	New	Q2 2026
CVXChevron Corp	$477K	0.30%	0.00%	Not reported	Q3 2025
AXTIAxt Inc	$374K	0.23%	0.01%	New	Q2 2026
HPEHewlett Packard Enterprise Co	$313K	0.19%	0.00%	Not reported	Q4 2024
EZPWEzcorp Inc	$307K	0.19%	Not reported	Not reported	Q4 2024

Q1 2026Reported May 4, 202651 positions
PLTRPalantir Technologies Inc.	$11M	9.72%	0.00%	-9.4%	Q4 2024
GOOGLAlphabet Inc.	$8.69M	7.65%	0.00%	+0.8%	Q4 2024
NVDANvidia Corp	$8.38M	7.38%	0.00%	-2.3%	Q4 2024
FTITechnipFMC plc	$8.27M	7.28%	0.03%	-0.8%	Q4 2024
MUMicron Technology Inc	$5.63M	4.95%	0.00%	New	Q1 2026
GLDSPDR Gold Trust	$5.38M	4.73%	0.00%	+3.7%	Q4 2024
MRVLMarvell Technology, Inc.	$4.86M	4.27%	0.01%	New	Q1 2026
AMZNAmazon Com Inc	$4.74M	4.17%	0.00%	+3.5%	Q4 2024
GEVGE Vernova Inc.	$4.15M	3.65%	0.00%	+4.4%	Q2 2025
MSFTMicrosoft Corp	$3.95M	3.48%	0.00%	+4.9%	Q4 2024
AVGOBroadcom Inc.	$3.84M	3.38%	0.00%	-7.7%	Q2 2025
IBITiShares Bitcoin Trust ETF	$3.5M	3.08%	0.01%	+5.6%	Q1 2025
SLBSLB Limited	$3.31M	2.92%	0.00%	New	Q1 2026
LBRTLiberty Energy Inc.	$3.31M	2.91%	Not reported	New	Q1 2026
METAMeta Platforms, Inc.	$3.1M	2.73%	Not reported	-6.6%	Q2 2025
FIXComfort Systems USA Inc	$2.66M	2.34%	0.01%	-7.1%	Q4 2024
ANETArista Networks, Inc.	$2.33M	2.05%	0.00%	+5.3%	Q4 2025
AAPLApple Inc.	$1.94M	1.71%	0.00%	-1.1%	Q4 2024
TSLATesla, Inc.	$1.65M	1.46%	0.00%	+8.4%	Q4 2024
CRWVCoreWeave, Inc.	$1.58M	1.39%	Not reported	-14.8%	Q3 2025
CEGConstellation Energy Corp	$1.5M	1.32%	0.00%	-7.7%	Q4 2025
BEBloom Energy Corp	$1.45M	1.28%	0.00%	New	Q1 2026
DECKDeckers Outdoor Corp	$1.26M	1.11%	0.01%	-4.7%	Q4 2024
MGYMagnolia Oil & Gas Corp	$1.23M	1.08%	Not reported	-7.6%	Q4 2024
STXSeagate Technology Holdings plc	$1.21M	1.06%	0.00%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$1.17M	1.03%	0.00%	-12.2%	Q3 2025
SCCOSouthern Copper Corp/	$1.09M	0.96%	0.00%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$983K	0.86%	Not reported	Not reported	Q4 2024
COHRCoherent Corp.	$958K	0.84%	0.00%	New	Q1 2026
WDCWestern Digital Corp	$946K	0.83%	0.00%	New	Q1 2026
AXONAxon Enterprise, Inc.	$728K	0.64%	0.00%	-5.3%	Q1 2025
MELIMercadolibre Inc	$692K	0.61%	0.00%	-6.3%	Q4 2024
CVXChevron Corp	$595K	0.52%	0.00%	Not reported	Q3 2025
CIFRCipher Digital Inc.	$557K	0.49%	0.01%	-38.9%	Q4 2025
LITELumentum Holdings Inc.	$542K	0.48%	0.00%	New	Q1 2026
MMM3m Co	$538K	0.47%	0.00%	Not reported	Q4 2024
IRENIREN Ltd	$523K	0.46%	0.00%	-39.6%	Q4 2025
OCOwens Corning	$501K	0.44%	0.01%	New	Q1 2026
VRTVertiv Holdings Co	$432K	0.38%	0.00%	-7.4%	Q4 2025
RKLBRocket Lab Corp	$381K	0.34%	0.00%	Not reported	Q4 2025
SMHMarket Vectors ETF Trust	$372K	0.33%	Not reported	-1.0%	Q1 2025
ETHAiShares Ethereum Trust ETF	$299K	0.26%	0.00%	-37.3%	Q3 2025
JCIJohnson Controls International plc	$267K	0.23%	0.00%	New	Q1 2026
XOMExxonMobil Holdings Corp	$257K	0.23%	0.00%	New	Q1 2026
BITBBitwise Bitcoin ETF	$255K	0.22%	0.01%	-48.8%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$235K	0.21%	0.00%	-95.2%	Q4 2024
EZPWEzcorp Inc	$226K	0.20%	Not reported	Not reported	Q4 2024
ONDSOndas Inc.	$180K	0.16%	0.00%	New	Q1 2026
RCATRed Cat Holdings, Inc.	$135K	0.12%	0.01%	Not reported	Q4 2024
OSCROscar Health, Inc.	$126K	0.11%	Not reported	-21.3%	Q2 2025

Q4 2025Reported Jan 27, 202647 positions
PLTRPalantir Technologies Inc.	$14.8M	12.17%	0.00%	-6.5%	Q4 2024
GOOGLAlphabet Inc.	$9.38M	7.70%	0.00%	-9.7%	Q4 2024
NVDANvidia Corp	$9.18M	7.54%	0.00%	-0.3%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$5.88M	4.83%	0.01%	-0.8%	Q4 2024
FTITechnipFMC plc	$5.38M	4.42%	0.03%	-2.7%	Q4 2024
AMZNAmazon Com Inc	$5.08M	4.17%	0.00%	-1.2%	Q4 2024
MSFTMicrosoft Corp	$4.92M	4.04%	0.00%	+3.6%	Q4 2024
GLDSPDR Gold Trust	$4.78M	3.92%	0.00%	+135.2%	Q4 2024
AVGOBroadcom Inc.	$4.65M	3.82%	0.00%	+5.8%	Q2 2025
IBITiShares Bitcoin Trust ETF	$4.29M	3.52%	0.01%	-16.8%	Q1 2025
METAMeta Platforms, Inc.	$3.84M	3.15%	Not reported	+9.3%	Q2 2025
SOFISoFi Technologies, Inc.	$3.57M	2.93%	0.01%	New	Q4 2025
GEVGE Vernova Inc.	$2.97M	2.44%	0.00%	-0.9%	Q2 2025
APPAppLovin Corp	$2.86M	2.35%	0.00%	Not reported	Q1 2025
ANETArista Networks, Inc.	$2.36M	1.94%	0.00%	New	Q4 2025
SANMSanmina Corp	$2.35M	1.93%	0.03%	New	Q4 2025
VSTVistra Corp.	$2.26M	1.86%	0.00%	New	Q4 2025
AAPLApple Inc.	$2.1M	1.73%	0.00%	0.0%	Q4 2024
CEGConstellation Energy Corp	$2.06M	1.69%	0.00%	New	Q4 2025
FIXComfort Systems USA Inc	$1.94M	1.59%	0.01%	-34.4%	Q4 2024
TSLATesla, Inc.	$1.85M	1.52%	0.00%	+2.5%	Q4 2024
ORCLOracle Corp	$1.75M	1.44%	0.00%	New	Q4 2025
CRWVCoreWeave, Inc.	$1.71M	1.41%	Not reported	+385.1%	Q3 2025
AMDAdvanced Micro Devices Inc	$1.4M	1.15%	0.00%	+17.4%	Q3 2025
DECKDeckers Outdoor Corp	$1.37M	1.13%	0.01%	-19.7%	Q4 2024
SPOTSpotify Technology S.A.	$1.18M	0.97%	0.00%	-63.1%	Q1 2025
CIFRCipher Digital Inc.	$1.04M	0.86%	0.02%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.03M	0.85%	Not reported	Not reported	Q4 2024
AXONAxon Enterprise, Inc.	$1.03M	0.84%	0.00%	-56.1%	Q1 2025
IRENIREN Ltd	$954K	0.78%	0.01%	New	Q4 2025
MGYMagnolia Oil & Gas Corp	$925K	0.76%	Not reported	-1.7%	Q4 2024
MELIMercadolibre Inc	$860K	0.71%	0.00%	-56.7%	Q4 2024
UBERUber Technologies, Inc	$851K	0.70%	0.00%	-74.0%	Q2 2025
DASHDoorDash, Inc.	$762K	0.63%	Not reported	-67.8%	Q2 2025
NOWServiceNow, Inc.	$721K	0.59%	0.00%	-73.1%	Q4 2024
ETHAiShares Ethereum Trust ETF	$675K	0.55%	0.01%	-27.7%	Q3 2025
BITBBitwise Bitcoin ETF	$642K	0.53%	0.02%	New	Q4 2025
CARGCarGurus, Inc.	$609K	0.50%	Not reported	-44.9%	Q1 2025
MMM3m Co	$593K	0.49%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$438K	0.36%	0.00%	Not reported	Q3 2025
RKLBRocket Lab Corp	$414K	0.34%	0.00%	New	Q4 2025
SMHMarket Vectors ETF Trust	$353K	0.29%	Not reported	-21.6%	Q1 2025
FETHFidelity Ethereum Fund	$338K	0.28%	0.02%	New	Q4 2025
VRTVertiv Holdings Co	$302K	0.25%	0.00%	New	Q4 2025
TOSTToast, Inc.	$280K	0.23%	0.00%	-84.8%	Q2 2025
VVisa Inc.	$210K	0.17%	0.00%	Not reported	Q4 2024
OSCROscar Health, Inc.	$200K	0.16%	Not reported	-83.6%	Q2 2025
Q3 2025Reported Oct 27, 202540 positions
PLTRPalantir Technologies Inc.	$16.3M	12.60%	0.00%	-2.1%	Q4 2024
NVDANvidia Corp	$9.21M	7.14%	0.00%	+1.2%	Q4 2024
GOOGLAlphabet Inc.	$8.07M	6.25%	0.00%	-0.6%	Q4 2024
IBITiShares Bitcoin Trust ETF	$6.74M	5.23%	0.01%	+81.3%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$6.2M	4.80%	0.01%	+5.6%	Q4 2024
MSFTMicrosoft Corp	$5.08M	3.94%	0.00%	-0.2%	Q4 2024
FTITechnipFMC plc	$4.89M	3.79%	0.03%	-16.8%	Q4 2024
AMZNAmazon Com Inc	$4.89M	3.79%	0.00%	+18.2%	Q4 2024
AVGOBroadcom Inc.	$4.19M	3.25%	0.00%	+10.3%	Q2 2025
UBERUber Technologies, Inc	$3.93M	3.05%	0.00%	+5.7%	Q2 2025
METAMeta Platforms, Inc.	$3.9M	3.03%	Not reported	+40.5%	Q2 2025
SPOTSpotify Technology S.A.	$3.84M	2.98%	0.00%	-1.2%	Q1 2025
URBNUrban Outfitters Inc	$3.61M	2.80%	0.06%	+20.8%	Q2 2025
NOWServiceNow, Inc.	$3.21M	2.49%	0.00%	-10.6%	Q4 2024
AXONAxon Enterprise, Inc.	$2.96M	2.29%	0.01%	+20.7%	Q1 2025
DASHDoorDash, Inc.	$2.84M	2.20%	Not reported	+10.9%	Q2 2025
GEVGE Vernova Inc.	$2.82M	2.19%	0.00%	+8.7%	Q2 2025
FIXComfort Systems USA Inc	$2.61M	2.02%	0.01%	-5.5%	Q4 2024
MELIMercadolibre Inc	$2.31M	1.79%	0.00%	-1.4%	Q4 2024
SNSharkNinja, Inc.	$2.27M	1.76%	0.02%	-8.9%	Q4 2024
AAPLApple Inc.	$1.97M	1.53%	0.00%	Not reported	Q4 2024
TOSTToast, Inc.	$1.88M	1.46%	0.02%	-5.2%	Q2 2025
GLDSPDR Gold Trust	$1.82M	1.41%	0.00%	+6.1%	Q4 2024
TSLATesla, Inc.	$1.78M	1.38%	0.00%	+0.8%	Q4 2024
DECKDeckers Outdoor Corp	$1.67M	1.30%	0.01%	-11.6%	Q4 2024
OSCROscar Health, Inc.	$1.61M	1.25%	Not reported	+7.2%	Q2 2025
ETHAiShares Ethereum Trust ETF	$1.31M	1.02%	0.01%	New	Q3 2025
CARGCarGurus, Inc.	$1.07M	0.83%	Not reported	-7.3%	Q1 2025
MGYMagnolia Oil & Gas Corp	$1.03M	0.80%	Not reported	-19.2%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.01M	0.78%	Not reported	+77.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$899K	0.70%	0.00%	New	Q3 2025
ETHEGrayscale Ethereum Staking ETF	$797K	0.62%	0.02%	New	Q3 2025
CRWVCoreWeave, Inc.	$675K	0.52%	Not reported	New	Q3 2025
MMM3m Co	$575K	0.45%	0.00%	Not reported	Q4 2024
ARMArm Holdings PLC	$473K	0.37%	0.00%	-1.2%	Q4 2024
CVXChevron Corp	$447K	0.35%	0.00%	New	Q3 2025
SMHMarket Vectors ETF Trust	$408K	0.32%	Not reported	-3.0%	Q1 2025
EZPWEzcorp Inc	$245K	0.19%	Not reported	-1.9%	Q4 2024
VVisa Inc.	$205K	0.16%	0.00%	Not reported	Q4 2024
TTITetra Technologies Inc	$86.3K	0.07%	0.01%	New	Q3 2025

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