Boomfish Wealth Group, LLC

CIK

2010786

Location

ALPHARETTA, GA

Portfolio Value

Small $141,624,259

Diversification

Diversified

Filing Date

Global Rank

#4,619 / 8,232 ▲ 201

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

-10.6%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+23.1%

SPY

+52.9%

Annualised alpha

-10.6%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

72 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.0%

−0.1 pts

Top 5

15.5%

−0.2 pts

Top 10

27.1%

−0.2 pts

HHI

188

Diversified+2

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.7%	$56,202,454	23
Consumer Cyclical	12.5%	$17,689,859	8
Healthcare	11.0%	$15,540,686	10
Financial Services	10.9%	$15,475,035	6
Industrials	10.4%	$14,742,918	8
Energy	3.8%	$5,427,766	3
Consumer Defensive	3.6%	$5,063,008	5
Communication Services	3.5%	$4,912,994	3
Utilities	1.5%	$2,139,026	1
Real Estate	1.3%	$1,865,173	1
Basic Materials	1.1%	$1,604,909	2
Unclassified	0.7%	$960,431	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+10,073	13,393	$1,287,736
PG	PROCTER & GAMBLE Co	+8,729	13,688	$1,977,094
JPM	Jpmorgan Chase & Co	+8,048	9,131	$2,685,974
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3,653	8,083	$2,731,649
TSLA	Tesla, Inc.	+3,436	6,522	$2,424,553
WDAY	Workday, Inc.	+2,891	13,589	$1,765,482
NOW	ServiceNow, Inc.	+2,673	19,383	$2,026,492
UNH	Unitedhealth Group Inc	+1,605	7,417	$2,006,966
PAYX	Paychex Inc	+758	12,094	$1,114,099
TSCO	Tractor Supply Co /De/	+634	19,496	$883,168
PANW	Palo Alto Networks Inc	+527	17,036	$2,731,211
BAC	Bank Of America Corp /De/	+513	38,253	$1,864,833
FTNT	Fortinet, Inc.	+477	33,262	$2,718,170
PEP	Pepsico Inc	+440	10,775	$1,673,249
NEE	Nextera Energy Inc	+428	23,030	$2,139,026
ANET	Arista Networks, Inc.	+412	24,857	$3,051,942
VEEV	Veeva Systems Inc	+403	11,544	$2,027,819
AVGO	Broadcom Inc.	+377	9,372	$2,900,727
ICE	Intercontinental Exchange, Inc.	+343	18,435	$2,899,456
MCHP	Microchip Technology Inc	+326	41,149	$2,658,636
MSFT	Microsoft Corp	+281	9,080	$3,361,143
AAPL	Apple Inc.	+254	17,645	$4,478,124
NVDA	Nvidia Corp	+246	32,817	$5,723,284
ENB	Enbridge Inc	+241	38,573	$2,088,342
LOW	Lowes Companies Inc	+238	13,101	$3,095,504
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
ECL	Ecolab Inc.	−5,441	759	$201,909
AMAT	Applied Materials Inc /De	−4,387	10,830	$3,701,585
UPS	United Parcel Service Inc	−634	20,965	$2,062,536
ASML	Asml Holding NV	−364	2,930	$3,870,031
LMT	Lockheed Martin Corp	−309	5,424	$3,278,211
JNJ	Johnson & Johnson	−135	9,791	$2,393,312
COST	Costco Wholesale Corp /New	−98	597	$594,868
KLAC	Kla Corp	−91	2,818	$4,149,251
FISV	Fiserv Inc	−22	10,359	$578,032
MPWR	Monolithic Power Systems Inc	−15	1,213	$1,326,233
TMO	Thermo Fisher Scientific Inc.	−10	5,698	$2,800,737
CAT	Caterpillar Inc	−8	354	$250,794
KO	Coca Cola Co	−6	4,921	$374,242
RTX	RTX Corp	−4	12,185	$2,350,486
SPY	Spdr S&P 500 ETF Trust	−2	588	$382,399
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	2,830	$1,403,000
AMD	Advanced Micro Devices Inc	5,866	$1,193,320
ISRG	Intuitive Surgical Inc	2,199	$1,013,717
CRDL	Cardiol Therapeutics Inc.	14,423	$19,471
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	6,751	$2,362,782
CSGP	Costar Group, Inc.	34,474	$2,318,031
APD	Air Products & Chemicals, Inc.	5,814	$1,436,174
MDLZ	Mondelez International, Inc.	23,380	$1,258,545
DHR	Danaher Corp /De/	5,127	$1,173,672
XYZ	Block, Inc.	15,271	$993,989
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 positions · $141,624,259 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 51–72 of 72 positions by value · page 2 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FTNT	Fortinet, Inc. Technology	Added	33,262	+477	$2,718,170	+4.4%	1.92%
PANW	Palo Alto Networks Inc Technology	Added	17,036	+527	$2,731,211	−10.2%	1.93%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,083	+3,653	$2,731,649	+102.9%	1.93%
META	Meta Platforms, Inc. Communication Services	Added	4,812	+179	$2,753,089	−10.0%	1.94%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	5,698	-10	$2,800,737	−15.3%	1.98%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	6,463	+53	$2,885,988	−0.7%	2.04%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	18,435	+343	$2,899,456	−1.0%	2.05%
AVGO	Broadcom Inc. Technology	Added	9,372	+377	$2,900,727	−6.8%	2.05%
MA	Mastercard Inc Financial Services	Added	5,808	+126	$2,902,025	−10.5%	2.05%
EXPD	Expeditors International Of Washington Inc Industrials	Added	20,411	+197	$2,923,467	−2.9%	2.06%
XOM	Exxon Mobil Corp Energy	Added	17,266	+47	$2,929,349	+41.4%	2.07%
V	Visa Inc. Financial Services	Added	9,721	+145	$2,938,075	−12.5%	2.07%
ANET	Arista Networks, Inc. Technology	Added	24,857	+412	$3,051,942	−4.7%	2.15%
LOW	Lowes Companies Inc Consumer Cyclical	Added	13,101	+238	$3,095,504	−0.2%	2.19%
LMT	Lockheed Martin Corp Industrials	Reduced	5,424	-309	$3,278,211	+18.2%	2.31%
MSFT	Microsoft Corp Technology	Added	9,080	+281	$3,361,143	−21.0%	2.37%
AMAT	Applied Materials Inc /De Technology	Reduced	10,830	-4,387	$3,701,585	−5.3%	2.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,782	+167	$3,703,457	−8.9%	2.61%
ASML	Asml Holding NV Technology	Reduced	2,930	-364	$3,870,031	+9.8%	2.73%
KLAC	Kla Corp Technology	Reduced	2,818	-91	$4,149,251	+17.4%	2.93%
AAPL	Apple Inc. Technology	Added	17,645	+254	$4,478,124	−5.3%	3.16%
NVDA	Nvidia Corp Technology	Added	32,817	+246	$5,723,284	−5.8%	4.04%