Bosman Wealth Management, LLC

CIK

2066260

Location

Redlands, CA

Portfolio Value

Small $158,994,887

Diversification

Diversified

Filing Date

Global Rank

#5,049 / 8,633 ▲ 706

Top Industry

Semiconductors 35.9%

3Y Alpha vs SPY

+3.8%

Period ended 51 days ago

Filed Jul 28, 2026 · 23d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+32.5%

SPY

+26.1%

Annualised alpha

+3.9%

Max drawdown

−26.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.5%

+3.6 pts

Top 5

39.4%

+1.7 pts

Top 10

56.7%

−1.7 pts

HHI

485

Diversified+23

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	53.4%	$84,977,479	19
Industrials	13.3%	$21,131,719	10
Energy	10.7%	$17,059,291	9
Communication Services	8.0%	$12,710,030	3
Consumer Cyclical	5.4%	$8,545,458	4
Unclassified	4.8%	$7,584,837	3
Healthcare	2.4%	$3,747,019	1
Consumer Defensive	0.8%	$1,273,288	1
Basic Materials	0.8%	$1,251,361	1
Financial Services	0.4%	$714,405	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
OC	Owens Corning	+10,045	14,671	$2,332,102
SLB	Slb Limited/Nv	+8,061	72,528	$3,371,826
JCI	Johnson Controls International plc	+7,450	9,488	$1,386,291
BE	Bloom Energy Corp	+6,536	17,229	$5,215,218
LITE	Lumentum Holdings Inc.	+3,540	4,311	$3,699,096
AMD	Advanced Micro Devices Inc	+2,816	8,544	$4,963,295
MU	Micron Technology Inc	+1,961	18,615	$21,487,108
VRT	Vertiv Holdings Co	+1,595	3,318	$1,110,932
SCCO	Southern Copper Corp/	+874	7,181	$1,251,361
WDC	Western Digital Corp	+416	3,912	$2,498,672
TSLA	Tesla, Inc.	+213	4,661	$1,960,416
AAPL	Apple Inc.	+2	7,651	$2,213,893
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−20,879	70,275	$2,339,454
CIFR	Cipher Digital Inc.	−13,470	29,792	$729,904
IREN	IREN Ltd	−10,847	4,398	$201,120
LBRT	Liberty Energy Inc.	−9,991	104,906	$2,747,488
CRWV	CoreWeave, Inc.	−7,683	12,708	$1,264,954
FTI	TechnipFMC plc	−7,129	112,550	$7,462,065
PLTR	Palantir Technologies Inc.	−5,544	69,946	$8,160,599
MRVL	Marvell Technology, Inc.	−4,256	44,784	$13,340,705
RKLB	Rocket Lab Corp	−3,852	2,076	$211,025
ANET	Arista Networks, Inc.	−3,414	15,595	$2,649,278
AMZN	Amazon Com Inc	−2,704	20,069	$4,783,245
META	Meta Platforms, Inc.	−2,414	3,013	$1,697,192
AVGO	Broadcom Inc.	−2,347	10,061	$3,800,542
GOOGL	Alphabet Inc.	−1,683	28,532	$10,196,480
GLD	Spdr Gold Trust	−1,326	11,176	$4,117,014
MSFT	Microsoft Corp	−1,033	9,638	$3,595,166
MGY	Magnolia Oil & Gas Corp	−1,001	38,038	$973,012
DECK	Deckers Outdoor Corp	−551	12,078	$1,199,224
NVDA	Nvidia Corp	−459	47,617	$9,527,685
GEV	GE Vernova Inc.	−455	4,298	$5,049,548
STX	Seagate Technology Holdings plc	−426	2,650	$2,557,250
FIX	Comfort Systems USA Inc	−68	1,859	$3,684,445
MELI	Mercadolibre Inc	−45	355	$602,573
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	3,124	$3,747,019
LRCX	Lam Research Corp	4,896	$2,121,583
BG	Bunge Global SA	11,930	$1,273,288
ALAB	Astera Labs, Inc.	2,433	$1,175,187
BLDR	Builders FirstSource, Inc.	11,558	$1,034,209
NBIS	Nebius Group N.V.	2,956	$816,358
TS	Tenaris SA	14,421	$800,221
VLO	Valero Energy Corp/Tx	2,906	$756,838
QXO	QXO, Inc.	29,393	$507,911
AAOI	Applied Optoelectronics, Inc.	3,412	$505,521
AXTI	Axt Inc	5,189	$374,023
HPE	Hewlett Packard Enterprise Co	6,939	$313,018
SEI	Solaris Energy Infrastructure, Inc.	3,284	$264,230
V	Visa Inc.	600	$205,854
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	5,380	$1,502,365
COHR	Coherent Corp.	4,022	$958,080
AXON	Axon Enterprise, Inc.	1,714	$727,918
BITB	Bitwise Bitcoin ETF	6,917	$254,614
CRWD	CrowdStrike Holdings, Inc.	602	$235,026
ONDS	Ondas Inc.	19,910	$179,986
RCAT	Red Cat Holdings, Inc.	10,278	$134,539
OSCR	Oscar Health, Inc.	10,965	$125,768
LPTH	Lightpath Technologies Inc	12,198	$122,345
ETHA	iShares Ethereum Trust ETF	18,871	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $158,994,887 total · as of Jun 30, 2026

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

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Added	18,615	+1,961	$21,487,108	+281.9%	13.51%
MRVL	Marvell Technology, Inc. Technology	Reduced	44,784	-4,256	$13,340,705	+174.6%	8.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,532	-1,683	$10,196,480	+17.4%	6.41%
NVDA	Nvidia Corp Technology	Reduced	47,617	-459	$9,527,685	+13.6%	5.99%
PLTR	Palantir Technologies Inc. Technology	Reduced	69,946	-5,544	$8,160,599	−26.1%	5.13%
FTI	TechnipFMC plc Energy	Reduced	112,550	-7,129	$7,462,065	−9.8%	4.69%
BE	Bloom Energy Corp Industrials	Added	17,229	+6,536	$5,215,218	+260.0%	3.28%
GEV	GE Vernova Inc. Industrials	Reduced	4,298	-455	$5,049,548	+21.7%	3.18%
AMD	Advanced Micro Devices Inc Technology	Added	8,544	+2,816	$4,963,295	+325.9%	3.12%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,069	-2,704	$4,783,245	+0.8%	3.01%
GLD	Spdr Gold Trust	Reduced	11,176	-1,326	$4,117,014	−23.5%	2.59%
AVGO	Broadcom Inc. Technology	Reduced	10,061	-2,347	$3,800,542	−1.0%	2.39%
LLY	ELI LILLY & Co Healthcare	NEW	3,124	NEW	$3,747,019	NEW	2.36%
LITE	Lumentum Holdings Inc. Technology	Added	4,311	+3,540	$3,699,096	+582.7%	2.33%
FIX	Comfort Systems USA Inc Industrials	Reduced	1,859	-68	$3,684,445	+38.7%	2.32%
MSFT	Microsoft Corp Technology	Reduced	9,638	-1,033	$3,595,166	−9.0%	2.26%
SLB	Slb Limited/Nv Energy	Added	72,528	+8,061	$3,371,826	+1.8%	2.12%
LBRT	Liberty Energy Inc. Energy	Reduced	104,906	-9,991	$2,747,488	−17.0%	1.73%
ANET	Arista Networks, Inc. Technology	Reduced	15,595	-3,414	$2,649,278	+13.5%	1.67%
STX	Seagate Technology Holdings plc Technology	Reduced	2,650	-426	$2,557,250	+112.2%	1.61%
WDC	Western Digital Corp Technology	Added	3,912	+416	$2,498,672	+164.2%	1.57%
IBIT	iShares Bitcoin Trust ETF	Reduced	70,275	-20,879	$2,339,454	−33.2%	1.47%
OC	Owens Corning Industrials	Added	14,671	+10,045	$2,332,102	+365.8%	1.47%
AAPL	Apple Inc. Technology	Added	7,651	+2	$2,213,893	+14.0%	1.39%
LRCX	Lam Research Corp Technology	NEW	4,896	NEW	$2,121,583	NEW	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,661	+213	$1,960,416	+18.6%	1.23%
META	Meta Platforms, Inc. Communication Services	Reduced	3,013	-2,414	$1,697,192	−45.3%	1.07%
JCI	Johnson Controls International plc Industrials	Added	9,488	+7,450	$1,386,291	+419.5%	0.87%
BG	Bunge Global SA Consumer Defensive	NEW	11,930	NEW	$1,273,288	NEW	0.80%
CRWV	CoreWeave, Inc. Technology	Reduced	12,708	-7,683	$1,264,954	−19.9%	0.80%
SCCO	Southern Copper Corp/ Basic Materials	Added	7,181	+874	$1,251,361	+15.3%	0.79%
DECK	Deckers Outdoor Corp Consumer Cyclical	Reduced	12,078	-551	$1,199,224	−5.1%	0.75%
ALAB	Astera Labs, Inc. Technology	NEW	2,433	NEW	$1,175,187	NEW	0.74%
SPY	Spdr S&P 500 ETF Trust	Held	1,511	0	$1,128,369	+14.8%	0.71%
VRT	Vertiv Holdings Co Industrials	Added	3,318	+1,595	$1,110,932	+157.3%	0.70%
BLDR	Builders FirstSource, Inc. Industrials	NEW	11,558	NEW	$1,034,209	NEW	0.65%
MGY	Magnolia Oil & Gas Corp Energy	Reduced	38,038	-1,001	$973,012	−21.1%	0.61%
NBIS	Nebius Group N.V. Communication Services	NEW	2,956	NEW	$816,358	NEW	0.51%
TS	Tenaris SA Energy	NEW	14,421	NEW	$800,221	NEW	0.50%
VLO	Valero Energy Corp/Tx Energy	NEW	2,906	NEW	$756,838	NEW	0.48%
CIFR	Cipher Digital Inc. Technology	Reduced	29,792	-13,470	$729,904	+31.1%	0.46%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	355	-45	$602,573	−12.9%	0.38%
MMM	3M Co Industrials	Held	3,706	0	$600,038	+11.5%	0.38%
QXO	QXO, Inc. Industrials	NEW	29,393	NEW	$507,911	NEW	0.32%
AAOI	Applied Optoelectronics, Inc. Technology	NEW	3,412	NEW	$505,521	NEW	0.32%
CVX	Chevron Corp Energy	Held	2,877	0	$476,891	−19.9%	0.30%
AXTI	Axt Inc Technology	NEW	5,189	NEW	$374,023	NEW	0.24%
HPE	Hewlett Packard Enterprise Co Technology	NEW	6,939	NEW	$313,018	NEW	0.20%
EZPW	Ezcorp Inc Financial Services	Held	8,893	0	$307,431	+36.2%	0.19%
SEI	Solaris Energy Infrastructure, Inc. Energy	NEW	3,284	NEW	$264,230	NEW	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.