Bosman Wealth Management, LLC

Registered adviser

CIK

2066260

Location

Redlands, CA

Portfolio Value

Small $160,262,152

Diversification

Diversified

Filing Date

Global Rank

#7,194 / 8,827 ▲ 653 · as of Jun 2026

Top Industry

Semiconductors 33.0%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 290550

Roster of Nov 1, 2026

Regulatory AUM

$140,080,363

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$140,080,363	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$122,542,571	Individuals and high net worth (98%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 56.0%, 21.1 effective positions, active share 60.8% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

62.6% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 4.2 quarters (4 to under 12)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 60.8%; sector active share 35.3% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

61 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.2%

−3.1 pts

Top 5

38.3%

−0.6 pts

Top 10

55.9%

−0.0 pts

HHI

427

Diversified−46

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	50.5%	$80,946,314	20
Energy	11.5%	$18,372,554	10
Industrials	10.7%	$17,115,593	10
Communication Services	8.0%	$12,803,844	3
Unclassified	6.3%	$10,153,079	6
Consumer Cyclical	6.2%	$9,995,496	5
Healthcare	3.8%	$6,056,783	3
Basic Materials	1.6%	$2,607,774	1
Financial Services	0.7%	$1,121,002	2
Consumer Defensive	0.7%	$1,089,713	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
TS	Tenaris SA	+12,342	26,763	$1,476,782
HPE	Hewlett Packard Enterprise Co	+10,698	17,637	$1,126,827
SCCO	Southern Copper Corp	+5,688	12,869	$2,607,774
MRVL	Marvell Technology, Inc.	+4,558	49,342	$13,036,649
RKLB	Rocket Lab Corp	+4,498	6,574	$458,076
AXTI	Axt Inc	+2,220	7,409	$573,530
V	Visa Inc.	+1,866	2,466	$886,107
SLB	Slb Limited	+1,717	74,245	$3,617,216
ALAB	Astera Labs, Inc.	+1,306	3,739	$1,330,971
AMD	Advanced Micro Devices Inc	+1,231	9,775	$5,979,954
BE	Bloom Energy Corp	+1,166	18,395	$5,095,047
LLY	ELI LILLY & Co	+960	4,084	$4,725,514
SEI	Solaris Energy Infrastructure, Inc.	+598	3,882	$276,320
MELI	Mercadolibre Inc	+355	710	$1,227,256
META	Meta Platforms, Inc.	+314	3,327	$2,412,673
GLD	Spdr Gold Trust	+226	11,402	$4,342,337
AMZN	Amazon Com Inc	+7	20,076	$5,001,935
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LBRT	Liberty Energy Inc.	−17,804	87,102	$1,586,998
IBIT	iShares Bitcoin Trust ETF	−16,766	53,509	$2,533,116
CRWV	CoreWeave, Inc.	−6,469	6,239	$543,541
PLTR	Palantir Technologies Inc.	−6,186	63,760	$11,926,308
ANET	Arista Networks, Inc.	−5,353	10,242	$2,085,168
MU	Micron Technology Inc	−3,222	15,393	$16,395,238
AVGO	Broadcom Inc.	−3,020	7,041	$2,472,728
FTI	TechnipFMC plc	−2,942	109,608	$7,444,575
NVDA	Nvidia Corp	−2,485	45,132	$10,307,246
LITE	Lumentum Holdings Inc.	−1,763	2,548	$2,474,770
BG	Bunge Global SA	−1,741	10,189	$1,089,713
MSFT	Microsoft Corp	−1,700	7,938	$4,071,400
WDC	Western Digital Corp	−1,351	2,561	$1,163,872
DECK	Deckers Outdoor Corp	−1,218	10,860	$848,600
GEV	GE Vernova Inc.	−1,026	3,272	$3,110,003
EZPW	Ezcorp Inc	−1,000	7,893	$234,895
OC	Owens Corning	−825	13,846	$1,616,382
GOOGL	Alphabet Inc.	−277	28,255	$9,721,980
LRCX	Lam Research Corp	−241	4,655	$1,529,214
NBIS	Nebius Group N.V.	−119	2,837	$669,191
STX	Seagate Technology Holdings plc	−60	2,590	$2,388,860
AAOI	Applied Optoelectronics, Inc.	−43	3,369	$334,406
FIX	Comfort Systems USA Inc	−35	1,824	$3,017,060
SMH	VanEck Semiconductor ETF	−14	957	$582,813
VRT	Vertiv Holdings Co	−12	3,306	$797,770
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
URBN	Urban Outfitters Inc	16,548	$1,263,936
VIST	Vista Energy, S.A.B. de C.V.	17,107	$1,117,942
INSM	INSMED Inc	5,877	$670,800
NTRA	Natera, Inc.	1,598	$660,469
DELL	Dell Technologies Inc.	775	$416,911
CRWD	CrowdStrike Holdings, Inc.	912	$241,452
—		41,820	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CIFR	Cipher Digital Inc.	29,792	$729,904
IREN	IREN Ltd	4,398	$201,120
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 tracked positions · $160,262,152 total · filing declares 61 positions · $162,298,725 · as of Sep 30, 2026

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

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Reduced	15,393	-3,222	$16,395,238	−23.7%	10.23%
MRVL	Marvell Technology, Inc. Technology	Added	49,342	+4,558	$13,036,649	−2.3%	8.13%
PLTR	Palantir Technologies Inc. Technology	Reduced	63,760	-6,186	$11,926,308	+46.1%	7.44%
NVDA	Nvidia Corp Technology	Reduced	45,132	-2,485	$10,307,246	+8.2%	6.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,255	-277	$9,721,980	−4.7%	6.07%
FTI	TechnipFMC plc Energy	Reduced	109,608	-2,942	$7,444,575	−0.2%	4.65%
AMD	Advanced Micro Devices Inc Technology	Added	9,775	+1,231	$5,979,954	+20.5%	3.73%
BE	Bloom Energy Corp Industrials	Added	18,395	+1,166	$5,095,047	−2.3%	3.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,076	+7	$5,001,935	+4.6%	3.12%
LLY	ELI LILLY & Co Healthcare	Added	4,084	+960	$4,725,514	+26.1%	2.95%
GLD	Spdr Gold Trust	Added	11,402	+226	$4,342,337	+5.5%	2.71%
MSFT	Microsoft Corp Technology	Reduced	7,938	-1,700	$4,071,400	+13.2%	2.54%
SLB	Slb Limited Energy	Added	74,245	+1,717	$3,617,216	+7.3%	2.26%
GEV	GE Vernova Inc. Industrials	Reduced	3,272	-1,026	$3,110,003	−38.4%	1.94%
FIX	Comfort Systems USA Inc Industrials	Reduced	1,824	-35	$3,017,060	−18.1%	1.88%
SCCO	Southern Copper Corp Basic Materials	Added	12,869	+5,688	$2,607,774	+108.4%	1.63%
AAPL	Apple Inc. Technology	Reduced	7,649	-2	$2,547,269	+15.1%	1.59%
IBIT	iShares Bitcoin Trust ETF	Reduced	53,509	-16,766	$2,533,116	+8.3%	1.58%
LITE	Lumentum Holdings Inc. Technology	Reduced	2,548	-1,763	$2,474,770	−33.1%	1.54%
AVGO	Broadcom Inc. Technology	Reduced	7,041	-3,020	$2,472,728	−34.9%	1.54%
META	Meta Platforms, Inc. Communication Services	Added	3,327	+314	$2,412,673	+42.2%	1.51%
STX	Seagate Technology Holdings plc Technology	Reduced	2,590	-60	$2,388,860	−6.6%	1.49%
ANET	Arista Networks, Inc. Technology	Reduced	10,242	-5,353	$2,085,168	−21.3%	1.30%
TSLA	Tesla, Inc. Consumer Cyclical	Held	4,661	0	$1,653,769	−15.6%	1.03%
OC	Owens Corning Industrials	Reduced	13,846	-825	$1,616,382	−30.7%	1.01%
LBRT	Liberty Energy Inc. Energy	Reduced	87,102	-17,804	$1,586,998	−42.2%	0.99%
SHV	iShares 0-1 Year Treasury Bond ETF	Held	14,051	0	$1,550,106	−0.0%	0.97%
LRCX	Lam Research Corp Technology	Reduced	4,655	-241	$1,529,214	−27.9%	0.95%
TS	Tenaris SA Energy	Added	26,763	+12,342	$1,476,782	+84.5%	0.92%
JCI	Johnson Controls International plc Industrials	Held	9,488	0	$1,410,391	+1.7%	0.88%
ALAB	Astera Labs, Inc. Technology	Added	3,739	+1,306	$1,330,971	+13.3%	0.83%
URBN	Urban Outfitters Inc Consumer Cyclical	NEW	16,548	NEW	$1,263,936	NEW	0.79%
MELI	Mercadolibre Inc Consumer Cyclical	Added	710	+355	$1,227,256	+103.7%	0.77%
WDC	Western Digital Corp Technology	Reduced	2,561	-1,351	$1,163,872	−53.4%	0.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,501	-10	$1,144,707	+1.4%	0.71%
HPE	Hewlett Packard Enterprise Co Technology	Added	17,637	+10,698	$1,126,827	+260.0%	0.70%
VLO	Valero Energy Corp Energy	Reduced	2,904	-2	$1,125,619	+48.7%	0.70%
VIST	Vista Energy, S.A.B. de C.V. Energy	NEW	17,107	NEW	$1,117,942	NEW	0.70%
BG	Bunge Global SA Consumer Defensive	Reduced	10,189	-1,741	$1,089,713	−14.4%	0.68%
MGY	Magnolia Oil & Gas Corp Energy	Held	38,038	0	$893,512	−8.2%	0.56%
V	Visa Inc. Financial Services	Added	2,466	+1,866	$886,107	+330.5%	0.55%
DECK	Deckers Outdoor Corp Consumer Cyclical	Reduced	10,860	-1,218	$848,600	−29.2%	0.53%
VRT	Vertiv Holdings Co Industrials	Reduced	3,306	-12	$797,770	−28.2%	0.50%
INSM	INSMED Inc Healthcare	NEW	5,877	NEW	$670,800	NEW	0.42%
NBIS	Nebius Group N.V. Communication Services	Reduced	2,837	-119	$669,191	−18.0%	0.42%
NTRA	Natera, Inc. Healthcare	NEW	1,598	NEW	$660,469	NEW	0.41%
BLDR	Builders FirstSource, Inc. Industrials	Held	11,558	0	$658,921	−36.3%	0.41%
MMM	3M Co Industrials	Held	3,706	0	$608,339	+1.4%	0.38%
CVX	Chevron Corp Energy	Held	2,877	0	$587,512	+23.2%	0.37%
SMH	VanEck Semiconductor ETF	Reduced	957	-14	$582,813	−8.5%	0.36%

Showing the top 50 of 61 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.