Bosman Wealth Management, LLC

CIK

2066260

Location

Redlands, CA

Portfolio Value

Micro $1,085,182

Diversification

Diversified

Filing Date

Global Rank

#5,458 / 8,586 ▲ 99

Top Industry

Semiconductors 23.6%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed May 4, 2026 · 43d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+22.7%

SPY

+25.8%

Annualised alpha

-2.2%

Max drawdown

−25.9%

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

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

Top Position

9.9%

−2.8 pts

Top 5

37.6%

−0.6 pts

Top 10

58.3%

−0.2 pts

HHI

460

Diversified−28

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.3%	$49,466,246	18
Energy	15.2%	$16,979,638	6
Communication Services	10.6%	$11,793,574	2
Industrials	10.1%	$11,235,625	10
Unclassified	9.3%	$10,417,625	5
Consumer Cyclical	7.5%	$8,352,120	4
Utilities	1.3%	$1,502,365	1
Basic Materials	1.0%	$1,085,182	1
Financial Services	0.7%	$748,302	2
Healthcare	0.1%	$125,768	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+4,817	91,154	$3,502,136
ANET	Arista Networks, Inc.	+961	19,009	$2,333,925
AMZN	Amazon Com Inc	+767	22,773	$4,742,932
MSFT	Microsoft Corp	+497	10,671	$3,950,084
GLD	Spdr Gold Trust	+451	12,502	$5,379,485
TSLA	Tesla, Inc.	+344	4,448	$1,653,544
GOOGL	Alphabet Inc.	+250	30,215	$8,688,625
GEV	GE Vernova Inc.	+202	4,753	$4,148,893
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
CIFR	Cipher Digital Inc.	−27,505	43,262	$556,781
CRWD	CrowdStrike Holdings, Inc.	−11,935	602	$235,026
ETHA	iShares Ethereum Trust ETF	−11,212	18,871	$298,727
IREN	IREN Ltd	−10,011	15,245	$522,598
PLTR	Palantir Technologies Inc.	−7,862	75,490	$11,042,677
BITB	Bitwise Bitcoin ETF	−6,583	6,917	$254,614
CRWV	CoreWeave, Inc.	−3,546	20,391	$1,579,690
MGY	Magnolia Oil & Gas Corp	−3,216	39,039	$1,232,461
OSCR	Oscar Health, Inc.	−2,960	10,965	$125,768
NVDA	Nvidia Corp	−1,147	48,076	$8,384,454
AVGO	Broadcom Inc.	−1,040	12,408	$3,840,400
FTI	TechnipFMC plc	−1,015	119,679	$8,273,409
AMD	Advanced Micro Devices Inc	−796	5,728	$1,165,247
DECK	Deckers Outdoor Corp	−620	12,629	$1,264,036
CEG	Constellation Energy Corp	−449	5,380	$1,502,365
META	Meta Platforms, Inc.	−385	5,427	$3,104,949
FIX	Comfort Systems USA Inc	−147	1,927	$2,657,313
VRT	Vertiv Holdings Co	−138	1,723	$431,749
AXON	Axon Enterprise, Inc.	−95	1,714	$727,918
AAPL	Apple Inc.	−85	7,649	$1,941,239
MELI	Mercadolibre Inc	−27	400	$691,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	16,654	$5,626,387
MRVL	Marvell Technology, Inc.	49,040	$4,857,412
SLB	Slb Limited/Nv	64,467	$3,312,959
LBRT	Liberty Energy Inc.	114,897	$3,309,033
BE	Bloom Energy Corp	10,693	$1,448,794
STX	Seagate Technology Holdings plc	3,076	$1,205,053
SCCO	Southern Copper Corp/	6,307	$1,085,182
COHR	Coherent Corp.	4,022	$958,080
WDC	Western Digital Corp	3,496	$945,633
LITE	Lumentum Holdings Inc.	771	$541,827
OC	Owens Corning	4,626	$500,625
JCI	Johnson Controls International plc	2,038	$266,876
XOM	Exxon Mobil Corp	1,512	$256,525
EZPW	Ezcorp Inc	8,893	$225,704
ONDS	Ondas Inc.	19,910	$179,986
RCAT	Red Cat Holdings, Inc.	10,278	$134,539
LPTH	Lightpath Technologies Inc	12,198	$122,345
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
SOFI	SoFi Technologies, Inc.	136,245	$3,566,894
APP	AppLovin Corp	4,248	$2,862,387
SANM	Sanmina Corp	15,634	$2,346,194
VST	Vistra Corp.	14,030	$2,263,459
ORCL	Oracle Corp	8,991	$1,752,435
SPOT	Spotify Technology S.A.	2,030	$1,178,841
UBER	Uber Technologies, Inc	10,415	$851,009
DASH	DoorDash, Inc.	3,363	$761,652
NOW	ServiceNow, Inc.	4,705	$720,758
CARG	CarGurus, Inc.	15,871	$608,652
FETH	Fidelity Ethereum Fund	11,409	$337,820
TOST	Toast, Inc.	7,873	$279,570
V	Visa Inc.	600	$210,426
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $1,085,182 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
SCCO	Southern Copper Corp/ Basic Materials	NEW	6,307	NEW	$1,085,182	NEW	100.00%