Bosman Wealth Management, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Bosman Wealth Management, LLC maintained a portfolio of 66 distinct positions. The most significant new addition to the portfolio was MICRON TECHNOLOGY IN, which now represents 4.95% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing their position by 0.8%. The fund also reduced its exposure to CROWDSTRIKE HLDGS IN by 95.2%.
PCA Score Concentration Risk
Risk ENB
Total Positions
66
Quarter
2026 Q1
Top Holding
PLTR (9.7%)
Top 10 Concentration
57.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 66
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
PLTR
PALANTIR TECHNO...
Technology 9.72% 12.17% #1
Prev: #1
6.4 -7,862 -9.4%
P
S
75,490 $11,042,677
$84.40 +75.9%
$146.28 +1.5%
2025 Q1 13F Filing 2026-03-31 2026-05-04
GOOGL
ALPHABET INC
Communication Services 7.65% 7.70% #2
Prev: #2
5.1 250 0.8%
P
S
30,215 $8,688,625
$154.95 +90.9%
$287.56 +2.9%
2025 Q1 13F Filing 2026-03-31 2026-05-04
NVDA
NVIDIA CORPORAT...
Technology 7.38% 7.54% #3
Prev: #3
4.5 -1,147 -2.3%
P
S
48,076 $8,384,454
$108.99 +62.8%
$174.40 +1.7%
2025 Q1 13F Filing 2026-03-31 2026-05-04
FTI
TECHNIPFMC PLC
Energy 7.28% 4.42% #4 1
Prev: #5
3.9 -1,015 -0.8%
P
S
119,679 $8,273,409 2025 Q1 13F Filing 2026-03-31 2026-05-04
MU
MICRON TECHNOLO...
Technology 4.95% #5
Prev: #—
6.0 16,654 no change
NEW
16,654 $5,626,387 2026 Q1 13F Filing 2026-03-31 2026-05-04
GLD
SPDR GOLD TR
ETF 4.73% 3.92% #6 2
Prev: #8
2.4 451 3.7%
P
S
12,502 $5,379,486 2025 Q1 13F Filing 2026-03-31 2026-05-04
MRVL
MARVELL TECHNOL...
Technology 4.27% #7
Prev: #—
5.2 49,040 no change
NEW
49,040 $4,857,412 2026 Q1 13F Filing 2026-03-31 2026-05-04
AMZN
AMAZON COM INC
Consumer Cyclical 4.17% 4.17% #8 2
Prev: #6
2.2 767 3.5%
P
S
22,773 $4,742,933 2025 Q1 13F Filing 2026-03-31 2026-05-04
GEV
GE VERNOVA INC
Industrials 3.65% 2.44% #9 5
Prev: #14
2.0 202 4.4%
P
S
4,753 $4,148,894 2025 Q2 13F Filing 2026-03-31 2026-05-04
MSFT
MICROSOFT CORP
Technology 3.48% 4.04% #10 3
Prev: #7
1.9 497 4.9%
P
S
10,671 $3,950,084 2025 Q1 13F Filing 2026-03-31 2026-05-04
AVGO
BROADCOM INC
Technology 3.38% 3.82% #11 2
Prev: #9
1.9 -1,040 -7.7%
P
S
12,408 $3,840,400 2025 Q2 13F Filing 2026-03-31 2026-05-04
IBIT
ISHARES BITCOIN...
Bond/Debt 3.08% 3.52% #12 2
Prev: #10
3.2 4,817 5.6%
P
S
91,154 $3,502,137 2025 Q2 13F Filing 2026-03-31 2026-05-04
SLB
SLB LIMITED
Energy 2.92% #13
Prev: #—
4.7 64,467 no change
NEW
64,467 $3,312,959 2026 Q1 13F Filing 2026-03-31 2026-05-04
LBRT
LIBERTY ENERGY ...
Energy 2.91% #14
Prev: #—
4.7 114,897 no change
NEW
114,897 $3,309,034 2026 Q1 13F Filing 2026-03-31 2026-05-04
META
META PLATFORMS ...
Communication Services 2.73% 3.15% #15 4
Prev: #11
1.6 -385 -6.6%
P
S
5,427 $3,104,950 2025 Q2 13F Filing 2026-03-31 2026-05-04
FIX
COMFORT SYS USA...
Industrials 2.34% 1.59% #16 5
Prev: #21
1.4 -147 -7.1%
P
S
1,927 $2,657,314 2025 Q1 13F Filing 2026-03-31 2026-05-04
ANET
ARISTA NETWORKS...
Technology 2.05% 1.94% #17 1
Prev: #16
2.8 961 5.3%
P
S
19,009 $2,333,925 2025 Q4 13F Filing 2026-03-31 2026-05-04
AAPL
APPLE INC
Technology 1.71% 1.73% #18 1
Prev: #19
1.2 -85 -1.1%
P
S
7,649 $1,941,240 2025 Q1 13F Filing 2026-03-31 2026-05-04
TSLA
TESLA INC
Consumer Cyclical 1.46% 1.52% #19 3
Prev: #22
2.6 344 8.4%
P
S
4,448 $1,653,544 2025 Q1 13F Filing 2026-03-31 2026-05-04
CRWV
COREWEAVE INC
Technology 1.39% 1.41% #20 4
Prev: #24
1.1 -3,546 -14.8%
P
S
20,391 $1,579,691 2025 Q3 13F Filing 2026-03-31 2026-05-04
SHV
ISHARES TR
ETF 1.37% 1.28% #21 4
Prev: #25
1.0 -150 -1.1%
P
S
14,051 $1,551,090 2025 Q2 13F Filing 2026-03-31 2026-05-04
CEG
CONSTELLATION E...
Utilities 1.32% 1.69% #22 2
Prev: #20
1.0 -449 -7.7%
P
S
5,380 $1,502,365 2025 Q4 13F Filing 2026-03-31 2026-05-04
BE
BLOOM ENERGY CO...
Industrials 1.28% #23
Prev: #—
4.0 10,693 no change
NEW
10,693 $1,448,795 2026 Q1 13F Filing 2026-03-31 2026-05-04
DECK
DECKERS OUTDOOR...
Consumer Cyclical 1.11% 1.13% #24 3
Prev: #27
0.9 -620 -4.7%
P
S
12,629 $1,264,037 2025 Q1 13F Filing 2026-03-31 2026-05-04
MGY
MAGNOLIA OIL & ...
Energy 1.08% 0.76% #25 8
Prev: #33
0.9 -3,216 -7.6%
P
S
39,039 $1,232,461 2025 Q1 13F Filing 2026-03-31 2026-05-04
STX
SEAGATE TECHNOL...
Technology 1.06% #26
Prev: #—
3.9 3,076 no change
NEW
3,076 $1,205,054 2026 Q1 13F Filing 2026-03-31 2026-05-04
AMD
ADVANCED MICRO ...
Technology 1.03% 1.15% #27 1
Prev: #26
0.9 -796 -12.2%
P
S
5,728 $1,165,247 2025 Q3 13F Filing 2026-03-31 2026-05-04
SCCO
SOUTHERN COPPER...
Basic Materials 0.96% #28
Prev: #—
3.9 6,307 no change
NEW
6,307 $1,085,182 2026 Q1 13F Filing 2026-03-31 2026-05-04
SPY
STATE STR SPDR ...
ETF 0.86% 0.85% #29 1
Prev: #30
1.3 no change no change
P
S
1,511 $982,664 2025 Q1 13F Filing 2026-03-31 2026-05-04
COHR
COHERENT CORP
Technology 0.84% #30
Prev: #—
3.8 4,022 no change
NEW
4,022 $958,081 2026 Q1 13F Filing 2026-03-31 2026-05-04
WDC
WESTERN DIGITAL...
Technology 0.83% #31
Prev: #—
3.8 3,496 no change
NEW
3,496 $945,633 2026 Q1 13F Filing 2026-03-31 2026-05-04
AXON
AXON ENTERPRISE...
Industrials 0.64% 0.84% #32 1
Prev: #31
0.8 -95 -5.3%
P
S
1,714 $727,919 2025 Q2 13F Filing 2026-03-31 2026-05-04
MELI
MERCADOLIBRE IN...
Consumer Cyclical 0.61% 0.71% #33 1
Prev: #34
0.7 -27 -6.3%
P
S
400 $691,608 2025 Q1 13F Filing 2026-03-31 2026-05-04
CVX
CHEVRON CORPORA...
Energy 0.52% 0.36% #34 8
Prev: #42
1.2 no change no change
P
S
2,877 $595,251 2025 Q3 13F Filing 2026-03-31 2026-05-04
CIFR
CIPHER DIGITAL ...
Technology 0.49% 0.86% #35 6
Prev: #29
0.2 -27,505 -38.9%
P
S
43,262 $556,782 2025 Q4 13F Filing 2026-03-31 2026-05-04
LITE
LUMENTUM HLDGS ...
Technology 0.48% #36
Prev: #—
3.7 771 no change
NEW
771 $541,828 2026 Q1 13F Filing 2026-03-31 2026-05-04
MMM
3M CO
Industrials 0.47% 0.49% #37 4
Prev: #41
1.2 no change no change
P
S
3,706 $538,222 2025 Q1 13F Filing 2026-03-31 2026-05-04
IREN
IREN LIMITED
Financial Services 0.46% 0.78% #38 6
Prev: #32
0.2 -10,011 -39.6%
P
S
15,245 $522,599 2025 Q4 13F Filing 2026-03-31 2026-05-04
OC
OWENS CORNING N...
Industrials 0.44% #39
Prev: #—
3.7 4,626 no change
NEW
4,626 $500,626 2026 Q1 13F Filing 2026-03-31 2026-05-04
VRT
VERTIV HOLDINGS...
Industrials 0.38% 0.25% #40 6
Prev: #46
0.7 -138 -7.4%
P
S
1,723 $431,749 2025 Q4 13F Filing 2026-03-31 2026-05-04
RKLB
ROCKET LAB CORP
Industrials 0.34% 0.34% #41 2
Prev: #43
1.1 no change no change
P
S
5,928 $380,696 2025 Q4 13F Filing 2026-03-31 2026-05-04
SMH
VANECK ETF TRUS...
ETF 0.33% 0.29% #42 2
Prev: #44
0.6 -10 -1.0%
P
S
971 $372,281 2025 Q2 13F Filing 2026-03-31 2026-05-04
ETHA
ISHARES ETHEREU...
ETF 0.26% 0.55% #43 5
Prev: #38
0.1 -11,212 -37.3%
P
S
18,871 $298,728 2025 Q3 13F Filing 2026-03-31 2026-05-04
JCI
JOHNSON CONTROL...
Industrials 0.23% #44
Prev: #—
3.6 2,038 no change
NEW
2,038 $266,876 2026 Q1 13F Filing 2026-03-31 2026-05-04
XOM
EXXON MOBIL COR...
Energy 0.23% #45
Prev: #—
3.6 1,512 no change
NEW
1,512 $256,526 2026 Q1 13F Filing 2026-03-31 2026-05-04
BITB
BITWISE BITCOIN...
Bond/Debt 0.22% 0.53% #46 7
Prev: #39
0.1 -6,583 -48.8%
P
S
6,917 $254,615 2025 Q4 13F Filing 2026-03-31 2026-05-04
CRWD
CROWDSTRIKE HLD...
Technology 0.21% 4.83% #47 43
Prev: #4
0.1 -11,935 -95.2%
P
S
602 $235,027 2025 Q1 13F Filing 2026-03-31 2026-05-04
EZPW
EZCORP INC
Financial Services 0.20% #48
Prev: #—
3.6 8,893 no change
NEW
8,893 $225,704 2025 Q1 13F Filing 2026-03-31 2026-05-04
ONDS
ONDAS INC
Technology 0.16% #49
Prev: #—
3.6 19,910 no change
NEW
19,910 $179,986 2026 Q1 13F Filing 2026-03-31 2026-05-04
RCAT
RED CAT HLDGS I...
Industrials 0.12% #50
Prev: #—
3.5 10,278 no change
NEW
10,278 $134,539 2025 Q1 13F Filing 2026-03-31 2026-05-04
Showing 1-50 of 66 holdings

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