Bosman Wealth Management, LLC
Holdings as of 2026-06-30, filed 2026-07-28
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 28 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
56
Value reported by manager
$161.2M
Sum of our stored positions
$161.2M
should match the line above
Disclosure lag
28 d
quarter end to filing
Top 5 concentration
38.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
56 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | COM | $21.5M | 18,615 | — | 595112103 |
| MARVELL TECHNOLOGY INC | COM | $13.3M | 44,784 | — | 573874104 |
| ALPHABET INC | CAP STK CL A | $10.2M | 28,532 | — | 02079K305 |
| NVIDIA CORPORATION | COM | $9.5M | 47,617 | — | 67066G104 |
| PALANTIR TECHNOLOGIES INC | CL A | $8.2M | 69,946 | — | 69608A108 |
| TECHNIPFMC PLC | COM | $7.5M | 112,550 | — | G87110105 |
| BLOOM ENERGY CORP | COM CL A | $5.2M | 17,229 | — | 093712107 |
| GE VERNOVA INC | COM | $5M | 4,298 | — | 36828A101 |
| ADVANCED MICRO DEVICES INC | COM | $5M | 8,544 | — | 007903107 |
| AMAZON COM INC | COM | $4.8M | 20,069 | — | 023135106 |
| SPDR GOLD TR | GOLD SHS | $4.1M | 11,176 | — | 78463V107 |
| BROADCOM INC | COM | $3.8M | 10,061 | — | 11135F101 |
| ELI LILLY & CO | COM | $3.7M | 3,124 | — | 532457108 |
| LUMENTUM HLDGS INC | COM | $3.7M | 4,311 | — | 55024U109 |
| COMFORT SYS USA INC | COM | $3.7M | 1,859 | — | 199908104 |
| MICROSOFT CORP | COM | $3.6M | 9,638 | — | 594918104 |
| SLB LIMITED | COM STK | $3.4M | 72,528 | — | 806857108 |
| LIBERTY ENERGY INC | COM CL A | $2.7M | 104,906 | — | 53115L104 |
| ARISTA NETWORKS INC | COM SHS | $2.6M | 15,595 | — | 040413205 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $2.6M | 2,650 | — | G7997R103 |
| WESTERN DIGITAL CORP | COM | $2.5M | 3,912 | — | 958102105 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $2.3M | 70,275 | — | 46438F101 |
| OWENS CORNING NEW | COM | $2.3M | 14,671 | — | 690742101 |
| APPLE INC | COM | $2.2M | 7,651 | — | 037833100 |
| LAM RESEARCH CORP | COM NEW | $2.1M | 4,896 | — | 512807306 |
| TESLA INC | COM | $2M | 4,661 | — | 88160R101 |
| META PLATFORMS INC | CL A | $1.7M | 3,013 | — | 30303M102 |
| ISHARES TR | TRUST ISHARE 0-1 | $1.6M | 14,051 | — | 464288679 |
| JOHNSON CONTROLS INTERNATION | SHS | $1.4M | 9,488 | — | G51502105 |
| BUNGE GLOBAL SA | COM SHS | $1.3M | 11,930 | — | H11356104 |
| COREWEAVE INC | COM CL A | $1.3M | 12,708 | — | 21873S108 |
| SOUTHERN COPPER CORP | COM | $1.3M | 7,181 | — | 84265V105 |
| DECKERS OUTDOOR CORP | COM | $1.2M | 12,078 | — | 243537107 |
| ASTERA LABS INC | COM | $1.2M | 2,433 | — | 04626A103 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.1M | 1,511 | — | 78462F103 |
| VERTIV HOLDINGS CO | COM CL A | $1.1M | 3,318 | — | 92537N108 |
| BUILDERS FIRSTSOURCE INC | COM | $1M | 11,558 | — | 12008R107 |
| MAGNOLIA OIL & GAS CORP | CL A | $973K | 38,038 | — | 559663109 |
| NEBIUS GROUP N.V. | SHS CLASS A | $816.4K | 2,956 | — | N97284108 |
| TENARIS S A | SPONSORED ADS | $800.2K | 14,421 | — | 88031M109 |
| VALERO ENERGY CORP | COM | $756.8K | 2,906 | — | 91913Y100 |
| CIPHER DIGITAL INC | COM | $729.9K | 29,792 | — | 17253J106 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $636.9K | 971 | — | 92189F676 |
| MERCADOLIBRE INC | COM | $602.6K | 355 | — | 58733R102 |
| 3M CO | COM | $600K | 3,706 | — | 88579Y101 |
| QXO INC | COM NEW | $507.9K | 29,393 | — | 82846H405 |
| APPLIED OPTOELECTRONICS INC | COM | $505.5K | 3,412 | — | 03823U102 |
| CHEVRON CORPORATION | COM | $476.9K | 2,877 | — | 166764100 |
| AXT INC | COM | $374K | 5,189 | — | 00246W103 |
| HEWLETT PACKARD ENTERPRISE C | COM | $313K | 6,939 | — | 42824C109 |
| EZCORP INC | CL A NON VTG | $307.4K | 8,893 | — | 302301106 |
| SOLARIS ENERGY INFRAS INC | COM CL A | $264.2K | 3,284 | — | 83418M103 |
| ROCKET LAB CORP | COM | $211K | 2,076 | — | 773121108 |
| EXXON MOBIL CORP | COM | $206.7K | 1,512 | — | 30231G102 |
| VISA INC | COM CL A | $205.9K | 600 | — | 92826C839 |
| IREN LIMITED | ORDINARY SHARES | $201.1K | 4,398 | — | Q4982L109 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-28