Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $173 Billion
  • Q2 2025

Boomfish Wealth Group, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $8.68B, Vaneck Morningstar Wide Moat E with a value of $7.57B, Ishares Core U.S. Aggregate Bo with a value of $7.03B, Nvidia Corp with a value of $5.66B, and Microsoft Corp with a value of $4.31B.

Examining the 13F form we can see an increase of $19B in the current position value, from $154B to 173B.

Boomfish Wealth Group, LLC is based out at Alpharetta, GA

Below you can find more details about Boomfish Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Billion
Technology: $51.1 Billion
ETFs: $30.4 Billion
Consumer Cyclical: $17.7 Billion
Industrials: $15.5 Billion
Healthcare: $14.4 Billion
Financial Services: $14.3 Billion
Communication Services: $7.18 Billion
Consumer Defensive: $5.84 Billion
Other: $13.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.68 Billion 5.01% of portfolio
94,574
Q2 2025 Reduced 6.42%
$0
$7.57 Billion 4.37% of portfolio
80,708
Q2 2025 Reduced 3.89%
$0
$7.03 Billion 4.06% of portfolio
70,860
Q2 2025 Added 6.61%
$456B
$5.66 Billion 3.27% of portfolio
35,824
Q2 2025 Added 16.77%
$3.95T
$4.31 Billion 2.49% of portfolio
8,674
Q2 2025 Added 0.56%
$0
$4.22 Billion 2.44% of portfolio
47,803
Q2 2025 Added 1.17%
$2.26T
$3.62 Billion 2.09% of portfolio
16,502
Q2 2025 Added 11.53%
$551B
$3.47 Billion 2.01% of portfolio
9,781
Q2 2025 Added 10.0%
$1.78T
$3.29 Billion 1.9% of portfolio
4,451
Q2 2025 Added 1.53%
$52.5B
$3.28 Billion 1.89% of portfolio
16,028
Q2 2025 Added 1.62%
$118B
$3.21 Billion 1.86% of portfolio
1,230
Q2 2025 Reduced 6.96%
Arista Networks Inc
-
$3.21 Billion 1.86% of portfolio
-
Q2 2025 Added 3.85%
$172B
$3.2 Billion 1.85% of portfolio
3,115
Q2 2025 Added 1.5%
$3.69T
$3.19 Billion 1.84% of portfolio
15,556
Q2 2025 Added 8.07%
$548B
$3.09 Billion 1.78% of portfolio
5,493
Q2 2025 Added 1.61%
$102B
$3.07 Billion 1.78% of portfolio
16,747
Q2 2025 Added 1.94%
$1.24T
$3.04 Billion 1.76% of portfolio
17,156
Q2 2025 Added 4.48%
$217B
$2.97 Billion 1.72% of portfolio
513
Q2 2025 Reduced 2.84%
$38.7B
$2.94 Billion 1.7% of portfolio
10,196
Q2 2025 Reduced 3.87%
$133B
$2.91 Billion 1.68% of portfolio
3,249
Q2 2025 Reduced 12.61%
$61.9B
$2.86 Billion 1.65% of portfolio
27,084
Q2 2025 Added 0.33%
$35.6B
$2.84 Billion 1.64% of portfolio
40,428
Q2 2025 Added 0.11%
$127B
$2.81 Billion 1.63% of portfolio
10,205
Q2 2025 Added 88.81%
$295B
$2.82 Billion 1.63% of portfolio
3,525
Q2 2025 Added 2.38%
$152B
$2.75 Billion 1.59% of portfolio
12,375
Q2 2025 Added 10.03%
$232B
$2.56 Billion 1.48% of portfolio
9,395
Q2 2025 Added 6.68%
$36B
$2.52 Billion 1.46% of portfolio
31,326
Q2 2025 Added 2.57%
$113B
$2.49 Billion 1.44% of portfolio
5,370
Q2 2025 Added 2.85%
$187B
$2.44 Billion 1.41% of portfolio
6,026
Q2 2025 Added 30.46%
$15.6B
$2.41 Billion 1.39% of portfolio
5,337
Q2 2025 Added 2.83%
$157B
$2.37 Billion 1.37% of portfolio
6,122
Q2 2025 Added 17.5%
$99.5B
$2.33 Billion 1.35% of portfolio
5,243
Q2 2025 Added 3.8%
$621B
$2.34 Billion 1.35% of portfolio
4,812
Q2 2025 Added 20.42%
$43.1B
$2.33 Billion 1.35% of portfolio
9,722
Q2 2025 Added 3.68%
$19.7B
$2.3 Billion 1.33% of portfolio
20,133
Q2 2025 Added 3.56%
$229B
$1.96 Billion 1.13% of portfolio
13,397
Q2 2025 Reduced 2.94%
$442B
$1.94 Billion 1.12% of portfolio
17,960
Q2 2025 Added 2.41%
$381B
$1.89 Billion 1.09% of portfolio
40,044
Q2 2025 Added 4.55%
$95.8B
$1.82 Billion 1.05% of portfolio
40,051
Q2 2025 Added 4.59%
$48.7B
$1.8 Billion 1.04% of portfolio
10,305
Q2 2025 Added 3.12%
$146B
$1.79 Billion 1.03% of portfolio
7,690
Q2 2025 Added 3.72%
$63.8B
$1.77 Billion 1.02% of portfolio
17,525
Q2 2025 Added 0.18%
$84.1B
$1.68 Billion 0.97% of portfolio
24,889
Q2 2025 Added 4.46%
$78.8B
$1.68 Billion 0.97% of portfolio
6,223
Q2 2025 Added 4.8%
$55.1B
$1.65 Billion 0.96% of portfolio
2,918
Q2 2025 Added 4.89%
$135B
$1.67 Billion 0.96% of portfolio
7,252
Q2 2025 Added 6.3%
$452B
$1.64 Billion 0.95% of portfolio
10,719
Q2 2025 Added 5.1%
$48.7B
$1.62 Billion 0.94% of portfolio
11,167
Q2 2025 Added 4.52%
$141B
$1.61 Billion 0.93% of portfolio
23,218
Q2 2025 Added 4.48%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $173 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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