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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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