Bosman Wealth Management, LLC Portfolio Holdings

Bosman Wealth Management, LLC

  • $113 Billion
  • Q2 2025

Bosman Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $12.4B, Nvidia Corp with a value of $7.71B, Crowd Strike Holdings, Inc. with a value of $6.1B, Alphabet Inc. with a value of $5.88B, and Cyber Ark Software Ltd. with a value of $5.63B.

Examining the 13F form we can see an increase of $14.1B in the current position value, from $98.5B to 113B.

Bosman Wealth Management, LLC is based out at Redlands, CA

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

Portfolio value $113 Billion
Technology: $55.3 Billion
Communication Services: $16.3 Billion
Consumer Cyclical: $13 Billion
Energy: $6.33 Billion
ETFs: $5.5 Billion
Industrials: $5.19 Billion
Healthcare: $1.7 Billion
Financial Services: $395 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$12.4 Billion 11.02% of portfolio
91,011
Q2 2025 Reduced 25.07%
$456B
$7.71 Billion 6.85% of portfolio
48,773
Q2 2025 Reduced 22.65%
$93.6B
$6.1 Billion 5.42% of portfolio
11,970
Q2 2025 Reduced 24.63%
$1.21T
$5.88 Billion 5.22% of portfolio
33,362
Q2 2025 Added 20.44%
$17B
$5.63 Billion 5.0% of portfolio
13,834
Q2 2025 Reduced 18.54%
$15.7B
$5.13 Billion 4.56% of portfolio
149,008
Q2 2025 Reduced 17.27%
$3.95T
$4.89 Billion 4.34% of portfolio
9,833
Q2 2025 Added 118.61%
$133B
$4.27 Billion 3.8% of portfolio
5,569
Q2 2025 Added 1,225.95%
$2.26T
$4.13 Billion 3.67% of portfolio
18,847
Q2 2025 Reduced 9.39%
$172B
$4.02 Billion 3.57% of portfolio
3,908
Q2 2025 Reduced 24.0%
$4.44B
$3.55 Billion 3.15% of portfolio
35,779
Q2 2025 Reduced 18.31%
$182B
$3.54 Billion 3.14% of portfolio
37,935
Q2 2025 New
Ishares Bitcoin Trust ETF
-
$3.5 Billion 3.11% of portfolio
-
Q2 2025 Added 54.69%
$127B
$3.18 Billion 2.82% of portfolio
11,530
Q2 2025 New
$0
$3.15 Billion 2.8% of portfolio
28,499
Q2 2025 New
$7.21B
$3.04 Billion 2.7% of portfolio
41,840
Q2 2025 New
$1.78T
$2.79 Billion 2.48% of portfolio
3,785
Q2 2025 New
$118B
$2.62 Billion 2.32% of portfolio
1,001
Q2 2025 Added 88.51%
$14.2B
$2.41 Billion 2.14% of portfolio
54,455
Q2 2025 New
Sharkninja Inc
-
$2.39 Billion 2.12% of portfolio
-
Q2 2025 Reduced 51.97%
$94.6B
$2.32 Billion 2.06% of portfolio
9,423
Q2 2025 New
Ge Vernova Inc
-
$2.24 Billion 1.99% of portfolio
-
Q2 2025 New
$2.75B
$1.92 Billion 1.71% of portfolio
18,668
Q2 2025 Added 17.79%
$25.7B
$1.79 Billion 1.59% of portfolio
3,342
Q2 2025 Reduced 63.71%
$2.65B
$1.7 Billion 1.51% of portfolio
79,382
Q2 2025 New
$3.69T
$1.59 Billion 1.41% of portfolio
7,736
Q4 2024 Added 3.22%
$106B
$1.47 Billion 1.31% of portfolio
4,827
Q2 2025 Added 19.19%
$1.08T
$1.26 Billion 1.12% of portfolio
3,975
Q2 2025 Reduced 0.75%
$4.47B
$1.2 Billion 1.06% of portfolio
53,214
Q2 2025 Reduced 53.18%
$3.14B
$1.04 Billion 0.92% of portfolio
31,065
Q2 2025 Reduced 65.69%
$87.3B
$564 Million 0.5% of portfolio
3,706
Q2 2025 Reduced 16.46%
Arm Holdings PLC
-
$547 Million 0.49% of portfolio
-
Q2 2025 Reduced 37.77%
$0
$526 Million 0.47% of portfolio
851
Q4 2024 Added 9.17%
$0
$360 Million 0.32% of portfolio
1,290
Q2 2025 Reduced 91.45%
$1.04B
$256 Million 0.23% of portfolio
28,748
Q2 2025 New
Gorilla Technology Group Inc
-
$236 Million 0.21% of portfolio
-
Q4 2024 Added 50.64%
$551B
$213 Million 0.19% of portfolio
600
Q2 2025 Reduced 14.29%
$849M
$182 Million 0.16% of portfolio
13,086
Q4 2024 Added 11.59%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $113 Billion
  • Prior Value $98.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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