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 Market Cap. of $50 Millions to $300 Millions

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

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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