Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $185 Billion
  • Q3 2025

Boomfish Wealth Group, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 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 $8.93B, Vaneck Morningstar Wide Moat E with a value of $7.67B, Ishares Core U.S. Aggregate Bo with a value of $7.25B, Nvidia Corp with a value of $5.85B, and Microsoft Corp with a value of $4.68B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $173B to 185B.

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 $185 Billion
Technology: $57.4 Billion
ETFs: $29.8 Billion
Consumer Cyclical: $18.6 Billion
Healthcare: $16.9 Billion
Industrials: $16.1 Billion
Financial Services: $14.4 Billion
Communication Services: $8.29 Billion
Consumer Defensive: $5.68 Billion
Other: $14 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 $185 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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