Bosman Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Bosman Wealth Management, LLC reported 56 stock positions worth $161.2 million. Its top holding was Micron Technology (MU) at 13.3% of the portfolio, followed by Marvell Technology (MRVL, 8.3%) and Alphabet Class A (GOOGL, 6.3%). Compared with Q1 2026, it opened 14 new positions, sold out of 10, added to 12 and reduced 23. The biggest buy was Micron Technology (MU, shares +12%) and the biggest sale Palantir Technologies Class A (PLTR, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Redlands, CA
- CIK
- 0002066260
- Portfolio Value
- $161.2M (Q2 2026)
- SEC Filing
- 0002085853-26-000886 ↗ filed Jul 28, 2026
Holdings Value
Holdings 56 stocks · $161.2M
| MU Micron Technology Inc. | 13.33% | 18,615 | $21.5M | Add +11.8% |
| MRVL Marvell Technology Inc. | 8.28% | 44,784 | $13.3M | Reduce -8.7% |
| GOOGL Alphabet Inc. Class A | 6.33% | 28,532 | $10.2M | Reduce -5.6% |
| NVDA Nvidia Corp. | 5.91% | 47,617 | $9.5M | Reduce -0.9% |
| PLTR Palantir Technologies Inc. Class A | 5.06% | 69,946 | $8.2M | Reduce -7.3% |
| FTI Technipfmc PLC | 4.63% | 112,550 | $7.5M | Reduce -6.0% |
| BE Bloom Energy Corp. Class A | 3.24% | 17,229 | $5.2M | Add +61.1% |
| GEV GE Vernova Inc. | 3.13% | 4,298 | $5.0M | Reduce -9.6% |
| AMD Advanced Micro Devices | 3.08% | 8,544 | $5.0M | Add +49.2% |
| AMZN Amazon.com Inc. | 2.97% | 20,069 | $4.8M | Reduce -11.9% |
| GLD SPDR Gold Shares | 2.55% | 11,176 | $4.1M | Reduce -10.6% |
| AVGO Broadcom Inc. | 2.36% | 10,061 | $3.8M | Reduce -18.9% |
| LLY Eli Lilly & Co. | 2.32% | 3,124 | $3.7M | New |
| LITE Lumentum Holdings Inc. | 2.29% | 4,311 | $3.7M | Add +459.1% |
| FIX Comfort Systems USA Inc. | 2.29% | 1,859 | $3.7M | Reduce -3.5% |
| MSFT Microsoft Corp. | 2.23% | 9,638 | $3.6M | Reduce -9.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 2.09% | 72,528 | $3.4M | Add +12.5% |
| LBRT Liberty Energy Inc. | 1.70% | 104,906 | $2.7M | Reduce -8.7% |
| ANET Arista Networks Inc. | 1.64% | 15,595 | $2.6M | Reduce -18.0% |
| STX Seagate Technology Holdings | 1.59% | 2,650 | $2.6M | Reduce -13.8% |
| WDC Western Digital Corp. | 1.55% | 3,912 | $2.5M | Add +11.9% |
| IBIT iShares Bitcoin Trust ETF | 1.45% | 70,275 | $2.3M | Reduce -22.9% |
| OC Owens Corning | 1.45% | 14,671 | $2.3M | Add +217.1% |
| AAPL Apple Inc. | 1.37% | 7,651 | $2.2M | Add +0.0% |
| LRCX Lam Research Corp. | 1.32% | 4,896 | $2.1M | New |
| TSLA Tesla Inc. | 1.22% | 4,661 | $2.0M | Add +4.8% |
| META Meta Platforms Inc. Class A | 1.05% | 3,013 | $1.7M | Reduce -44.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.96% | 14,051 | $1.6M | No change |
| JCI Johnson Controls Internation | 0.86% | 9,488 | $1.4M | Add +365.6% |
| BG Bunge Global SA | 0.79% | 11,930 | $1.3M | New |
| CRWV Coreweave Inc. Class A | 0.78% | 12,708 | $1.3M | Reduce -37.7% |
| SCCO Southern Copper Corp. | 0.78% | 7,181 | $1.3M | Add +13.9% |
| DECK Deckers Outdoor Corp. | 0.74% | 12,078 | $1.2M | Reduce -4.4% |
| ALAB Astera Labs Inc. | 0.73% | 2,433 | $1.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 1,511 | $1.1M | No change |
| VRT Vertiv Holdings Co. Class A | 0.69% | 3,318 | $1.1M | Add +92.6% |
| BLDR Builders Firstsource Inc. | 0.64% | 11,558 | $1.0M | New |
| MGY Magnolia Oil & Gas Corp. Class A | 0.60% | 38,038 | $973K | Reduce -2.6% |
| NBIS Nebius Group NV | 0.51% | 2,956 | $816K | New |
| TS Tenaris SA-ADR | 0.50% | 14,421 | $800K | New |
| VLO Valero Energy Corp. | 0.47% | 2,906 | $757K | New |
| CIFR Cipher Digital Inc. | 0.45% | 29,792 | $730K | Reduce -31.1% |
| SMH Vaneck Semiconductor ETF | 0.40% | 971 | $637K | No change |
| MELI MercadoLibre Inc. | 0.37% | 355 | $603K | Reduce -11.3% |
| MMM 3M Co. | 0.37% | 3,706 | $600K | No change |
| QXO Qxo Inc. | 0.32% | 29,393 | $508K | New |
| AAOI Applied Optoelectronics Inc. | 0.31% | 3,412 | $506K | New |
| CVX Chevron Corp. | 0.30% | 2,877 | $477K | No change |
| AXTI Axt Inc. | 0.23% | 5,189 | $374K | New |
| HPE Hewlett Packard Enterprise | 0.19% | 6,939 | $313K | New |
| EZPW Ezcorp Inc. Class A | 0.19% | 8,893 | $307K | No change |
| SEI Solaris Energy Infrastructur | 0.16% | 3,284 | $264K | New |
| RKLB Rocket Lab Corp. | 0.13% | 2,076 | $211K | Reduce -65.0% |
| XOM Exxon Mobil Corp. | 0.13% | 1,512 | $207K | No change |
| V Visa Inc. Class A | 0.13% | 600 | $206K | New |
| IREN Iren Ltd. filed as IREN LIMITED | 0.12% | 4,398 | $201K | Reduce -71.2% |
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -7.3% | 5.06% | −4.66 |
| FTI Technipfmc PLC | Reduce -6.0% | 4.63% | −2.65 |
| GLD SPDR Gold Shares | Reduce -10.6% | 2.55% | −2.18 |
| META Meta Platforms Inc. Class A | Reduce -44.5% | 1.05% | −1.68 |
| IBIT iShares Bitcoin Trust ETF | Reduce -22.9% | 1.45% | −1.63 |
| NVDA Nvidia Corp. | Reduce -0.9% | 5.91% | −1.47 |
| CEG Constellation Energy | Sold out | 0.00% | −1.32 |
| GOOGL Alphabet Inc. Class A | Reduce -5.6% | 6.33% | −1.32 |
| MSFT Microsoft Corp. | Reduce -9.7% | 2.23% | −1.25 |
| LBRT Liberty Energy Inc. | Reduce -8.7% | 1.70% | −1.21 |
| AMZN Amazon.com Inc. | Reduce -11.9% | 2.97% | −1.21 |
| AVGO Broadcom Inc. | Reduce -18.9% | 2.36% | −1.02 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.84 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.64 |
| CRWV Coreweave Inc. Class A | Reduce -37.7% | 0.78% | −0.61 |
| GEV GE Vernova Inc. | Reduce -9.6% | 3.13% | −0.52 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -2.6% | 0.60% | −0.48 |
| ANET Arista Networks Inc. | Reduce -18.0% | 1.64% | −0.41 |
| DECK Deckers Outdoor Corp. | Reduce -4.4% | 0.74% | −0.37 |
| IREN Iren Ltd. | Reduce -71.2% | 0.12% | −0.34 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.26 |
| MELI MercadoLibre Inc. | Reduce -11.3% | 0.37% | −0.23 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.22 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.21 |
| RKLB Rocket Lab Corp. | Reduce -65.0% | 0.13% | −0.20 |
| ONDS Ondas Inc. | Sold out | 0.00% | −0.16 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.12 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.11 |
| LPTH Lightpath Technologies Inc. Class A | Sold out | 0.00% | −0.11 |
| FIX Comfort Systems USA Inc. | Reduce -3.5% | 2.29% | −0.05 |
| CIFR Cipher Digital Inc. | Reduce -31.1% | 0.45% | −0.04 |
| STX Seagate Technology Holdings | Reduce -13.8% | 1.59% | +0.53 |
| MRVL Marvell Technology Inc. | Reduce -8.7% | 8.28% | +4.00 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +11.8% | 13.33% | +8.38 |
| LLY Eli Lilly & Co. | New | 2.32% | +2.32 |
| AMD Advanced Micro Devices | Add +49.2% | 3.08% | +2.05 |
| BE Bloom Energy Corp. Class A | Add +61.1% | 3.24% | +1.96 |
| LITE Lumentum Holdings Inc. | Add +459.1% | 2.29% | +1.82 |
| LRCX Lam Research Corp. | New | 1.32% | +1.32 |
| OC Owens Corning | Add +217.1% | 1.45% | +1.01 |
| BG Bunge Global SA | New | 0.79% | +0.79 |
| ALAB Astera Labs Inc. | New | 0.73% | +0.73 |
| WDC Western Digital Corp. | Add +11.9% | 1.55% | +0.72 |
| BLDR Builders Firstsource Inc. | New | 0.64% | +0.64 |
| JCI Johnson Controls Internation | Add +365.6% | 0.86% | +0.63 |
| NBIS Nebius Group NV | New | 0.51% | +0.51 |
| TS Tenaris SA-ADR | New | 0.50% | +0.50 |
| VLO Valero Energy Corp. | New | 0.47% | +0.47 |
| QXO Qxo Inc. | New | 0.32% | +0.32 |
| AAOI Applied Optoelectronics Inc. | New | 0.31% | +0.31 |
| VRT Vertiv Holdings Co. Class A | Add +92.6% | 0.69% | +0.31 |
| AXTI Axt Inc. | New | 0.23% | +0.23 |
| HPE Hewlett Packard Enterprise | New | 0.19% | +0.19 |
| SEI Solaris Energy Infrastructur | New | 0.16% | +0.16 |
| V Visa Inc. Class A | New | 0.13% | +0.13 |
| SCCO Southern Copper Corp. | Add +13.9% | 0.78% | −0.18 |
| TSLA Tesla Inc. | Add +4.8% | 1.22% | −0.24 |
| AAPL Apple Inc. | Add +0.0% | 1.37% | −0.33 |
| SLB SLB Ltd. | Add +12.5% | 2.09% | −0.82 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $161.2M | MU, MRVL, GOOGL, NVDA, PLTR |
| Q1 2026 | 52 | $113.6M | PLTR, GOOGL, NVDA, FTI, MU |
| Q4 2025 | 49 | $121.8M | PLTR, GOOGL, NVDA, CRWD, FTI |
| Q3 2025 | 42 | $129.0M | PLTR, NVDA, GOOGL, IBIT, CYBR |
| Q2 2025 | 39 | $112.6M | PLTR, NVDA, CRWD, GOOGL, CYBR |
| Q1 2025 | 42 | $98.5M | PLTR, NVDA, CYBR, FTI, CRWD |
| Q4 2024 | 37 | $104.0M | PLTR, NVDA, FTI, GOOGL, CYBR |