Bosman Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Bosman Wealth Management, LLC reported 42 stock positions worth $98.5 million. Its top holding was Palantir Technologies Class A (PLTR) at 10.4% of the portfolio, followed by Nvidia (NVDA, 6.9%) and Cyberark Software Ltd./Israel (CYBR, 5.8%). Compared with Q4 2024, it opened 13 new positions, sold out of 8, added to 6 and reduced 22. The biggest buy was a new position in Vaneck Semiconductor ETF (SMH) and the biggest sale Microsoft (MSFT, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- Redlands, CA
- CIK
- 0002066260
- Portfolio Value
- $98.5M (Q1 2025)
- SEC Filing
- 0002066260-25-000002 ↗ filed Apr 30, 2025
Holdings Value
Holdings 42 stocks · $98.5M
| PLTR Palantir Technologies Inc. Class A | 10.41% | 121,461 | $10.3M | Reduce -32.8% |
| NVDA Nvidia Corp. | 6.94% | 63,058 | $6.8M | Reduce -11.1% |
| CYBR Cyberark Software Ltd./Israel | 5.83% | 16,983 | $5.7M | Reduce -1.2% |
| FTI Technipfmc PLC | 5.80% | 180,123 | $5.7M | Reduce -42.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 5.69% | 15,881 | $5.6M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 4.35% | 27,699 | $4.3M | Reduce -30.2% |
| SN Sharkninja Inc. | 4.25% | 50,224 | $4.2M | Reduce -3.1% |
| NOW ServiceNow Inc. | 4.16% | 5,142 | $4.1M | Add +238.7% |
| AMZN Amazon.com Inc. | 4.02% | 20,799 | $4.0M | Add +58.2% |
| FOUR SHIFT4 Payments Inc. Class A | 3.63% | 43,798 | $3.6M | Add +79.9% |
| SMH Vaneck Semiconductor ETF | 3.24% | 15,086 | $3.2M | New |
| APP AppLovin Corp. Class A | 3.18% | 11,799 | $3.1M | New |
| FIX Comfort Systems USA Inc. | 3.01% | 9,209 | $3.0M | Add +122.8% |
| MGY Magnolia Oil & Gas Corp. Class A | 2.92% | 113,667 | $2.9M | Reduce -42.7% |
| AXON Axon Enterprise Inc. | 2.89% | 5,411 | $2.8M | New |
| OWL Blue Owl Capital Inc. | 2.78% | 136,666 | $2.7M | New |
| HUBS HubSpot Inc. | 2.71% | 4,666 | $2.7M | New |
| CARG Cargurus Inc. | 2.68% | 90,553 | $2.6M | New |
| KBR KBR Inc. | 2.26% | 44,755 | $2.2M | Reduce -38.2% |
| DECK Deckers Outdoor Corp. | 1.80% | 15,849 | $1.8M | Reduce -5.8% |
| IBIT iShares Bitcoin Trust ETF | 1.76% | 36,990 | $1.7M | New |
| AAPL Apple Inc. | 1.75% | 7,736 | $1.7M | Reduce -3.1% |
| MSFT Microsoft Corp. | 1.71% | 4,498 | $1.7M | Reduce -62.9% |
| NTNX Nutanix Inc. Class A | 1.24% | 17,471 | $1.2M | New |
| FTNT Fortinet Inc. | 1.19% | 12,129 | $1.2M | New |
| GLD SPDR Gold Shares | 1.19% | 4,050 | $1.2M | Reduce -75.8% |
| CWAN Clearwater Analytics HDS-A | 1.12% | 41,225 | $1.1M | New |
| TSLA Tesla Inc. | 1.05% | 4,005 | $1.0M | Add +322.5% |
| MELI MercadoLibre Inc. | 1.05% | 531 | $1.0M | Reduce -69.1% |
| HAL Halliburton Co. | 0.75% | 29,073 | $738K | Reduce -61.4% |
| CRM Salesforce Inc. | 0.68% | 2,478 | $665K | New |
| MMM 3M Co. | 0.66% | 4,436 | $651K | No change |
| ARM Arm Holdings PLC-ADR | 0.59% | 5,438 | $581K | Reduce -52.2% |
| APPF Appfolio Inc. Class A | 0.55% | 2,477 | $545K | Reduce -72.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 851 | $476K | Reduce -8.4% |
| GRRR Gorilla Technology Group Inc. | 0.36% | 11,849 | $351K | Reduce -33.6% |
| V Visa Inc. Class A | 0.25% | 700 | $245K | Reduce -0.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.24% | 3,605 | $235K | Reduce -23.7% |
| SPOT Spotify Technology SA | 0.23% | 420 | $231K | New |
| HD Home Depot Inc. | 0.21% | 564 | $207K | New |
| EZPW Ezcorp Inc. Class A | 0.20% | 13,086 | $193K | Reduce -10.4% |
| HPE Hewlett Packard Enterprise | 0.19% | 12,398 | $191K | Reduce -80.1% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -62.9% | 1.71% | −3.20 |
| FTI Technipfmc PLC | Reduce -42.8% | 5.80% | −2.96 |
| GOOGL Alphabet Inc. Class A | Reduce -30.2% | 4.35% | −2.88 |
| PLTR Palantir Technologies Inc. Class A | Reduce -32.8% | 10.41% | −2.73 |
| GLD SPDR Gold Shares | Reduce -75.8% | 1.19% | −2.71 |
| NVDA Nvidia Corp. | Reduce -11.1% | 6.94% | −2.22 |
| KBR KBR Inc. | Reduce -38.2% | 2.26% | −1.77 |
| MELI MercadoLibre Inc. | Reduce -69.1% | 1.05% | −1.76 |
| APPF Appfolio Inc. Class A | Reduce -72.8% | 0.55% | −1.61 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -42.7% | 2.92% | −1.54 |
| DECK Deckers Outdoor Corp. | Reduce -5.8% | 1.80% | −1.49 |
| HAL Halliburton Co. | Reduce -61.4% | 0.75% | −1.22 |
| VERX Vertex Inc. Class A | Sold out | 0.00% | −1.17 |
| HPE Hewlett Packard Enterprise | Reduce -80.1% | 0.19% | −1.08 |
| ARM Arm Holdings PLC-ADR | Reduce -52.2% | 0.59% | −0.76 |
| MTSI Macom Technology Solutions H | Sold out | 0.00% | −0.64 |
| SN Sharkninja Inc. | Reduce -3.1% | 4.25% | −0.60 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.31 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.31 |
| AMPX Amprius Technologies Inc. | Sold out | 0.00% | −0.28 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.22 |
| IONQ Ionq Inc. | Sold out | 0.00% | −0.21 |
| AAPL Apple Inc. | Reduce -3.1% | 1.75% | −0.18 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.13 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -23.7% | 0.24% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.4% | 0.48% | −0.04 |
| EZPW Ezcorp Inc. Class A | Reduce -10.4% | 0.20% | +0.02 |
| V Visa Inc. Class A | Reduce -0.3% | 0.25% | +0.04 |
| GRRR Gorilla Technology Group Inc. | Reduce -33.6% | 0.36% | +0.05 |
| CYBR Cyberark Software Ltd./Israel | Reduce -1.2% | 5.83% | +0.32 |
Portfolio Buys Q4 2024 → Q1 2025
| SMH Vaneck Semiconductor ETF | New | 3.24% | +3.24 |
| APP AppLovin Corp. Class A | New | 3.18% | +3.18 |
| AXON Axon Enterprise Inc. | New | 2.89% | +2.89 |
| OWL Blue Owl Capital Inc. | New | 2.78% | +2.78 |
| HUBS HubSpot Inc. | New | 2.71% | +2.71 |
| CARG Cargurus Inc. | New | 2.68% | +2.68 |
| NOW ServiceNow Inc. | Add +238.7% | 4.16% | +2.61 |
| IBIT iShares Bitcoin Trust ETF | New | 1.76% | +1.76 |
| FIX Comfort Systems USA Inc. | Add +122.8% | 3.01% | +1.33 |
| AMZN Amazon.com Inc. | Add +58.2% | 4.02% | +1.25 |
| NTNX Nutanix Inc. Class A | New | 1.24% | +1.24 |
| FOUR SHIFT4 Payments Inc. Class A | Add +79.9% | 3.63% | +1.21 |
| FTNT Fortinet Inc. | New | 1.19% | +1.19 |
| CWAN Clearwater Analytics HDS-A | New | 1.12% | +1.12 |
| TSLA Tesla Inc. | Add +322.5% | 1.05% | +0.69 |
| CRM Salesforce Inc. | New | 0.68% | +0.68 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.4% | 5.69% | +0.58 |
| SPOT Spotify Technology SA | New | 0.23% | +0.23 |
| HD Home Depot Inc. | New | 0.21% | +0.21 |
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 |