Bosman Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Bosman Wealth Management, LLC reported 39 stock positions worth $112.6 million. Its top holding was Palantir Technologies Class A (PLTR) at 11.0% of the portfolio, followed by Nvidia (NVDA, 6.8%) and CrowdStrike Class A (CRWD, 5.4%). Compared with Q1 2025, it opened 10 new positions, sold out of 13, added to 7 and reduced 18. The biggest buy was Spotify Technology (SPOT, shares +1226%) and the biggest sale an exit from AppLovin Class A (APP).
- Most Recent 13F
- Q2 2026
- Location
- Redlands, CA
- CIK
- 0002066260
- Portfolio Value
- $112.6M (Q2 2025)
- SEC Filing
- 0001667731-25-000864 ↗ filed Jul 17, 2025
Holdings Value
Holdings 39 stocks · $112.6M
| PLTR Palantir Technologies Inc. Class A | 11.02% | 91,011 | $12.4M | Reduce -25.1% |
| NVDA Nvidia Corp. | 6.85% | 48,773 | $7.7M | Reduce -22.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 5.42% | 11,970 | $6.1M | Reduce -24.6% |
| GOOGL Alphabet Inc. Class A | 5.22% | 33,362 | $5.9M | Add +20.4% |
| CYBR Cyberark Software Ltd./Israel | 5.00% | 13,834 | $5.6M | Reduce -18.5% |
| FTI Technipfmc PLC | 4.56% | 149,008 | $5.1M | Reduce -17.3% |
| MSFT Microsoft Corp. | 4.34% | 9,833 | $4.9M | Add +118.6% |
| SPOT Spotify Technology SA | 3.80% | 5,569 | $4.3M | Add +1226.0% |
| AMZN Amazon.com Inc. | 3.67% | 18,847 | $4.1M | Reduce -9.4% |
| NOW ServiceNow Inc. | 3.57% | 3,908 | $4.0M | Reduce -24.0% |
| FOUR SHIFT4 Payments Inc. Class A | 3.15% | 35,779 | $3.5M | Reduce -18.3% |
| UBER Uber Technologies Inc. | 3.14% | 37,935 | $3.5M | New |
| IBIT iShares Bitcoin Trust ETF | 3.11% | 57,218 | $3.5M | Add +54.7% |
| AVGO Broadcom Inc. | 2.82% | 11,530 | $3.2M | New |
| SHV iShares 0-1 Year Treasury Bo | 2.80% | 28,499 | $3.1M | New |
| URBN Urban Outfitters Inc. | 2.70% | 41,840 | $3.0M | New |
| AXON Axon Enterprise Inc. | 2.51% | 3,417 | $2.8M | Reduce -36.9% |
| META Meta Platforms Inc. Class A | 2.48% | 3,785 | $2.8M | New |
| MELI MercadoLibre Inc. | 2.32% | 1,001 | $2.6M | Add +88.5% |
| TOST Toast Inc. Class A | 2.14% | 54,455 | $2.4M | New |
| SN Sharkninja Inc. | 2.12% | 24,125 | $2.4M | Reduce -52.0% |
| DASH DoorDash Inc. Class A | 2.06% | 9,423 | $2.3M | New |
| GEV GE Vernova Inc. | 1.99% | 4,227 | $2.2M | New |
| DECK Deckers Outdoor Corp. | 1.71% | 18,668 | $1.9M | Add +17.8% |
| FIX Comfort Systems USA Inc. | 1.59% | 3,342 | $1.8M | Reduce -63.7% |
| OSCR Oscar Health Inc. Class A | 1.51% | 79,382 | $1.7M | New |
| AAPL Apple Inc. | 1.41% | 7,736 | $1.6M | No change |
| GLD SPDR Gold Shares | 1.31% | 4,827 | $1.5M | Add +19.2% |
| TSLA Tesla Inc. | 1.12% | 3,975 | $1.3M | Reduce -0.8% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.06% | 53,214 | $1.2M | Reduce -53.2% |
| CARG Cargurus Inc. | 0.92% | 31,065 | $1.0M | Reduce -65.7% |
| MMM 3M Co. | 0.50% | 3,706 | $564K | Reduce -16.5% |
| ARM Arm Holdings PLC-ADR | 0.49% | 3,384 | $547K | Reduce -37.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 851 | $526K | No change |
| SMH Vaneck Semiconductor ETF | 0.32% | 1,290 | $360K | Reduce -91.5% |
| OLO Olo Inc. Class A | 0.23% | 28,748 | $256K | New |
| GRRR Gorilla Technology Group Inc. | 0.21% | 11,849 | $236K | No change |
| V Visa Inc. Class A | 0.19% | 600 | $213K | Reduce -14.3% |
| EZPW Ezcorp Inc. Class A | 0.16% | 13,086 | $182K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| APP AppLovin Corp. Class A | Sold out | 0.00% | −3.18 |
| SMH Vaneck Semiconductor ETF | Reduce -91.5% | 0.32% | −2.92 |
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −2.78 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −2.71 |
| KBR KBR Inc. | Sold out | 0.00% | −2.26 |
| SN Sharkninja Inc. | Reduce -52.0% | 2.12% | −2.13 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -53.2% | 1.06% | −1.85 |
| CARG Cargurus Inc. | Reduce -65.7% | 0.92% | −1.76 |
| FIX Comfort Systems USA Inc. | Reduce -63.7% | 1.59% | −1.42 |
| NTNX Nutanix Inc. Class A | Sold out | 0.00% | −1.24 |
| FTI Technipfmc PLC | Reduce -17.3% | 4.56% | −1.24 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −1.19 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −1.12 |
| CYBR Cyberark Software Ltd./Israel | Reduce -18.5% | 5.00% | −0.83 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.75 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.68 |
| NOW ServiceNow Inc. | Reduce -24.0% | 3.57% | −0.59 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −0.55 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -18.3% | 3.15% | −0.48 |
| AXON Axon Enterprise Inc. | Reduce -36.9% | 2.51% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -9.4% | 3.67% | −0.35 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -24.6% | 5.42% | −0.27 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.24 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.21 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.19 |
| MMM 3M Co. | Reduce -16.5% | 0.50% | −0.16 |
| ARM Arm Holdings PLC-ADR | Reduce -37.8% | 0.49% | −0.10 |
| NVDA Nvidia Corp. | Reduce -22.6% | 6.85% | −0.10 |
| V Visa Inc. Class A | Reduce -14.3% | 0.19% | −0.06 |
| TSLA Tesla Inc. | Reduce -0.8% | 1.12% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -25.1% | 11.02% | +0.61 |
Portfolio Buys Q1 2025 → Q2 2025
| SPOT Spotify Technology SA | Add +1226.0% | 3.80% | +3.56 |
| UBER Uber Technologies Inc. | New | 3.14% | +3.14 |
| AVGO Broadcom Inc. | New | 2.82% | +2.82 |
| SHV iShares 0-1 Year Treasury Bo | New | 2.80% | +2.80 |
| URBN Urban Outfitters Inc. | New | 2.70% | +2.70 |
| MSFT Microsoft Corp. | Add +118.6% | 4.34% | +2.63 |
| META Meta Platforms Inc. Class A | New | 2.48% | +2.48 |
| TOST Toast Inc. Class A | New | 2.14% | +2.14 |
| DASH DoorDash Inc. Class A | New | 2.06% | +2.06 |
| GEV GE Vernova Inc. | New | 1.99% | +1.99 |
| OSCR Oscar Health Inc. Class A | New | 1.51% | +1.51 |
| IBIT iShares Bitcoin Trust ETF | Add +54.7% | 3.11% | +1.35 |
| MELI MercadoLibre Inc. | Add +88.5% | 2.32% | +1.27 |
| GOOGL Alphabet Inc. Class A | Add +20.4% | 5.22% | +0.87 |
| OLO Olo Inc. Class A | New | 0.23% | +0.23 |
| GLD SPDR Gold Shares | Add +19.2% | 1.31% | +0.12 |
| DECK Deckers Outdoor Corp. | Add +17.8% | 1.71% | −0.09 |
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 |