Bosman Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Bosman Wealth Management, LLC reported 42 stock positions worth $129.0 million. Its top holding was Palantir Technologies Class A (PLTR) at 12.6% of the portfolio, followed by Nvidia (NVDA, 7.1%) and Alphabet Class A (GOOGL, 6.3%). Compared with Q2 2025, it opened 6 new positions, sold out of 3, added to 15 and reduced 18. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +81%) and the biggest sale an exit from SHIFT4 Payments Class A (FOUR).
- Most Recent 13F
- Q2 2026
- Location
- Redlands, CA
- CIK
- 0002066260
- Portfolio Value
- $129.0M (Q3 2025)
- SEC Filing
- 0002085853-25-000167 ↗ filed Oct 27, 2025
Holdings Value
Holdings 42 stocks · $129.0M
| PLTR Palantir Technologies Inc. Class A | 12.60% | 89,141 | $16.3M | Reduce -2.0% |
| NVDA Nvidia Corp. | 7.14% | 49,359 | $9.2M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 6.25% | 33,179 | $8.1M | Reduce -0.6% |
| IBIT iShares Bitcoin Trust ETF | 5.23% | 103,759 | $6.7M | Add +81.3% |
| CYBR Cyberark Software Ltd./Israel | 4.89% | 13,064 | $6.3M | Reduce -5.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.80% | 12,635 | $6.2M | Add +5.6% |
| MSFT Microsoft Corp. | 3.94% | 9,817 | $5.1M | Reduce -0.2% |
| FTI Technipfmc PLC | 3.79% | 124,016 | $4.9M | Reduce -16.8% |
| AMZN Amazon.com Inc. | 3.79% | 22,273 | $4.9M | Add +18.2% |
| AVGO Broadcom Inc. | 3.25% | 12,714 | $4.2M | Add +10.3% |
| UBER Uber Technologies Inc. | 3.05% | 40,104 | $3.9M | Add +5.7% |
| META Meta Platforms Inc. Class A | 3.03% | 5,317 | $3.9M | Add +40.5% |
| SPOT Spotify Technology SA | 2.98% | 5,501 | $3.8M | Reduce -1.2% |
| URBN Urban Outfitters Inc. | 2.80% | 50,552 | $3.6M | Add +20.8% |
| NOW ServiceNow Inc. | 2.49% | 3,493 | $3.2M | Reduce -10.6% |
| AXON Axon Enterprise Inc. | 2.29% | 4,124 | $3.0M | Add +20.7% |
| SHV iShares 0-1 Year Treasury Bo | 2.25% | 26,313 | $2.9M | Reduce -7.7% |
| DASH DoorDash Inc. Class A | 2.20% | 10,448 | $2.8M | Add +10.9% |
| GEV GE Vernova Inc. | 2.19% | 4,593 | $2.8M | Add +8.7% |
| FIX Comfort Systems USA Inc. | 2.02% | 3,160 | $2.6M | Reduce -5.5% |
| MELI MercadoLibre Inc. | 1.79% | 987 | $2.3M | Reduce -1.4% |
| SN Sharkninja Inc. | 1.76% | 21,968 | $2.3M | Reduce -8.9% |
| AAPL Apple Inc. | 1.53% | 7,736 | $2.0M | No change |
| TOST Toast Inc. Class A | 1.46% | 51,622 | $1.9M | Reduce -5.2% |
| GLD SPDR Gold Shares | 1.41% | 5,123 | $1.8M | Add +6.1% |
| TSLA Tesla Inc. | 1.38% | 4,005 | $1.8M | Add +0.8% |
| DECK Deckers Outdoor Corp. | 1.30% | 16,497 | $1.7M | Reduce -11.6% |
| OSCR Oscar Health Inc. Class A | 1.25% | 85,056 | $1.6M | Add +7.2% |
| ETHA iShares Ethereum Trust ETF | 1.02% | 41,612 | $1.3M | New |
| CARG Cargurus Inc. | 0.83% | 28,789 | $1.1M | Reduce -7.3% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.80% | 42,999 | $1.0M | Reduce -19.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 1,511 | $1.0M | Add +77.6% |
| AMD Advanced Micro Devices | 0.70% | 5,559 | $899K | New |
| ETHE Grayscale Ethereum Staking E | 0.62% | 23,245 | $797K | New |
| CRWV Coreweave Inc. Class A | 0.52% | 4,934 | $675K | New |
| MMM 3M Co. | 0.45% | 3,706 | $575K | No change |
| ARM Arm Holdings PLC-ADR | 0.37% | 3,344 | $473K | Reduce -1.2% |
| CVX Chevron Corp. | 0.35% | 2,877 | $447K | New |
| SMH Vaneck Semiconductor ETF | 0.32% | 1,251 | $408K | Reduce -3.0% |
| EZPW Ezcorp Inc. Class A | 0.19% | 12,843 | $245K | Reduce -1.9% |
| V Visa Inc. Class A | 0.16% | 600 | $205K | No change |
| TTI Tetra Technologies Inc. | 0.07% | 15,000 | $86K | New |
Portfolio Sells Q2 2025 → Q3 2025
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −3.15 |
| NOW ServiceNow Inc. | Reduce -10.6% | 2.49% | −1.08 |
| SPOT Spotify Technology SA | Reduce -1.2% | 2.98% | −0.82 |
| FTI Technipfmc PLC | Reduce -16.8% | 3.79% | −0.77 |
| TOST Toast Inc. Class A | Reduce -5.2% | 1.46% | −0.68 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -7.7% | 2.25% | −0.54 |
| MELI MercadoLibre Inc. | Reduce -1.4% | 1.79% | −0.54 |
| DECK Deckers Outdoor Corp. | Reduce -11.6% | 1.30% | −0.41 |
| MSFT Microsoft Corp. | Reduce -0.2% | 3.94% | −0.40 |
| SN Sharkninja Inc. | Reduce -8.9% | 1.76% | −0.37 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -19.2% | 0.80% | −0.27 |
| OLO Olo Inc. Class A | Sold out | 0.00% | −0.23 |
| GRRR Gorilla Technology Group Inc. | Sold out | 0.00% | −0.21 |
| ARM Arm Holdings PLC-ADR | Reduce -1.2% | 0.37% | −0.12 |
| CYBR Cyberark Software Ltd./Israel | Reduce -5.6% | 4.89% | −0.11 |
| CARG Cargurus Inc. | Reduce -7.3% | 0.83% | −0.09 |
| SMH Vaneck Semiconductor ETF | Reduce -3.0% | 0.32% | −0.00 |
| EZPW Ezcorp Inc. Class A | Reduce -1.9% | 0.19% | +0.03 |
| FIX Comfort Systems USA Inc. | Reduce -5.5% | 2.02% | +0.43 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 6.25% | +1.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.0% | 12.60% | +1.58 |
Portfolio Buys Q2 2025 → Q3 2025
| IBIT iShares Bitcoin Trust ETF | Add +81.3% | 5.23% | +2.12 |
| ETHA iShares Ethereum Trust ETF | New | 1.02% | +1.02 |
| AMD Advanced Micro Devices | New | 0.70% | +0.70 |
| ETHE Grayscale Ethereum Staking E | New | 0.62% | +0.62 |
| META Meta Platforms Inc. Class A | Add +40.5% | 3.03% | +0.54 |
| CRWV Coreweave Inc. Class A | New | 0.52% | +0.52 |
| AVGO Broadcom Inc. | Add +10.3% | 3.25% | +0.43 |
| CVX Chevron Corp. | New | 0.35% | +0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +77.6% | 0.78% | +0.31 |
| NVDA Nvidia Corp. | Add +1.2% | 7.14% | +0.29 |
| TSLA Tesla Inc. | Add +0.8% | 1.38% | +0.26 |
| GEV GE Vernova Inc. | Add +8.7% | 2.19% | +0.20 |
| DASH DoorDash Inc. Class A | Add +10.9% | 2.20% | +0.14 |
| AMZN Amazon.com Inc. | Add +18.2% | 3.79% | +0.12 |
| GLD SPDR Gold Shares | Add +6.1% | 1.41% | +0.10 |
| URBN Urban Outfitters Inc. | Add +20.8% | 2.80% | +0.10 |
| TTI Tetra Technologies Inc. | New | 0.07% | +0.07 |
| UBER Uber Technologies Inc. | Add +5.7% | 3.05% | −0.10 |
| AXON Axon Enterprise Inc. | Add +20.7% | 2.29% | −0.22 |
| OSCR Oscar Health Inc. Class A | Add +7.2% | 1.25% | −0.26 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.6% | 4.80% | −0.61 |
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 |