Bosman Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Bosman Wealth Management, LLC reported 49 stock positions worth $121.8 million. Its top holding was Palantir Technologies Class A (PLTR) at 12.2% of the portfolio, followed by Alphabet Class A (GOOGL, 7.7%) and Nvidia (NVDA, 7.5%). Compared with Q3 2025, it opened 13 new positions, sold out of 6, added to 7 and reduced 25. The biggest buy was a new position in Sofi Technologies (SOFI) and the biggest sale an exit from Urban Outfitters (URBN).
- Most Recent 13F
- Q2 2026
- Location
- Redlands, CA
- CIK
- 0002066260
- Portfolio Value
- $121.8M (Q4 2025)
- SEC Filing
- 0002085853-26-000095 ↗ filed Jan 27, 2026
Holdings Value
Holdings 49 stocks · $121.8M
| PLTR Palantir Technologies Inc. Class A | 12.17% | 83,352 | $14.8M | Reduce -6.5% |
| GOOGL Alphabet Inc. Class A | 7.70% | 29,965 | $9.4M | Reduce -9.7% |
| NVDA Nvidia Corp. | 7.54% | 49,223 | $9.2M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.83% | 12,537 | $5.9M | Reduce -0.8% |
| FTI Technipfmc PLC | 4.42% | 120,694 | $5.4M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 4.17% | 22,006 | $5.1M | Reduce -1.2% |
| MSFT Microsoft Corp. | 4.04% | 10,174 | $4.9M | Add +3.6% |
| GLD SPDR Gold Shares | 3.92% | 12,051 | $4.8M | Add +135.2% |
| AVGO Broadcom Inc. | 3.82% | 13,448 | $4.7M | Add +5.8% |
| IBIT iShares Bitcoin Trust ETF | 3.52% | 86,337 | $4.3M | Reduce -16.8% |
| META Meta Platforms Inc. Class A | 3.15% | 5,812 | $3.8M | Add +9.3% |
| SOFI Sofi Technologies Inc. | 2.93% | 136,245 | $3.6M | New |
| CYBR Cyberark Software Ltd./Israel | 2.50% | 6,822 | $3.0M | Reduce -47.8% |
| GEV GE Vernova Inc. | 2.44% | 4,551 | $3.0M | Reduce -0.9% |
| APP AppLovin Corp. Class A | 2.35% | 4,248 | $2.9M | New |
| ANET Arista Networks Inc. | 1.94% | 18,048 | $2.4M | New |
| SANM Sanmina Corp. | 1.93% | 15,634 | $2.3M | New |
| VST Vistra Corp. | 1.86% | 14,030 | $2.3M | New |
| AAPL Apple Inc. | 1.73% | 7,734 | $2.1M | Reduce -0.0% |
| CEG Constellation Energy | 1.69% | 5,829 | $2.1M | New |
| FIX Comfort Systems USA Inc. | 1.59% | 2,074 | $1.9M | Reduce -34.4% |
| TSLA Tesla Inc. | 1.52% | 4,104 | $1.8M | Add +2.5% |
| ORCL Oracle Corp. | 1.44% | 8,991 | $1.8M | New |
| CRWV Coreweave Inc. Class A | 1.41% | 23,937 | $1.7M | Add +385.1% |
| SHV iShares 0-1 Year Treasury Bo | 1.28% | 14,201 | $1.6M | Reduce -46.0% |
| AMD Advanced Micro Devices | 1.15% | 6,524 | $1.4M | Add +17.4% |
| DECK Deckers Outdoor Corp. | 1.13% | 13,249 | $1.4M | Reduce -19.7% |
| SPOT Spotify Technology SA | 0.97% | 2,030 | $1.2M | Reduce -63.1% |
| CIFR Cipher Digital Inc. | 0.86% | 70,767 | $1.0M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 1,511 | $1.0M | No change |
| AXON Axon Enterprise Inc. | 0.84% | 1,809 | $1.0M | Reduce -56.1% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.78% | 25,256 | $954K | New |
| MGY Magnolia Oil & Gas Corp. Class A | 0.76% | 42,255 | $925K | Reduce -1.7% |
| MELI MercadoLibre Inc. | 0.71% | 427 | $860K | Reduce -56.7% |
| UBER Uber Technologies Inc. | 0.70% | 10,415 | $851K | Reduce -74.0% |
| DASH DoorDash Inc. Class A | 0.63% | 3,363 | $762K | Reduce -67.8% |
| NOW ServiceNow Inc. | 0.59% | 4,705 | $721K | Reduce -73.1% |
| ETHA iShares Ethereum Trust ETF | 0.55% | 30,083 | $675K | Reduce -27.7% |
| BITB Bitwise Bitcoin ETF | 0.53% | 13,500 | $642K | New |
| CARG Cargurus Inc. | 0.50% | 15,871 | $609K | Reduce -44.9% |
| MMM 3M Co. | 0.49% | 3,706 | $593K | No change |
| CVX Chevron Corp. | 0.36% | 2,877 | $438K | No change |
| RKLB Rocket Lab Corp. | 0.34% | 5,928 | $414K | New |
| SMH Vaneck Semiconductor ETF | 0.29% | 981 | $353K | Reduce -21.6% |
| FETH Fidelity Ethereum Fund | 0.28% | 11,409 | $338K | New |
| VRT Vertiv Holdings Co. Class A | 0.25% | 1,861 | $302K | New |
| TOST Toast Inc. Class A | 0.23% | 7,873 | $280K | Reduce -84.8% |
| V Visa Inc. Class A | 0.17% | 600 | $210K | No change |
| OSCR Oscar Health Inc. Class A | 0.16% | 13,925 | $200K | Reduce -83.6% |
Portfolio Sells Q3 2025 → Q4 2025
| URBN Urban Outfitters Inc. | Sold out | 0.00% | −2.80 |
| CYBR Cyberark Software Ltd./Israel | Reduce -47.8% | 2.50% | −2.39 |
| UBER Uber Technologies Inc. | Reduce -74.0% | 0.70% | −2.35 |
| SPOT Spotify Technology SA | Reduce -63.1% | 0.97% | −2.01 |
| NOW ServiceNow Inc. | Reduce -73.1% | 0.59% | −1.90 |
| SN Sharkninja Inc. | Sold out | 0.00% | −1.76 |
| IBIT iShares Bitcoin Trust ETF | Reduce -16.8% | 3.52% | −1.71 |
| DASH DoorDash Inc. Class A | Reduce -67.8% | 0.63% | −1.58 |
| AXON Axon Enterprise Inc. | Reduce -56.1% | 0.84% | −1.45 |
| TOST Toast Inc. Class A | Reduce -84.8% | 0.23% | −1.23 |
| OSCR Oscar Health Inc. Class A | Reduce -83.6% | 0.16% | −1.08 |
| MELI MercadoLibre Inc. | Reduce -56.7% | 0.71% | −1.08 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -46.0% | 1.28% | −0.97 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.62 |
| ETHA iShares Ethereum Trust ETF | Reduce -27.7% | 0.55% | −0.46 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.5% | 12.17% | −0.43 |
| FIX Comfort Systems USA Inc. | Reduce -34.4% | 1.59% | −0.43 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.37 |
| CARG Cargurus Inc. | Reduce -44.9% | 0.50% | −0.33 |
| EZPW Ezcorp Inc. Class A | Sold out | 0.00% | −0.19 |
| DECK Deckers Outdoor Corp. | Reduce -19.7% | 1.13% | −0.17 |
| TTI Tetra Technologies Inc. | Sold out | 0.00% | −0.07 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -1.7% | 0.76% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -21.6% | 0.29% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.8% | 4.83% | +0.02 |
| AAPL Apple Inc. | Reduce -0.0% | 1.73% | +0.20 |
| GEV GE Vernova Inc. | Reduce -0.9% | 2.44% | +0.25 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 4.17% | +0.38 |
| NVDA Nvidia Corp. | Reduce -0.3% | 7.54% | +0.40 |
| FTI Technipfmc PLC | Reduce -2.7% | 4.42% | +0.63 |
| GOOGL Alphabet Inc. Class A | Reduce -9.7% | 7.70% | +1.45 |
Portfolio Buys Q3 2025 → Q4 2025
| SOFI Sofi Technologies Inc. | New | 2.93% | +2.93 |
| GLD SPDR Gold Shares | Add +135.2% | 3.92% | +2.51 |
| APP AppLovin Corp. Class A | New | 2.35% | +2.35 |
| ANET Arista Networks Inc. | New | 1.94% | +1.94 |
| SANM Sanmina Corp. | New | 1.93% | +1.93 |
| VST Vistra Corp. | New | 1.86% | +1.86 |
| CEG Constellation Energy | New | 1.69% | +1.69 |
| ORCL Oracle Corp. | New | 1.44% | +1.44 |
| CRWV Coreweave Inc. Class A | Add +385.1% | 1.41% | +0.88 |
| CIFR Cipher Digital Inc. | New | 0.86% | +0.86 |
| IREN Iren Ltd. | New | 0.78% | +0.78 |
| AVGO Broadcom Inc. | Add +5.8% | 3.82% | +0.57 |
| BITB Bitwise Bitcoin ETF | New | 0.53% | +0.53 |
| AMD Advanced Micro Devices | Add +17.4% | 1.15% | +0.45 |
| RKLB Rocket Lab Corp. | New | 0.34% | +0.34 |
| FETH Fidelity Ethereum Fund | New | 0.28% | +0.28 |
| VRT Vertiv Holdings Co. Class A | New | 0.25% | +0.25 |
| TSLA Tesla Inc. | Add +2.5% | 1.52% | +0.14 |
| META Meta Platforms Inc. Class A | Add +9.3% | 3.15% | +0.12 |
| MSFT Microsoft Corp. | Add +3.6% | 4.04% | +0.10 |
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 |