Bosman Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Bosman Wealth Management, LLC reported 52 stock positions worth $113.6 million. Its top holding was Palantir Technologies Class A (PLTR) at 9.7% of the portfolio, followed by Alphabet Class A (GOOGL, 7.6%) and Nvidia (NVDA, 7.4%). Compared with Q4 2025, it opened 17 new positions, sold out of 14, added to 8 and reduced 23. The biggest buy was a new position in Micron Technology (MU) and the biggest sale CrowdStrike Class A (CRWD, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- Redlands, CA
- CIK
- 0002066260
- Portfolio Value
- $113.6M (Q1 2026)
- SEC Filing
- 0002085853-26-000549 ↗ filed May 4, 2026
Holdings Value
Holdings 52 stocks · $113.6M
| PLTR Palantir Technologies Inc. Class A | 9.72% | 75,490 | $11.0M | Reduce -9.4% |
| GOOGL Alphabet Inc. Class A | 7.65% | 30,215 | $8.7M | Add +0.8% |
| NVDA Nvidia Corp. | 7.38% | 48,076 | $8.4M | Reduce -2.3% |
| FTI Technipfmc PLC | 7.28% | 119,679 | $8.3M | Reduce -0.8% |
| MU Micron Technology Inc. | 4.95% | 16,654 | $5.6M | New |
| GLD SPDR Gold Shares | 4.73% | 12,502 | $5.4M | Add +3.7% |
| MRVL Marvell Technology Inc. | 4.27% | 49,040 | $4.9M | New |
| AMZN Amazon.com Inc. | 4.17% | 22,773 | $4.7M | Add +3.5% |
| GEV GE Vernova Inc. | 3.65% | 4,753 | $4.1M | Add +4.4% |
| MSFT Microsoft Corp. | 3.48% | 10,671 | $4.0M | Add +4.9% |
| AVGO Broadcom Inc. | 3.38% | 12,408 | $3.8M | Reduce -7.7% |
| IBIT iShares Bitcoin Trust ETF | 3.08% | 91,154 | $3.5M | Add +5.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 2.92% | 64,467 | $3.3M | New |
| LBRT Liberty Energy Inc. | 2.91% | 114,897 | $3.3M | New |
| META Meta Platforms Inc. Class A | 2.73% | 5,427 | $3.1M | Reduce -6.6% |
| FIX Comfort Systems USA Inc. | 2.34% | 1,927 | $2.7M | Reduce -7.1% |
| ANET Arista Networks Inc. | 2.05% | 19,009 | $2.3M | Add +5.3% |
| AAPL Apple Inc. | 1.71% | 7,649 | $1.9M | Reduce -1.1% |
| TSLA Tesla Inc. | 1.46% | 4,448 | $1.7M | Add +8.4% |
| CRWV Coreweave Inc. Class A | 1.39% | 20,391 | $1.6M | Reduce -14.8% |
| SHV iShares 0-1 Year Treasury Bo | 1.36% | 14,051 | $1.6M | Reduce -1.1% |
| CEG Constellation Energy | 1.32% | 5,380 | $1.5M | Reduce -7.7% |
| BE Bloom Energy Corp. Class A | 1.27% | 10,693 | $1.4M | New |
| DECK Deckers Outdoor Corp. | 1.11% | 12,629 | $1.3M | Reduce -4.7% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.08% | 39,039 | $1.2M | Reduce -7.6% |
| STX Seagate Technology Holdings | 1.06% | 3,076 | $1.2M | New |
| AMD Advanced Micro Devices | 1.03% | 5,728 | $1.2M | Reduce -12.2% |
| SCCO Southern Copper Corp. | 0.95% | 6,307 | $1.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 1,511 | $983K | No change |
| COHR Coherent Corp. | 0.84% | 4,022 | $958K | New |
| WDC Western Digital Corp. | 0.83% | 3,496 | $946K | New |
| AXON Axon Enterprise Inc. | 0.64% | 1,714 | $728K | Reduce -5.3% |
| MELI MercadoLibre Inc. | 0.61% | 400 | $692K | Reduce -6.3% |
| CVX Chevron Corp. | 0.52% | 2,877 | $595K | No change |
| CIFR Cipher Digital Inc. | 0.49% | 43,262 | $557K | Reduce -38.9% |
| LITE Lumentum Holdings Inc. | 0.48% | 771 | $542K | New |
| MMM 3M Co. | 0.47% | 3,706 | $538K | No change |
| IREN Iren Ltd. filed as IREN LIMITED | 0.46% | 15,245 | $523K | Reduce -39.6% |
| OC Owens Corning | 0.44% | 4,626 | $501K | New |
| VRT Vertiv Holdings Co. Class A | 0.38% | 1,723 | $432K | Reduce -7.4% |
| RKLB Rocket Lab Corp. | 0.34% | 5,928 | $381K | No change |
| SMH Vaneck Semiconductor ETF | 0.33% | 971 | $372K | Reduce -1.0% |
| ETHA iShares Ethereum Trust ETF | 0.26% | 18,871 | $299K | Reduce -37.3% |
| JCI Johnson Controls Internation | 0.23% | 2,038 | $267K | New |
| XOM Exxon Mobil Corp. | 0.23% | 1,512 | $257K | New |
| BITB Bitwise Bitcoin ETF | 0.22% | 6,917 | $255K | Reduce -48.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 602 | $235K | Reduce -95.2% |
| EZPW Ezcorp Inc. Class A | 0.20% | 8,893 | $226K | New |
| ONDS Ondas Inc. | 0.16% | 19,910 | $180K | New |
| RCAT Red Cat Holdings Inc. | 0.12% | 10,278 | $135K | New |
| OSCR Oscar Health Inc. Class A | 0.11% | 10,965 | $126K | Reduce -21.3% |
| LPTH Lightpath Technologies Inc. Class A | 0.11% | 12,198 | $122K | New |
Portfolio Sells Q4 2025 → Q1 2026
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -95.2% | 0.21% | −4.62 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −2.93 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −2.50 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.4% | 9.72% | −2.45 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −2.35 |
| SANM Sanmina Corp. | Sold out | 0.00% | −1.93 |
| VST Vistra Corp. | Sold out | 0.00% | −1.86 |
| ORCL Oracle Corp. | Sold out | 0.00% | −1.44 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.97 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.70 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.63 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.59 |
| CARG Cargurus Inc. | Sold out | 0.00% | −0.50 |
| AVGO Broadcom Inc. | Reduce -7.7% | 3.38% | −0.44 |
| META Meta Platforms Inc. Class A | Reduce -6.6% | 2.73% | −0.42 |
| CEG Constellation Energy | Reduce -7.7% | 1.32% | −0.37 |
| CIFR Cipher Digital Inc. | Reduce -38.9% | 0.49% | −0.37 |
| IREN Iren Ltd. | Reduce -39.6% | 0.46% | −0.32 |
| BITB Bitwise Bitcoin ETF | Reduce -48.8% | 0.22% | −0.30 |
| ETHA iShares Ethereum Trust ETF | Reduce -37.3% | 0.26% | −0.29 |
| FETH Fidelity Ethereum Fund | Sold out | 0.00% | −0.28 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.23 |
| AXON Axon Enterprise Inc. | Reduce -5.3% | 0.64% | −0.20 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.17 |
| NVDA Nvidia Corp. | Reduce -2.3% | 7.38% | −0.16 |
| AMD Advanced Micro Devices | Reduce -12.2% | 1.03% | −0.12 |
| MELI MercadoLibre Inc. | Reduce -6.3% | 0.61% | −0.10 |
| OSCR Oscar Health Inc. Class A | Reduce -21.3% | 0.11% | −0.05 |
| AAPL Apple Inc. | Reduce -1.1% | 1.71% | −0.02 |
| CRWV Coreweave Inc. Class A | Reduce -14.8% | 1.39% | −0.02 |
| DECK Deckers Outdoor Corp. | Reduce -4.7% | 1.11% | −0.02 |
| SMH Vaneck Semiconductor ETF | Reduce -1.0% | 0.33% | +0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.1% | 1.36% | +0.08 |
| VRT Vertiv Holdings Co. Class A | Reduce -7.4% | 0.38% | +0.13 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -7.6% | 1.08% | +0.32 |
| FIX Comfort Systems USA Inc. | Reduce -7.1% | 2.34% | +0.75 |
| FTI Technipfmc PLC | Reduce -0.8% | 7.28% | +2.86 |
Portfolio Buys Q4 2025 → Q1 2026
| MU Micron Technology Inc. | New | 4.95% | +4.95 |
| MRVL Marvell Technology Inc. | New | 4.27% | +4.27 |
| SLB SLB Ltd. | New | 2.92% | +2.92 |
| LBRT Liberty Energy Inc. | New | 2.91% | +2.91 |
| BE Bloom Energy Corp. Class A | New | 1.27% | +1.27 |
| GEV GE Vernova Inc. | Add +4.4% | 3.65% | +1.21 |
| STX Seagate Technology Holdings | New | 1.06% | +1.06 |
| SCCO Southern Copper Corp. | New | 0.95% | +0.95 |
| COHR Coherent Corp. | New | 0.84% | +0.84 |
| WDC Western Digital Corp. | New | 0.83% | +0.83 |
| GLD SPDR Gold Shares | Add +3.7% | 4.73% | +0.81 |
| LITE Lumentum Holdings Inc. | New | 0.48% | +0.48 |
| OC Owens Corning | New | 0.44% | +0.44 |
| JCI Johnson Controls Internation | New | 0.23% | +0.23 |
| XOM Exxon Mobil Corp. | New | 0.23% | +0.23 |
| EZPW Ezcorp Inc. Class A | New | 0.20% | +0.20 |
| ONDS Ondas Inc. | New | 0.16% | +0.16 |
| RCAT Red Cat Holdings Inc. | New | 0.12% | +0.12 |
| ANET Arista Networks Inc. | Add +5.3% | 2.05% | +0.11 |
| LPTH Lightpath Technologies Inc. Class A | New | 0.11% | +0.11 |
| AMZN Amazon.com Inc. | Add +3.5% | 4.17% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 7.65% | −0.06 |
| TSLA Tesla Inc. | Add +8.4% | 1.46% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +5.6% | 3.08% | −0.44 |
| MSFT Microsoft Corp. | Add +4.9% | 3.48% | −0.56 |
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 |