Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $187 Billion
  • Q4 2025

Boomfish Wealth Group, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $187 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $8.7B, Ishares Core U.S. Aggregate Bo with a value of $8.38B, Vaneck Morningstar Wide Moat E with a value of $7.48B, Nvidia Corp with a value of $6.07B, and Ishares Barclays 20+ Year Trea with a value of $5.67B.

Examining the 13F form we can see an increase of $1.69B in the current position value, from $185B to 187B.

Boomfish Wealth Group, LLC is based out at Alpharetta, GA

Below you can find more details about Boomfish Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $187 Billion
Technology: $55.9 Billion
ETFs: $35.1 Billion
Consumer Cyclical: $18.1 Billion
Industrials: $16.5 Billion
Healthcare: $16.2 Billion
Financial Services: $14.2 Billion
Communication Services: $8.72 Billion
Consumer Defensive: $4.78 Billion
Other: $13 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$6.07 Billion 3.25% of portfolio
32,571
Q4 2025 Added 3.8%
$4.3T
$4.73 Billion 2.53% of portfolio
17,391
Q4 2025 Added 6.1%
$1.74T
$4.42 Billion 2.36% of portfolio
14,084
Q4 2025 Reduced 10.95%
$3.78T
$4.26 Billion 2.27% of portfolio
8,799
Q4 2025 Reduced 2.61%
$2.39T
$4.07 Billion 2.17% of portfolio
17,615
Q4 2025 Added 2.07%
$197B
$3.91 Billion 2.09% of portfolio
15,217
Q4 2025 Reduced 11.87%
$161B
$3.53 Billion 1.89% of portfolio
2,909
Q4 2025 Reduced 11.45%
$405B
$3.52 Billion 1.88% of portfolio
3,294
Q4 2025 Reduced 9.48%
$533B
$3.36 Billion 1.8% of portfolio
9,576
Q4 2025 Reduced 0.69%
$222B
$3.31 Billion 1.77% of portfolio
5,708
Q4 2025 Reduced 7.95%
$512B
$3.24 Billion 1.73% of portfolio
5,682
Q4 2025 Reduced 0.44%
$139B
$3.11 Billion 1.66% of portfolio
8,995
Q4 2025 Reduced 1.36%
$140B
$3.1 Billion 1.66% of portfolio
12,863
Q4 2025 Added 0.56%
$61.4B
$3.04 Billion 1.63% of portfolio
16,509
Q4 2025 Reduced 1.07%
$1.37T
$3.06 Billion 1.63% of portfolio
4,633
Q4 2025 Added 1.58%
$22.6B
$3.01 Billion 1.61% of portfolio
20,214
Q4 2025 Reduced 3.72%
$84.9B
$2.93 Billion 1.57% of portfolio
18,092
Q4 2025 Added 3.85%
$111B
$2.91 Billion 1.55% of portfolio
6,410
Q4 2025 Reduced 3.57%
$123B
$2.77 Billion 1.48% of portfolio
5,733
Q4 2025 Reduced 0.07%
$191B
$2.69 Billion 1.44% of portfolio
503
Q4 2025 Reduced 4.73%
$103B
$2.67 Billion 1.43% of portfolio
1,326
Q4 2025 Added 3.43%
$64.9B
$2.6 Billion 1.39% of portfolio
32,785
Q4 2025 Reduced 0.98%
$29.5B
$2.6 Billion 1.39% of portfolio
40,823
Q4 2025 Reduced 3.79%
$169B
$2.56 Billion 1.37% of portfolio
16,710
Q4 2025 Added 408.52%
$41.2B
$2.49 Billion 1.33% of portfolio
11,141
Q4 2025 Added 5.01%
$14.5B
$2.45 Billion 1.31% of portfolio
5,868
Q4 2025 Added 2.82%
$151B
$2.36 Billion 1.26% of portfolio
6,751
Q4 2025 Reduced 4.25%
$27.7B
$2.32 Billion 1.24% of portfolio
34,474
Q4 2025 Added 6.33%
$46.4B
$2.3 Billion 1.23% of portfolio
10,698
Q4 2025 Reduced 2.88%
$662B
$2.27 Billion 1.21% of portfolio
4,514
Q4 2025 Reduced 7.16%
$258B
$2.24 Billion 1.19% of portfolio
12,189
Q4 2025 Reduced 8.54%
$68.7B
$2.14 Billion 1.15% of portfolio
21,599
Q4 2025 Added 22.85%
$413B
$2.08 Billion 1.11% of portfolio
37,740
Q4 2025 Reduced 4.55%
$490B
$2.07 Billion 1.11% of portfolio
17,219
Q4 2025 Reduced 4.93%
$522B
$2.05 Billion 1.1% of portfolio
9,926
Q4 2025 Reduced 7.44%
$300B
$1.92 Billion 1.03% of portfolio
5,812
Q4 2025 Reduced 7.7%
$96.7B
$1.83 Billion 0.98% of portfolio
38,332
Q4 2025 Reduced 4.4%
$183B
$1.83 Billion 0.98% of portfolio
5,590
Q4 2025 Reduced 4.44%
$168B
$1.81 Billion 0.97% of portfolio
22,602
Q4 2025 Reduced 4.1%
$136B
$1.73 Billion 0.93% of portfolio
7,483
Q4 2025 Reduced 0.8%
$152B
$1.65 Billion 0.88% of portfolio
6,142
Q4 2025 Reduced 10.74%
$73.7B
$1.63 Billion 0.87% of portfolio
6,200
Q4 2025 Reduced 1.2%
$45.5B
$1.59 Billion 0.85% of portfolio
10,272
Q4 2025 Reduced 1.6%
$132B
$1.53 Billion 0.82% of portfolio
7,837
Q4 2025 Added 0.04%
$204B
$1.48 Billion 0.79% of portfolio
10,335
Q4 2025 Reduced 12.42%
$57.5B
$1.44 Billion 0.77% of portfolio
5,814
Q4 2025 Reduced 0.1%
$1.29T
$1.39 Billion 0.74% of portfolio
3,086
Q4 2025 Added 6.71%
$47.7B
$1.37 Billion 0.73% of portfolio
3,070
Q4 2025 Reduced 2.54%
$1.46T
$1.35 Billion 0.72% of portfolio
4,430
Q4 2025 Reduced 5.46%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $187 Billion
  • Prior Value $185 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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