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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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