Bosman Wealth Management, LLC Portfolio Holdings

Bosman Wealth Management, LLC

  • $129 Billion
  • Q3 2025

Bosman Wealth Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $16.3B, Nvidia Corp with a value of $9.21B, Alphabet Inc. with a value of $8.07B, Ishares Bitcoin Trust ETF with a value of $6.74B, and Cyber Ark Software Ltd. with a value of $6.31B.

Examining the 13F form we can see an increase of $16.5B in the current position value, from $113B to 129B.

Bosman Wealth Management, LLC is based out at Redlands, CA

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

Portfolio value $129 Billion
Technology: $59.2 Billion
Communication Services: $19.7 Billion
Consumer Cyclical: $14.3 Billion
Energy: $6.45 Billion
ETFs: $6.14 Billion
Industrials: $6.14 Billion
Healthcare: $1.61 Billion
Financial Services: $449 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$342B
$16.3 Billion 12.6% of portfolio
89,141
Q3 2025 Reduced 2.05%
$465B
$9.21 Billion 7.14% of portfolio
49,359
Q3 2025 Added 1.2%
$1.65T
$8.07 Billion 6.25% of portfolio
33,179
Q3 2025 Reduced 0.55%
Ishares Bitcoin Trust ETF
-
$6.74 Billion 5.23% of portfolio
-
Q3 2025 Added 81.34%
$19.9B
$6.31 Billion 4.89% of portfolio
13,064
Q3 2025 Reduced 5.57%
$115B
$6.2 Billion 4.8% of portfolio
12,635
Q3 2025 Added 5.56%
$3.78T
$5.08 Billion 3.94% of portfolio
9,817
Q3 2025 Reduced 0.16%
$19.5B
$4.89 Billion 3.79% of portfolio
124,016
Q3 2025 Reduced 16.77%
$2.39T
$4.89 Billion 3.79% of portfolio
22,273
Q3 2025 Added 18.18%
$139B
$4.19 Billion 3.25% of portfolio
12,714
Q3 2025 Added 10.27%
$181B
$3.93 Billion 3.05% of portfolio
40,104
Q3 2025 Added 5.72%
$1.37T
$3.9 Billion 3.03% of portfolio
5,317
Q3 2025 Added 40.48%
$123B
$3.84 Billion 2.98% of portfolio
5,501
Q3 2025 Reduced 1.22%
$5.67B
$3.61 Billion 2.8% of portfolio
50,552
Q3 2025 Added 20.82%
$169B
$3.21 Billion 2.49% of portfolio
3,493
Q3 2025 Reduced 10.62%
$39.4B
$2.96 Billion 2.29% of portfolio
4,124
Q3 2025 Added 20.69%
$74.1B
$2.84 Billion 2.2% of portfolio
10,448
Q3 2025 Added 10.88%
Ge Vernova Inc
-
$2.82 Billion 2.19% of portfolio
-
Q3 2025 Added 8.66%
$32.5B
$2.61 Billion 2.02% of portfolio
3,160
Q3 2025 Reduced 5.45%
$103B
$2.31 Billion 1.79% of portfolio
987
Q3 2025 Reduced 1.4%
Sharkninja Inc
-
$2.27 Billion 1.76% of portfolio
-
Q3 2025 Reduced 8.94%
$4.3T
$1.97 Billion 1.53% of portfolio
7,736
Q4 2024 Added 3.22%
$11.6B
$1.88 Billion 1.46% of portfolio
51,622
Q3 2025 Reduced 5.2%
$130B
$1.82 Billion 1.41% of portfolio
5,123
Q3 2025 Added 6.13%
$1.29T
$1.78 Billion 1.38% of portfolio
4,005
Q3 2025 Added 0.75%
$2.2B
$1.67 Billion 1.3% of portfolio
16,497
Q3 2025 Reduced 11.63%
$2.46B
$1.61 Billion 1.25% of portfolio
85,056
Q3 2025 Added 7.15%
Ishares Ethereum Tr
-
$1.31 Billion 1.02% of portfolio
-
Q3 2025 New
$3.65B
$1.07 Billion 0.83% of portfolio
28,789
Q3 2025 Reduced 7.33%
$4.34B
$1.03 Billion 0.8% of portfolio
42,999
Q3 2025 Reduced 19.2%
$0
$1.01 Billion 0.78% of portfolio
1,511
Q3 2025 Added 77.56%
$388B
$899 Million 0.7% of portfolio
5,559
Q3 2025 New
Grayscale Ethereum Trust ETF
-
$797 Million 0.62% of portfolio
-
Q3 2025 New
Coreweave Inc
-
$675 Million 0.52% of portfolio
-
Q3 2025 New
$91.4B
$575 Million 0.45% of portfolio
3,706
Q2 2025 Reduced 16.46%
Arm Holdings PLC
-
$473 Million 0.37% of portfolio
-
Q3 2025 Reduced 1.18%
$303B
$447 Million 0.35% of portfolio
2,877
Q3 2025 New
$0
$408 Million 0.32% of portfolio
1,251
Q3 2025 Reduced 3.02%
$953M
$245 Million 0.19% of portfolio
12,843
Q3 2025 Reduced 1.86%
$533B
$205 Million 0.16% of portfolio
600
Q2 2025 Reduced 14.29%
$988M
$86.3 Million 0.07% of portfolio
15,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $129 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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