Bosman Wealth Management, LLC Portfolio Holdings

Bosman Wealth Management, LLC

  • $122 Billion
  • Q4 2025

Bosman Wealth Management, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $14.8B, Alphabet Inc. with a value of $9.38B, Nvidia Corp with a value of $9.18B, Crowd Strike Holdings, Inc. with a value of $5.88B, and Technip Fmc PLC with a value of $5.38B.

Examining the 13F form we can see an decrease of $7.27B in the current position value, from $129B to 122B.

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 $122 Billion
Technology: $54.8 Billion
Communication Services: $15.8 Billion
Consumer Cyclical: $9.16 Billion
ETFs: $7.72 Billion
Energy: $6.74 Billion
Financial Services: $5.78 Billion
Utilities: $4.32 Billion
Industrials: $3.86 Billion
Other: $200 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$342B
$14.8 Billion 12.17% of portfolio
83,352
Q4 2025 Reduced 6.49%
$1.65T
$9.38 Billion 7.7% of portfolio
29,965
Q4 2025 Reduced 9.69%
$465B
$9.18 Billion 7.54% of portfolio
49,223
Q4 2025 Reduced 0.28%
$115B
$5.88 Billion 4.83% of portfolio
12,537
Q4 2025 Reduced 0.78%
$19.5B
$5.38 Billion 4.42% of portfolio
120,694
Q4 2025 Reduced 2.68%
$2.39T
$5.08 Billion 4.17% of portfolio
22,006
Q4 2025 Reduced 1.2%
$3.78T
$4.92 Billion 4.04% of portfolio
10,174
Q4 2025 Added 3.64%
$139B
$4.65 Billion 3.82% of portfolio
13,448
Q4 2025 Added 5.77%
$1.37T
$3.84 Billion 3.15% of portfolio
5,812
Q4 2025 Added 9.31%
$22.2B
$3.57 Billion 2.93% of portfolio
136,245
Q4 2025 New
$19.9B
$3.04 Billion 2.5% of portfolio
6,822
Q4 2025 Reduced 47.78%
$163B
$2.86 Billion 2.35% of portfolio
4,248
Q4 2025 New
$9.27B
$2.35 Billion 1.93% of portfolio
15,634
Q4 2025 New
$72.7B
$2.26 Billion 1.86% of portfolio
14,030
Q4 2025 New
$4.3T
$2.1 Billion 1.73% of portfolio
7,734
Q4 2025 Reduced 0.03%
$111B
$2.06 Billion 1.69% of portfolio
5,829
Q4 2025 New
$1.29T
$1.85 Billion 1.52% of portfolio
4,104
Q4 2025 Added 2.47%
$593B
$1.75 Billion 1.44% of portfolio
8,991
Q4 2025 New
$388B
$1.4 Billion 1.15% of portfolio
6,524
Q4 2025 Added 17.36%
$2.2B
$1.37 Billion 1.13% of portfolio
13,249
Q4 2025 Reduced 19.69%
$123B
$1.18 Billion 0.97% of portfolio
2,030
Q4 2025 Reduced 63.1%
$3.72B
$1.04 Billion 0.86% of portfolio
70,767
Q4 2025 New
$39.4B
$1.03 Billion 0.84% of portfolio
1,809
Q4 2025 Reduced 56.13%
$2.72B
$954 Million 0.78% of portfolio
25,256
Q4 2025 New
$4.34B
$925 Million 0.76% of portfolio
42,255
Q4 2025 Reduced 1.73%
$103B
$860 Million 0.71% of portfolio
427
Q4 2025 Reduced 56.74%
$181B
$851 Million 0.7% of portfolio
10,415
Q4 2025 Reduced 74.03%
$74.1B
$762 Million 0.63% of portfolio
3,363
Q4 2025 Reduced 67.81%
$169B
$721 Million 0.59% of portfolio
4,705
Q4 2025 Added 34.7%
$3.65B
$609 Million 0.5% of portfolio
15,871
Q4 2025 Reduced 44.87%
$91.4B
$593 Million 0.49% of portfolio
3,706
Q2 2025 Reduced 16.46%
$303B
$438 Million 0.36% of portfolio
2,877
Q3 2025 New
$32.7B
$302 Million 0.25% of portfolio
1,861
Q4 2025 New
$11.6B
$280 Million 0.23% of portfolio
7,873
Q4 2025 Reduced 84.75%
$533B
$210 Million 0.17% of portfolio
600
Q2 2025 Reduced 14.29%
$2.46B
$200 Million 0.16% of portfolio
13,925
Q4 2025 Reduced 83.63%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $122 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Bosman Wealth Management, LLC Portfolio

Follow Bosman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bosman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bosman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email