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 Market Cap. of $300 Millions to $2 Billions

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

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
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