Q3 2026 13F · SEC CIK 2066260

Bosman Wealth Management, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $162.3M
Reported positions: 61
Holdings vs S&P 500, 3 yrs: —
Assets under management: $140.1M

Bosman Wealth Management, LLC is a wealth manager that reported 61 positions worth $162.3M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Micron Technology Inc (MU, 10.1%), Marvell Technology Inc (MRVL, 8.0%), Palantir Technologies Inc (PLTR, 7.3%).

Bosman Wealth Management, LLC holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bosman Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MUMicron Technology Inc	10.1%	13.3%	15,393	-17.3%	$16.4M
MRVLMarvell Technology Inc	8.0%	8.3%	49,342	+10.2%	$13.0M
PLTRPalantir Technologies Inc	7.3%	5.1%	63,760	-8.8%	$11.9M
NVDANvidia Corporation	6.4%	5.9%	45,132	-5.2%	$10.3M
GOOGLAlphabet Inc	6.0%	6.3%	28,255	-1.0%	$9.7M
FTITechnipfmc PLC	4.6%	4.6%	109,608	-2.6%	$7.4M
AMDAdvanced Micro Devices Inc	3.7%	3.1%	9,775	+14.4%	$6.0M
BEBloom Energy Corp	3.1%	3.2%	18,395	+6.8%	$5.1M
AMZNAmazon Com Inc	3.1%	3.0%	20,076	+0.0%	$5.0M
LLYEli Lilly & Co	2.9%	2.3%	4,084	+30.7%	$4.7M
GLDSpdr Gold Tr	2.7%	2.6%	11,402	+2.0%	$4.3M
MSFTMicrosoft Corp	2.5%	2.2%	7,938	-17.6%	$4.1M
SLBSlb Limited	2.2%	2.1%	74,245	+2.4%	$3.6M
GEVGe Vernova Inc	1.9%	3.1%	3,272	-23.9%	$3.1M
FIXComfort Sys USA Inc	1.9%	2.3%	1,824	-1.9%	$3.0M
SCCOSouthern Copper Corp	1.6%	0.8%	12,869	+79.2%	$2.6M
AAPLApple Inc	1.6%	1.4%	7,649	-0.0%	$2.5M
IBITIshares Bitcoin Trust ETF	1.6%	1.5%	53,509	-23.9%	$2.5M
LITELumentum Hldgs Inc	1.5%	2.3%	2,548	-40.9%	$2.5M
AVGOBroadcom Inc	1.5%	2.4%	7,041	-30.0%	$2.5M
METAMeta Platforms Inc	1.5%	1.1%	3,327	+10.4%	$2.4M
STXSeagate Technology Hldngs Pl	1.5%	1.6%	2,590	-2.3%	$2.4M
ANETArista Networks Inc	1.3%	1.6%	10,242	-34.3%	$2.1M
XLBSelect Sector Spdr Tr	1.3%	—	41,820	—	$2.0M
TSLATesla Inc	1.0%	1.2%	4,661	+0.0%	$1.7M
OCOwens Corning New	1.0%	1.4%	13,846	-5.6%	$1.6M
LBRTLiberty Energy Inc	1.0%	1.7%	87,102	-17.0%	$1.6M
SHVIshares Tr	1.0%	1.0%	14,051	+0.0%	$1.6M
LRCXLam Research Corp	0.9%	1.3%	4,655	-4.9%	$1.5M
TSTenaris S A	0.9%	0.5%	26,763	+85.6%	$1.5M
JCIJohnson Controls Internation	0.9%	0.9%	9,488	+0.0%	$1.4M
ALABAstera Labs Inc	0.8%	0.7%	3,739	+53.7%	$1.3M
URBNUrban Outfitters Inc	0.8%	—	16,548	—	$1.3M
MELIMercadolibre Inc	0.8%	0.4%	710	+100.0%	$1.2M
WDCWestern Digital Corp Com	0.7%	1.6%	2,561	-34.5%	$1.2M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	1,501	-0.7%	$1.1M
HPEHewlett Packard Enterprise C	0.7%	0.2%	17,637	+154.2%	$1.1M
VLOValero Energy Corp	0.7%	0.5%	2,904	-0.1%	$1.1M
VISTVista Energy S.a.b. de C.v.	0.7%	—	17,107	—	$1.1M
BGBunge Global SA	0.7%	0.8%	10,189	-14.6%	$1.1M
MGYMagnolia Oil & Gas Corp	0.6%	0.6%	38,038	+0.0%	$894K
VVisa Inc	0.5%	—	2,466	—	$886K
DECKDeckers Outdoor Corp	0.5%	0.7%	10,860	-10.1%	$849K
VRTVertiv Holdings Co	0.5%	0.7%	3,306	-0.4%	$798K
INSMInsmed Inc	0.4%	—	5,877	—	$671K
NBISNebius Group N.v.	0.4%	0.5%	2,837	-4.0%	$669K
NTRANatera Inc	0.4%	—	1,598	—	$660K
BLDRBuilders Firstsource Inc	0.4%	0.6%	11,558	+0.0%	$659K
MMM3m Co	0.4%	0.4%	3,706	+0.0%	$608K
CVXChevron Corporation	0.4%	0.3%	2,877	+0.0%	$588K

What Bosman Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$162.3M	61
Q2 2026	$161.2M	56
Q1 2026	$113.6M	52
Q4 2025	$121.8M	49
Q3 2025	$129.0M	42
Q2 2025	$112.6M	39
Q1 2025	$98.5M	42
Q4 2024	$104.0M	37

Questions about Bosman Wealth Management, LLC's portfolio

What stocks does Bosman Wealth Management, LLC own?

Bosman Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 61 positions worth $162.3M. The largest are Micron Technology Inc (MU) at 10.1%, Marvell Technology Inc (MRVL) at 8.0%, Palantir Technologies Inc (PLTR) at 7.3%, Nvidia Corporation (NVDA) at 6.4% and Alphabet Inc (GOOGL) at 6.0%.

What did Bosman Wealth Management, LLC buy last quarter?

In Q3 2026, Bosman Wealth Management, LLC added Hewlett Packard Enterprise C (HPE) (+154.2% shares), Mercadolibre Inc (MELI) (+100.0% shares) and Tenaris S A (TS) (+85.6% shares), compared with its Q2 2026 filing.

What did Bosman Wealth Management, LLC sell last quarter?

In Q3 2026, Bosman Wealth Management, LLC cut from its top 50 Coreweave Inc (CRWV), cut from its top 50 Cipher Digital Inc (CIFR), cut from its top 50 Vaneck ETF Trust (SMH), cut from its top 50 Qxo Inc (QXO), cut from its top 50 Applied Optoelectronics Inc (AAOI), Lumentum Hldgs Inc (LITE) (-40.9% shares), Western Digital Corp Com (WDC) (-34.5% shares) and Arista Networks Inc (ANET) (-34.3% shares), compared with its Q2 2026 filing.

When is Bosman Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bosman Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Bosman Wealth Management, LLC manage?

Bosman Wealth Management, LLC reported $140.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $162.3M.