Boomfish Wealth Group, LLC holds a diversified book of 95 stocks worth $219.5M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Ishares Core U.S. Aggregate. Their largest long position is Nvidia Corp at 4% of the equity book. Cloning the disclosed picks since 2024 would be +18% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.3 points over this window.
Growth of $10,000 cloning Boomfish Wealth Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $8.5M | 42.6K | 3.9% | ▲+30% Added · +10K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $8.0M | 81.0K | 3.7% | ▼−0.1% Reduced · −129 sh | |
| 3 | SPDR Series Trust ST STR BLO 1 ETF | $7.8M | 85.0K | 3.5% | ▼−25% Reduced · −28K sh | |
| 4 | Vaneck ETF Trust MRNGSTR WDE MOAT | $7.5M | 72.0K | 3.4% | ▼−1.9% Reduced · −1K sh | |
| 5 | Apple Inc COM | $7.4M | 25.5K | 3.4% | ▲+44% Added · +8K sh | |
| 6 | Applied Matls Inc COM | $6.7M | 9.3K | 3.1% | ▼−14% Reduced · −2K sh | |
| 7 | Alphabet Inc CAP STK CL C | $6.7M | 18.9K | 3.0% | ▲+33% Added · +5K sh | |
| 8 | Ishares TR 20 YR TR BD ETF | $6.3M | 73.0K | 2.9% | ▲+4.8% Added · +3K sh | |
| 9 | Microsoft Corp COM | $6.2M | 16.5K | 2.8% | ▲+82% Added · +7K sh | |
| 10 | Kla Corp COM NEW | $6.1M | 20.4K | 2.8% | ▲+623% Added · +18K sh | |
| 11 | Amazon Com Inc COM | $5.2M | 21.8K | 2.4% | ▲+23% Added · +4K sh | |
| 12 | ASML Hldg NV N Y REGISTRY SHS | $4.9M | 2.5K | 2.2% | ▼−15% Reduced · −449 sh | |
| 13 | Janus Detroit STR TR HENDRSN SHRT ETF | $4.6M | 93.4K | 2.1% | ▼−3.4% Reduced · −3K sh | |
| 14 | Broadcom Inc COM | $4.3M | 11.5K | 2.0% | ▲+22% Added · +2K sh | |
| 15 | Arista Networks Inc COM SHS | $4.2M | 25.0K | 1.9% | ▲+0.4% Added · +95 sh | |
| 16 | Ishares TR 0-3 MTH TREASURY | $3.8M | 38.2K | 1.8% | ▲New New position | |
| 17 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.8M | 8.0K | 1.7% | ▼−0.7% Reduced · −53 sh | |
| 18 | Meta Platforms Inc CL A | $3.6M | 6.3K | 1.6% | ▲+32% Added · +2K sh | |
| 19 | Palo Alto Networks Inc COM | $3.5M | 10.4K | 1.6% | ▼−39% Reduced · −7K sh | |
| 20 | Tesla Inc COM | $3.4M | 8.1K | 1.6% | ▲+24% Added · +2K sh | |
| 21 | Visa Inc COM CL A | $3.4M | 9.9K | 1.6% | ▲+2.2% Added · +216 sh | |
| 22 | Expeditors Intl Wash Inc COM | $3.2M | 19.9K | 1.5% | ▼−2.3% Reduced · −471 sh | |
| 23 | Mastercard Incorporated CL A | $3.2M | 6.2K | 1.5% | ▲+7.2% Added · +416 sh | |
| 24 | JPMorgan Chase & Co COM | $3.1M | 9.4K | 1.4% | ▲+2.4% Added · +222 sh | |
| 25 | Booking Holdings Inc COM | $3.0M | 16.9K | 1.4% | ▲31× Added · +16K sh | |
| 26 | Lockheed Martin Corp COM | $2.9M | 5.7K | 1.3% | ▲+5.6% Added · +305 sh | |
| 27 | Mercadolibre Inc COM | $2.9M | 1.7K | 1.3% | ▲+25% Added · +343 sh | |
| 28 | Lowes Cos Inc COM | $2.9M | 13.2K | 1.3% | ▲+0.8% Added · +103 sh | |
| 29 | United Parcel Svcs Inc CL B | $2.9M | 26.9K | 1.3% | ▲+28% Added · +6K sh | |
| 30 | Pimco ETF TR ULTR SH GO AC FD | $2.9M | 28.4K | 1.3% | ▲+39% Added · +8K sh | |
| 31 | Vertex Pharmaceuticals Inc COM | $2.7M | 5.5K | 1.3% | ▼−14% Reduced · −929 sh | |
| 32 | Thermo Fisher Scientific Inc COM | $2.7M | 5.5K | 1.2% | ▼−4.2% Reduced · −238 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.3K | 1.2% | ▲+15% Added · +696 sh | |
| 34 | Intercontinental Exchange In COM | $2.6M | 21.3K | 1.2% | ▲+16% Added · +3K sh | |
| 35 | Unitedhealth Group Inc COM | $2.5M | 6.1K | 1.2% | ▼−17% Reduced · −1K sh | |
| 36 | Microchip Technology Inc. COM | $2.5M | 27.8K | 1.2% | ▼−32% Reduced · −13K sh | |
| 37 | Fortinet Inc COM | $2.5M | 16.4K | 1.1% | ▼−51% Reduced · −17K sh | |
| 38 | Exxon Mobil Corp COM | $2.3M | 17.1K | 1.1% | ▼−1.0% Reduced · −174 sh | |
| 39 | RTX Corporation COM | $2.3M | 12.2K | 1.1% | ▲+0.1% Added · +11 sh | |
| 40 | Johnson & Johnson COM | $2.3M | 9.0K | 1.0% | ▼−7.6% Reduced · −744 sh | |
| 41 | Dominos Pizza Inc COM | $2.2M | 7.5K | 1.0% | ▲+26% Added · +2K sh | |
| 42 | Bank Of Amer Corp COM | $2.2M | 38.2K | 1.0% | ▼−0.2% Reduced · −73 sh | |
| 43 | Pimco ETF TR ACTIVE BD ETF | $2.2M | 23.5K | 1.0% | ▲+86% Added · +11K sh | |
| 44 | Enbridge Inc COM | $2.1M | 38.2K | 0.9% | ▼−0.9% Reduced · −366 sh | |
| 45 | Advanced Micro Devices Inc COM | $2.1M | 3.6K | 0.9% | ▼−39% Reduced · −2K sh | |
| 46 | Procter & Gamble Co COM | $2.0M | 14.0K | 0.9% | ▲+2.0% Added · +281 sh | |
| 47 | Amgen Inc COM | $2.0M | 5.6K | 0.9% | ▲+0.6% Added · +33 sh | |
| 48 | Union Pac Corp COM | $2.0M | 7.5K | 0.9% | ▼−1.2% Reduced · −94 sh | |
| 49 | NextEra Energy Inc COM | $2.0M | 22.8K | 0.9% | ▼−1.0% Reduced · −222 sh | |
| 50 | Veeva Sys Inc CL A COM | $1.9M | 10.7K | 0.9% | ▼−7.2% Reduced · −828 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2010786/holdings"
Use Arkolith to show Boomfish Wealth Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 95 | $219.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 87 | $187.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 85 | $187.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 87 | $185.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 87 | $173.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 82 | $154.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 93 | $164.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 89 | $163.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.