Bosman Wealth Management, LLC holds a focused book of 56 reported positions worth $161.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Marvell Technology Inc. Their largest long position is Micron Technology Inc at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be +47% (+32.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Bosman Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Bosman Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
+3 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bosman Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Graticule Asia Macro Advisors LLC | 7 / 56 | $1.3B |
| Prospect Hill Management, LLC | 7 / 56 | $226.2M |
| Trivest Advisors Ltd | 9 / 56 | $2.8B |
| Hoffman, Alan N Investment Management | 6 / 56 | $147.9M |
| Draper Asset Management, LLC | 9 / 56 | $171.8M |
| Ramsey Quantitative Systems | 5 / 56 | $95.4M |
| Integrated Financial Solutions, Inc. | 16 / 56 | $156.7M |
| Hoey Investments, Inc | 33 / 56 | $626.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Bosman Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $21.5M | 18.6K | 13.3% | ▲+12% Added · +2K sh | |
| 2 | Marvell Technology Inc COM | $13.3M | 44.8K | 8.3% | ▼−8.7% Reduced · −4K sh | |
| 3 | Alphabet Inc CAP STK CL A | $10.2M | 28.5K | 6.3% | ▼−5.6% Reduced · −2K sh | |
| 4 | Nvidia Corporation COM | $9.5M | 47.6K | 5.9% | ▼−0.9% Reduced · −459 sh | |
| 5 | Palantir Technologies Inc CL A | $8.2M | 69.9K | 5.1% | ▼−7.3% Reduced · −6K sh | |
| 6 | Technipfmc PLC COM | $7.5M | 112.5K | 4.6% | ▼−6.0% Reduced · −7K sh | |
| 7 | Bloom Energy Corp COM CL A | $5.2M | 17.2K | 3.2% | ▲+61% Added · +7K sh | |
| 8 | Ge Vernova Inc COM | $5.0M | 4.3K | 3.1% | ▼−9.6% Reduced · −455 sh | |
| 9 | Advanced Micro Devices Inc COM | $5.0M | 8.5K | 3.1% | ▲+49% Added · +3K sh | |
| 10 | Amazon Com Inc COM | $4.8M | 20.1K | 3.0% | ▼−12% Reduced · −3K sh | |
| 11 | SPDR Gold TR GOLD SHS | $4.1M | 11.2K | 2.6% | ▼−11% Reduced · −1K sh | |
| 12 | Broadcom Inc COM | $3.8M | 10.1K | 2.4% | ▼−19% Reduced · −2K sh | |
| 13 | Eli Lilly & Co COM | $3.7M | 3.1K | 2.3% | ▲New New position | |
| 14 | Lumentum Hldgs Inc COM | $3.7M | 4.3K | 2.3% | ▲+459% Added · +4K sh | |
| 15 | Comfort Sys USA Inc COM | $3.7M | 1.9K | 2.3% | ▼−3.5% Reduced · −68 sh | |
| 16 | Microsoft Corp COM | $3.6M | 9.6K | 2.2% | ▼−9.7% Reduced · −1K sh | |
| 17 | SLB Limited COM STK | $3.4M | 72.5K | 2.1% | ▲+13% Added · +8K sh | |
| 18 | Liberty Energy Inc COM CL A | $2.7M | 104.9K | 1.7% | ▼−8.7% Reduced · −10K sh | |
| 19 | Arista Networks Inc COM SHS | $2.6M | 15.6K | 1.6% | ▼−18% Reduced · −3K sh | |
| 20 | Seagate Technology HLDNGS PL ORD SHS | $2.6M | 2.6K | 1.6% | ▼−14% Reduced · −426 sh | |
| 21 | Western Digital Corp COM | $2.5M | 3.9K | 1.6% | ▲+12% Added · +416 sh | |
| 22 | Ishares Bitcoin Trust ETF SHS BEN INT | $2.3M | 70.3K | 1.5% | ▼−23% Reduced · −21K sh | |
| 23 | Owens Corning New COM | $2.3M | 14.7K | 1.4% | ▲+217% Added · +10K sh | |
| 24 | Apple Inc COM | $2.2M | 7.7K | 1.4% | ▲~0% Added · +2 sh | |
| 25 | Lam Research Corp COM NEW | $2.1M | 4.9K | 1.3% | ▲New New position | |
| 26 | Tesla Inc COM | $2.0M | 4.7K | 1.2% | ▲+4.8% Added · +213 sh | |
| 27 | Meta Platforms Inc CL A | $1.7M | 3.0K | 1.1% | ▼−44% Reduced · −2K sh | |
| 28 | Ishares TR TRUST ISHARE 0-1 | $1.6M | 14.1K | 1.0% | —Held | |
| 29 | Johnson Controls Internation SHS | $1.4M | 9.5K | 0.9% | ▲+366% Added · +7K sh | |
| 30 | Bunge Global Sa COM SHS | $1.3M | 11.9K | 0.8% | ▲New New position | |
| 31 | Coreweave Inc COM CL A | $1.3M | 12.7K | 0.8% | ▼−38% Reduced · −8K sh | |
| 32 | Southern Copper Corp COM | $1.3M | 7.2K | 0.8% | ▲+14% Added · +874 sh | |
| 33 | Deckers Outdoor Corp COM | $1.2M | 12.1K | 0.7% | ▼−4.4% Reduced · −551 sh | |
| 34 | Astera Labs Inc COM | $1.2M | 2.4K | 0.7% | ▲New New position | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.7% | —Held | |
| 36 | Vertiv Holdings Co COM CL A | $1.1M | 3.3K | 0.7% | ▲+93% Added · +2K sh | |
| 37 | Builders Firstsource Inc COM | $1.0M | 11.6K | 0.6% | ▲New New position | |
| 38 | Magnolia Oil & Gas Corp CL A | $973K | 38.0K | 0.6% | ▼−2.6% Reduced · −1K sh | |
| 39 | Nebius Group N.V. SHS CLASS A | $816K | 3.0K | 0.5% | ▲New New position | |
| 40 | Tenaris S A SPONSORED ADS | $800K | 14.4K | 0.5% | ▲New New position | |
| 41 | Valero Energy Corp COM | $757K | 2.9K | 0.5% | ▲New New position | |
| 42 | Cipher Digital Inc COM | $730K | 29.8K | 0.5% | ▼−31% Reduced · −13K sh | |
| 43 | Vaneck ETF Trust SEMICONDUCTR ETF | $637K | 971 | 0.4% | —Held | |
| 44 | Mercadolibre Inc COM | $603K | 355 | 0.4% | ▼−11% Reduced · −45 sh | |
| 45 | 3M Co COM | $600K | 3.7K | 0.4% | —Held | |
| 46 | Qxo Inc COM NEW | $508K | 29.4K | 0.3% | ▲New New position | |
| 47 | Applied Optoelectronics Inc COM | $506K | 3.4K | 0.3% | ▲New New position | |
| 48 | Chevron Corporation COM | $477K | 2.9K | 0.3% | —Held | |
| 49 | Axt Inc COM | $374K | 5.2K | 0.2% | ▲New New position | |
| 50 | Hewlett Packard Enterprise C COM | $313K | 6.9K | 0.2% | ▲New New position |
This wealth platform 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/2066260/holdings"
Use Arkolith to show Bosman Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 56 | $161.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 52 | $113.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 49 | $121.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 27d | 42 | $129.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 39 | $112.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 42 | $98.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Apr 30, 2025 | 120d | 37 | $104.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.