Bosman Wealth Management, LLC holds a focused book of 56 stocks worth $161.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +29% (+22.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Bosman Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +33.0%, a 4.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Bosman Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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
Other tracked managers holding the same core names as Bosman Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 56 | $450.9B |
| OSAIC HOLDINGS, INC. | 80 / 56 | $10.7B |
| Farther Finance Advisors, LLC | 80 / 56 | $1.4B |
| JPMORGAN CHASE & CO | 79 / 56 | $424.3B |
| ROYAL BANK OF CANADA | 79 / 56 | $112.4B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79 / 56 | $22.9B |
| Creative Planning | 79 / 56 | $14.9B |
| Allworth Financial LP | 79 / 56 | $2.0B |
Ranked by how many of Bosman Wealth Management, LLC's top 56 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 56 | $161.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 52 | $113.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 49 | $121.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 42 | $129.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 39 | $112.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 42 | $98.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Apr 30, 2025 | 37 | $104.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.