Boomfish Wealth Group, LLC

ALPHARETTA, GA · CIK 2010786 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$219.5m reported value +17.2% vs Q1 2026

95positions

32.4%in top 10

10 new 46 added 33 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	42,642	$8.5m3.89%	3.89%	Added +9.8k	+9,825 29.9%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	81,036	$8.0m3.65%	3.65%	Reduced -129	-129 -0.2%
3	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	84,960	$7.8m3.55%	3.55%	Reduced -28.2k	-28,206 -24.9%
4	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	71,995	$7.5m3.41%	3.41%	Reduced -1.4k	-1,386 -1.9%
5	APPLE INC COM AAPL	AAPL	25,493	$7.4m3.36%	3.36%	Added +7.8k	+7,848 44.5%
6	APPLIED MATLS INC COM AMAT	AMAT	9,265	$6.7m3.05%	3.05%	Reduced -1.6k	-1,565 -14.4%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	18,888	$6.7m3.04%	3.04%	Added +4.7k	+4,687 33.0%
8	ISHARES TR 20 YR TR BD ETF TLT	TLT	73,005	$6.3m2.87%	2.87%	Added +3.3k	+3,339 4.8%
9	MICROSOFT CORP COM MSFT	MSFT	16,514	$6.2m2.81%	2.81%	Added +7.4k	+7,434 81.9%
10	KLA CORP COM NEW KLAC	KLAC	20,373	$6.1m2.80%	2.80%	Reduced -7.8k	-7,807 -27.7%
11	AMAZON COM INC COM AMZN	AMZN	21,789	$5.2m2.37%	2.37%	Added +4.0k	+4,007 22.5%
12	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,481	$4.9m2.25%	2.25%	Reduced -449	-449 -15.3%
13	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	93,435	$4.6m2.08%	2.08%	Reduced -3.2k	-3,239 -3.4%
14	BROADCOM INC COM AVGO	AVGO	11,468	$4.3m1.97%	1.97%	Added +2.1k	+2,096 22.4%
15	ARISTA NETWORKS INC COM SHS ANET	ANET	24,952	$4.2m1.93%	1.93%	Added +95	+95 0.4%
16	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	38,220	$3.8m1.75%	1.75%	New
17	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	8,030	$3.8m1.75%	1.75%	Reduced -53	-53 -0.7%
18	META PLATFORMS INC CL A META	META	6,343	$3.6m1.63%	1.63%	Added +1.5k	+1,531 31.8%
19	PALO ALTO NETWORKS INC COM PANW	PANW	10,384	$3.5m1.61%	1.61%	Reduced -6.7k	-6,652 -39.0%
20	TESLA INC COM TSLA	TSLA	8,112	$3.4m1.55%	1.55%	Added +1.6k	+1,590 24.4%
21	VISA INC COM CL A V	V	9,937	$3.4m1.55%	1.55%	Added +216	+216 2.2%
22	EXPEDITORS INTL WASH INC COM EXPD	EXPD	19,940	$3.2m1.48%	1.48%	Reduced -471	-471 -2.3%
23	MASTERCARD INCORPORATED CL A MA	MA	6,224	$3.2m1.46%	1.46%	Added +416	+416 7.2%
24	JPMORGAN CHASE & CO COM JPM	JPM	9,353	$3.1m1.39%	1.39%	Added +222	+222 2.4%
25	BOOKING HOLDINGS INC COM BKNG	BKNG	16,933	$3.0m1.37%	1.37%	Added +3.4k	+3,358 24.7%
26	LOCKHEED MARTIN CORP COM LMT	LMT	5,729	$2.9m1.33%	1.33%	Added +305	+305 5.6%
27	MERCADOLIBRE INC COM MELI	MELI	1,716	$2.9m1.33%	1.33%	Added +343	+343 25.0%
28	LOWES COS INC COM LOW	LOW	13,204	$2.9m1.33%	1.33%	Added +103	+103 0.8%
29	UNITED PARCEL SERVICE INC CL B UPS	UPS	26,913	$2.9m1.32%	1.32%	Added +5.9k	+5,948 28.4%
30	PIMCO ETF TR ULTRA SHORT GOVT BILZ	BILZ	28,428	$2.9m1.31%	1.31%	Added +7.9k	+7,932 38.7%
31	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	5,534	$2.7m1.25%	1.25%	Reduced -929	-929 -14.4%
32	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	5,460	$2.7m1.25%	1.25%	Reduced -238	-238 -4.2%
33	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,255	$2.6m1.20%	1.20%	Added +696	+696 15.3%
34	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	21,309	$2.6m1.19%	1.19%	Added +2.9k	+2,874 15.6%
35	UNITEDHEALTH GROUP INC COM UNH	UNH	6,125	$2.5m1.16%	1.16%	Reduced -1.3k	-1,292 -17.4%
36	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	27,843	$2.5m1.16%	1.16%	Reduced -13.3k	-13,306 -32.3%
37	FORTINET INC COM FTNT	FTNT	16,393	$2.5m1.15%	1.15%	Reduced -16.9k	-16,869 -50.7%
38	EXXON MOBIL CORP COM XOM	XOM	17,092	$2.3m1.06%	1.06%	Reduced -174	-174 -1.0%
39	RTX CORPORATION COM RTX	RTX	12,196	$2.3m1.05%	1.05%	Added +11	+11 0.1%
40	JOHNSON & JOHNSON COM JNJ	JNJ	9,047	$2.3m1.05%	1.05%	Reduced -744	-744 -7.6%
41	DOMINOS PIZZA INC COM DPZ	DPZ	7,547	$2.2m1.02%	1.02%	Added +1.6k	+1,557 26.0%
42	BANK AMERICA CORP COM BAC	BAC	38,180	$2.2m0.99%	0.99%	Reduced -73	-73 -0.2%
43	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	23,455	$2.2m0.99%	0.99%	Added +10.9k	+10,861 86.2%
44	ENBRIDGE INC COM ENB	ENB	38,207	$2.1m0.94%	0.94%	Reduced -366	-366 -0.9%
45	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,556	$2.1m0.94%	0.94%	Reduced -2.3k	-2,310 -39.4%
46	PROCTER AND GAMBLE CO COM PG	PG	13,969	$2.0m0.93%	0.93%	Added +281	+281 2.0%
47	AMGEN INC COM AMGN	AMGN	5,633	$2.0m0.93%	0.93%	Added +33	+33 0.6%
48	UNION PAC CORP COM UNP	UNP	7,463	$2.0m0.92%	0.92%	Reduced -94	-94 -1.2%
49	NEXTERA ENERGY INC COM NEE	NEE	22,808	$2.0m0.91%	0.91%	Reduced -222	-222 -1.0%
50	VEEVA SYS INC CL A COM VEEV	VEEV	10,716	$1.9m0.87%	0.87%	Reduced -828	-828 -7.2%
51	DIGITAL RLTY TR INC COM DLR	DLR	10,234	$1.8m0.84%	0.84%	Reduced -116	-116 -1.1%
52	SERVICENOW INC COM NOW	NOW	17,659	$1.8m0.80%	0.80%	Reduced -1.7k	-1,724 -8.9%
53	SALESFORCE INC COM CRM	CRM	10,795	$1.7m0.77%	0.77%	Reduced -534	-534 -4.7%
54	LINDE PLC SHS LIN	LIN	2,901	$1.5m0.69%	0.69%	Added +71	+71 2.5%
55	PEPSICO INC COM PEP	PEP	10,861	$1.5m0.67%	0.67%	Added +86	+86 0.8%
56	WORKDAY INC CL A WDAY	WDAY	11,724	$1.4m0.65%	0.65%	Reduced -1.9k	-1,865 -13.7%
57	MONOLITHIC PWR SYS INC COM MPWR	MPWR	989	$1.4m0.62%	0.62%	Reduced -224	-224 -18.5%
58	NETFLIX INC COM NFLX	NFLX	18,037	$1.3m0.59%	0.59%	Added +4.6k	+4,644 34.7%
59	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,168	$1.1m0.52%	0.52%	Added +135	+135 4.5%
60	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,569	$1.0m0.47%	0.47%	Added +370	+370 16.8%
61	PAYCHEX INC COM PAYX	PAYX	9,962	$979.6k0.45%	0.45%	Reduced -2.1k	-2,132 -17.6%
62	HONEYWELL INTL INC COM HON	HON	3,948	$884.0k0.40%	0.40%	New
63	HONEYWELL AEROSPACE INC COM HONA	HONA	3,917	$866.0k0.39%	0.39%	New
64	HOME DEPOT INC COM HD	HD	2,399	$846.1k0.39%	0.39%	Added +46	+46 1.9%
65	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	6,266	$779.7k0.36%	0.36%	Added +44	+44 0.7%
66	ROPER TECHNOLOGIES INC COM ROP	ROP	2,216	$749.9k0.34%	0.34%	Reduced -1.1k	-1,051 -32.2%
67	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,917	$719.5k0.33%	0.33%	Reduced -1.4k	-1,351 -41.3%
68	AUTODESK INC COM ADSK	ADSK	3,563	$692.7k0.32%	0.32%	Reduced -59	-59 -1.6%
69	TRACTOR SUPPLY CO COM TSCO	TSCO	19,344	$611.5k0.28%	0.28%	Reduced -152	-152 -0.8%
70	PIMCO ETF TR INV GRD CRP BD CORP	CORP	6,100	$591.1k0.27%	0.27%	Added +225	+225 3.8%
71	COSTCO WHSL CORP NEW COM COST	COST	627	$586.3k0.27%	0.27%	Added +30	+30 5.0%
72	FISERV INC COM FISV	FISV	10,359	$508.1k0.23%	0.23%	Unchanged
73	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	18,826	$498.9k0.23%	0.23%	Added +7.8k	+7,782 70.5%
74	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	597	$445.8k0.20%	0.20%	Added +9	+9 1.5%
75	DELTA AIR LINES INC DEL COM NEW DAL	DAL	4,698	$440.0k0.20%	0.20%	New
76	WALMART INC COM WMT	WMT	3,772	$427.2k0.19%	0.19%	Added +203	+203 5.7%
77	SAIA INC COM SAIA	SAIA	998	$420.3k0.19%	0.19%	Added +318	+318 46.8%
78	COCA COLA CO COM KO	KO	4,951	$402.4k0.18%	0.18%	Added +30	+30 0.6%
79	CATERPILLAR INC COM CAT	CAT	371	$395.1k0.18%	0.18%	Added +17	+17 4.8%
80	ABBVIE INC COM ABBV	ABBV	1,443	$363.1k0.17%	0.17%	Added +72	+72 5.2%
81	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,073	$358.5k0.16%	0.16%	Added +193	+193 6.7%
82	CHEVRON CORP NEW COM CVX	CVX	2,045	$339.0k0.15%	0.15%	Added +63	+63 3.2%
83	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	12,068	$320.0k0.15%	0.15%	New
84	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	9,898	$313.9k0.14%	0.14%	Added +625	+625 6.7%
85	ISHARES TR TRS FLT RT BD TFLO	TFLO	6,180	$312.9k0.14%	0.14%	Unchanged
86	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	3,067	$269.5k0.12%	0.12%	Unchanged
87	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	7,834	$265.1k0.12%	0.12%	New
88	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	6,049	$250.5k0.11%	0.11%	New
89	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	357	$245.2k0.11%	0.11%	Added +6	+6 1.7%
90	ISHARES TR CORE S&P500 ETF IVV	IVV	315	$235.8k0.11%	0.11%	Unchanged
91	CANADIAN PACIFIC KANSAS CITY COM CP	CP	2,526	$218.9k0.10%	0.10%	New
92	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FOCT	FOCT	3,913	$204.6k0.09%	0.09%	New
93	STERLING CAP FDS CAP HEDGED EQT P SCEP	SCEP	8,174	$204.3k0.09%	0.09%	New
94	ESPERION THERAPEUTICS INC NE COM ESPR	ESPR	45,306	$143.2k0.07%	0.07%	Unchanged
95	CARDIOL THERAPEUTICS INC COM CL A CRDL	CRDL	14,423	$15.3k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		3,993	$1.8m4.0k shares
ECOLAB INC ECL	ECL	759	$201.9k759 shares