Bosman Wealth Management, LLC

Redlands, CA · CIK 2066260 · 13F filing filed 2026-07-28

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.

Others nearbyRedlands, CA

$161.2m reported value +41.8% vs Q1 2026

56positions

56.0%in top 10

14 new 12 added 23 reduced 10 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	MICRON TECHNOLOGY INC COM MU	MU	18,615	$21.5m13.33%	13.33%	Added +2.0k	+1,961 11.8%
2	MARVELL TECHNOLOGY INC COM MRVL	MRVL	44,784	$13.3m8.28%	8.28%	Reduced -4.3k	-4,256 -8.7%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	28,532	$10.2m6.33%	6.33%	Reduced -1.7k	-1,683 -5.6%
4	NVIDIA CORPORATION COM NVDA	NVDA	47,617	$9.5m5.91%	5.91%	Reduced -459	-459 -0.9%
5	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	69,946	$8.2m5.06%	5.06%	Reduced -5.5k	-5,544 -7.3%
6	TECHNIPFMC PLC COM FTI	FTI	112,550	$7.5m4.63%	4.63%	Reduced -7.1k	-7,129 -6.0%
7	BLOOM ENERGY CORP COM CL A BE	BE	17,229	$5.2m3.24%	3.24%	Added +6.5k	+6,536 61.1%
8	GE VERNOVA INC COM GEV	GEV	4,298	$5.0m3.13%	3.13%	Reduced -455	-455 -9.6%
9	ADVANCED MICRO DEVICES INC COM AMD	AMD	8,544	$5.0m3.08%	3.08%	Added +2.8k	+2,816 49.2%
10	AMAZON COM INC COM AMZN	AMZN	20,069	$4.8m2.97%	2.97%	Reduced -2.7k	-2,704 -11.9%
11	SPDR GOLD TR GOLD SHS GLD	GLD	11,176	$4.1m2.55%	2.55%	Reduced -1.3k	-1,326 -10.6%
12	BROADCOM INC COM AVGO	AVGO	10,061	$3.8m2.36%	2.36%	Reduced -2.3k	-2,347 -18.9%
13	ELI LILLY & CO COM LLY	LLY	3,124	$3.7m2.32%	2.32%	New
14	LUMENTUM HLDGS INC COM LITE	LITE	4,311	$3.7m2.29%	2.29%	Added +3.5k	+3,540 459.1%
15	COMFORT SYS USA INC COM FIX	FIX	1,859	$3.7m2.29%	2.29%	Reduced -68	-68 -3.5%
16	MICROSOFT CORP COM MSFT	MSFT	9,638	$3.6m2.23%	2.23%	Reduced -1.0k	-1,033 -9.7%
17	SCHLUMBERGER LTD COM STK SLB	SLB	72,528	$3.4m2.09%	2.09%	Added +8.1k	+8,061 12.5%
18	LIBERTY ENERGY INC COM CL A LBRT	LBRT	104,906	$2.7m1.70%	1.70%	Reduced -10.0k	-9,991 -8.7%
19	ARISTA NETWORKS INC COM SHS ANET	ANET	15,595	$2.6m1.64%	1.64%	Reduced -3.4k	-3,414 -18.0%
20	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	2,650	$2.6m1.59%	1.59%	Reduced -426	-426 -13.8%
21	WESTERN DIGITAL CORP COM WDC	WDC	3,912	$2.5m1.55%	1.55%	Added +416	+416 11.9%
22	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	70,275	$2.3m1.45%	1.45%	Reduced -20.9k	-20,879 -22.9%
23	OWENS CORNING NEW COM OC	OC	14,671	$2.3m1.45%	1.45%	Added +10.0k	+10,045 217.1%
24	APPLE INC COM AAPL	AAPL	7,651	$2.2m1.37%	1.37%	Added +2	+2 0.0%
25	LAM RESEARCH CORP COM NEW LRCX	LRCX	4,896	$2.1m1.32%	1.32%	New
26	TESLA INC COM TSLA	TSLA	4,661	$2.0m1.22%	1.22%	Added +213	+213 4.8%
27	META PLATFORMS INC CL A META	META	3,013	$1.7m1.05%	1.05%	Reduced -2.4k	-2,414 -44.5%
28	ISHARES TR SHORT TREAS BD SHV	SHV	14,051	$1.6m0.96%	0.96%	Unchanged
29	JOHNSON CTLS INTL PLC SHS JCI	JCI	9,488	$1.4m0.86%	0.86%	Added +7.5k	+7,450 365.6%
30	BUNGE GLOBAL SA COM SHS BG	BG	11,930	$1.3m0.79%	0.79%	New
31	COREWEAVE INC COM CL A CRWV	CRWV	12,708	$1.3m0.78%	0.78%	Reduced -7.7k	-7,683 -37.7%
32	SOUTHERN COPPER CORP COM SCCO	SCCO	7,181	$1.3m0.78%	0.78%	Added +874	+874 13.9%
33	DECKERS OUTDOOR CORP COM DECK	DECK	12,078	$1.2m0.74%	0.74%	Reduced -551	-551 -4.4%
34	ASTERA LABS INC COM ALAB	ALAB	2,433	$1.2m0.73%	0.73%	New
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,511	$1.1m0.70%	0.70%	Unchanged
36	VERTIV HOLDINGS CO COM CL A VRT	VRT	3,318	$1.1m0.69%	0.69%	Added +1.6k	+1,595 92.6%
37	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	11,558	$1.0m0.64%	0.64%	New
38	MAGNOLIA OIL & GAS CORP CL A MGY	MGY	38,038	$973.0k0.60%	0.60%	Reduced -1.0k	-1,001 -2.6%
39	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	2,956	$816.4k0.51%	0.51%	New
40	TENARIS S A SPONSORED ADS TS	TS	14,421	$800.2k0.50%	0.50%	New
41	VALERO ENERGY CORP COM VLO	VLO	2,906	$756.8k0.47%	0.47%	New
42	CIPHER MINING INC COM CIFR	CIFR	29,792	$729.9k0.45%	0.45%	Reduced -13.5k	-13,470 -31.1%
43	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	971	$636.9k0.40%	0.40%	Unchanged
44	MERCADOLIBRE INC COM MELI	MELI	355	$602.6k0.37%	0.37%	Reduced -45	-45 -11.2%
45	3M CO COM MMM	MMM	3,706	$600.0k0.37%	0.37%	Unchanged
46	QXO INC COM NEW QXO	QXO	29,393	$507.9k0.32%	0.32%	New
47	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	3,412	$505.5k0.31%	0.31%	New
48	CHEVRON CORP NEW COM CVX	CVX	2,877	$476.9k0.30%	0.30%	Unchanged
49	AXT INC COM AXTI	AXTI	5,189	$374.0k0.23%	0.23%	New
50	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	6,939	$313.0k0.19%	0.19%	New
51	EZCORP INC CL A NON VTG EZPW	EZPW	8,893	$307.4k0.19%	0.19%	Unchanged
52	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	3,284	$264.2k0.16%	0.16%	New
53	ROCKET LAB CORP COM RKLB	RKLB	2,076	$211.0k0.13%	0.13%	Reduced -3.9k	-3,852 -65.0%
54	EXXON MOBIL CORP COM XOM	XOM	1,512	$206.7k0.13%	0.13%	Unchanged
55	VISA INC COM CL A V	V	600	$205.9k0.13%	0.13%	New
56	IREN LIMITED ORDINARY SHARES IREN	IREN	4,398	$201.1k0.12%	0.12%	Reduced -10.8k	-10,847 -71.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CONSTELLATION ENERGY CORP CEG	CEG	5,380	$1.5m5.4k shares
COHERENT CORP COHR	COHR	4,022	$958.1k4.0k shares
AXON ENTERPRISE INC AXON	AXON	1,714	$727.9k1.7k shares
ISHARES ETHEREUM TR ETHA	ETHA	18,871	$298.7k18.9k shares
BITWISE BITCOIN ETF TR BITB	BITB	6,917	$254.6k6.9k shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	602	$235.0k602 shares
ONDAS INC ONDS	ONDS	19,910	$180.0k19.9k shares
RED CAT HLDGS INC RCAT	RCAT	10,278	$134.5k10.3k shares
OSCAR HEALTH INC OSCR	OSCR	10,965	$125.8k11.0k shares
LIGHTPATH TECHNOLOGIES INC LPTH	LPTH	12,198	$122.3k12.2k shares