Boomfish Wealth Group, LLC

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$187,327
Net value change ($000)
+232 (0.1%)
New positions
8
Sold out positions
6
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPM 2,337 669.6%
BIL 1,670 19.2%
VNLA 1,661 54.2%
LIN 1,403 NEW
TSM 1,386 103.0%
PG 1,266 178.1%
AMD 1,193 NEW
BOND 1,162 NEW
TSLA 1,037 74.7%
ISRG 1,014 NEW
Top Reduces (Value $000, Stocks/ETFs)
ADBE -2,363 -100.0%
CSGP -2,318 -100.0%
APD -1,436 -100.0%
ECL -1,426 -87.6%
MDLZ -1,259 -100.0%
DHR -1,174 -100.0%
XYZ -994 -100.0%
MSFT -894 -21.0%
CRM -825 -28.1%
NOW -534 -20.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type