Boomfish Wealth Group, LLC

Q2 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$219,532
Net value change ($000)
+32,205 (17.2%)
New positions
10
Sold out positions
2
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SGOV 3,848 NEW
AMAT 2,998 81.0%
AAPL 2,899 64.7%
NVDA 2,809 49.1%
MSFT 2,799 83.3%
GOOGL 2,600 63.8%
KLAC 1,997 48.1%
AMZN 1,490 40.2%
AVGO 1,431 49.3%
ANET 1,187 38.9%
Top Reduces (Value $000, Stocks/ETFs)
BIL -2,585 -24.9%
HON -1,805 -100.0%
XOM -592 -20.2%
ACN -454 -36.8%
CRM -424 -20.0%
ROP -406 -35.1%
LMT -359 -11.0%
WDAY -330 -18.7%
ICE -276 -9.5%
NOW -273 -13.5%
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