Bosman Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Redlands, CA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$121,756
Net value change ($000)
-7,272 (-5.6%)
New positions
13
Sold out positions
6
Turnover %
23.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SOFI 3,567 NEW
GLD 2,955 162.3%
APP 2,862 NEW
ANET 2,365 NEW
SANM 2,346 NEW
VST 2,263 NEW
CEG 2,059 NEW
ORCL 1,752 NEW
GOOGL 1,313 16.3%
CIFR 1,045 NEW
Top Reduces (Value $000, Stocks/ETFs)
URBN -3,611 -100.0%
CYBR -3,269 -51.8%
UBER -3,078 -78.3%
SPOT -2,661 -69.3%
NOW -2,494 -77.6%
IBIT -2,457 -36.4%
SN -2,266 -100.0%
DASH -2,080 -73.2%
AXON -1,933 -65.3%
TOST -1,605 -85.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type