Bosman Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Redlands, CA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$113,630
Net value change ($000)
-8,126 (-6.7%)
New positions
17
Sold out positions
14
Turnover %
40.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 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)
MU 5,626 NEW
MRVL 4,857 NEW
SLB 3,313 NEW
LBRT 3,309 NEW
FTI 2,895 53.8%
BE 1,449 NEW
STX 1,205 NEW
GEV 1,175 39.5%
SCCO 1,085 NEW
COHR 958 NEW
Top Reduces (Value $000, Stocks/ETFs)
CRWD -5,642 -96.0%
PLTR -3,773 -25.5%
SOFI -3,567 -100.0%
CYBR -3,043 -100.0%
APP -2,862 -100.0%
SANM -2,346 -100.0%
VST -2,263 -100.0%
ORCL -1,752 -100.0%
SPOT -1,179 -100.0%
MSFT -970 -19.7%
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