Bosman Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Redlands, CA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$161,182
Net value change ($000)
+47,552 (41.8%)
New positions
14
Sold out positions
10
Turnover %
11.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 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)
MU 15,861 281.9%
MRVL 8,484 174.7%
AMD 3,798 326.0%
BE 3,766 259.9%
LLY 3,747 NEW
LITE 3,157 582.5%
LRCX 2,122 NEW
OC 1,831 365.5%
WDC 1,553 164.2%
GOOGL 1,507 17.3%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -2,882 -26.1%
CEG -1,502 -100.0%
META -1,408 -45.3%
GLD -1,262 -23.5%
IBIT -1,163 -33.2%
COHR -958 -100.0%
FTI -811 -9.8%
AXON -728 -100.0%
LBRT -562 -17.0%
MSFT -355 -9.0%
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