Bosman Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Redlands, CA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$162,299
Net value change ($000)
+1,117 (0.7%)
New positions
8
Sold out positions
3
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PLTR 3,765 46.1%
XLB 2,037 NEW
SCCO 1,357 108.5%
URBN 1,264 NEW
VIST 1,118 NEW
AMD 1,017 20.5%
LLY 978 26.1%
HPE 814 260.1%
NVDA 779 8.2%
META 716 42.2%
Top Reduces (Value $000, Stocks/ETFs)
MU -5,092 -23.7%
GEV -1,940 -38.4%
WDC -1,335 -53.4%
AVGO -1,328 -34.9%
LITE -1,224 -33.1%
LBRT -1,160 -42.2%
CIFR -730 -100.0%
CRWV -721 -57.0%
OC -716 -30.7%
FIX -667 -18.1%
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.
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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