Boomfish Wealth Group, LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 219,532
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 95 | 219,532 | 13F-HR | Boomfish Wealth Group, LLC |
| Q1 2026 | 4/22/2026 | 87 | 187,327 | 13F-HR | Boomfish Wealth Group, LLC |
| Q4 2025 | 1/21/2026 | 85 | 187,095 | 13F-HR | Boomfish Wealth Group, LLC |
| Q3 2025 | 10/29/2025 | 87 | 185,401 | 13F-HR | Boomfish Wealth Group, LLC |
| Q2 2025 | 7/24/2025 | 87 | 173,093 | 13F-HR | Boomfish Wealth Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 172.7 K | 78.8% | 27.43 K | 0 | 27.43 K |
| ETFs | 46.48 K | 21.2% | 4.786 K | 0 | 4.786 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
219,532
Holdings
95
QoQ value change ($000)
32,205
(17.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.