Boomfish Wealth Group, LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 187,095
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 177.8 K | 95.2% | 0 | 2.911 K | -2.911 K |
| ETFs | 8.957 K | 4.8% | 4.605 K | 0 | 4.605 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
187,095
Holdings
85
QoQ value change ($000)
1,694
(0.9%)
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.