Bosman Wealth Management, LLC
All 13F Filings
- Location
- Redlands, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 161,182
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 56 | 161,182 | 13F-HR | Bosman Wealth Management, LLC |
| Q1 2026 | 5/1/2026 | 52 | 113,630 | 13F-HR | Bosman Wealth Management, LLC |
| Q4 2025 | 1/27/2026 | 49 | 121,756 | 13F-HR | Bosman Wealth Management, LLC |
| Q3 2025 | 10/27/2025 | 42 | 129,028 | 13F-HR | Bosman Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 39 | 112,571 | 13F-HR | Bosman Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 151.4 K | 93.9% | 50.12 K | 0 | 50.12 K |
| ETFs | 9.772 K | 6.1% | 0 | 2.569 K | -2.569 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
161,182
Holdings
56
QoQ value change ($000)
47,552
(41.8%)
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.