Filed: 1/27/2026ACC: 0002085853-26-000095
📋 What this filing means
BOSMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $121.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$121.76M
Total AUM (reported)
1M
Total Shares
Allocation by class
COM$58.78M48.3%
CL A$26.70M21.9%
CAP STK CL A$9.38M7.7%
COM CL A$5.70M4.7%
SHS$5.23M4.3%
SHS BEN INT$4.93M4.0%
GOLD SHS$4.78M3.9%
Portfolio Concentration
Top 3$33.37M27.4%
4–10$34.97M28.7%
11–25$36.23M29.8%
Rest$17.18M14.1%
Top 3 weight
27.4%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 1M
Sole
Full voting authority
1M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares83.35K
TypeSH
Market value$14.82M
12.17%
Sole
83.35K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares29.96K
TypeSH
Market value$9.38M
7.70%
Sole
29.96K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares49.22K
TypeSH
Market value$9.18M
7.54%
Sole
49.22K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares12.54K
TypeSH
Market value$5.88M
4.83%
Sole
12.54K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares120.69K
TypeSH
Market value$5.38M
4.42%
Sole
120.69K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.01K
TypeSH
Market value$5.08M
4.17%
Sole
22.01K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.17K
TypeSH
Market value$4.92M
4.04%
Sole
10.17K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares12.05K
TypeSH
Market value$4.78M
3.92%
Sole
12.05K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares13.45K
TypeSH
Market value$4.65M
3.82%
Sole
13.45K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares86.34K
TypeSH
Market value$4.29M
3.52%
Sole
86.34K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.81K
TypeSH
Market value$3.84M
3.15%
Sole
5.81K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares136.25K
TypeSH
Market value$3.57M
2.93%
Sole
136.25K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares6.82K
TypeSH
Market value$3.04M
2.50%
Sole
6.82K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares4.55K
TypeSH
Market value$2.97M
2.44%
Sole
4.55K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares4.25K
TypeSH
Market value$2.86M
2.35%
Sole
4.25K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares18.05K
TypeSH
Market value$2.36M
1.94%
Sole
18.05K
Shared
0.00
None
0.00
SANMINA CORPORATION
SOLEShares15.63K
TypeSH
Market value$2.35M
1.93%
Sole
15.63K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares14.03K
TypeSH
Market value$2.26M
1.86%
Sole
14.03K
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.73K
TypeSH
Market value$2.10M
1.73%
Sole
7.73K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares5.83K
TypeSH
Market value$2.06M
1.69%
Sole
5.83K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares2.07K
TypeSH
Market value$1.94M
1.59%
Sole
2.07K
Shared
0.00
None
0.00
TESLA INC
SOLEShares4.10K
TypeSH
Market value$1.85M
1.52%
Sole
4.10K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares8.99K
TypeSH
Market value$1.75M
1.44%
Sole
8.99K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares23.94K
TypeSH
Market value$1.71M
1.41%
Sole
23.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.20K
TypeSH
Market value$1.56M
1.28%
Sole
14.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 83.35K | SH | $14.82M 12.17% | 83.35K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.96K | SH | $9.38M 7.70% | 29.96K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 49.22K | SH | $9.18M 7.54% | 49.22K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 12.54K | SH | $5.88M 4.83% | 12.54K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 120.69K | SH | $5.38M 4.42% | 120.69K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.01K | SH | $5.08M 4.17% | 22.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.17K | SH | $4.92M 4.04% | 10.17K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 12.05K | SH | $4.78M 3.92% | 12.05K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 13.45K | SH | $4.65M 3.82% | 13.45K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 86.34K | SH | $4.29M 3.52% | 86.34K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.81K | SH | $3.84M 3.15% | 5.81K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 136.25K | SH | $3.57M 2.93% | 136.25K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 6.82K | SH | $3.04M 2.50% | 6.82K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 4.55K | SH | $2.97M 2.44% | 4.55K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 4.25K | SH | $2.86M 2.35% | 4.25K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 18.05K | SH | $2.36M 1.94% | 18.05K | 0.00 | 0.00 |
SANMINA CORPORATIONSOLE | COM | 15.63K | SH | $2.35M 1.93% | 15.63K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 14.03K | SH | $2.26M 1.86% | 14.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.73K | SH | $2.10M 1.73% | 7.73K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 5.83K | SH | $2.06M 1.69% | 5.83K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 2.07K | SH | $1.94M 1.59% | 2.07K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 4.10K | SH | $1.85M 1.52% | 4.10K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 8.99K | SH | $1.75M 1.44% | 8.99K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 23.94K | SH | $1.71M 1.41% | 23.94K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 14.20K | SH | $1.56M 1.28% | 14.20K | 0.00 | 0.00 |
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