BOSMAN WEALTH MANAGEMENT, LLC

PrivateCIK: 2066260
Location

REDLANDS, CA

52
Positions
$113.63M
Total AUM (reported)
1.01M
Total Shares

Allocation by class

TOTAL AUM$113.63M52 positions
COM$61.92M54.5%
CL A$15.74M13.9%
CAP STK CL A$8.69M7.6%
COM CL A$6.89M6.1%
GOLD SHS$5.38M4.7%
SHS BEN INT$3.76M3.3%
COM STK$3.31M2.9%

Portfolio Concentration

Top 324.7%4–1032.5%11–2530.1%Rest12.6%TOP 1057.3%0%100%
Top 3$28.12M24.7%
4–10$36.98M32.5%
11–25$34.23M30.1%
Rest$14.30M12.6%

Top 3 weight

24.7%

Top 10 weight

57.3%

Voting Authority Distribution

Total shares with voting rights: 1.01M

Sole

Full voting authority

1.01M

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)

Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares75.49K
TypeSH
Market value$11.04M
9.72%
Sole
75.49K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares30.21K
TypeSH
Market value$8.69M
7.65%
Sole
30.21K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares48.08K
TypeSH
Market value$8.38M
7.38%
Sole
48.08K
Shared
0.00
None
0.00

TECHNIPFMC PLC

SOLE
COM
Shares119.68K
TypeSH
Market value$8.27M
7.28%
Sole
119.68K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares16.65K
TypeSH
Market value$5.63M
4.95%
Sole
16.65K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares12.50K
TypeSH
Market value$5.38M
4.73%
Sole
12.50K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares49.04K
TypeSH
Market value$4.86M
4.27%
Sole
49.04K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares22.77K
TypeSH
Market value$4.74M
4.17%
Sole
22.77K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares4.75K
TypeSH
Market value$4.15M
3.65%
Sole
4.75K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares10.67K
TypeSH
Market value$3.95M
3.48%
Sole
10.67K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares12.41K
TypeSH
Market value$3.84M
3.38%
Sole
12.41K
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares91.15K
TypeSH
Market value$3.50M
3.08%
Sole
91.15K
Shared
0.00
None
0.00

SLB LIMITED

SOLE
COM STK
Shares64.47K
TypeSH
Market value$3.31M
2.92%
Sole
64.47K
Shared
0.00
None
0.00

LIBERTY ENERGY INC

SOLE
COM CL A
Shares114.90K
TypeSH
Market value$3.31M
2.91%
Sole
114.90K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares5.43K
TypeSH
Market value$3.10M
2.73%
Sole
5.43K
Shared
0.00
None
0.00

COMFORT SYS USA INC

SOLE
COM
Shares1.93K
TypeSH
Market value$2.66M
2.34%
Sole
1.93K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares19.01K
TypeSH
Market value$2.33M
2.05%
Sole
19.01K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares7.65K
TypeSH
Market value$1.94M
1.71%
Sole
7.65K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares4.45K
TypeSH
Market value$1.65M
1.46%
Sole
4.45K
Shared
0.00
None
0.00

COREWEAVE INC

SOLE
COM CL A
Shares20.39K
TypeSH
Market value$1.58M
1.39%
Sole
20.39K
Shared
0.00
None
0.00

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares14.05K
TypeSH
Market value$1.55M
1.37%
Sole
14.05K
Shared
0.00
None
0.00

CONSTELLATION ENERGY CORP

SOLE
COM
Shares5.38K
TypeSH
Market value$1.50M
1.32%
Sole
5.38K
Shared
0.00
None
0.00

BLOOM ENERGY CORP

SOLE
COM CL A
Shares10.69K
TypeSH
Market value$1.45M
1.28%
Sole
10.69K
Shared
0.00
None
0.00

DECKERS OUTDOOR CORP

SOLE
COM
Shares12.63K
TypeSH
Market value$1.26M
1.11%
Sole
12.63K
Shared
0.00
None
0.00

MAGNOLIA OIL & GAS CORP

SOLE
CL A
Shares39.04K
TypeSH
Market value$1.23M
1.08%
Sole
39.04K
Shared
0.00
None
0.00
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