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BWM
Bosman Wealth Management Portfolio holdings
AUM
$161M
Turnover
36.36%
1-Year Est. Return
115.22%
This Fund
S&P 500
This Quarter Est. Return
+75.67%
1 Year Est. Return
+115.22%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
+$47.6M
(+42%)
Cap. Flow
+$7M
Cap. Flow % of AUM
Cap. Flow %
4.34%
Top 10 Holdings %
Top 10 Hldgs %
55.95%
Holding
66
New
14
Increased
12
Reduced
23
Closed
10
Avg Time Held
0.7
years
Top 10 Avg Time Held
0.8
years
Top 20 Avg Time Held
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$3.19M |
| 2 |
Lumentum
LITE
|
+$3.16M |
| 3 |
Bloom Energy
BE
|
+$1.67M |
| 4 |
Lam Research
LRCX
|
+$1.49M |
| 5 |
Micron Technology
MU
|
+$1.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Constellation Energy
CEG
|
+$1.5M |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.48M |
| 3 |
Coherent
COHR
|
+$958K |
| 4 |
Broadcom
AVGO
|
+$941K |
| 5 |
Marvell Technology
MRVL
|
+$853K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 52.72% |
| 2 | Industrials | 13.11% |
| 3 | Energy | 10.58% |
| 4 | Communication Services | 7.89% |
| 5 | Miscellaneous | 6.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Micron Technology
MU
$1.03T
| $21.5M | 13.33% |
18,615
+1,961
| +12% | +$1.47M |
2026 Q1
1 quarter
|
|
|
2
Marvell Technology
MRVL
$218B
| $13.3M | 8.28% |
44,784
-4,256
| -9% | -$853K |
2026 Q1
1 quarter
|
|
3
Alphabet (Google) Class A
GOOGL
$4.18T
| $10.2M | 6.33% |
28,532
-1,683
| -6% | -$606K |
2024 Q4
6 quarters
|
|
4
NVIDIA
NVDA
$5.25T
| $9.5M | 5.91% |
47,617
-459
| -1% | -$94.4K |
2024 Q4
6 quarters
|
|
5
Palantir
PLTR
$470B
| $8.16M | 5.06% |
69,946
-5,544
| -7% | -$756K |
2024 Q4
6 quarters
|
|
6
TechnipFMC
FTI
$27B
| $7.46M | 4.63% |
112,550
-7,129
| -6% | -$505K |
2024 Q4
6 quarters
|
|
|
7
Bloom Energy
BE
$65.7B
| $5.22M | 3.24% |
17,229
+6,536
| +61% | +$1.67M |
2026 Q1
1 quarter
|
|
8
GE Vernova
GEV
$240B
| $5.05M | 3.13% |
4,298
-455
| -10% | -$464K |
2025 Q2
4 quarters
|
|
9
Advanced Micro Devices
AMD
$883B
| $4.96M | 3.08% |
8,544
+2,816
| +49% | +$1.15M |
2025 Q3
3 quarters
|
|
10
Amazon
AMZN
$2.83T
| $4.78M | 2.97% |
20,069
-2,704
| -12% | -$679K |
2024 Q4
6 quarters
|
|
11
SPDR Gold Trust
GLD
$140B
| $4.12M | 2.55% |
11,176
-1,326
| -11% | -$549K |
2024 Q4
6 quarters
|
|
|
12
Broadcom
AVGO
$1.6T
| $3.8M | 2.36% |
10,061
-2,347
| -19% | -$941K |
2025 Q2
4 quarters
|
|
|
13
Eli Lilly
LLY
$1.15T
| $3.75M | 2.32% |
+3,124
| New | +$3.19M |
2026 Q2
0 quarters
|
|
|
14
Lumentum
LITE
$75.1B
| $3.7M | 2.3% |
4,311
+3,540
| +459% | +$3.16M |
2026 Q1
1 quarter
|
|
15
Comfort Systems
FIX
$49.1B
| $3.68M | 2.29% |
1,859
-68
| -4% | -$123K |
2024 Q4
6 quarters
|
|
16
Microsoft
MSFT
$3.96T
| $3.6M | 2.23% |
9,638
-1,033
| -10% | -$418K |
2024 Q4
6 quarters
|
|
17
SLB Ltd
SLB
$74.1B
| $3.37M | 2.09% |
72,528
+8,061
| +13% | +$432K |
2026 Q1
1 quarter
|
|
18
Liberty Energy
LBRT
$2.73B
| $2.75M | 1.7% |
104,906
-9,991
| -9% | -$299K |
2026 Q1
1 quarter
|
|
19
Arista Networks
ANET
$228B
| $2.65M | 1.64% |
15,595
-3,414
| -18% | -$536K |
2025 Q4
2 quarters
|
|
20
Seagate
STX
$154B
| $2.56M | 1.59% |
2,650
-426
| -14% | -$325K |
2026 Q1
1 quarter
|
|
21
Western Digital
WDC
$136B
| $2.5M | 1.55% |
3,912
+416
| +12% | +$202K |
2026 Q1
1 quarter
|
|
22
iShares Bitcoin Trust
IBIT
$66.7B
| $2.34M | 1.45% |
70,275
-20,879
| -23% | -$849K |
2025 Q1
5 quarters
|
|
23
Owens Corning
OC
$8.82B
| $2.33M | 1.45% |
14,671
+10,045
| +217% | +$1.22M |
2026 Q1
1 quarter
|
|
24
Apple
AAPL
$4.96T
| $2.21M | 1.37% |
7,651
+2
| +0% | +$572 |
2024 Q4
6 quarters
|
|
|
25
Lam Research
LRCX
$331B
| $2.12M | 1.32% |
+4,896
| New | +$1.49M |
2026 Q2
0 quarters
|
|
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Bosman Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Bosman Wealth Management held 66 positions worth $161M, up 42% from $114M the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Bosman Wealth Management deployed $7M of net new capital in Q2 2026, opening 14 new positions and adding to 12 existing holdings. Its largest new stake was Eli Lilly: 3,124 shares worth $3.75M.
By sector, the portfolio is most concentrated in Technology at 53% of assets, up from 44% a quarter earlier, followed by Industrials and Energy.
On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $1.48M trimmed.
- Bosman Wealth Management's largest Q2 2026 buy was Eli Lilly: 3,124 shares worth $3.75M.
- Bosman Wealth Management added most to Lumentum in Q2 2026, an estimated $3.16M increase.
- Bosman Wealth Management's biggest Q2 2026 reduction was Meta Platforms (Facebook), cutting an estimated $1.48M.
- Bosman Wealth Management fully exited Constellation Energy in Q2 2026, selling an estimated $1.5M.
- Bosman Wealth Management's ten largest holdings make up 56% of its $161M portfolio in Q2 2026.
- Bosman Wealth Management opened 14 new positions and closed 10 in Q2 2026.
- Bosman Wealth Management's portfolio value rose 42% quarter-over-quarter to $161M.
Based on Bosman Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.