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BWM
Bosman Wealth Management Portfolio holdings
AUM
$161M
1-Year Est. Return
115.22%
This Fund
S&P 500
1 Year Est. Return
+115.22%
AUM
$161M
AUM Growth
+$47.6M
(+42%)
Holding
66
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 | +$3.19M | |
| 2 | +$3.16M | |
| 3 | +$1.67M | |
| 4 |
Lam Research
LRCX
|
+$1.49M |
| 5 |
Micron Technology
MU
|
+$1.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$1.48M | |
| 3 | +$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 | Consumer Discretionary | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Micron Technology
MU
$1.1T
| $21.5M | 13.33% |
18,615
+1,961
|
|
||
|
2
Marvell Technology
MRVL
$199B
| $13.3M | 8.28% |
44,784
-4,256
|
|
||
3
Alphabet (Google) Class A
GOOGL
$4.23T
| $10.2M | 6.33% |
28,532
-1,683
|
|
||
4
NVIDIA
NVDA
$5.45T
| $9.53M | 5.91% |
47,617
-459
|
|
||
5
Palantir
PLTR
$418B
| $8.16M | 5.06% |
69,946
-5,544
|
|
||
6
TechnipFMC
FTI
$30.8B
| $7.46M | 4.63% |
112,550
-7,129
|
|
||
7
Bloom Energy
BE
$67.7B
| $5.22M | 3.24% |
17,229
+6,536
|
|
||
8
GE Vernova
GEV
$283B
| $5.05M | 3.13% |
4,298
-455
|
|
||
9
Advanced Micro Devices
AMD
$840B
| $4.96M | 3.08% |
8,544
+2,816
|
|
||
10
Amazon
AMZN
$2.83T
| $4.78M | 2.97% |
20,069
-2,704
|
|
||
11
SPDR Gold Trust
GLD
$143B
| $4.12M | 2.55% |
11,176
-1,326
|
|
||
|
12
Broadcom
AVGO
$1.87T
| $3.8M | 2.36% |
10,061
-2,347
|
|
||
13
Eli Lilly
LLY
$1.05T
| $3.75M | 2.32% |
+3,124
|
|
||
14
Lumentum
LITE
$82.1B
| $3.7M | 2.3% |
4,311
+3,540
|
|
||
15
Comfort Systems
FIX
$62.4B
| $3.68M | 2.29% |
1,859
-68
|
|
||
16
Microsoft
MSFT
$3.68T
| $3.6M | 2.23% |
9,638
-1,033
|
|
||
17
SLB Ltd
SLB
$79.8B
| $3.37M | 2.09% |
72,528
+8,061
|
|
||
18
Liberty Energy
LBRT
$3.59B
| $2.75M | 1.7% |
104,906
-9,991
|
|
||
19
Arista Networks
ANET
$251B
| $2.65M | 1.64% |
15,595
-3,414
|
|
||
20
Seagate
STX
$221B
| $2.56M | 1.59% |
2,650
-426
|
|
||
21
Western Digital
WDC
$175B
| $2.5M | 1.55% |
3,912
+416
|
|
||
22
iShares Bitcoin Trust
IBIT
$46.8B
| $2.34M | 1.45% |
70,275
-20,879
|
|
||
23
Owens Corning
OC
$12.2B
| $2.33M | 1.45% |
14,671
+10,045
|
|
||
24
Apple
AAPL
$4.46T
| $2.21M | 1.37% |
7,651
+2
|
|
||
|
25
Lam Research
LRCX
$416B
| $2.12M | 1.32% |
+4,896
|
|
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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.