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BWM

Bosman Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 115.22%
This Fund
S&P 500
This Quarter Est. Return
+22.58%
1 Year Est. Return
+115.22%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow %
96.33%
Top 10 Hldgs %
67.16%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$10.5M
2
NVDA icon
NVIDIA
NVDA
+$9.78M
3
FTI icon
TechnipFMC
FTI
+$8.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.95M
5
SN icon
SharkNinja
SN
+$5.29M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 51.15%
2 Energy 15.18%
3 Consumer Discretionary 14.09%
4 Communication Services 7.23%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
26
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$544K 0.52%
+929
New +$547K
TSLA icon
27
Tesla
TSLA
$1.22T
$383K 0.37%
+948
New +$305K
GBTC icon
28
Grayscale Bitcoin Trust
GBTC
$9.73B
$350K 0.34%
+4,724
New +$311K
COST icon
29
Costco
COST
$423B
$323K 0.31%
+352
New +$327K
PANW icon
30
Palo Alto Networks
PANW
$265B
$322K 0.31%
+1,772
New +$335K
GRRR
31
Gorilla Technology Group
GRRR
$318M
$322K 0.31%
+17,849
New +$117K
AMPX icon
32
Amprius Technologies
AMPX
$1.34B
$287K 0.28%
+102,550
New +$179K
ETN icon
33
Eaton
ETN
$150B
$230K 0.22%
+694
New +$244K
V icon
34
Visa
V
$673B
$222K 0.21%
+702
New +$211K
IONQ icon
35
IonQ
IONQ
$13.4B
$214K 0.21%
+5,120
New +$128K
EZPW icon
36
Ezcorp Inc
EZPW
$1.79B
$178K 0.17%
+14,603
New +$173K
RCAT icon
37
Red Cat Holdings
RCAT
$1.12B
$137K 0.13%
+10,683
New +$65.2K
1
2

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FPWM
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GPA
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GWM
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RCWM
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Bosman Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Bosman Wealth Management, which disclosed 37 positions worth $104M. Its ten largest holdings account for 67% of the portfolio.

Its largest position is Palantir: 180,732 shares worth $13.7M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, followed by Energy and Consumer Discretionary.

  • Bosman Wealth Management's largest Q4 2024 buy was Palantir: 180,732 shares worth $13.7M.
  • Bosman Wealth Management's ten largest holdings make up 67% of its $104M portfolio in Q4 2024.
  • Bosman Wealth Management disclosed 37 positions in Q4 2024, its first 13F filing on record.

Based on Bosman Wealth Management's 13F filing for Q4 2024, filed 30 Apr 2025.