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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
+0.31%
1 Year Est. Return
+115.22%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
-$7.27M
Cap. Flow
-$3.35M
Cap. Flow %
-2.75%
Top 10 Hldgs %
56.13%
Holding
55
New
13
Increased
7
Reduced
25
Closed
6

Top Buys

Rank Stock Value
1
SOFI icon
SoFi Technologies
SOFI
+$3.8M
2
APP icon
Applovin
APP
+$2.68M
3
GLD icon
SPDR Gold Trust
GLD
+$2.65M
4
VST icon
Vistra
VST
+$2.56M
5
ANET icon
Arista Networks
ANET
+$2.48M

Top Sells

Rank Stock Value
1
URBN icon
Urban Outfitters
URBN
+$3.61M
2
CYBR
CyberArk
CYBR
+$3M
3
UBER icon
Uber
UBER
+$2.67M
4
SN icon
SharkNinja
SN
+$2.27M
5
NOW icon
ServiceNow
NOW
+$2.19M

Sector Composition

Rank Sector Weight
1 Technology 46.87%
2 Communication Services 14.17%
3 Consumer Discretionary 8.65%
4 Industrials 5.95%
5 Energy 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$791B
$1.4M 1.15%
6,524
+965
+17% +$217K
DECK icon
27
Deckers Outdoor
DECK
$13.6B
$1.37M 1.13%
13,249
-3,248
-20% -$304K
SPOT icon
28
Spotify
SPOT
$107B
$1.18M 0.97%
2,030
-3,471
-63% -$2.17M
CIFR icon
29
Cipher Digital
CIFR
$9.27B
$1.04M 0.86%
+70,767
New +$1.25M
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$1.03M 0.85%
1,511
– –
AXON
31
Axon Enterprise
AXON
$42.3B
$1.03M 0.84%
1,809
-2,315
-56% -$1.44M
IREN icon
32
Iris Energy
IREN
$13.7B
$954K 0.78%
+25,256
New +$1.3M
MGY icon
33
Magnolia Oil & Gas
MGY
$5.93B
$925K 0.76%
42,255
-744
-2% -$16.9K
MELI icon
34
Mercado Libre
MELI
$95.6B
$860K 0.71%
427
-560
-57% -$1.18M
UBER icon
35
Uber
UBER
$143B
$851K 0.7%
10,415
-29,689
-74% -$2.67M
DASH icon
36
DoorDash
DASH
$86.1B
$762K 0.63%
3,363
-7,085
-68% -$1.66M
NOW icon
37
ServiceNow
NOW
$114B
$721K 0.59%
4,705
-12,760
-73% -$2.19M
ETHA
38
iShares Ethereum Trust ETF
ETHA
$5.6B
$675K 0.55%
30,083
-11,529
-28% -$302K
BITB icon
39
Bitwise Bitcoin ETF
BITB
$2.48B
$642K 0.53%
+13,500
New +$735K
CARG icon
40
CarGurus
CARG
$3.25B
$609K 0.5%
15,871
-12,918
-45% -$466K
MMM icon
41
3M
MMM
$90.8B
$593K 0.49%
3,706
– –
CVX icon
42
Chevron
CVX
$383B
$438K 0.36%
2,877
– –
RKLB icon
43
Rocket Lab Corp
RKLB
$40.4B
$414K 0.34%
+5,928
New +$340K
SMH icon
44
VanEck Semiconductor ETF
SMH
$65B
$353K 0.29%
981
-270
-22% -$94.7K
FETH
45
Fidelity Ethereum Fund
FETH
$1.04B
$338K 0.28%
+11,409
New +$394K
VRT icon
46
Vertiv
VRT
$87.6B
$302K 0.25%
+1,861
New +$323K
TOST icon
47
Toast
TOST
$19.1B
$280K 0.23%
7,873
-43,749
-85% -$1.58M
V icon
48
Visa
V
$673B
$210K 0.17%
600
– –
OSCR icon
49
Oscar Health
OSCR
$9.42B
$200K 0.16%
13,925
-71,131
-84% -$1.23M
ARM icon
50
Arm
ARM
$258B
– –
-3,344
Closed -$473K
1
2
3

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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 2025 Portfolio in Review

As of Q4 2025, Bosman Wealth Management held 55 positions worth $122M, down 5.6% from $129M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Bosman Wealth Management's Q4 2025 filing shows 13 new, 7 increased, 25 reduced and 6 closed positions. Its largest new stake was SoFi Technologies: 136,245 shares worth $3.57M. The largest sale was Urban Outfitters, an estimated $3.61M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 47% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Bosman Wealth Management's largest Q4 2025 buy was SoFi Technologies: 136,245 shares worth $3.57M.
  • Bosman Wealth Management added most to SPDR Gold Trust in Q4 2025, an estimated $2.65M increase.
  • Bosman Wealth Management's biggest Q4 2025 reduction was CyberArk, cutting an estimated $3M.
  • Bosman Wealth Management fully exited Urban Outfitters in Q4 2025, selling an estimated $3.61M.
  • Bosman Wealth Management's ten largest holdings make up 56% of its $122M portfolio in Q4 2025.
  • Bosman Wealth Management opened 13 new positions and closed 6 in Q4 2025.
  • Bosman Wealth Management's portfolio value fell 5.6% quarter-over-quarter to $122M.

Based on Bosman Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.