StockDrifts LogoStockDrifts

Boomfish Wealth Group, LLC

Portfolio Manager
Boomfish Wealth Group, LLC
Performance
-2.84% (2026 Q1)
AUM (13F)
$187.33M
# of Holdings
87
Performance Rank
Allocation (Top 20)
48.3%

Boomfish Wealth Group, LLC Holdings Map

Top 50 Boomfish Wealth Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SERIES TRUST
5.54%113.2K$10.4M
+18.85%(+17.95K)
2025-Q1: 101.1K shares2025-Q2: 94.6K shares2025-Q3: 97.4K shares2025-Q4: 95.2K shares2026-Q1: 113.2K shares
$91.66(-0.19%)
2026-03-31
AGG
ISHARES TR
4.3%81.2K$8.1M
-3.31%(-2.78K)
2025-Q1: 66.5K shares2025-Q2: 70.9K shares2025-Q3: 72.3K shares2025-Q4: 83.9K shares2026-Q1: 81.2K shares
$99.15(-0.48%)
2026-03-31
MOAT
VANECK ETF TRUST
3.79%73.4K$7.1M
+1.65%(+1.19K)
2025-Q1: 84.0K shares2025-Q2: 80.7K shares2025-Q3: 77.4K shares2025-Q4: 72.2K shares2026-Q1: 73.4K shares
$81.58(+21.92%)
2026-03-31
TLT
ISHARES TR
3.22%69.7K$6.0M
+7.00%(+4.56K)
2025-Q1: 47.3K shares2025-Q2: 47.8K shares2025-Q3: 48.7K shares2025-Q4: 65.1K shares2026-Q1: 69.7K shares
$92.43(-8.26%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.06%32.8K$5.7M
+0.76%(+246)
2025-Q1: 30.7K shares2025-Q2: 35.8K shares2025-Q3: 31.4K shares2025-Q4: 32.6K shares2026-Q1: 32.8K shares
$69.82(+223.45%)
2026-03-31
VNLA
JANUS DETROIT STR TR
2.52%96.7K$4.7M
+55.16%(+34.37K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 62.3K shares2026-Q1: 96.7K shares
$49.14(-0.36%)
2026-03-31
AAPL
APPLE INC
2.39%17.6K$4.5M
+1.46%(+254)
2025-Q1: 14.4K shares2025-Q2: 15.6K shares2025-Q3: 16.4K shares2025-Q4: 17.4K shares2026-Q1: 17.6K shares
$192.26(+55.45%)
2026-03-31
KLAC
KLA CORP
2.22%2.8K$4.1M
-3.13%(-91)
2025-Q1: 3.7K shares2025-Q2: 3.2K shares2025-Q3: 3.3K shares2025-Q4: 2.9K shares2026-Q1: 2.8K shares
$565.58(+227.05%)
2026-03-31
GOOG
ALPHABET INC
2.17%14.2K$4.1M
+0.83%(+117)
2025-Q1: 16.4K shares2025-Q2: 17.2K shares2025-Q3: 15.8K shares2025-Q4: 14.1K shares2026-Q1: 14.2K shares
$140.30(+184.41%)
2026-03-31
ASML
ASML HLDG NV
2.07%2.9K$3.9M
-11.05%(-364)
2025-Q1: 3.4K shares2025-Q2: 3.5K shares2025-Q3: 3.6K shares2025-Q4: 3.3K shares2026-Q1: 2.9K shares
$716.01(+120.89%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Boomfish Wealth Group, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all