StockDriftsStockDriftsTop 50 Bosman Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 13.33% | 18.6K | $21.5M | +11.77%(+1.96K) | $356.55(+141.77%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 8.28% | 44.8K | $13.3M | -8.68%(-4.26K) | $92.02(+127.40%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.33% | 28.5K | $10.2M | -5.57%(-1.68K) | $176.52(+99.11%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.91% | 47.6K | $9.5M | -0.95%(-459) | $128.39(+71.71%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 5.06% | 69.9K | $8.2M | -7.34%(-5.54K) | $56.41(+213.20%) | 2026-06-30 | |
| FTI | TECHNIPFMC PLC | 4.63% | 112.5K | $7.5M | -5.96%(-7.13K) | $27.59(+171.13%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 3.24% | 17.2K | $5.2M | +61.12%(+6.54K) | $149.09(+44.06%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.13% | 4.3K | $5.0M | -9.57%(-455) | $442.70(+130.17%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.08% | 8.5K | $5.0M | +49.16%(+2.82K) | $233.42(+99.66%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.97% | 20.1K | $4.8M | -11.87%(-2.70K) | $206.48(+33.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +55.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.78% |
Bosman Wealth Management, LLC reports $161.18M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are MU (13.3%), MRVL (8.3%) and GOOGL (6.3%). The top 20 holdings account for 77.02% of reported assets. Its disclosed equity book has returned +55.73% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bosman Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066260). View Bosman Wealth Management, LLC’s 13F filings on SEC