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13F holdings · Q3 2026

Bosman Wealth Management

Redlands, CA · files as Bosman Wealth Management, LLC
Holdings as of Sep 30, 2026Filed Oct 28, 2026Next filing due Feb 15, 2027CIK 2066260

Bosman Wealth Management reported 61 stocks worth $162M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are MU (10.1%), MRVL (8.0%) and PLTR (7.3%). Compared with Q2 2026, the fund opened new positions in XLB, URBN and VIST, added to MRVL, AMD and BE, trimmed MU, PLTR and NVDA and sold out of CIFR, XOM and IREN.

Reported value$162M+0.7% vs last quarter
Stocks held618 new · 3 sold out
Top 5 weight37.8%fairly concentrated
Turnover19%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
MU
Micron Technology Inc
$16.4M10.1%15K−3,222 (−17%)3 of 8
2
MRVL
Marvell Technology Inc
$13M8.0%49K+4,558 (+10%)3 of 8
3
PLTR
Palantir Technologies Inc
$11.9M7.3%64K−6,186 (−9%)8 of 8
4
NVDA
Nvidia Corporation
$10.3M6.3%45K−2,485 (−5%)8 of 8
5
GOOGL
Alphabet Inc
$9.7M6.0%28K−277 (−1%)8 of 8
6
FTI
Technipfmc PLC
$7.4M4.6%110K−2,942 (−3%)8 of 8
7
AMD
Advanced Micro Devices Inc
$6M3.7%9,775+1,231 (+14%)5 of 8
8
BE
Bloom Energy Corp
$5.1M3.1%18K+1,166 (+7%)3 of 8
9
AMZN
Amazon Com Inc
$5M3.1%20KNo change8 of 8
10
LLY
Eli Lilly & Co
$4.7M2.9%4,084+960 (+31%)2 of 8
🔒 51 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
CIFR
Cipher Mng Inc
$730K30K
XOM
Exxon Mobil Corp
$207K1,512
IREN
Iren Ltd F
$201K4,398

Reported value

last 8 quarters
$104MQ4 '24
$98.5MQ1 '25
$113MQ2 '25
$129MQ3 '25
$122MQ4 '25
$114MQ1 '26
$161MQ2 '26
$162MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 28, 202613F-HRQ3 2026SEC filing ↗

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Bosman Wealth Management 13F FAQ

What does Bosman Wealth Management own?

Bosman Wealth Management reported 61 stocks worth $162M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are MU (10.1%), MRVL (8.0%) and PLTR (7.3%). The table above lists every position in the filing (the top 10 without an account).

What did Bosman Wealth Management buy and sell in Q3 2026?

Compared with Q2 2026: 8 new positions, 16 added to, 26 trimmed and 3 sold out. New positions include XLB, URBN and VIST. It sold all of CIFR, XOM and IREN.

When will Bosman Wealth Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Bosman Wealth Management's portfolio worth?

The Q3 2026 filing reports $162M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.