Bosman Wealth Management, LLC Diversified Active

Location: Redlands, CA

CIK: 0002066260 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 27, 2026

Total Value: $122M (100.0% shares, 0.0% debt)

Holdings (49)

PLTR PALANTIR TECHNOLOGIES INC 12.2%
Value $14.82M Shares 83,352 Est. Cost $58.25 Unrealized +210.8%
GOOGL ALPHABET INC 7.7%
Value $9.379M Shares 29,965 Est. Cost $172.30 Unrealized +65.8%
NVDA NVIDIA CORPORATION 7.5%
Value $9.18M Shares 49,223 Est. Cost $138.22 Unrealized +34.7%
CRWD CROWDSTRIKE HLDGS INC 4.8%
Value $5.877M Shares 12,537 Est. Cost $340.01 Unrealized +49.8%
FTI TECHNIPFMC PLC 4.4%
Value $5.378M Shares 120,694 Est. Cost $28.27 Unrealized +49.3%
AMZN AMAZON COM INC 4.2%
Value $5.079M Shares 22,006 Est. Cost $211.80 Unrealized +8.0%
MSFT MICROSOFT CORP 4.0%
Value $4.92M Shares 10,174 Est. Cost $430.35 Unrealized +16.3%
GLD SPDR GOLD TR 3.9%
Value $4.776M Shares 12,051 Est. Cost $337.59 Unrealized
AVGO BROADCOM INC 3.8%
Value $4.654M Shares 13,448 Est. Cost $231.53 Unrealized +54.2%
IBIT ISHARES BITCOIN TRUST ETF 3.5%
Value $4.287M Shares 86,337 Est. Cost $57.78 Unrealized
META META PLATFORMS INC 3.2%
Value $3.836M Shares 5,812 Est. Cost $654.31 Unrealized +2.0%
SOFI SOFI TECHNOLOGIES INC 2.9%
Value $3.567M Shares 136,245 Est. Cost $27.87 Unrealized 0.0%
CYBERARK SOFTWARE LTD 2.5%
Value $3.043M Shares 6,822 Est. Cost $333.15 Unrealized
GEV GE VERNOVA INC 2.4%
Value $2.974M Shares 4,551 Est. Cost $431.08 Unrealized +41.3%
APP APPLOVIN CORP 2.4%
Value $2.862M Shares 4,248 Est. Cost $630.10 Unrealized 0.0%
ANET ARISTA NETWORKS INC 1.9%
Value $2.365M Shares 18,048 Est. Cost $137.66 Unrealized 0.0%
SANM SANMINA CORPORATION 1.9%
Value $2.346M Shares 15,634 Est. Cost $147.61 Unrealized 0.0%
VST VISTRA CORP 1.9%
Value $2.263M Shares 14,030 Est. Cost $181.92 Unrealized 0.0%
AAPL APPLE INC 1.7%
Value $2.103M Shares 7,734 Est. Cost $234.51 Unrealized +14.4%
CEG CONSTELLATION ENERGY CORP 1.7%
Value $2.059M Shares 5,829 Est. Cost $363.20 Unrealized 0.0%
FIX COMFORT SYS USA INC 1.6%
Value $1.936M Shares 2,074 Est. Cost $417.86 Unrealized +120.9%
TSLA TESLA INC 1.5%
Value $1.846M Shares 4,104 Est. Cost $333.26 Unrealized +33.0%
ORCL ORACLE CORP 1.4%
Value $1.752M Shares 8,991 Est. Cost $238.05 Unrealized 0.0%
CRWV COREWEAVE INC 1.4%
Value $1.714M Shares 23,937 Est. Cost $104.88 Unrealized -3.3%
SHV ISHARES TR 1.3%
Value $1.564M Shares 14,201 Est. Cost $110.42 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.1%
Value $1.397M Shares 6,524 Est. Cost $170.73 Unrealized +31.6%
DECK DECKERS OUTDOOR CORP 1.1%
Value $1.374M Shares 13,249 Est. Cost $170.20 Unrealized -44.9%
SPOT SPOTIFY TECHNOLOGY S A 1.0%
Value $1.179M Shares 2,030 Est. Cost $635.58 Unrealized -1.6%
CIFR CIPHER MINING INC 0.9%
Value $1.045M Shares 70,767 Est. Cost $17.65 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.8%
Value $1.03M Shares 1,511 Est. Cost $621.07 Unrealized
AXON AXON ENTERPRISE INC 0.8%
Value $1.027M Shares 1,809 Est. Cost $615.04 Unrealized +0.9%
IREN IREN LIMITED 0.8%
Value $954K Shares 25,256 Est. Cost $51.59 Unrealized 0.0%
MGY MAGNOLIA OIL & GAS CORP 0.8%
Value $925K Shares 42,255 Est. Cost $25.98 Unrealized -12.5%
MELI MERCADOLIBRE INC 0.7%
Value $860K Shares 427 Est. Cost $2129.48 Unrealized -1.4%
UBER UBER TECHNOLOGIES INC 0.7%
Value $851K Shares 10,415 Est. Cost $82.93 Unrealized +8.6%
DASH DOORDASH INC 0.6%
Value $762K Shares 3,363 Est. Cost $205.51 Unrealized +14.1%
NOW SERVICENOW INC 0.6%
Value $721K Shares 4,705 Est. Cost $189.44 Unrealized -9.4%
ETHA ISHARES ETHEREUM TR 0.6%
Value $675K Shares 30,083 Est. Cost $31.51 Unrealized
BITB BITWISE BITCOIN ETF TR 0.5%
Value $642K Shares 13,500 Est. Cost $47.56 Unrealized
CARG CARGURUS INC 0.5%
Value $609K Shares 15,871 Est. Cost $35.03 Unrealized +2.9%
MMM 3M CO 0.5%
Value $593K Shares 3,706 Est. Cost $128.38 Unrealized +27.1%
CVX CHEVRON CORP NEW 0.4%
Value $438K Shares 2,877 Est. Cost $152.28 Unrealized -0.6%
RKLB ROCKET LAB CORP 0.3%
Value $414K Shares 5,928 Est. Cost $57.32 Unrealized 0.0%
SMH VANECK ETF TRUST 0.3%
Value $353K Shares 981 Est. Cost $211.47 Unrealized
FETH FIDELITY ETHEREUM FD 0.3%
Value $338K Shares 11,409 Est. Cost $29.61 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value $302K Shares 1,861 Est. Cost $173.58 Unrealized 0.0%
TOST TOAST INC 0.2%
Value $280K Shares 7,873 Est. Cost $39.30 Unrealized -8.3%
V VISA INC 0.2%
Value $210K Shares 600 Est. Cost $298.33 Unrealized +14.1%
OSCR OSCAR HEALTH INC 0.2%
Value $200K Shares 13,925 Est. Cost $14.97 Unrealized +15.5%