Bosman Wealth Management, LLC Diversified Active

Location: Redlands, CA

CIK: 0002066260 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 4, 2026

Total Value: $114M (100.0% shares, 0.0% debt)

Holdings (52)

PLTR PALANTIR TECHNOLOGIES INC 9.7%
Value $11.04M Shares 75,490 Est. Cost $58.25 Unrealized +164.7%
GOOGL ALPHABET INC 7.6%
Value $8.689M Shares 30,215 Est. Cost $172.30 Unrealized +87.6%
NVDA NVIDIA CORPORATION 7.4%
Value $8.384M Shares 48,076 Est. Cost $138.22 Unrealized +35.0%
FTI TECHNIPFMC PLC 7.3%
Value $8.273M Shares 119,679 Est. Cost $28.27 Unrealized +99.3%
MU MICRON TECHNOLOGY INC 5.0%
Value $5.626M Shares 16,654 Est. Cost $387.04 Unrealized 0.0%
GLD SPDR GOLD TR 4.7%
Value $5.379M Shares 12,502 Est. Cost $340.94 Unrealized
MRVL MARVELL TECHNOLOGY INC 4.3%
Value $4.857M Shares 49,040 Est. Cost $81.07 Unrealized 0.0%
AMZN AMAZON COM INC 4.2%
Value $4.743M Shares 22,773 Est. Cost $212.30 Unrealized +6.8%
GEV GE VERNOVA INC 3.7%
Value $4.149M Shares 4,753 Est. Cost $444.08 Unrealized +65.9%
MSFT MICROSOFT CORP 3.5%
Value $3.95M Shares 10,671 Est. Cost $430.55 Unrealized +0.9%
AVGO BROADCOM INC 3.4%
Value $3.84M Shares 12,408 Est. Cost $231.53 Unrealized +44.3%
IBIT ISHARES BITCOIN TRUST ETF 3.1%
Value $3.502M Shares 91,154 Est. Cost $56.75 Unrealized
SLB SLB LIMITED 2.9%
Value $3.313M Shares 64,467 Est. Cost $48.30 Unrealized 0.0%
LBRT LIBERTY ENERGY INC 2.9%
Value $3.309M Shares 114,897 Est. Cost $23.21 Unrealized 0.0%
META META PLATFORMS INC 2.7%
Value $3.105M Shares 5,427 Est. Cost $654.31 Unrealized +0.2%
FIX COMFORT SYS USA INC 2.3%
Value $2.657M Shares 1,927 Est. Cost $417.86 Unrealized +186.2%
ANET ARISTA NETWORKS INC 2.1%
Value $2.334M Shares 19,009 Est. Cost $137.53 Unrealized -1.8%
AAPL APPLE INC 1.7%
Value $1.941M Shares 7,649 Est. Cost $234.51 Unrealized +12.1%
TSLA TESLA INC 1.5%
Value $1.654M Shares 4,448 Est. Cost $340.43 Unrealized +25.1%
CRWV COREWEAVE INC 1.4%
Value $1.58M Shares 20,391 Est. Cost $104.88 Unrealized -12.8%
SHV ISHARES TR 1.4%
Value $1.551M Shares 14,051 Est. Cost $110.42 Unrealized
CEG CONSTELLATION ENERGY CORP 1.3%
Value $1.502M Shares 5,380 Est. Cost $363.20 Unrealized -17.1%
BE BLOOM ENERGY CORP 1.3%
Value $1.449M Shares 10,693 Est. Cost $144.65 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 1.1%
Value $1.264M Shares 12,629 Est. Cost $170.20 Unrealized -35.6%
MGY MAGNOLIA OIL & GAS CORP 1.1%
Value $1.232M Shares 39,039 Est. Cost $25.98 Unrealized -4.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 1.1%
Value $1.205M Shares 3,076 Est. Cost $376.45 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 1.0%
Value $1.165M Shares 5,728 Est. Cost $170.73 Unrealized +29.9%
SCCO SOUTHERN COPPER CORP 1.0%
Value $1.085M Shares 6,307 Est. Cost $187.35 Unrealized 0.0%
SPY STATE STR SPDR S&P 500 ETF T 0.9%
Value $983K Shares 1,511 Est. Cost $621.07 Unrealized
COHR COHERENT CORP 0.8%
Value $958K Shares 4,022 Est. Cost $213.35 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.8%
Value $946K Shares 3,496 Est. Cost $251.23 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.6%
Value $728K Shares 1,714 Est. Cost $615.04 Unrealized -14.3%
MELI MERCADOLIBRE INC 0.6%
Value $692K Shares 400 Est. Cost $2129.48 Unrealized -3.0%
CVX CHEVRON CORPORATION 0.5%
Value $595K Shares 2,877 Est. Cost $152.28 Unrealized +12.9%
CIFR CIPHER DIGITAL INC 0.5%
Value $557K Shares 43,262 Est. Cost $17.65 Unrealized -5.5%
LITE LUMENTUM HLDGS INC 0.5%
Value $542K Shares 771 Est. Cost $467.14 Unrealized 0.0%
MMM 3M CO 0.5%
Value $538K Shares 3,706 Est. Cost $128.38 Unrealized +27.7%
IREN IREN LIMITED 0.5%
Value $523K Shares 15,245 Est. Cost $51.59 Unrealized -6.4%
OC OWENS CORNING NEW 0.4%
Value $501K Shares 4,626 Est. Cost $125.69 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.4%
Value $432K Shares 1,723 Est. Cost $173.58 Unrealized +15.1%
RKLB ROCKET LAB CORP 0.3%
Value $381K Shares 5,928 Est. Cost $57.32 Unrealized +38.3%
SMH VANECK ETF TRUST 0.3%
Value $372K Shares 971 Est. Cost $211.47 Unrealized
ETHA ISHARES ETHEREUM TR 0.3%
Value $299K Shares 18,871 Est. Cost $31.51 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.2%
Value $267K Shares 2,038 Est. Cost $126.06 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value $257K Shares 1,512 Est. Cost $138.74 Unrealized 0.0%
BITB BITWISE BITCOIN ETF TR 0.2%
Value $255K Shares 6,917 Est. Cost $47.56 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $235K Shares 602 Est. Cost $340.01 Unrealized +26.8%
EZPW EZCORP INC 0.2%
Value $226K Shares 8,893 Est. Cost $22.79 Unrealized 0.0%
ONDS ONDAS INC 0.2%
Value $180K Shares 19,910 Est. Cost $11.33 Unrealized 0.0%
RCAT RED CAT HLDGS INC 0.1%
Value $135K Shares 10,278 Est. Cost $13.00 Unrealized 0.0%
OSCR OSCAR HEALTH INC 0.1%
Value $126K Shares 10,965 Est. Cost $14.97 Unrealized -1.7%
LPTH LIGHTPATH TECHNOLOGIES INC 0.1%
Value $122K Shares 12,198 Est. Cost $11.71 Unrealized 0.0%