account_balance
Investment manager · 13F filer · SEC CIK 2066260
Bosman Wealth Management, LLC
Reported value$162Mas of Sep 30, 2026
Positions61 7 new, 2 sold out
Top 10 weight55.2%MU alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
10.1%Trimmed −17%
MRVLMarvell Technology, Inc.
8.0%Added +10%
PLTRPalantir Technologies Inc.
7.3%Trimmed −9%
NVDANVIDIA Corp
6.4%Trimmed −5%
GOOGLAlphabet Inc.
6.0%
FTITechnipFMC PLC
4.6%Trimmed −3%
AMDAdvanced Micro Devices Inc
3.7%Added +14%
BEBloom Energy Corp
3.1%Added +7%
AMZNAmazon.com Inc
3.1%
LLYELI Lilly & Co
2.9%+31%
GLDSPDR Gold Trust
2.7%Added +2%
MSFTMicrosoft Corp
2.5%−18%
MUMicron Technology Inc
10.1%Trimmed −17%
MRVLMarvell Technology, Inc.
8.0%Added +10%
PLTRPalantir Technologies Inc.
7.3%
NVDANVIDIA Corp
6.4%
GOOGLAlphabet Inc.
6.0%
FTITechnipFMC PLC
4.6%
AMDAdvanced Micro Devices Inc
3.7%
BEBloom Energy Corp
3.1%
AMZN3.1%LLY2.9%GLD2.7%MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 10.1% Trimmed −17%MRVL Marvell Technology, Inc. 8.0% Added +10%PLTR Palantir Technologies Inc. 7.3% Trimmed −9%NVDA NVIDIA Corp 6.4% Trimmed −5%GOOGL Alphabet Inc. 6.0% HeldFTI TechnipFMC PLC 4.6% Trimmed −3%AMD Advanced Micro Devices Inc 3.7% Added +14%BE Bloom Energy Corp 3.1% Added +7%AMZN Amazon.com Inc 3.1% HeldLLY ELI Lilly & Co 2.9% Added +31%GLD SPDR Gold Trust 2.7% Added +2%MSFT Microsoft Corp 2.5% Trimmed −18%
What changed
Biggest moves since Jun 30, 2026
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