Bosman Wealth Management, LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$112.6B

Holdings

39

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (39 positions)

#StockSharesValue% PortfolioType
1
PLTRPALANTIR TECHNOLOGIES INC
91,011$12.4B11.02%
2
NVDANVIDIA CORPORATION
48,773$7.7B6.85%
3
CRWDCROWDSTRIKE HLDGS INC
11,970$6.1B5.42%
4
GOOGLALPHABET INC
33,362$5.9B5.22%
5
CYBRCYBERARK SOFTWARE LTD
13,834$5.6B5.00%
6
FTITECHNIPFMC PLC
149,008$5.1B4.56%
7
MSFTMICROSOFT CORP
9,833$4.9B4.34%
8
SPOTSPOTIFY TECHNOLOGY S A
5,569$4.3B3.80%
9
AMZNAMAZON COM INC
18,847$4.1B3.67%
10
NOWSERVICENOW INC
3,908$4.0B3.57%
11
FOURSHIFT4 PMTS INC
35,779$3.5B3.15%
12
UBERUBER TECHNOLOGIES INC
37,935$3.5B3.14%
13
IBITISHARES BITCOIN TRUST ETF
57,218$3.5B3.11%
14
AVGOBROADCOM INC
11,530$3.2B2.82%
15
SHVISHARES TR
28,499$3.1B2.80%
16
URBNURBAN OUTFITTERS INC
41,840$3.0B2.70%
17
AXONAXON ENTERPRISE INC
3,417$2.8B2.51%
18
METAMETA PLATFORMS INC
3,785$2.8B2.48%
19
MLB1MERCADOLIBRE INC
1,001$2.6B2.32%
20
TOSTTOAST INC
54,455$2.4B2.14%
21
SNSHARKNINJA INC
24,125$2.4B2.12%
22
DASHDOORDASH INC
9,423$2.3B2.06%
23
GEVGE VERNOVA INC
4,227$2.2B1.99%
24
DECKDECKERS OUTDOOR CORP
18,668$1.9B1.71%
25
FIXCOMFORT SYS USA INC
3,342$1.8B1.59%
26
OSCROSCAR HEALTH INC
79,382$1.7B1.51%
27
AAPLAPPLE INC
7,736$1.6B1.41%
28
GQ9SPDR GOLD TR
4,827$1.5B1.31%
29
TSLATESLA INC
3,975$1.3B1.12%
30
MGYMAGNOLIA OIL & GAS CORP
53,214$1.2B1.06%
31
CARGCARGURUS INC
31,065$1.0B0.92%
32
MMM3M CO
3,706$564.2M0.50%
33
ARMARM HOLDINGS PLC
3,384$547.3M0.49%
34
SPYSPDR S&P 500 ETF TR
851$525.8M0.47%
35
SMHVANECK ETF TRUST
1,290$359.8M0.32%
36
OLOGBXOLO INC
28,748$255.9M0.23%
37
GRRRGORILLA TECHNOLOGY GROUP INC
11,849$235.7M0.21%
38
VVISA INC
600$213.0M0.19%
39
EZPWEZCORP INC
13,086$181.6M0.16%