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Bosman Wealth Management, LLC
Updated 8 days agoManaged by Bosman Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$162.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
55.2%
Weight of largest holdings
Annualized return
46.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $121.8M |
| Q1 2026 | $113.6M |
| Q2 2026 | $161.2M |
| Q3 2026 | $162.3M |
Top holdings
61 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16.4M | 15.4K | 10.10% | Trimmed(-17.3%) | |
| 2 | $13M | 49.3K | 8.03% | Added(+10.2%) | |
| 3 | $11.9M | 63.8K | 7.35% | Trimmed(-8.8%) | |
| 4 | $10.3M | 45.1K | 6.35% | Trimmed(-5.2%) | |
| 5 | $9.7M | 28.3K | 5.99% | Trimmed(-1.0%) | |
| 6 | $7.4M | 109.6K | 4.59% | Trimmed(-2.6%) | |
| 7 | $6M | 9.8K | 3.68% | Added(+14.4%) | |
| 8 | $5.1M | 18.4K | 3.14% | Added(+6.8%) | |
| 9 | $5M | 20.1K | 3.08% | Added(+0.0%) | |
| 10 | $4.7M | 4.1K | 2.91% | Added(+30.7%) | |
| 11 | $4.3M | 11.4K | 2.68% | Added(+2.0%) | |
| 12 | $4.1M | 7.9K | 2.51% | Trimmed(-17.6%) | |
| 13 | $3.6M | 74.2K | 2.23% | Added(+2.4%) | |
| 14 | $3.1M | 3.3K | 1.92% | Trimmed(-23.9%) | |
| 15 | $3M | 1.8K | 1.86% | Trimmed(-1.9%) | |
| 16 | $2.6M | 12.9K | 1.61% | Added(+79.2%) | |
| 17 | $2.5M | 7.6K | 1.57% | Trimmed(-0.0%) | |
| 18 | $2.5M | 53.5K | 1.56% | Trimmed(-23.9%) | |
| 19 | $2.5M | 2.5K | 1.52% | Trimmed(-40.9%) | |
| 20 | $2.5M | 7.0K | 1.52% | Trimmed(-30.0%) |