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MICHAEL BOSMAN

Bosman Wealth Management, Llc

Assets Managed
$113.63M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
2mo 23d ago
Growth Rate
-6.67%(2Q avg: -6.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bosman Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Bosman Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 113.63M in assets, with a quarterly growth rate of -6.67% and a 2-quarter average growth rate of -6.15%. The portfolio is managed by MICHAEL BOSMAN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -9.43%
9.72%
$11.043M
75,490 shares@ $146.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.84%
7.65%
$8.689M
30,215 shares@ $287.56 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.33%
7.38%
$8.384M
48,076 shares@ $174.4 avg price
FTI
Technipfmc Plc
Recent Activity
Decreased -0.84%
7.29%
$8.273M
119,679 shares@ $69.13 avg price
MU
Micron Technology Inc
Recent Activity
New Position
4.96%
$5.626M
16,654 shares@ $337.84 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 3.75%
4.74%
$5.379M
12,502 shares@ $430.3 avg price
MRVL
Marvell Technology Inc
Recent Activity
New Position
4.28%
$4.857M
49,040 shares@ $99.05 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.49%
4.18%
$4.743M
22,773 shares@ $208.28 avg price
GEV
Ge Vernova Inc
Recent Activity
Increased 4.44%
3.66%
$4.149M
4,753 shares@ $872.91 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.89%
3.48%
$3.95M
10,671 shares@ $370.17 avg price

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