SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Boomfish Wealth Group, LLC

CIK 0002010786 · 12600 DEERFIELD PARKWAY, SUITE 475, ALPHARETTA, GA, 30004 · 678-278-9632

Reported Value
$187M
Q4 2025
Positions
85
Filings on Record
10
2019–present window
Filed
Jan 21, 2026
original filing

Summary

Boomfish Wealth Group, LLC reported $187M in U.S.-listed holdings across 85 positions for Q4 2025.

Its largest position, Spdr Series, represents 4.7% of the portfolio.

Compared with Q3 2025, the fund opened 3 new positions and exited 5.

Portfolio Metrics

Turnover
+5.8%
vs prior filed quarter
Top-10 Concentration
+30.8%
share of reported value
Largest Position
+4.7%
Spdr Series
New / Exited
3 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $139MQ4 ’23Q1 ’24: $149MQ2 ’24: $155MQ2 ’24Q3 ’24: $163MQ4 ’24: $165MQ4 ’24Q1 ’25: $154MQ2 ’25: $173MQ2 ’25Q3 ’25: $185MQ4 ’25: $187MQ4 ’25Q1 ’26: $187Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 76.1%ETP: 19.5%Other: 2.8%REIT: 0.8%ADR: 0.7%
  • Common Stock · 76.1% · $142M
  • ETP · 19.5% · $37M
  • Other · 2.8% · $5M
  • REIT · 0.8% · $2M
  • ADR · 0.7% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
JANUS DETROIT STR TRNEW+62.3K62.3K+$3M$3M
PIMCO ETF TRNEW+14.9K14.9K+$1M$1M
VANGUARD INDEX FDSNEW+351351+$220,123$220,123
NFLXNETFLIX INCADDED+3.0K3.3K$75,968$311,283
NOWSERVICENOW INCADDED+13.4K16.7K$464,235$3M
PHGKONINKLIJKE PHILIPS N VSOLD OUT18.4K0$501,529$0
BSXBOSTON SCIENTIFIC CORPSOLD OUT3.4K0$327,061$0
ETHEGRAYSCALE ETHEREUM TRUST ETFSOLD OUT7.5K0$256,271$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

49 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE US AGGBD ET · 20 YR TR BD ETF7.51%$14M149.1K
2SPDR SERIES TRUSTSTATE STREET SPD4.65%$9M95.2K
3VANECK ETF TRUSTMRNGSTR WDE MOAT4.00%$7M72.2K
4NVDANVIDIA CORPORATIONhistory →COM3.25%$6M32.6K
5AAPLAPPLE INChistory →COM2.53%$5M17.4K
6GOOGALPHABET INChistory →CAP STK CL C2.36%$4M14.1K
7MSFTMICROSOFT CORPhistory →COM2.27%$4M8.8K
8AMZNAMAZON COM INChistory →COM2.17%$4M17.6K
9AMATAPPLIED MATLS INChistory →COM2.09%$4M15.2K
10KLACKLA CORPhistory →COM NEW1.89%$4M2.9K
11ASML HOLDING N VN Y REGISTRY SHS1.88%$4M3.3K
12VVISA INChistory →COM CL A1.80%$3M9.6K
13TMOTHERMO FISHER SCIENTIFIC INChistory →COM1.77%$3M5.7K
14MAMASTERCARD INCORPORATEDhistory →CL A1.73%$3M5.7K
15ANETARISTA NETWORKS INChistory →COM SHS1.71%$3M24.4K
16AVGOBROADCOM INChistory →COM1.66%$3M9.0K
17LOWLOWES COS INChistory →COM1.66%$3M12.9K
18JANUS DETROIT STR TRHENDRSN SHRT ETF1.64%$3M62.3K
19METAMETA PLATFORMS INChistory →CL A1.63%$3M4.6K
20PANWPALO ALTO NETWORKS INChistory →COM1.63%$3M16.5K
21EXPDEXPEDITORS INTL WASH INChistory →COM1.61%$3M20.2K
22CRMSALESFORCE INChistory →COM1.57%$3M11.1K
23ICEINTERCONTINENTAL EXCHANGE INhistory →COM1.57%$3M18.1K
24VRTXVERTEX PHARMACEUTICALS INChistory →COM1.55%$3M6.4K
25LMTLOCKHEED MARTIN CORPhistory →COM1.48%$3M5.7K
26BKNGBOOKING HOLDINGS INChistory →COM1.44%$3M503
27MLB1MERCADOLIBRE INChistory →COM1.43%$3M1.3K
28FTNTFORTINET INChistory →COM1.39%$3M32.8K
29MCHPMICROCHIP TECHNOLOGY INC.history →COM1.39%$3M40.8K
30NOWSERVICENOW INChistory →COM1.37%$3M16.7K
31VEEVVEEVA SYS INChistory →CL A COM1.33%$2M11.1K
32DPZDOMINOS PIZZA INChistory →COM1.31%$2M5.9K
33ADBEADOBE INChistory →COM1.26%$2M6.8K
34CSGPCOSTAR GROUP INChistory →COM1.24%$2M34.5K
35WDAYWORKDAY INChistory →CL A1.23%$2M10.7K
36BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.21%$2M4.5K
37RTXRTX CORPORATIONhistory →COM1.19%$2M12.2K
38UPSUNITED PARCEL SERVICE INChistory →CL B1.15%$2M21.6K
39BACBANK AMERICA CORPhistory →COM1.11%$2M37.7K
40EXMOCEXXON MOBIL CORPhistory →COM1.11%$2M17.2K
41JNJJOHNSON & JOHNSONhistory →COM1.10%$2M9.9K
42UNHUNITEDHEALTH GROUP INChistory →COM1.03%$2M5.8K
43ENBENBRIDGE INCCOM0.98%$2M38.3K
44AMGNAMGEN INCCOM0.98%$2M5.6K
45NEENEXTERA ENERGY INCCOM0.97%$2M22.6K
46UNPUNION PAC CORPCOM0.93%$2M7.5K
47ACCENTURE PLC IRELANDSHS CLASS A0.88%$2M6.1K
48ECLECOLAB INCCOM0.87%$2M6.2K
49FQIDIGITAL RLTY TR INCCOM0.85%$2M10.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$187M87Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$187M85Jan 21, 202613F-HRchanges · EDGAR ↗
Q3 2025$185M87Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$173M87Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$154M82Apr 18, 202513F-HRchanges · EDGAR ↗
Q4 2024$165M93Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$163M89Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$155M86Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$149M87May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$139M83Feb 9, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.