Managers / Q1 2025 · view latest →
Bosman Wealth Management, LLC
CIK 0002066260 · 555 CAJON STREET SUITE D, REDLANDS, CA, 92373 · 909-792-6765
Summary
Bosman Wealth Management, LLC reported $104M in U.S.-listed holdings across 37 positions for Q1 2025.
Its largest position, PLTR, represents 13.1% of the portfolio.
Portfolio Metrics
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
Portfolio Composition
- Common Stock · 74.2% · $77M
- Other · 19.6% · $20M
- ETP · 4.8% · $5M
- ADR · 1.3% · $1M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| PLTRPALANTIR TECHNOLOGIES INC | NEW | +180.7K | 180.7K | +$14M | $14M |
| NVDANVIDIA CORPORATION | NEW | +70.9K | 70.9K | +$10M | $10M |
| TECHNIPFMC PLC | NEW | +314.7K | 314.7K | +$9M | $9M |
| GOOGLALPHABET INC | NEW | +39.7K | 39.7K | +$8M | $8M |
| CYBERARK SOFTWARE LTD | NEW | +17.2K | 17.2K | +$6M | $6M |
| CRWDCROWDSTRIKE HLDGS INC | NEW | +15.5K | 15.5K | +$5M | $5M |
| MSFTMICROSOFT CORP | NEW | +12.1K | 12.1K | +$5M | $5M |
| SHARKNINJA INC | NEW | +51.8K | 51.8K | +$5M | $5M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2025
Filing History
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 ↗.