Managers / Q4 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 $122M in U.S.-listed holdings across 49 positions for Q4 2025.
Its largest position, PLTR, represents 12.2% of the portfolio.
Compared with Q3 2025, the fund opened 13 new positions and exited 6.
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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 · 86.3% · $105M
- ETP · 11.2% · $14M
- Other · 2.5% · $3M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SOFISOFI TECHNOLOGIES INC | NEW | +136.2K | 136.2K | +$4M | $4M |
| APPAPPLOVIN CORP | NEW | +4.2K | 4.2K | +$3M | $3M |
| ANETARISTA NETWORKS INC | NEW | +18.0K | 18.0K | +$2M | $2M |
| SANMSANMINA CORPORATION | NEW | +15.6K | 15.6K | +$2M | $2M |
| VSTVISTRA CORP | NEW | +14.0K | 14.0K | +$2M | $2M |
| CEGCONSTELLATION ENERGY CORP | NEW | +5.8K | 5.8K | +$2M | $2M |
| ORCLORACLE CORP | NEW | +9.0K | 9.0K | +$2M | $2M |
| CIFRCIPHER MINING INC | NEW | +70.8K | 70.8K | +$1M | $1M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 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 ↗.