Bosman Wealth Management, LLC — 13F holdings

Bosman Wealth Management, LLC reported 56 holdings worth $161M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $21.5M (13.3%)
2. MRVL MARVELL TECHNOLOGY INC — $13.3M (8.3%)
3. GOOGL ALPHABET INC — $10.2M (6.3%)
4. NVDA NVIDIA CORPORATION — $9.53M (5.9%)
5. PLTR PALANTIR TECHNOLOGIES INC — $8.16M (5.1%)
6. FTI TechnipFMC PLC — $7.46M (4.6%)
7. BE BLOOM ENERGY CORP — $5.22M (3.2%)
8. GEV GE VERNOVA INC — $5.05M (3.1%)
9. AMD ADVANCED MICRO DEVICES INC — $4.96M (3.1%)
10. AMZN AMAZON COM INC — $4.78M (3.0%)