Boomfish Wealth Group, LLC - Portfolio overview

Boomfish Wealth Group, LLC has 100 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 5.16%
2. AGG - ISHARES TR, 4.01%
3. MOAT - VANECK ETF TRUST, 3.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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