Bosman Wealth Management, LLC - Portfolio overview

Bosman Wealth Management, LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-05-04.

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. PLTR - PALANTIR TECHNOLOGIES INC, 7.66%
  2. GOOGL - ALPHABET INC, 6.03%
  3. NVDA - NVIDIA CORPORATION, 5.82%

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

Explore securities or join Upside Invest to compare portfolios.