Bosman Wealth Management, LLC

RIA/Wealth

Bosman Wealth Management, LLC is a RIA/Wealth based in Redlands, CA led by Michael Lee Bosman, managing $129.0M across 42 long positions as of Q3 2025 with 46% Technology concentration, 56% concentrated in top 10 holdings, and 46% technology allocation.

Managing PartnerMichael Lee Bosman

Portfolio Value: $129.0M
Positions: 42
Top Holding: PLTR at 12.6%
Last Reported: Q3 2025

Address555 Cajon Street, Suite D, Redlands, CA, 92373, United States

Top Holdings

Largest long holdings in Bosman Wealth Management, LLC's portfolio (55.7% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$16.3M	12.60%	-$341.1K Sold	0.00% 89.1K shares	Q4 2024 Held for 11 months
2 Nvidia NVDA	Semiconductors Technology	$9.2M	7.14%	+$109.3K Bought	0.00% 49.4K shares	Q4 2024 Held for 11 months
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$8.1M	6.25%	-$44.5K Sold	0.00% 33.2K shares	Q4 2024 Held for 11 months
4 iShares Bitcoin Trust IBIT	ETF ETF	$6.7M	5.23%	+$3.0M Bought	— 103.8K shares	Q1 2025 Held for 8 months
5 CyberArk Software CYBR	Software - Infrastructure Technology	$6.3M	4.89%	-$372.0K Sold	0.03% 13.1K shares	Q4 2024 Held for 11 months
6 CrowdStrike Holdings, Inc. CRWD	Software - Infrastructure Technology	$6.2M	4.80%	+$326.1K Bought	0.01% 12.6K shares	Q4 2024 Held for 11 months
7 Microsoft MSFT	Software - Infrastructure Technology	$5.1M	3.94%	-$8.3K Sold	0.00% 9.8K shares	Q4 2024 Held for 11 months
8 TechnipFMC FTI	Oil & Gas Equipment & Services Energy	$4.9M	3.79%	-$985.9K Sold	0.03% 124.0K shares	Q4 2024 Held for 11 months
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$4.9M	3.79%	+$752.2K Bought	0.00% 22.3K shares	Q4 2024 Held for 11 months
10 Broadcom Inc. AVGO	Semiconductors Technology	$4.2M	3.25%	+$390.6K Bought	0.00% 12.7K shares	Q2 2025 Held for 5 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Bosman Wealth Management, LLC's latest filing

See all changes

GthenC

Market Value

$129.0M

Prior: $112.6M

Q/Q Change

+14.62%

+$16.5M

Net Flows % of MV

+3.81%

Turnover Ratio

7.75%

New Purchases

6 stocks

$4.2M

Added To

15 stocks

+$8.2M

Sold Out Of

3 stocks

$4.0M

Reduced Holdings

18 stocks

-$3.5M

Increased Positions

Position	Shares Δ	Change
1 ETHA iShares Ethereum Trust ETHA	New	0 → 41.6K +$1.3M
2 Advanced Micro Devices AMD	New	0 → 5.6K +$899.4K
3 ETHE Grayscale Ethereum Trust ETHE	New	0 → 23.2K +$796.6K
4 CoreWeave, Inc. CRWV	New	0 → 4.9K +$675.2K
5 Chevron CVX	New	0 → 2.9K +$446.8K

Decreased Positions

Position	Shares Δ	Change
1 Shift4 Payments FOUR	Sold	35.8K → 0 −$3.5M
2 Olo OLO	Sold	28.7K → 0 −$255.9K
3 Gorilla Technology Group GRRR	Sold	11.8K → 0 −$235.7K
4 Magnolia Oil & Gas Corporation MGY	-19.2%	53.2K → 43.0K −$243.8K
5 TechnipFMC FTI	-16.77%	149.0K → 124.0K −$985.9K