Bosman Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm manages a portfolio of 61 distinct equity securities.
The largest position disclosed in the portfolio is Micron Technology, Inc., which Bosman holds 16,395,238 shares. Other significant holdings include NVIDIA Corporation (10,307,246 shares), Marvell Technology, Inc. (13,036,778 shares), and Palantir Technologies Inc. Class A (11,926,308 shares). The firm also holds substantial positions in Applied Optoelectronics Inc., Broadcom Inc., and CoreWeave Inc.
The filing lists a diverse mix of technology, energy, and industrial companies. Key holdings in the technology sector include Advanced Micro Devices Inc., Arista Networks Inc., Lumentum Hldgs Inc., and Seagate Technology Hldngs Pl. In the energy sector, the portfolio includes Liberty Energy Inc., SLB Limited, Valero Energy Corp., and Chevron Corporation. Additionally, Bosman holds 4,342,338 shares in SPDR Gold Trust and 1,143,708 shares in State Street SPDR S&P 500 ETF Trust.
The report indicates that Michael Bosman serves as the Chief Compliance Officer for the firm, and the filing was signed on October 28, 2026.
