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| Happy Holidays!! thanks for using AUM13F!! |
| Bosman Wealth Management LLC
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| CRD # | 290550 |
| SEC # | 801-132247 |
| CIK # | 0002066260 |
| AUM | $122.5 M (2025-02-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 909-792-6765 |
| Address | 555 Cajon Street Redlands, CA 92373 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002066260 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 12.4 | ||
| Nvidia Corp | 7.7 | ||
| CrowdStrike Holdings Inc | 6.1 | ||
| Alphabet Inc | 5.9 | ||
| Cyberark Software Ltd | 5.6 | ||
| TechnipFMC PLC | 5.1 | ||
| Microsoft Corp | 4.9 | ||
| Spotify Technology Sa | 4.3 | ||
| Amazon Com Inc | 4.1 | ||
| ServiceNow Inc | 4.0 | ||
| Shift4 Payments Inc | 3.5 | ||
| Uber Technologies Inc | 3.5 | ||
| iShares Bitcoin Trust | 3.5 | ||
| Broadcom Inc | 3.2 | ||
| Urban Outfitters Inc | 3.0 | ||
| Taser International Inc | 2.8 | ||
| Facebook Inc | 2.8 | ||
| MercadoLibre Inc | 2.6 | ||
| Toast Inc | 2.4 | ||
| Sharkninja Inc | 2.4 | ||
| Doordash Inc | 2.3 | ||
| GE Vernova Inc | 2.2 | ||
| Deckers Outdoor Corp | 1.9 | ||
| Comfort Systems USA Inc | 1.8 | ||
| Oscar Health Inc | 1.7 | ||
| Apple Inc | 1.6 | ||
| SPDR Gold Trust | 1.5 | ||
| Tesla Motors Inc | 1.3 | ||
| TPG Pace Energy Holdings Corp | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 31.5 |
| (b) Individuals (high net worth individuals) | 51 | 89.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 280 | 122.5 |
| By Discretionary | ||
| Discretionary | 280 | 122.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 280 | 122.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.5 | |
| Total | 280 | 122.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066260] |
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|---|---|---|
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Righthand Capital LLC
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MA | 0.1 |
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Shankland Financial Advisors LLC
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NC | 0.1 |
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River's Edge Wealth Management LLC
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Walsky Investment Management Inc
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Sherman Wealth Management LLC
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Pinnacle Wealth Management Partners Inc
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MI | 0.1 |
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Conscious Capital Wealth Management LLC
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TKC Wealth Management LLC
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TX | 0.1 |