Bosman-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  "MGY",
  "FTI",
  "ARM",
  "KBR",
  "MMM",
  "GOOGL",
  "APP",
  "SN",
  "HD",
  "HUBS",
  "MSFT",
  "EZPW",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "PLTR",
  "NOW",
  "GLD",
  "GRRR",
  "NTNX",
  "HAL",
  "AXON",
  "DECK",
  "FTNT",
  "FOUR",
  "AMZN",
  null,
  "V",
  null,
  "CRM",
  "SPOT",
  null,
  "MELI",
  "OWL",
  "CARG",
  "CWAN",
  "FIX",
  "CRWD",
  "CYBR",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 42
Total Value: 98460433
Accession Number: 0002066260-25-000002
Form Type: 13F-HR
CIK: bosman-wealth-management
Manager Name: Bosman-Wealth-Management

Data Enrichment

93% identified

39 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $98.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 3

Sort by:

46438F101

Shares:37.0K

Value:$1.7M

% of Portfolio:1.8% ($1.7M/$98.5M)

Apple Inc.

AAPL|037833100

Shares:7.7K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$98.5M)

MICROSOFT CORP

MSFT|594918104

Shares:4.5K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$98.5M)

Nutanix, Inc.

NTNX|67059N108

Shares:17.5K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$98.5M)

Fortinet, Inc.

FTNT|34959E109

Shares:12.1K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$98.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:4.0K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$98.5M)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

Shares:41.2K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$98.5M)

Tesla, Inc.

TSLA|88160R101

Shares:4.0K

Value:$1.0M

% of Portfolio:1.1% ($1.0M/$98.5M)

MERCADOLIBRE INC

MELI|58733R102

Shares:531

Value:$1.0M

% of Portfolio:1.1% ($1.0M/$98.5M)

HALLIBURTON CO

HAL|406216101

Shares:29.1K

Value:$737.6K

% of Portfolio:0.7% ($737.6K/$98.5M)

Salesforce, Inc.

CRM|79466L302

Shares:2.5K

Value:$665.0K

% of Portfolio:0.7% ($665.0K/$98.5M)

3M CO

MMM|88579Y101

Shares:4.4K

Value:$651.5K

% of Portfolio:0.7% ($651.5K/$98.5M)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:5.4K

Value:$580.7K

% of Portfolio:0.6% ($580.7K/$98.5M)

APPFOLIO INC

APPF|03783C100

Shares:2.5K

Value:$544.7K

% of Portfolio:0.6% ($544.7K/$98.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:851

Value:$476.0K

% of Portfolio:0.5% ($476.0K/$98.5M)

Gorilla Technology Group Inc.

GRRR|G4000K175

Shares:11.8K

Value:$350.7K

% of Portfolio:0.4% ($350.7K/$98.5M)

VISA INC.

V|92826C839

Shares:700

Value:$245.3K

% of Portfolio:0.2% ($245.3K/$98.5M)

389637109

Shares:3.6K

Value:$234.9K

% of Portfolio:0.2% ($234.9K/$98.5M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:420

Value:$231.0K

% of Portfolio:0.2% ($231.0K/$98.5M)

HOME DEPOT, INC.

HD|437076102

Shares:564

Value:$206.7K

% of Portfolio:0.2% ($206.7K/$98.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46438F101)✕	37.0K	QoQ NEW(+37.0K) YoY-	All Managers (Combined)	$1.7M	1.8% ($1.7M/$98.5M)	QoQ NEW(+$1.7M) YoY-
Apple Inc.(AAPLcusip037833100)	7.7K	QoQ -3.11% (-249) YoY-	All Managers (Combined)	$1.7M	1.7% ($1.7M/$98.5M)	QoQ -14.06% (-$281.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	4.5K	QoQ -62.92% (-7.6K) YoY-	All Managers (Combined)	$1.7M	1.7% ($1.7M/$98.5M)	QoQ -66.97% (-$3.4M) YoY-
Nutanix, Inc.(NTNXcusip67059N108)	17.5K	QoQ NEW(+17.5K) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$98.5M)	QoQ NEW(+$1.2M) YoY-
Fortinet, Inc.(FTNTcusip34959E109)	12.1K	QoQ NEW(+12.1K) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$98.5M)	QoQ NEW(+$1.2M) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	4.0K	QoQ -75.78% (-12.7K) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$98.5M)	QoQ -71.18% (-$2.9M) YoY-
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	41.2K	QoQ NEW(+41.2K) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$98.5M)	QoQ NEW(+$1.1M) YoY-
Tesla, Inc.(TSLAcusip88160R101)	4.0K	QoQ +322.46% (+3.1K) YoY-	All Managers (Combined)	$1.0M	1.1% ($1.0M/$98.5M)	QoQ +171.11% (+$655.1K) YoY-
MERCADOLIBRE INC(MELIcusip58733R102)	531	QoQ -69.07% (-1.2K) YoY-	All Managers (Combined)	$1.0M	1.1% ($1.0M/$98.5M)	QoQ -64.51% (-$1.9M) YoY-
HALLIBURTON CO(HALcusip406216101)	29.1K	QoQ -61.36% (-46.2K) YoY-	All Managers (Combined)	$737.6K	0.7% ($737.6K/$98.5M)	QoQ -63.95% (-$1.3M) YoY-
Salesforce, Inc.(CRMcusip79466L302)	2.5K	QoQ NEW(+2.5K) YoY-	All Managers (Combined)	$665.0K	0.7% ($665.0K/$98.5M)	QoQ NEW(+$665.0K) YoY-
3M CO(MMMcusip88579Y101)	4.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$651.5K	0.7% ($651.5K/$98.5M)	QoQ +13.76% (+$78.8K) YoY-
ARM HOLDINGS PLC /UK(ARMcusip042068205)	5.4K	QoQ -52.18% (-5.9K) YoY-	All Managers (Combined)	$580.7K	0.6% ($580.7K/$98.5M)	QoQ -58.60% (-$822.1K) YoY-
APPFOLIO INC(APPFcusip03783C100)	2.5K	QoQ -72.83% (-6.6K) YoY-	All Managers (Combined)	$544.7K	0.6% ($544.7K/$98.5M)	QoQ -75.78% (-$1.7M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	851	QoQ -8.39% (-78) YoY-	All Managers (Combined)	$476.0K	0.5% ($476.0K/$98.5M)	QoQ -12.56% (-$68.4K) YoY-
Gorilla Technology Group Inc.(GRRRcusipG4000K175)	11.8K	QoQ -33.61% (-6.0K) YoY-	All Managers (Combined)	$350.7K	0.4% ($350.7K/$98.5M)	QoQ +8.80% (-$28.4K) YoY-
VISA INC.(Vcusip92826C839)	700	QoQ -0.28% (-2) YoY-	All Managers (Combined)	$245.3K	0.2% ($245.3K/$98.5M)	QoQ +10.57% (-$23.5K) YoY-
(cusip389637109)✕	3.6K	QoQ -23.68% (-1.1K) YoY-	All Managers (Combined)	$234.9K	0.2% ($234.9K/$98.5M)	QoQ -32.81% (-$114.7K) YoY-
Spotify Technology S.A.(SPOTcusipL8681T102)	420	QoQ NEW(+420) YoY-	All Managers (Combined)	$231.0K	0.2% ($231.0K/$98.5M)	QoQ NEW(+$231.0K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	564	QoQ NEW(+564) YoY-	All Managers (Combined)	$206.7K	0.2% ($206.7K/$98.5M)	QoQ NEW(+$206.7K) YoY-