Bosman Wealth Management, LLC has filed its latest 13F report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's strategic investments, particularly in the technology sector, which continues to attract substantial capital from wealth management firms.

Founded in California, Bosman Wealth Management, LLC specializes in managing investments for its clients. The firm operates in the financial services sector, focusing on wealth management and investment advisory services. According to its recent filings, the firm has consistently reported its holdings, with the latest submission being on October 28, 2026.

Details from the Filing

The 13F filing, accession number 0002085853-26-001321, reveals that Bosman Wealth Management holds a diverse portfolio with significant investments in well-known companies. The report lists a total of 61 different holdings, with a total value of approximately $162.3 million.

Among the notable investments, Bosman holds:

  • Apple Inc. with 7,649 shares valued at approximately $2.5 million.
  • Amazon.com Inc. with 20,076 shares valued at approximately $5 million.
  • Microsoft Corporation with 7,938 shares valued at about $4 million.
  • NVIDIA Corporation with 45,132 shares valued at around $10.3 million.
  • Alphabet Inc. with 28,255 shares valued at nearly $9.7 million.

These investments indicate Bosman's strong focus on technology and innovation, aligning with broader market trends where technology firms are increasingly dominating investment portfolios.

Impact on the Industry

This filing may have implications for other wealth management firms and investors looking to benchmark their portfolios against Bosman's holdings. The continued investment in technology stocks suggests a bullish outlook on the sector, which could influence market dynamics and investor sentiment.

Additionally, as more firms reveal their holdings, it may lead to increased competition among wealth managers to identify and invest in high-performing tech stocks. This trend reflects the ongoing demand for technology solutions and services in various industries, reinforcing the sector's importance in the investment landscape.

What's Next?

The filing does not specify what actions Bosman Wealth Management plans to take next regarding its investments. However, the firm is expected to continue monitoring its portfolio closely, especially in the rapidly evolving tech sector.