Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Boomfish Wealth Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Boomfish Wealth Group, LLC (CIK 2010786) reported $219.5M across 95 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($8.5M, 3.89%), AGG ($8.0M, 3.65%), BIL ($7.8M, 3.55%), MOAT ($7.5M, 3.41%), AAPL ($7.4M, 3.36%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$8.5M3.89%42,642Added
2AGGISHARES TR$8.0M3.65%81,036Trimmed
3BILSPDR SERIES TRUST$7.8M3.55%84,960Trimmed
4MOATVANECK ETF TRUST$7.5M3.41%71,995Trimmed
5AAPLAPPLE INC$7.4M3.36%25,493Added
6AMATAPPLIED MATLS INC$6.7M3.05%9,265Trimmed
7GOOGALPHABET INC$6.7M3.04%18,888Added
8TLTISHARES TR$6.3M2.87%73,005Added
9MSFTMICROSOFT CORP$6.2M2.81%16,514Added
10KLACKLA CORP$6.1M2.80%20,373Added
11AMZNAMAZON COM INC$5.2M2.37%21,789Added
12ASMLASML HLDG NV$4.9M2.25%2,481Trimmed
13VNLAJANUS DETROIT STR TR$4.6M2.08%93,435Trimmed
14AVGOBROADCOM INC$4.3M1.97%11,468Added
15ANETARISTA NETWORKS INC$4.2M1.93%24,952Added
16SGOVISHARES TR$3.8M1.75%38,220New
17TSMTAIWAN SEMICONDUCTOR MANUFAC$3.8M1.75%8,030Trimmed
18METAMETA PLATFORMS INC$3.6M1.63%6,343Added
19PANWPALO ALTO NETWORKS INC$3.5M1.61%10,384Trimmed
20VVISA INC$3.4M1.55%9,937Added
21TSLATESLA INC$3.4M1.55%8,112Added
22EXPDEXPEDITORS INTL WASH INC$3.2M1.48%19,940Trimmed
23MAMASTERCARD INCORPORATED$3.2M1.46%6,224Added
24JPMJPMORGAN CHASE & CO$3.1M1.39%9,353Added
25BKNGBOOKING HOLDINGS INC$3.0M1.37%16,933Added

Source: SEC Form 13F filings · as of 2026-06-30