Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 2010786) reported $187.3M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($10.4M, 5.54%), AGG ($8.1M, 4.30%), MOAT ($7.1M, 3.79%), TLT ($6.0M, 3.22%), NVDA ($5.7M, 3.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $10.4M | 5.54% | 113,166 | Added |
| 2 | AGG | ISHARES TR | $8.1M | 4.30% | 81,165 | Trimmed |
| 3 | MOAT | VANECK ETF TRUST | $7.1M | 3.79% | 73,381 | Added |
| 4 | TLT | ISHARES TR | $6.0M | 3.22% | 69,666 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.7M | 3.06% | 32,817 | Added |
| 6 | VNLA | JANUS DETROIT STR TR | $4.7M | 2.52% | 96,674 | Added |
| 7 | AAPL | APPLE INC | $4.5M | 2.39% | 17,645 | Added |
| 8 | KLAC | KLA CORP | $4.1M | 2.22% | 2,818 | Trimmed |
| 9 | GOOG | ALPHABET INC | $4.1M | 2.17% | 14,201 | Added |
| 10 | ASML | ASML HLDG NV | $3.9M | 2.07% | 2,930 | Trimmed |
| 11 | AMAT | APPLIED MATLS INC | $3.7M | 1.98% | 10,830 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $3.7M | 1.98% | 17,782 | Added |
| 13 | MSFT | MICROSOFT CORP | $3.4M | 1.79% | 9,080 | Added |
| 14 | LMT | LOCKHEED MARTIN CORP | $3.3M | 1.75% | 5,424 | Trimmed |
| 15 | LOW | LOWES COS INC | $3.1M | 1.65% | 13,101 | Added |
| 16 | ANET | ARISTA NETWORKS INC | $3.1M | 1.63% | 24,857 | Added |
| 17 | V | VISA INC | $2.9M | 1.57% | 9,721 | Added |
| 18 | XOM | EXXON MOBIL CORP | $2.9M | 1.56% | 17,266 | Added |
| 19 | EXPD | EXPEDITORS INTL WASH INC | $2.9M | 1.56% | 20,411 | Added |
| 20 | MA | MASTERCARD INCORPORATED | $2.9M | 1.55% | 5,808 | Added |
| 21 | AVGO | BROADCOM INC | $2.9M | 1.55% | 9,372 | Added |
| 22 | ICE | INTERCONTINENTAL EXCHANGE IN | $2.9M | 1.55% | 18,435 | Added |
| 23 | VRTX | VERTEX PHARMACEUTICALS INC | $2.9M | 1.54% | 6,463 | Added |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $2.8M | 1.50% | 5,698 | Trimmed |
| 25 | META | META PLATFORMS INC | $2.8M | 1.47% | 4,812 | Added |
Source: SEC Form 13F filings · as of 2026-03-31