Boomfish Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Boomfish Wealth Group, LLC held in its portfolio 84 assets valued at $187,095,125 (i.e. $187.10M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($8.95M), ISHARES TR ($8.39M), and VANECK ETF TRUST ($7.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Boomfish Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 98285 | 8947093 | STATE STREET SPD |
| ISHARES TR | 83947 | 8384636 | CORE US AGGBD ET |
| VANECK ETF TRUST | 72191 | 7476080 | MRNGSTR WDE MOAT |
| NVIDIA CORPORATION | 32571 | 6074537 | COM |
| ISHARES TR | 65108 | 5674855 | 20 YR TR BD ETF |
| APPLE INC | 17391 | 4727956 | COM |
| ALPHABET INC | 14084 | 4419628 | CAP STK CL C |
| MICROSOFT CORP | 8799 | 4255443 | COM |
| AMAZON COM INC | 17615 | 4065789 | COM |
| APPLIED MATLS INC | 15217 | 3910734 | COM |
| KLA CORP | 2909 | 3534903 | COM NEW |
| ASML HOLDING N V | 3294 | 3524119 | N Y REGISTRY SHS |
| VISA INC | 9576 | 3358493 | COM CL A |
| THERMO FISHER SCIENTIFIC INC | 5708 | 3307600 | COM |
| MASTERCARD INCORPORATED | 5682 | 3243626 | CL A |
| ARISTA NETWORKS INC | 24445 | 3203028 | COM SHS |
| BROADCOM INC | 8995 | 3113290 | COM |
| LOWES COS INC | 12863 | 3102085 | COM |
| JANUS DETROIT STR TR | 62304 | 3061629 | HENDRSN SHRT ETF |
| META PLATFORMS INC | 4633 | 3058228 | CL A |
| PALO ALTO NETWORKS INC | 16509 | 3040958 | COM |
| EXPEDITORS INTL WASH INC | 20214 | 3012027 | COM |
| SALESFORCE INC | 11099 | 2940234 | COM |
| INTERCONTINENTAL EXCHANGE IN | 18092 | 2930234 | COM |
| VERTEX PHARMACEUTICALS INC | 6410 | 2906038 | COM |
| LOCKHEED MARTIN CORP | 5733 | 2773086 | COM |
| BOOKING HOLDINGS INC | 503 | 2693901 | COM |
| MERCADOLIBRE INC | 1326 | 2670909 | COM |
| FORTINET INC | 32785 | 2603457 | COM |
| MICROCHIP TECHNOLOGY INC. | 40823 | 2601251 | COM |
| SERVICENOW INC | 16710 | 2559805 | COM |
| VEEVA SYS INC | 11141 | 2487005 | CL A COM |
| DOMINOS PIZZA INC | 5868 | 2445701 | COM |
| ADOBE INC | 6751 | 2362782 | COM |
| COSTAR GROUP INC | 34474 | 2318032 | COM |
| WORKDAY INC | 10698 | 2297716 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 4514 | 2268962 | CL B NEW |
| RTX CORPORATION | 12189 | 2235461 | COM |
| UNITED PARCEL SERVICE INC | 21599 | 2142376 | CL B |
| BANK AMERICA CORP | 37740 | 2075722 | COM |
| EXXON MOBIL CORP | 17219 | 2072114 | COM |
| JOHNSON & JOHNSON | 9926 | 2054244 | COM |
| UNITEDHEALTH GROUP INC | 5812 | 1918629 | COM |
| ENBRIDGE INC | 38332 | 1833420 | COM |
| AMGEN INC | 5590 | 1829544 | COM |
| NEXTERA ENERGY INC | 22602 | 1814454 | COM |
| UNION PAC CORP | 7483 | 1730871 | COM |
| ACCENTURE PLC IRELAND | 6142 | 1647899 | SHS CLASS A |
| ECOLAB INC | 6200 | 1627684 | COM |
| DIGITAL RLTY TR INC | 10272 | 1589205 | COM |
| HONEYWELL INTL INC | 7837 | 1528848 | COM |
| PIMCO ETF TR | 14858 | 1497205 | ULTRA SHORT GOVT |
| PEPSICO INC | 10335 | 1483304 | COM |
| AIR PRODS & CHEMS INC | 5814 | 1436078 | COM |
| TESLA INC | 3086 | 1387836 | COM |
| ROPER TECHNOLOGIES INC | 3070 | 1366576 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 4430 | 1346233 | SPONSORED ADS |
| PAYCHEX INC | 11336 | 1271712 | COM |
| MONDELEZ INTL INC | 23380 | 1258569 | CL A |
| DANAHER CORPORATION | 5127 | 1173787 | COM |
| MONOLITHIC PWR SYS INC | 1228 | 1113010 | COM |
| AUTODESK INC | 3480 | 1030115 | COM |
| CADENCE DESIGN SYSTEM INC | 3189 | 996818 | COM |
| BLOCK INC | 15271 | 993989 | CL A |
| TRACTOR SUPPLY CO | 18862 | 943284 | COM |
| ALPHABET INC | 2966 | 928442 | CAP STK CL A |
| HOME DEPOT INC | 2341 | 805601 | COM |
| PROCTER AND GAMBLE CO | 4959 | 710612 | COM |
| FISERV INC | 10381 | 697292 | COM |
| COSTCO WHSL CORP NEW | 695 | 599152 | COM |
| PIMCO ETF TR | 5875 | 574822 | INV GRD CRP BD |
| PALANTIR TECHNOLOGIES INC | 2824 | 501966 | CL A |
| SPDR S&P 500 ETF TR | 590 | 402333 | TR UNIT |
| WALMART INC | 3429 | 382037 | COM |
| JPMORGAN CHASE & CO. | 1083 | 348912 | COM |
| COCA COLA CO | 4927 | 344447 | COM |
| ISHARES TR | 6180 | 311843 | TRS FLT RT BD |
| ABBVIE INC | 1364 | 311751 | COM |
| NETFLIX INC | 3320 | 311283 | COM |
| CHEVRON CORP NEW | 1920 | 292627 | COM |
| SAIA INC | 680 | 222034 | COM |
| VANGUARD INDEX FDS | 351 | 220123 | S&P 500 ETF SHS |
| CATERPILLAR INC | 362 | 207379 | COM |
| ESPERION THERAPEUTICS INC NE | 45306 | 167632 | COM |
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