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Boomfish Wealth Group, LLC

Q4 2025 · 13F-HR

Boomfish Wealth Group, LLCholdings as filed

Filed 2026-01-21 · accession 0001437749-26-001622

$187.1M
Reported value
85
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R663BILSPDR SERIES TRUST$8.7M4.65%95,218CommonNONE
464287226AGGISHARES TR$8.4M4.48%83,947CommonNONE
92189F643MOATVANECK ETF TRUST$7.5M4.00%72,191CommonNONE
67066G104NVDANVIDIA CORPORATION$6.1M3.25%32,571CommonNONE
464287432TLTISHARES TR$5.7M3.03%65,108CommonNONE
037833100AAPLAPPLE INC$4.7M2.53%17,391CommonNONE
02079K107GOOGALPHABET INC$4.4M2.36%14,084CommonNONE
594918104MSFTMICROSOFT CORP$4.3M2.27%8,799CommonNONE
023135106AMZNAMAZON COM INC$4.1M2.17%17,615CommonNONE
038222105AMATAPPLIED MATLS INC$3.9M2.09%15,217CommonNONE
482480100KLACKLA CORP$3.5M1.89%2,909CommonNONE
N07059210ASMLASML HOLDING N V$3.5M1.88%3,294CommonNONE
92826C839VVISA INC$3.4M1.80%9,576CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.3M1.77%5,708CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.2M1.73%5,682CommonNONE
040413205ANETARISTA NETWORKS INC$3.2M1.71%24,445CommonNONE
11135F101AVGOBROADCOM INC$3.1M1.66%8,995CommonNONE
548661107LOWLOWES COS INC$3.1M1.66%12,863CommonNONE
47103U886VNLAJANUS DETROIT STR TR$3.1M1.64%62,304CommonNONE
30303M102METAMETA PLATFORMS INC$3.1M1.63%4,633CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.0M1.63%16,509CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$3.0M1.61%20,214CommonNONE
79466L302CRMSALESFORCE INC$2.9M1.57%11,099CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.9M1.57%18,092CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.9M1.55%6,410CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.8M1.48%5,733CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$2.7M1.44%503CommonNONE
58733R102MELIMERCADOLIBRE INC$2.7M1.43%1,326CommonNONE
34959E109FTNTFORTINET INC$2.6M1.39%32,785CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.6M1.39%40,823CommonNONE
81762P102NOWSERVICENOW INC$2.6M1.37%16,710CommonNONE
922475108VEEVVEEVA SYS INC$2.5M1.33%11,141CommonNONE
25754A201DPZDOMINOS PIZZA INC$2.4M1.31%5,868CommonNONE
00724F101ADBEADOBE INC$2.4M1.26%6,751CommonNONE
22160N109CSGPCOSTAR GROUP INC$2.3M1.24%34,474CommonNONE
98138H101WDAYWORKDAY INC$2.3M1.23%10,698CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M1.21%4,514CommonNONE
75513E101RTXRTX CORPORATION$2.2M1.19%12,189CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.1M1.15%21,599CommonNONE
060505104BACBANK AMERICA CORP$2.1M1.11%37,740CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M1.11%17,219CommonNONE
478160104JNJJOHNSON & JOHNSON$2.1M1.10%9,926CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M1.03%5,812CommonNONE
29250N105ENBENBRIDGE INC$1.8M0.98%38,332CommonNONE
031162100AMGNAMGEN INC$1.8M0.98%5,590CommonNONE
65339F101NEENEXTERA ENERGY INC$1.8M0.97%22,602CommonNONE
907818108UNPUNION PAC CORP$1.7M0.93%7,483CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.6M0.88%6,142CommonNONE
278865100ECLECOLAB INC$1.6M0.87%6,200CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.6M0.85%10,272CommonNONE
438516106HONHONEYWELL INTL INC$1.5M0.82%7,837CommonNONE
72201R577BILZPIMCO ETF TR$1.5M0.80%14,858CommonNONE
713448108PEPPEPSICO INC$1.5M0.79%10,335CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.4M0.77%5,814CommonNONE
88160R101TSLATESLA INC$1.4M0.74%3,086CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.4M0.73%3,070CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.3M0.72%4,430CommonNONE
704326107PAYXPAYCHEX INC$1.3M0.68%11,336CommonNONE
609207105MDLZMONDELEZ INTL INC$1.3M0.67%23,380CommonNONE
235851102DHRDANAHER CORPORATION$1.2M0.63%5,127CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1.1M0.59%1,228CommonNONE
052769106ADSKAUTODESK INC$1.0M0.55%3,480CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$996,8180.53%3,189CommonNONE
852234103XYZBLOCK INC$993,9890.53%15,271CommonNONE
892356106TSCOTRACTOR SUPPLY CO$943,2840.50%18,862CommonNONE
02079K305GOOGLALPHABET INC$928,4420.50%2,966CommonNONE
437076102HDHOME DEPOT INC$805,6010.43%2,341CommonNONE
742718109PGPROCTER AND GAMBLE CO$710,6120.38%4,959CommonNONE
337738108FISVFISERV INC$697,2920.37%10,381CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$599,1520.32%695CommonNONE
72201R817CORPPIMCO ETF TR$574,8220.31%5,875CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$501,9660.27%2,824CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$402,3330.22%590CommonNONE
931142103WMTWALMART INC$382,0370.20%3,429CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$348,9120.19%1,083CommonNONE
191216100KOCOCA COLA CO$344,4470.18%4,927CommonNONE
46434V860TFLOISHARES TR$311,8430.17%6,180CommonNONE
00287Y109ABBVABBVIE INC$311,7510.17%1,364CommonNONE
64110L106NFLXNETFLIX INC$311,2830.17%3,320CommonNONE
166764100CVXCHEVRON CORP NEW$292,6270.16%1,920CommonNONE
78464A854SPYMSPDR SERIES TRUST$246,0350.13%3,067CommonNONE
78709Y105SAIASAIA INC$222,0340.12%680CommonNONE
922908363VOOVANGUARD INDEX FDS$220,1230.12%351CommonNONE
149123101CATCATERPILLAR INC$207,3790.11%362CommonNONE
29664W105ESPRESPERION THERAPEUTICS INC NE$167,6320.09%45,306CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.