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Boomfish Wealth Group, LLC

Q1 2026 · 13F-HR

Boomfish Wealth Group, LLCholdings as filed

Filed 2026-04-22 · accession 0001437749-26-013018

$187.3M
Reported value
87
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R663BILSPDR SERIES TRUST$10.4M5.54%113,166CommonNONE
464287226AGGISHARES TR$8.1M4.30%81,165CommonNONE
92189F643MOATVANECK ETF TRUST$7.1M3.79%73,381CommonNONE
464287432TLTISHARES TR$6.0M3.22%69,666CommonNONE
67066G104NVDANVIDIA CORPORATION$5.7M3.06%32,817CommonNONE
47103U886VNLAJANUS DETROIT STR TR$4.7M2.52%96,674CommonNONE
037833100AAPLAPPLE INC$4.5M2.39%17,645CommonNONE
482480100KLACKLA CORP$4.1M2.22%2,818CommonNONE
02079K107GOOGALPHABET INC$4.1M2.17%14,201CommonNONE
N07059210ASMLASML HLDG NV$3.9M2.07%2,930CommonNONE
023135106AMZNAMAZON COM INC$3.7M1.98%17,782CommonNONE
038222105AMATAPPLIED MATLS INC$3.7M1.98%10,830CommonNONE
594918104MSFTMICROSOFT CORP$3.4M1.79%9,080CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.3M1.75%5,424CommonNONE
548661107LOWLOWES COS INC$3.1M1.65%13,101CommonNONE
040413205ANETARISTA NETWORKS INC$3.1M1.63%24,857CommonNONE
92826C839VVISA INC$2.9M1.57%9,721CommonNONE
30231G102XOMEXXON MOBIL CORP$2.9M1.56%17,266CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$2.9M1.56%20,411CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.9M1.55%5,808CommonNONE
11135F101AVGOBROADCOM INC$2.9M1.55%9,372CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.9M1.55%18,435CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.9M1.54%6,463CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.8M1.50%5,698CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M1.47%4,812CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$2.7M1.46%8,083CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.7M1.46%17,036CommonNONE
34959E109FTNTFORTINET INC$2.7M1.45%33,262CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.7M1.43%9,131CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.7M1.42%41,149CommonNONE
88160R101TSLATESLA INC$2.4M1.29%6,522CommonNONE
478160104JNJJOHNSON & JOHNSON$2.4M1.28%9,791CommonNONE
58733R102MELIMERCADOLIBRE INC$2.4M1.27%1,373CommonNONE
75513E101RTXRTX CORPORATION$2.4M1.25%12,185CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$2.3M1.22%543CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M1.17%4,559CommonNONE
25754A201DPZDOMINOS PIZZA INC$2.1M1.15%5,990CommonNONE
65339F101NEENEXTERA ENERGY INC$2.1M1.14%23,030CommonNONE
79466L302CRMSALESFORCE INC$2.1M1.13%11,329CommonNONE
29250N105ENBENBRIDGE INC$2.1M1.11%38,573CommonNONE
72201R577BILZPIMCO ETF TR$2.1M1.10%20,496CommonNONE
911312106UPSUNITED PARCEL SVCS INC$2.1M1.10%20,965CommonNONE
922475108VEEVVEEVA SYS INC$2.0M1.08%11,544CommonNONE
81762P102NOWSERVICENOW INC$2.0M1.08%19,383CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M1.07%7,417CommonNONE
742718109PGPROCTER & GAMBLE CO$2.0M1.06%13,688CommonNONE
031162100AMGNAMGEN INC$2.0M1.05%5,600CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.9M1.00%10,350CommonNONE
060505104BACBANK AMERICA CORP$1.9M1.00%38,253CommonNONE
907818108UNPUNION PAC CORP$1.8M0.98%7,557CommonNONE
438516106HONHONEYWELL INTL INC$1.8M0.96%7,986CommonNONE
98138H101WDAYWORKDAY INC$1.8M0.94%13,589CommonNONE
713448108PEPPEPSICO INC$1.7M0.89%10,775CommonNONE
G54950103LINLINDE PLC$1.4M0.75%2,830CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1.3M0.71%1,213CommonNONE
64110L106NFLXNETFLIX INC.$1.3M0.69%13,393CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.66%6,222CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.64%5,866CommonNONE
72201R775BONDPIMCO ETF TR$1.2M0.62%12,594CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.2M0.62%3,267CommonNONE
704326107PAYXPAYCHEX INC$1.1M0.59%12,094CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.54%2,199CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$908,0790.48%3,268CommonNONE
892356106TSCOTRACTOR SUPPLY CO$883,1860.47%19,496CommonNONE
02079K305GOOGLALPHABET INC$872,2530.47%3,033CommonNONE
052769106ADSKAUTODESK INC$867,1070.46%3,622CommonNONE
437076102HDHOME DEPOT INC$773,8780.41%2,353CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$594,5250.32%597CommonNONE
337738108FISVFISERV INC$578,0320.31%10,359CommonNONE
72201R817CORPPIMCO ETF TR$568,7410.30%5,875CommonNONE
931142103WMTWALMART INC$443,4990.24%3,569CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$421,2860.22%2,880CommonNONE
166764100CVXCHEVRON CORPORATION$410,0760.22%1,982CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$382,4000.20%588CommonNONE
191216100KOCOCA COLA CO$374,2420.20%4,921CommonNONE
46434V860TFLOISHARES TR$312,8930.17%6,180CommonNONE
00287Y109ABBVABBVIE INC$298,1790.16%1,371CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$293,8810.16%11,044CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$284,4880.15%9,273CommonNONE
149123101CATCATERPILLAR INC$250,7950.13%354CommonNONE
78709Y105SAIASAIA INC$238,8700.13%680CommonNONE
78464A854SPYMSPDR SERIES TRUST$234,7480.13%3,067CommonNONE
922908363VOOVANGUARD INDEX FDS$209,7400.11%351CommonNONE
464287200IVVISHARES TR$205,6820.11%315CommonNONE
278865100ECLECOLAB INC$201,9090.11%759CommonNONE
29664W105ESPRESPERION THERAPEUTICS INC NE$124,1380.07%45,306CommonNONE
14161Y200CRDLCARDIOL THERAPEUTICS INC$19,4710.01%14,423CommonNONE

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.