ETF Holders

Bosman Wealth Management, LLC ETF holdings

Redlands, CA

Reported $9.8M in 5 ETFs in its Form 13F for June 30, 2026.

ETF value
$9.8M
ETFs held
5
Change from prior quarter
-18.9%
With price moves
ETFs as a share of its 13F
6.1%
of $161.2M

Top 5 of 5 ETF holdings

TickerFundValueSharesChange
GLDSPDR Gold Shares$4.1M11,176−1,326 shares
IBITiShares Bitcoin Trust ETF$2.3M70,275−20,879 shares
SHViShares 0–1 Year Treasury Bond ETF$1.6M14,051No change
SPYState Street SPDR S&P 500 ETF Trust$1.1M1,511No change
SMHVanEck Semiconductor ETF$637K971No change

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002066260. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Bosman Wealth Management, LLC own?

Bosman Wealth Management, LLC reported 5 ETF positions worth $9.8M in its Form 13F for June 30, 2026. The largest was GLD, at $4.1M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.