Q2 2026 13F · SEC CIK 2010786

Boomfish Wealth Group, LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $219.5M
Reported positions: 95
Top holdings a year, 3 yrs: +11.2%
Assets under management: $214.4M

Boomfish Wealth Group, LLC is a wealth manager that reported 95 positions worth $219.5M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Nvidia Corporation Com (NVDA, 3.9%), Ishares Tr (AGG, 3.7%), SPDR Brcy1-3 Ser (BIL, 3.5%). A portfolio copying its top holdings returned 11.2% a year over the last 3 years, against 18.8% for the S&P 500.

Boomfish Wealth Group, LLC holdings largest 50 of 95 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boomfish Wealth Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	3.9%	3.1%	42,642	+29.9%	$8.5M
AGGIshares Tr	3.7%	4.3%	81,036	-0.2%	$8.0M
BILSPDR Brcy1-3 Ser	3.5%	5.5%	84,960	-24.9%	$7.8M
MOATVaneck ETF Trust	3.4%	3.8%	71,995	-1.9%	$7.5M
AAPLApple Inc	3.4%	2.4%	25,493	+44.5%	$7.4M
AMATApplied Matls Inc	3.1%	2.0%	9,265	-14.5%	$6.7M
GOOGAlphabet Inc	3.0%	2.2%	18,888	+33.0%	$6.7M
TLTIshares 20 Year Treasury Bond ETF	2.9%	3.2%	73,005	+4.8%	$6.3M
MSFTMicrosoft Corp	2.8%	1.8%	16,514	+81.9%	$6.2M
KLACKla Corp	2.8%	2.2%	20,373	+623.0%	$6.1M
AMZNAmazon Com Inc Com	2.4%	2.0%	21,789	+22.5%	$5.2M
ASMLAsml Hldg NV	2.2%	2.1%	2,481	-15.3%	$4.9M
VNLAJanus Detroit Str Tr	2.1%	2.5%	93,435	-3.4%	$4.6M
AVGOBroadcom Inc	2.0%	1.5%	11,468	+22.4%	$4.3M
ANETArista Networks Inc	1.9%	1.6%	24,952	+0.4%	$4.2M
SGOViShares 0-3 Month Treasury Bon	1.8%	—	38,220	—	$3.8M
TSMTaiwan Semiconductor Manufac	1.7%	1.5%	8,030	-0.7%	$3.8M
METAMeta Platforms Inc Class A	1.6%	1.5%	6,343	+31.8%	$3.6M
PANWPalo Alto Networks Inc	1.6%	1.5%	10,384	-39.0%	$3.5M
TSLATesla Inc Com	1.6%	1.3%	8,112	+24.4%	$3.4M
VVisa Inc Com Cl A	1.6%	1.6%	9,937	+2.2%	$3.4M
EXPDExpeditors International of Wa	1.5%	1.6%	19,940	-2.3%	$3.2M
MAMastercard Inc.	1.5%	1.5%	6,224	+7.2%	$3.2M
JPMJpmorgan Chase & Co	1.4%	1.4%	9,353	+2.4%	$3.1M
BKNGBooking Holdings Inc Com	1.4%	1.2%	16,933	+3018.4%	$3.0M
LMTLockheed Martin Corp Com	1.3%	1.8%	5,729	+5.6%	$2.9M
MELIMercadolibre Inc	1.3%	1.3%	1,716	+25.0%	$2.9M
LOWLowes Cos Inc	1.3%	1.7%	13,204	+0.8%	$2.9M
UPSUnited Parcel Svcs Inc Cl B	1.3%	1.1%	26,913	+28.4%	$2.9M
BILZPimco ETF Tr	1.3%	1.1%	28,428	+38.7%	$2.9M
VRTXVertex Pharmaceuticals Inc	1.3%	1.5%	5,534	-14.4%	$2.7M
TMOThermo Fisher Scientific Inc	1.2%	1.5%	5,460	-4.2%	$2.7M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	5,255	+15.3%	$2.6M
ICEIntercontinental Exchange in	1.2%	1.5%	21,309	+15.6%	$2.6M
UNHUnitedhealth Group Inc Com	1.2%	1.1%	6,125	-17.4%	$2.5M
MCHPMicrochip Tech Inc	1.2%	1.4%	27,843	-32.3%	$2.5M
FTNTFortinet Inc	1.1%	1.5%	16,393	-50.7%	$2.5M
XOMExxon Mobil Corp	1.1%	1.6%	17,092	-1.0%	$2.3M
RTXRtx Corporation Com	1.1%	1.3%	12,196	+0.1%	$2.3M
JNJJohnson & Johnson	1.0%	1.3%	9,047	-7.6%	$2.3M
DPZDominos Pizza Inc	1.0%	1.1%	7,547	+26.0%	$2.2M
BACBank of Amer Corp	1.0%	1.0%	38,180	-0.2%	$2.2M
BONDPimco ETF Tr	1.0%	—	23,455	—	$2.2M
ENBEnbridge Inc Com	0.9%	1.1%	38,207	-0.9%	$2.1M
AMDAdvanced Micro Devices Inc	0.9%	—	3,556	—	$2.1M
PGProcter & Gamble Co Com	0.9%	1.1%	13,969	+2.1%	$2.0M
AMGNAmgen Inc Com	0.9%	1.1%	5,633	+0.6%	$2.0M
UNPUnion Pac Corp	0.9%	1.0%	7,463	-1.2%	$2.0M
NEENextera Energy Inc Com	0.9%	1.1%	22,808	-1.0%	$2.0M
VEEVVeeva Sys Inc	0.9%	1.1%	10,716	-7.2%	$1.9M

What Boomfish Wealth Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc Com+3018.4% shares
KLAC Kla Corp+623.0% shares
MSFT Microsoft Corp+81.9% shares
AAPL Apple Inc+44.5% shares
BILZ Pimco ETF Tr+38.7% shares
GOOG Alphabet Inc+33.0% shares
META Meta Platforms Inc Class A+31.8% shares
NVDA Nvidia Corporation Com+29.9% shares

Reduced

FTNT Fortinet Inc-50.7% shares
PANW Palo Alto Networks Inc-39.0% shares
MCHP Microchip Tech Inc-32.3% shares
BIL SPDR Brcy1-3 Ser-24.9% shares
UNH Unitedhealth Group Inc Com-17.4% shares
ASML Asml Hldg NV-15.3% shares
AMAT Applied Matls Inc-14.5% shares
VRTX Vertex Pharmaceuticals Inc-14.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +11.2% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$219.5M	95
Q1 2026	$187.3M	87
Q4 2025	$187.1M	85
Q3 2025	$185.4M	87
Q2 2025	$173.1M	87
Q1 2025	$154.1M	82
Q4 2024	$164.8M	93
Q3 2024	$163.1M	89
Q2 2024	$154.7M	86
Q1 2024	$148.6M	87
Q4 2023	$138.6M	83

Questions about Boomfish Wealth Group, LLC's portfolio

What stocks does Boomfish Wealth Group, LLC own?

Boomfish Wealth Group, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 95 positions worth $219.5M. The largest are Nvidia Corporation Com (NVDA) at 3.9%, Ishares Tr (AGG) at 3.7%, SPDR Brcy1-3 Ser (BIL) at 3.5%, Vaneck ETF Trust (MOAT) at 3.4% and Apple Inc (AAPL) at 3.4%.

What did Boomfish Wealth Group, LLC buy last quarter?

In Q2 2026, Boomfish Wealth Group, LLC added Booking Holdings Inc Com (BKNG) (+3018.4% shares), Kla Corp (KLAC) (+623.0% shares) and Microsoft Corp (MSFT) (+81.9% shares), compared with its Q1 2026 filing.

What did Boomfish Wealth Group, LLC sell last quarter?

In Q2 2026, Boomfish Wealth Group, LLC cut from its top 50 Salesforce Inc Com (CRM), cut from its top 50 Servicenow Inc Com (NOW), cut from its top 50 Digital Realty Trust Inc (DLR), Fortinet Inc (FTNT) (-50.7% shares), Palo Alto Networks Inc (PANW) (-39.0% shares) and Microchip Tech Inc (MCHP) (-32.3% shares), compared with its Q1 2026 filing.

How has Boomfish Wealth Group, LLC's portfolio performed?

A portfolio copying Boomfish Wealth Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +16.6% against +20.1%.

When is Boomfish Wealth Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boomfish Wealth Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boomfish Wealth Group, LLC manage?

Boomfish Wealth Group, LLC reported $214.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $219.5M.