Boomfish Wealth Group, LLC
SEC Form 13F institutional filer · CIK 0002010786
13F-HR · 70 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
30.5%
Boomfish Wealth Group, LLC — $144M AUM allocation strategy
Boomfish Wealth Group, LLC files SEC Form 13F and reports $144M of long US equity value across 70 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.1%, followed by Financials 6.1% and Communication Services 4.8%.
The top 10 holdings account for 31% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Boomfish Wealth Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$144M
total across 70 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
31% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +10.1K sh · +$976K+$PG +8.73K sh · +$1.27M+$JPM +8.05K sh · +$2.34M
Biggest trims (shares)
−$ECL −5.44K sh · −$1.43M−$AMAT −4.39K sh · −$209K−$IVV −2.47K sh · −$122K
Exited to nil (held last quarter, gone now)
$ADBE ($2.36M last qtr)$CSGP ($2.32M last qtr)$APD ($1.44M last qtr)$MDLZ ($1.26M last qtr)$DHR ($1.17M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors6.0%—
- Semiconductor Materials & Equipment5.5%—
- Interactive Media & Services4.8%—
- Transaction & Payment Processing Services4.1%—
- Technology Hardware, Storage & Peripherals3.1%—
- Broadline Retail2.6%—
- Systems Software2.3%—
- Aerospace & Defense2.3%—
- Other holdings69.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 32.8K | $5.72M | +246 | 4.0% |
| $AAPL | Apple Inc | 17.6K | $4.48M | +254 | 3.1% |
| $KLAC | KLA Corporation | 2.82K | $4.15M | -91 | 2.9% |
| $GOOGL | Alphabet Inc | 14.2K | $4.07M | +117 | 2.8% |
| $AMZN | Amazon.com Inc | 17.8K | $3.7M | +167 | 2.6% |
| $AMAT | Applied Materials Inc | 10.8K | $3.7M | -4.39K | 2.6% |
| $MSFT | Microsoft Corporation | 9.08K | $3.36M | +281 | 2.3% |
| $LMT | Lockheed Martin Corporation | 5.42K | $3.28M | -309 | 2.3% |
| $LOW | Lowe's Companies Inc | 13.1K | $3.1M | +238 | 2.2% |
…and 61 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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