Latest Boomfish Wealth Group, LLC Stock Portfolio

Boomfish Wealth Group, LLC Performance:

2025 Q2: 6.63%YTD: 3.09%2024: 4.47%

Performance for 2025 Q2 is 6.63%, and YTD is 3.09%, and 2024 is 4.47%.

About Boomfish Wealth Group, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Boomfish Wealth Group, LLC reported an equity portfolio of $173.1 Millions as of 30 Jun, 2025.

The top stock holdings of Boomfish Wealth Group, LLC are BIL, AFK, IJR. The fund has invested 5% of it's portfolio in SPDR SERIES TRUST and 4.4% of portfolio in VANECK ETF TRUST.

The fund managers got completely rid off TERADYNE INC (TER), STARBUCKS CORP (SBUX) and ROYAL BK CDA stocks. They significantly reduced their stock positions in COCA COLA CO (KO), KLA CORP (KLAC) and PROCTER AND GAMBLE CO (PG). Boomfish Wealth Group, LLC opened new stock positions in ISHARES TR (ACWF), MONOLITHIC PWR SYS INC (MPWR) and KONINKLIJKE PHILIPS N V. The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), COSTCO WHSL CORP NEW (COST) and JPMORGAN CHASE & CO. (JPM).

Boomfish Wealth Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Boomfish Wealth Group, LLC made a return of 6.63% in the last quarter. In trailing 12 months, it's portfolio return was -1.38%.

New Buys

Ticker	$ Bought
ishares tr	1,197,370
monolithic pwr sys inc	886,433
koninklijke philips n v	441,184
netflix inc	397,722
vanguard index fds	229,467
vanguard index fds	223,804
grayscale bitcoin trust etf	220,812
caterpillar inc	208,857

New stocks bought by Boomfish Wealth Group, LLC

Additions

Ticker	% Inc.
broadcom inc	88.81
costco whsl corp new	72.74
jpmorgan chase & co.	62.15
thermo fisher scientific inc	30.46
esperion therapeutics inc ne	29.46
berkshire hathaway inc del	20.42
pepsico inc	19.98
spdr s&p 500 etf tr	18.95

Additions to existing portfolio by Boomfish Wealth Group, LLC

Reductions

Ticker	% Reduced
coca cola co	-22.07
kla corp	-12.61
procter and gamble co	-11.56
mercadolibre inc	-6.96
spdr series trust	-6.42
taiwan semiconductor mfg ltd	-4.03
vaneck etf trust	-3.89
veeva sys inc	-3.87

Boomfish Wealth Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
teradyne inc	-1,765,680
starbucks corp	-395,880
royal bk cda	-265,230

Boomfish Wealth Group, LLC got rid off the above stocks

Sector Distribution

Boomfish Wealth Group, LLC has about 30% of it's holdings in Technology sector.

Sector	%
Technology	30
Others	21.5
Consumer Cyclical	10.2
Industrials	8.1
Healthcare	8.1
Financial Services	6.9
Communication Services	4.1
Consumer Defensive	3.4
Real Estate	2.5
Energy	2.3
Basic Materials	1.9

Market Cap. Distribution

Boomfish Wealth Group, LLC has about 78.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	45.9
MEGA-CAP	32.6
UNALLOCATED	21.5

Stocks belong to which Index?

About 71.6% of the stocks held by Boomfish Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	71.6
Others	28.4

Top 5 Winners (%)		%
PLTR	palantir technologies inc	59.5 %
MCHP	microchip technology inc.	45.3 %
NVDA	nvidia corporation	41.5 %
AVGO	broadcom inc	40.5 %
MELI	mercadolibre inc	33.2 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	1.7 M
MSFT	microsoft corp	1.1 M
MCHP	microchip technology inc.	0.9 M
MELI	mercadolibre inc	0.9 M
AVGO	broadcom inc	0.8 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-40.3 %
ESPR	esperion therapeutics inc ne	-26.5 %
TMO	thermo fisher scientific inc	-14.9 %
CVX	chevron corp new	-14.4 %
ABBV	abbvie inc	-11.4 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-1.1 M
TMO	thermo fisher scientific inc	-0.4 M
AAPL	apple inc	-0.2 M
VRTX	vertex pharmaceuticals inc	-0.2 M
XOM	exxon mobil corp	-0.2 M

Boomfish Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Boomfish Wealth Group, LLC

Boomfish Wealth Group, LLC has 87 stocks in it's portfolio. About 29.5% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Boomfish Wealth Group, LLC last quarter.

Last Reported on: 24 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BIL	spdr series trust	5.01	94,574	8,675,310	reduced	-6.42
Historical Trend of SPDR SERIES TRUST Position Held By Boomfish Wealth Group, LLC What % of Portfolio is BIL?: Number of BIL shares held: Change in No. of Shares Held:
	AFK	vaneck etf trust	4.37	80,708	7,569,650	reduced	-3.89

	IJR	ishares tr	4.06	70,860	7,029,320	added	6.61

	NVDA	nvidia corporation	3.27	35,824	5,659,860	added	16.77

	MSFT	microsoft corp	2.49	8,674	4,314,380	added	0.56

	IJR	ishares tr	2.44	47,803	4,218,650	added	1.17

	AMZN	amazon com inc	2.09	16,502	3,620,270	added	11.53

	V	visa inc	2.01	9,781	3,472,710	added	10.00

	META	meta platforms inc	1.90	4,451	3,285,250	added	1.53

	PANW	palo alto networks inc	1.90	16,028	3,279,970	added	1.62

	MELI	mercadolibre inc	1.86	1,230	3,214,760	reduced	-6.96

	ANET	arista networks inc	1.86	31,417	3,214,270	added	3.85

	NOW	servicenow inc	1.85	3,115	3,202,470	added	1.5

	AAPL	apple inc	1.84	15,556	3,191,540	added	8.07

	MA	mastercard incorporated	1.78	5,493	3,086,560	added	1.61

	ICE	intercontinental exchange in	1.77	16,747	3,072,580	added	1.94

	AMAT	applied matls inc	1.76	16,648	3,047,670	added	2.41

	GOOG	alphabet inc	1.76	17,156	3,043,290	added	4.48

	BKNG	booking holdings inc	1.72	513	2,970,020	reduced	-2.84

	VEEV	veeva sys inc	1.70	10,196	2,936,240	reduced	-3.87