Boomfish Wealth Group, LLC
•CIK: 2010786•Filing: Q4 2025
**Boomfish Wealth Group, LLC** manages $187M across a diversified portfolio of 85 positions. The fund exhibits a notable allocation to fixed income and technology, with top holdings including BIL ($8.7M) and AGG ($8.4M). Significant exposure is also maintained in defensive and growth names, evidenced by positions in MOAT ($7.5M), NVDA ($6.1M), and TLT ($5.7M). This structure suggests a tactical blend of income generation and high-conviction equity growth plays.
Total AUM
$187.1M
QoQ Performance
+0.9%
Positions
80
Top 10 Concentration
30.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL4.7%
AGG4.5%
MOAT4.0%
NVDA3.2%
TLT3.0%
AAPL2.5%
GOOG2.4%
MSFT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.6%
Technology17.9%
Consumer8.3%
Financial6.0%
Industrial5.7%
Healthcare5.7%
Consumer Staples1.6%
Materials1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑24 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023