Sponsored

The Analysis of Boomfish Wealth Group, LLC's Holdings & P&L

Currently, Boomfish Wealth Group, LLC holds 95 types of securities in its portfolio with a total value $219.5M. In the most recent quarter, they have increased their positions in KLAC (+17.6K shares, valued at $5.3M), SGOV (+38.2K shares, valued at $3.8M), BKNG (+16.4K shares, valued at $2.9M); decreased their positions in FTNT (-16.9K shares, valued at $2.6M), BIL (-28.2K shares, valued at $2.6M), PANW (-6.7K shares, valued at $2.3M); initiated new positions in SGOV (+38.2K shares, valued at $3.8M), N/A (+3.9K shares, valued at $884.0K), N/A (+3.9K shares, valued at $866.0K).

1M P&L

+1.8M+1.06%

3M P&L

-24.1M-12.38%

HY P&L

-8.1M-4.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A38.7M

23.4%

2Semiconductors15.8M

9.6%

3Software - Infrastructure12.2M

7.4%

Top Industries by Stock Count

1N/A18 stocks

25.4%

2Software - Application6 stocks

8.5%

3Semiconductors4 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION42.6K shares29.94%2026-06-302026-08-04

ISHARES TR ISHARES TR81.0K shares-0.16%2026-06-302026-08-04

BIL SPDR SERIES TRUST85.0K shares-24.92%2026-06-302026-08-04

MOAT VANECK ETF TRUST72.0K shares-1.89%2026-06-302026-08-04

AAPL APPLE INC25.5K shares44.48%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC9.3K shares-14.45%2026-06-302026-08-04

GOOG ALPHABET INC18.9K shares33.00%2026-06-302026-08-04

TLT ISHARES TR73.0K shares4.79%2026-06-302026-08-04

Sponsored

MSFT MICROSOFT CORP16.5K shares81.87%2026-06-302026-08-04

KLAC KLA CORP20.4K shares622.96%2026-06-302026-08-04

AMZN AMAZON COM INC21.8K shares22.53%2026-06-302026-08-04

ASML ASML HLDG NV2.5K shares-15.32%2026-06-302026-08-04

VNLA JANUS DETROIT STR TR93.4K shares-3.35%2026-06-302026-08-04

BROADCOM INC BROADCOM INC11.5K shares22.36%2026-06-302026-08-04

ANET ARISTA NETWORKS INC25.0K shares0.38%2026-06-302026-08-04

SGOV ISHARES TR38.2K sharesnew addition2026-06-302026-08-04

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC8.0K shares-0.66%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC6.3K shares31.82%2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC10.4K shares-39.05%2026-06-302026-08-04

TSLA TESLA INC8.1K shares24.38%2026-06-302026-08-04

VISA INC VISA INC9.9K shares2.22%2026-06-302026-08-04

EXPD EXPEDITORS INTL WASH INC19.9K shares-2.31%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.2K shares7.16%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.4K shares2.43%2026-06-302026-08-04

Sponsored

BKNG BOOKING HOLDINGS INC16.9K shares3018.42%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP5.7K shares5.62%2026-06-302026-08-04

MELI MERCADOLIBRE INC1.7K shares24.98%2026-06-302026-08-04

LOW LOWES COS INC13.2K shares0.79%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC26.9K shares28.37%2026-06-302026-08-04

BILZ PIMCO ETF TR28.4K shares38.70%2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC5.5K shares-14.37%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC5.5K shares-4.18%2026-06-302026-08-04

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL5.3K shares15.27%2026-06-302026-08-04

ICE INTERCONTINENTAL EXCHANGE IN21.3K shares15.59%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.1K shares-17.42%2026-06-302026-08-04

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.27.8K shares-32.34%2026-06-302026-08-04

FTNT FORTINET INC16.4K shares-50.72%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP17.1K shares-1.01%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION12.2K shares0.09%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON9.0K shares-7.60%2026-06-302026-08-04

Sponsored

DOMINOS PIZZA INC DOMINOS PIZZA INC7.5K shares25.99%2026-06-302026-08-04

BAC BANK OF AMER CORP38.2K shares-0.19%2026-06-302026-08-04

BOND PIMCO ETF TR23.5K shares86.24%2026-06-302026-08-04

ENB ENBRIDGE INC38.2K shares-0.95%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC3.6K shares-39.38%2026-06-302026-08-04

PG PROCTER & GAMBLE CO14.0K shares2.05%2026-06-302026-08-04

AMGN AMGEN INC5.6K shares0.59%2026-06-302026-08-04

UNP UNION PAC CORP7.5K shares-1.24%2026-06-302026-08-04

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC22.8K shares-0.96%2026-06-302026-08-04

VEEV VEEVA SYS INC10.7K shares-7.17%2026-06-302026-08-04

DLR DIGITAL RLTY TR INC10.2K shares-1.12%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC17.7K shares-8.89%2026-06-302026-08-04

CRM SALESFORCE INC10.8K shares-4.71%2026-06-302026-08-04

LIN LINDE PLC2.9K shares2.51%2026-06-302026-08-04

PEP PEPSICO INC10.9K shares0.80%2026-06-302026-08-04

WDAY WORKDAY INC11.7K shares-13.72%2026-06-302026-08-04

Sponsored

MPWR MONOLITHIC PWR SYS INC989 shares-18.47%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.18.0K shares34.67%2026-06-302026-08-04

GOOGL ALPHABET INC3.2K shares4.45%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC2.6K shares16.83%2026-06-302026-08-04

PAYX PAYCHEX INC10.0K shares-17.63%2026-06-302026-08-04

HONEYWELL INTL INC HONEYWELL INTL INC3.9K sharesnew addition2026-06-302026-08-04

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.9K sharesnew addition2026-06-302026-08-04

HD HOME DEPOT INC2.4K shares1.95%2026-06-302026-08-04

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.3K shares0.71%2026-06-302026-08-04

ROP ROPER TECHNOLOGIES INC2.2K shares-32.17%2026-06-302026-08-04

CDNS CADENCE DESIGN SYSTEM INC1.9K shares-41.34%2026-06-302026-08-04

ADSK AUTODESK INC3.6K shares-1.63%2026-06-302026-08-04

TSCO TRACTOR SUPPLY CO19.3K shares-0.78%2026-06-302026-08-04

CORP PIMCO ETF TR6.1K shares3.83%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION627 shares5.03%2026-06-302026-08-04

FI FISERV INC10.4K shares0.00%2026-06-302026-08-04

Sponsored

SCHP SCHWAB STRATEGIC TR18.8K shares70.46%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T597 shares1.53%2026-06-302026-08-04

DAL DELTA AIR LINES INC4.7K sharesnew addition2026-06-302026-08-04

WMT WALMART INC3.8K shares5.69%2026-06-302026-08-04

SAIA SAIA INC998 shares46.76%2026-06-302026-08-04

KO COCA COLA CO5.0K shares0.61%2026-06-302026-08-04

CAT CATERPILLAR INC371 shares4.80%2026-06-302026-08-04

ABBVIE INC ABBVIE INC1.4K shares5.25%2026-06-302026-08-04

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.1K shares6.70%2026-06-302026-08-04

CVX CHEVRON CORPORATION2.0K shares3.18%2026-06-302026-08-04

PYLD PIMCO ETF TR12.1K sharesnew addition2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR9.9K shares6.74%2026-06-302026-08-04

TFLO ISHARES TR6.2K shares0.00%2026-06-302026-08-04

SPDR SERIES TRUST SPDR SERIES TRUST3.1K shares0.00%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR7.8K sharesnew addition2026-06-302026-08-04

AVIG AMERICAN CENTY ETF TR6.0K sharesnew addition2026-06-302026-08-04

Sponsored

VOO VANGUARD INDEX FDS357 shares1.71%2026-06-302026-08-04

ISHARES TR ISHARES TR315 shares0.00%2026-06-302026-08-04

CP CANADIAN PACIFIC KANSAS CITY2.5K sharesnew addition2026-06-302026-08-04

FOCT FIRST TR EXCHNG TRADED FD VI3.9K sharesnew addition2026-06-302026-08-04

SCEP STERLING CAP FDS8.2K sharesnew addition2026-06-302026-08-04

ESPR ESPERION THERAPEUTICS INC NE45.3K shares0.00%2026-06-302026-08-04

CRDL CARDIOL THERAPEUTICS INC14.4K shares0.00%2026-06-302026-08-04

NVDA

NVIDIA CORPORATION

29.94%

Shares42.6K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-0.16%

Shares81.0K

Event2026-06-30

Filed2026-08-04

BIL

SPDR SERIES TRUST

-24.92%

Shares85.0K

Event2026-06-30

Filed2026-08-04

MOAT

VANECK ETF TRUST

-1.89%

Shares72.0K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

44.48%

Shares25.5K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

-14.45%

Shares9.3K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

33.00%

Shares18.9K

Event2026-06-30

Filed2026-08-04

TLT

ISHARES TR

4.79%

Shares73.0K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

81.87%

Shares16.5K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

622.96%

Shares20.4K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

22.53%

Shares21.8K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

-15.32%

Shares2.5K

Event2026-06-30

Filed2026-08-04

VNLA

JANUS DETROIT STR TR

-3.35%

Shares93.4K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

22.36%

Shares11.5K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

0.38%

Shares25.0K

Event2026-06-30

Filed2026-08-04

SGOV

ISHARES TR

New

Shares38.2K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.66%

Shares8.0K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

31.82%

Shares6.3K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

-39.05%

Shares10.4K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

24.38%

Shares8.1K

Event2026-06-30

Filed2026-08-04

VISA INC

2.22%

Shares9.9K

Event2026-06-30

Filed2026-08-04

EXPD

EXPEDITORS INTL WASH INC

-2.31%

Shares19.9K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

7.16%

Shares6.2K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

2.43%

Shares9.4K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

3018.42%

Shares16.9K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

5.62%

Shares5.7K

Event2026-06-30

Filed2026-08-04

MELI

MERCADOLIBRE INC

24.98%

Shares1.7K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

0.79%

Shares13.2K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

28.37%

Shares26.9K

Event2026-06-30

Filed2026-08-04

BILZ

PIMCO ETF TR

38.70%

Shares28.4K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

-14.37%

Shares5.5K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

-4.18%

Shares5.5K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

15.27%

Shares5.3K

Event2026-06-30

Filed2026-08-04

ICE

INTERCONTINENTAL EXCHANGE IN

15.59%

Shares21.3K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

-17.42%

Shares6.1K

Event2026-06-30

Filed2026-08-04

MICROCHIP TECHNOLOGY INC.

-32.34%

Shares27.8K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

-50.72%

Shares16.4K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

-1.01%

Shares17.1K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

0.09%

Shares12.2K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-7.60%

Shares9.0K

Event2026-06-30

Filed2026-08-04

DOMINOS PIZZA INC

25.99%

Shares7.5K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

-0.19%

Shares38.2K

Event2026-06-30

Filed2026-08-04

BOND

PIMCO ETF TR

86.24%

Shares23.5K

Event2026-06-30

Filed2026-08-04

ENB

ENBRIDGE INC

-0.95%

Shares38.2K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

-39.38%

Shares3.6K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

2.05%

Shares14.0K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

0.59%

Shares5.6K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

-1.24%

Shares7.5K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

-0.96%

Shares22.8K

Event2026-06-30

Filed2026-08-04

VEEV

VEEVA SYS INC

-7.17%

Shares10.7K

Event2026-06-30

Filed2026-08-04

DLR

DIGITAL RLTY TR INC

-1.12%

Shares10.2K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

-8.89%

Shares17.7K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

-4.71%

Shares10.8K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

2.51%

Shares2.9K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

0.80%

Shares10.9K

Event2026-06-30

Filed2026-08-04

WDAY

WORKDAY INC

-13.72%

Shares11.7K

Event2026-06-30

Filed2026-08-04

MPWR

MONOLITHIC PWR SYS INC

-18.47%

Shares989

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

34.67%

Shares18.0K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

4.45%

Shares3.2K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

16.83%

Shares2.6K

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC

-17.63%

Shares10.0K

Event2026-06-30

Filed2026-08-04

HONEYWELL INTL INC

New

Shares3.9K

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC

New

Shares3.9K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

1.95%

Shares2.4K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

0.71%

Shares6.3K

Event2026-06-30

Filed2026-08-04

ROP

ROPER TECHNOLOGIES INC

-32.17%

Shares2.2K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC

-41.34%

Shares1.9K

Event2026-06-30

Filed2026-08-04

ADSK

AUTODESK INC

-1.63%

Shares3.6K

Event2026-06-30

Filed2026-08-04

TSCO

TRACTOR SUPPLY CO

-0.78%

Shares19.3K

Event2026-06-30

Filed2026-08-04

CORP

PIMCO ETF TR

3.83%

Shares6.1K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

5.03%

Shares627

Event2026-06-30

Filed2026-08-04

FISERV INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-04

SCHP

SCHWAB STRATEGIC TR

70.46%

Shares18.8K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

1.53%

Shares597

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

New

Shares4.7K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

5.69%

Shares3.8K

Event2026-06-30

Filed2026-08-04

SAIA

SAIA INC

46.76%

Shares998

Event2026-06-30

Filed2026-08-04

COCA COLA CO

0.61%

Shares5.0K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

4.80%

Shares371

Event2026-06-30

Filed2026-08-04

ABBVIE INC

5.25%

Shares1.4K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

6.70%

Shares3.1K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

3.18%

Shares2.0K

Event2026-06-30

Filed2026-08-04

PYLD

PIMCO ETF TR

New

Shares12.1K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

6.74%

Shares9.9K

Event2026-06-30

Filed2026-08-04

TFLO

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-04

SPDR SERIES TRUST

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

New

Shares7.8K

Event2026-06-30

Filed2026-08-04

AVIG

AMERICAN CENTY ETF TR

New

Shares6.0K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

1.71%

Shares357

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares315

Event2026-06-30

Filed2026-08-04

CANADIAN PACIFIC KANSAS CITY

New

Shares2.5K

Event2026-06-30

Filed2026-08-04

FOCT

FIRST TR EXCHNG TRADED FD VI

New

Shares3.9K

Event2026-06-30

Filed2026-08-04

SCEP

STERLING CAP FDS

New

Shares8.2K

Event2026-06-30

Filed2026-08-04

ESPR

ESPERION THERAPEUTICS INC NE

0.00%

Shares45.3K

Event2026-06-30

Filed2026-08-04

CRDL

CARDIOL THERAPEUTICS INC

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available