BC

Bowman & Co S.C.

13F
Bowman & Co S.C.
Last update 2025-07-09 108 Stocks (8 new)
Value $224.00 Mil Turnover 8 %
Countries:
Top Holdings: VOO(12.89%)AVUV(5.01%)AGG(4.51%)AVGO(3.55%)JPM(3.38%)
Summary Stock Picks Current Portfolio
Bowman & Co S.C. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
50,847
28,887.1
+3.63%
12.890
+0.45%
0.000
+22.35%
+7.26%
658,032.1
 
AVUV
Avantis U.S. Small Cap Value ETF
123,331
11,235.4
+16.14%
5.010
+0.70%
0.070
+19.46%
-2.10%
16,764.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
101,993
10,117.2
+0.28%
4.510
+0.01%
0.010
+2.12%
+3.52%
128,191.3
 
AVGO
Broadcom Inc
28,873
7,960.8
+0.87%
3.550
+0.03%
0.000
+73.81%
+24.98%
1,355,587.4
Semiconductors
JPM
JPMorgan Chase & Co
26,142
7,577.3
+0.99%
3.380
+0.03%
0.000
+27.68%
+23.35%
800,072.7
Banks
MSFT
Microsoft Corp
14,953
7,439.7
+0.75%
3.320
+0.02%
0.000
+42.29%
+21.48%
3,791,043.3
Software
JAAA
Janus Henderson AAA CLO ETF
140,671
7,138.7
+3.02%
3.180
+0.09%
0.030
+2.20%
+2.64%
22,841.5
 
AAPL
Apple Inc
29,825
6,119.0
+0.46%
2.730
+0.01%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
VTEB
Vanguard Tax-Exempt Bond ETF
118,489
5,809.5
+27.89%
2.590
+0.56%
0.020
+0.50%
-3.05%
35,727.7
 
IEFA
iShares Core MSCI EAFE ETF
68,683
5,733.5
+6.48%
2.560
+0.16%
0.000
+10.68%
+18.16%
143,257.1
 

Bowman & Co S.C.'s Historical Top Holdings Breakdowns

Bowman & Co S.C.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QSY
WISDOMTREE U.S. VALUE FUND
2025-06-30
New Buy
New Buy
+1.38%
●
72.32 ($81.64) 86.4
$63.37
-22.38%
New holding
35,729
35,729
QVAL
Alpha Architect U.S. Quantitative Value ETF
Alpha Architect U.S. Quantitative Value ETF
2025-06-30
Sold Out
Sold Out
-1.33%
●
37.28 ($42.47) 45.23
$43.47
2.34%
Sold Out
0
-63,689
MRK
Merck & Co Inc
2025-06-30
Sold Out
Sold Out
-1.00%
●
73.47 ($79.65) 89.76
$79.31
-0.43%
Sold Out
0
-22,769
ABBV
AbbVie Inc
2025-06-30
New Buy
New Buy
+0.88%
●
170.16 ($186.22) 209.52
$184.85
-0.74%
New holding
10,592
10,592
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Add
Add
+0.70%
●
75.17 ($86.2) 91.21
$93.69
8.69%
Add 16.14%
123,331
17,140
MUB
iShares National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.66%
●
102.31 ($103.99) 105.8
$103.55
-0.42%
Reduce -57.02%
9,545
-12,662
GEV
GE Vernova Inc
2025-06-30
New Buy
New Buy
+0.63%
●
271.48 ($414.61) 529.15
$565.91
36.49%
New holding
2,689
2,689
TFI
SPDR Nuveen ICE Municipal Bond ETF
2025-06-30
Sold Out
Sold Out
-0.62%
●
43.63 ($44.44) 45.4
$44.30
-0.32%
Sold Out
0
-28,153
MLN
VanEck Long Muni ETF
2025-06-30
New Buy
New Buy
+0.57%
●
16.49 ($16.93) 17.52
$16.58
-2.07%
New holding
75,354
75,354
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Add
Add
+0.56%
●
48.13 ($48.86) 49.85
$48.60
-0.53%
Add 27.89%
118,489
25,841

Bowman & Co S.C. Total Holding History ($B)

To

Bowman & Co S.C.'s Asset Allocation

To

Bowman & Co S.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bowman & Co S.C.'s Hypothetical Growth since 2025-06-30

Bowman & Co S.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

Bowman & Co S.C.'s Holdings Heat Map

Size field:

Bowman & Co S.C.'s Holdings Bubble Chart

Bowman & Co S.C. News

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