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Boomfish Wealth Group, LLC
Boomfish Wealth Group, LLC (doing business as Wealth With No Regrets®) is an Alpharetta, Georgia-based registered investment adviser founded by Barry Spencer and Scott Noble in 2010. The firm specializes in providing holistic financial planning, retirement income strategies, and tax minimization services to affluent individuals, couples, business owners, executives, and independent women. Operating as a fiduciary, Boomfish Wealth Group focuses on relationship-driven, custom-tailored planning, integrating investment, legacy, and insurance solutions for clients typically with $500,000 or more in retirement savings. The firm has approximately 10 employees.
Investment Strategy
Boomfish Wealth Group, LLC employs a proprietary Wealth With No Regrets® planning process, guiding clients through vision setting, opportunity assessment, and customized planning for retirement, tax minimization, income generation, legacy, and estate needs. As fiduciaries, the firm prioritizes clients’ best interests, combining objective financial advice with diversified investment management, insurance strategies, and tax optimization. The approach is highly personalized and independent, avoiding product-driven, one-size-fits-all solutions and instead maintaining ongoing, adaptive financial plans tailored to each client's needs and life stage.
Latest 13F Filing Activity
Boomfish Wealth Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 86 equity positions with a total 13F market value of $173M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Ishares TR among other positions. Boomfish Wealth Group, LLC reduced exposure to Teradyne Inc., Unitedhealth Group Inc., SPDR Series Trust among others.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 5.02% | $8.7M | 94,574 | $91.42 | $91.73 | -$594.8K |
M MOAT | VANECK ETF TRUST | 4.38% | $7.6M | 80,708 | $85.33 | $93.79 | +$179.6K |
A AGG | ISHARES TR | 4.07% | $7.0M | 70,860 | $99.19 | $99.20 | +$454.4K |
N NVDA | NVIDIA CORPORATION | 3.28% | $5.7M | 35,824 | $69.80 | $157.99 | +$2.3M |
M MSFT | MICROSOFT CORP | 2.50% | $4.3M | 8,674 | $377.62 | $497.41 | +$1.1M |
Industry Allocation
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