My 2 cents - changing the carbs probably will not help, unless there is a serious problem with your Holley. You may very well want to check out the Holley internally, to make sure that it's okay, but I'm betting that it's usable. The cam swap will most likely be your best bang for the buck. You will be looking for a cam that makes the most power in the rpm range where you need it, which is currently at and above 4400 rpm. The "RV" cams are great for tow trucks, but lousy for jet boats. Forget about low end power when selecting a cam for a jet boat, what you really need is mid-to-upper rpm power. Also, don't listen too much to "car guys" with respect to camshaft recommendations, as they will tend to concentrate on low rpm torque. Many of the guys here are running very big cams by automotive standards, but they work great in jet boats.
It's also important to get the ignition timing and cam timing dialed in so that you can get the most power at the rpms's where you need it.
Steve.