Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOS Asset Management, LLC (CIK 1965814) reported $391.5M across 198 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: YEAR ($48.1M, 12.29%), TLT ($18.1M, 4.61%), SPY ($17.7M, 4.52%), DFLV ($13.6M, 3.48%), IUSG ($11.9M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YEAR | AB ACTIVE ETFS INC | $48.1M | 12.29% | 953,584 | Added |
| 2 | TLT | ISHARES TR | $18.1M | 4.61% | 208,279 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $17.7M | 4.52% | 27,226 | Added |
| 4 | DFLV | DIMENSIONAL ETF TRUST | $13.6M | 3.48% | 381,397 | Added |
| 5 | IUSG | ISHARES TR | $11.9M | 3.05% | 76,934 | Added |
| 6 | PULS | PGIM ETF TR | $11.1M | 2.82% | 223,312 | Added |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $10.9M | 2.79% | 311,969 | Trimmed |
| 8 | QUAL | ISHARES TR | $8.7M | 2.21% | 45,117 | Added |
| 9 | IDHQ | INVESCO EXCH TRADED FD TR II | $8.5M | 2.16% | 239,550 | Trimmed |
| 10 | AAPL | APPLE INC | $7.9M | 2.02% | 31,231 | Trimmed |
| 11 | GTO | INVESCO ACTIVELY MANAGED EXC | $7.2M | 1.85% | 154,681 | Added |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $7.2M | 1.85% | 158,886 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $6.8M | 1.73% | 38,872 | Trimmed |
| 14 | DFSD | DIMENSIONAL ETF TRUST | $6.4M | 1.65% | 134,646 | Added |
| 15 | XLE | SELECT SECTOR SPDR TR | $6.3M | 1.60% | 102,410 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $6.0M | 1.52% | 6,482 | Added |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $5.9M | 1.51% | 116,690 | Added |
| 18 | FWD | AB ACTIVE ETFS INC | $5.1M | 1.29% | 46,532 | Added |
| 19 | PFF | ISHARES TR | $5.1M | 1.29% | 166,753 | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 1.23% | 75,036 | Trimmed |
| 21 | USB | US BANCORP | $4.7M | 1.20% | 90,532 | Added |
| 22 | B | BARRICK MNG CORP | $4.4M | 1.13% | 108,785 | Trimmed |
| 23 | IVV | ISHARES TR | $4.4M | 1.12% | 6,704 | Trimmed |
| 24 | VNQ | VANGUARD INDEX FDS | $4.3M | 1.11% | 49,007 | Added |
| 25 | BINC | BLACKROCK ETF TRUST II | $4.3M | 1.10% | 82,621 | Added |
Source: SEC Form 13F filings · as of 2026-03-31