account_balance
Investment manager · 13F filer · SEC CIK 1965814
BOS Asset Management, LLC
Reported value$428Mas of Sep 30, 2026
Positions192 1 new, 13 sold out
Top 10 weight40.3%YEAR alone is 11%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
YEARAb Active Etfs Inc
10.7%Trimmed −3%
PULSPgim ETF Tr
5.5%Added +28%
SPYSPDR S&P 500 ETF Trust
3.9%Added +2%
DFLVDimensional ETF Trust
3.8%Added +5%
TLTiShares Tr
3.6%
DFSVDfa Invt Dimensions Group In
2.9%Added +4%
IUSGiShares Tr
2.7%Trimmed −2%
QUALiShares Tr
2.5%Added +5%
IDHQInvesco Exch Traded Fd Tr II
2.5%Added +3%
AAPLApple Inc.
2.2%
FBNDFidelity Merrimack STR Tr
1.9%Added +11%
FWDAb Active Etfs Inc
1.9%Added +9%
YEARAb Active Etfs Inc
10.7%Trimmed −3%
PULSPgim ETF Tr
5.5%+28%
SPYSPDR S&P 500 ETF Trust
3.9%+2%
DFLVDimensional ETF Trust
3.8%+5%
TLTiShares Tr
3.6%
DFSVDfa Invt Dimensions Group In
2.9%
IUSGiShares Tr
2.7%
QUALiShares Tr
2.5%
IDHQInvesco Exch Traded Fd Tr II
2.5%
FBND1.9%
FWD1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
YEAR Ab Active Etfs Inc 10.7% Trimmed −3%
PULS Pgim ETF Tr 5.5% Added +28%
SPY SPDR S&P 500 ETF Trust 3.9% Added +2%DFLV Dimensional ETF Trust 3.8% Added +5%
TLT iShares Tr 3.6% Held
DFSV Dfa Invt Dimensions Group In 2.9% Added +4%
IUSG iShares Tr 2.7% Trimmed −2%
QUAL iShares Tr 2.5% Added +5%
IDHQ Invesco Exch Traded Fd Tr II 2.5% Added +3%
AAPL Apple Inc. 2.2% HeldFBND Fidelity Merrimack STR Tr 1.9% Added +11%
FWD Ab Active Etfs Inc 1.9% Added +9%
What changed
Biggest moves since Jun 30, 2026
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