BOS Asset Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1965814
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13F Reported Value
ⓘ$430.7M
Holdings
204
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BOS Asset Management, LLC disclosed 204 positions worth $430.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 17. The portfolio is most concentrated in Other (70.1% of disclosed assets). All figures are sourced directly from BOS Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1965814.
AI Fund Analysis
DiversifyingAB ACTIVE ETFS INC - ULTRA
11.0% weight
Held 7 quarters
PGIM ETF TR - PGIM ULTRA S
4.3% weight
Held 7 quarters
ISHARES TR - 20 YR TR BD E
4.0% weight
Held 7 quarters
$SPY3.8% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - US
3.5% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - US
7 quarters accumulating
ISHARES TR - MSCI USA QLT
7 quarters accumulating
DIMENSIONAL ETF TRUST - SH
7 quarters accumulating
VANGUARD INDEX FDS - REAL
7 quarters accumulating
$VZ7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
AB ACTIVE ETFS INC - ULTRA SHORT INCM
—Quality
$47.5M943,059 shPGIM ETF TR - PGIM ULTRA SH BD
—Quality
$18.5M372,401 shISHARES TR - 20 YR TR BD ETF
—Quality
$17.2M199,476 sh- —
Quality
$16.2M21,691 sh DIMENSIONAL ETF TRUST - US LARG VALU ETF
—Quality
$15.1M381,679 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$12.2M313,868 shISHARES TR - CORE S&P US GWT
—Quality
$11.5M61,092 shINVESCO EXCH TRADED FD TR II - S&P INTL QULTY
—Quality
$10.5M239,408 shISHARES TR - MSCI USA QLT FCT
—Quality
$10.2M46,419 sh- 76.4
Quality
$8.5M29,213 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AB ACTIVE ETFS INC - ULTRA SHORT INCM | — | $47.5M | 943,059 |
| PGIM ETF TR - PGIM ULTRA SH BD | — | $18.5M | 372,401 |
| ISHARES TR - 20 YR TR BD ETF | — | $17.2M | 199,476 |
| SPDR S&P 500 ETF TRUST$SPY | — | $16.2M | 21,691 |
| DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $15.1M | 381,679 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $12.2M | 313,868 |
| ISHARES TR - CORE S&P US GWT | — | $11.5M | 61,092 |
| INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | — | $10.5M | 239,408 |
| ISHARES TR - MSCI USA QLT FCT | — | $10.2M | 46,419 |
 Apple Inc.$AAPL | 76.4 | $8.5M | 29,213 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BOS Asset Management, LLC's 204 positions.
Showing top 10 of 204 holdings.
Sector Allocation
Other
$302.0M
Technology
$47.1M
Financials
$33.5M
Industrials
$14.9M
Healthcare
$9.3M
Energy
$6.9M
Consumer Discretionary
$5.5M
Materials
$3.7M
Top Holdings — BOS Asset Management, LLC (Q2 2026)
Top 150 of 204 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AB ACTIVE ETFS INC - ULTRA SHORT INCM | $47.5M | 11.0% | -1% | — |
| 2 | — | PGIM ETF TR - PGIM ULTRA SH BD | $18.5M | 4.3% | +67% | — |
| 3 | — | ISHARES TR - 20 YR TR BD ETF | $17.2M | 4.0% | -4% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $16.2M | 3.8% | -20% | — |
| 5 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $15.1M | 3.5% | +0% | — |
| 6 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $12.2M | 2.8% | +1% | — |
| 7 | — | ISHARES TR - CORE S&P US GWT | $11.5M | 2.7% | -21% | — |
| 8 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $10.5M | 2.4% | -0% | — |
| 9 | — | ISHARES TR - MSCI USA QLT FCT | $10.2M | 2.4% | +3% | — |
| 10 | $AAPL | Apple Inc. | $8.5M | 2.0% | -6% | 76.4 |
| 11 | — | AB ACTIVE ETFS INC - DISRUPTORS ETF | $8.4M | 1.9% | +22% | — |
| 12 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $7.7M | 1.8% | +7% | — |
| 13 |  $LLY | ELI LILLY & Co | $7.7M | 1.8% | -1% | 87.5 |
| 14 |  $IVZ | Invesco Ltd. | $7.6M | 1.8% | +5% | — |
| 15 |  $NVDA | NVIDIA CORP | $7.6M | 1.8% | -3% | 85.9 |
| 16 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $6.7M | 1.6% | +4% | — |
| 17 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $6.6M | 1.5% | NEW | — |
| 18 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $6.0M | 1.4% | +10% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $5.8M | 1.4% | -2% | — |
| 20 |  $USB | US BANCORP \DE\ | $5.5M | 1.3% | +0% | 65.3 |
| 21 |  $CAT | CATERPILLAR INC | $5.4M | 1.3% | -11% | 66.5 |
| 22 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.3M | 1.2% | -0% | — |
| 23 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $5.3M | 1.2% | NEW | — |
| 24 | — | ISHARES TR - PFD AND INCM SEC | $5.1M | 1.2% | +0% | — |
| 25 | — | ISHARES TR - CORE S&P500 ETF | $5.0M | 1.2% | +0% | — |
| 26 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $5.0M | 1.2% | +6% | — |
| 27 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.9M | 1.1% | -8% | — |
| 28 |  $JPM | JPMORGAN CHASE & CO | $4.7M | 1.1% | -1% | 70.7 |
| 29 | — | ISHARES TR - CORE UNIVRSL USD | $4.6M | 1.1% | +20% | — |
| 30 |  $MU | MICRON TECHNOLOGY INC | $4.1M | 1.0% | -28% | 86.2 |
| 31 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $4.1M | 0.9% | +1313% | — |
| 32 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $3.9M | 0.9% | -9% | — |
| 33 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.5M | 0.8% | +0% | — |
| 34 |  $B | BARRICK MINING CORP | $3.1M | 0.7% | -22% | 69.6 |
| 35 |  $KLAC | KLA CORP | $2.8M | 0.7% | +752% | 78.6 |
| 36 |  $MSFT | MICROSOFT CORP | $2.7M | 0.6% | -2% | 79.8 |
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.4M | 0.6% | -4% | — |
| 38 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.4M | 0.6% | +1% | — |
| 39 |  $LRCX | LAM RESEARCH CORP | $2.3M | 0.5% | -6% | 79.4 |
| 40 |  $INTC | INTEL CORP | $2.3M | 0.5% | -9% | 45.6 |
| 41 | — | VANGUARD INDEX FDS - VALUE ETF | $2.3M | 0.5% | +4% | — |
| 42 |  $GLD | SPDR GOLD TRUST | $2.3M | 0.5% | +0% | — |
| 43 |  $XOM.R34088 | EXXON MOBIL CORP | $2.2M | 0.5% | -3% | 57.9 |
| 44 | — | ISHARES TR - US TREAS BD ETF | $2.2M | 0.5% | +232% | — |
| 45 |  $AMD | ADVANCED MICRO DEVICES INC | $2.2M | 0.5% | -17% | 79.8 |
| 46 |  $AVGO | Broadcom Inc. | $2.2M | 0.5% | -13% | 84.5 |
| 47 |  $SGOL | abrdn Gold ETF Trust | $2.1M | 0.5% | -21% | — |
| 48 | — | ISHARES TR - U.S. UTILITS ETF | $2.1M | 0.5% | +1% | — |
| 49 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.0M | 0.5% | +303% | — |
| 50 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $2.0M | 0.5% | +246% | — |
| 51 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $2.0M | 0.5% | +2% | — |
| 52 |  $DVN | DEVON ENERGY CORP/DE | $1.9M | 0.4% | +7% | 74.8 |
| 53 | — | VANGUARD WORLD FD - INF TECH ETF | $1.7M | 0.4% | +700% | — |
| 54 |  $CEF | Sprott Physical Gold & Silver Trust | $1.7M | 0.4% | +5% | — |
| 55 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.7M | 0.4% | +0% | — |
| 56 | — | ISHARES TR - MBS ETF | $1.6M | 0.4% | +12% | — |
| 57 | — | ELEVATION SERIES TRUST - SOVE CAP FLOU FD | $1.6M | 0.4% | +4% | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $1.6M | 0.4% | -1% | 70.3 |
| 59 |  $AMZN | AMAZON COM INC | $1.6M | 0.4% | -4% | 68.7 |
| 60 | — | SPDR SERIES TRUST - ST STR SP METAL | $1.5M | 0.3% | -10% | — |
| 61 |  $META | Meta Platforms, Inc. | $1.5M | 0.3% | +1% | 79.6 |
| 62 |  $CVX | CHEVRON CORP | $1.5M | 0.3% | -0% | 62.8 |
| 63 | — | ISHARES TR - CORE DIV GRWTH | $1.4M | 0.3% | +7% | — |
| 64 | $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.3% | +0% | 65.8 |
| 65 |  $HD | HOME DEPOT, INC. | $1.4M | 0.3% | +0% | 60.3 |
| 66 | — | ALPS ETF TR - ALERIAN MLP | $1.4M | 0.3% | +26% | — |
| 67 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $1.2M | 0.3% | +0% | — |
| 68 | — | TIMOTHY PLAN - US LRGMD CP CORE | $1.2M | 0.3% | +1% | — |
| 69 |  $SLV | iShares Silver Trust | $1.2M | 0.3% | -1% | — |
| 70 |  $ORCL | ORACLE CORP | $1.2M | 0.3% | -3% | 66.2 |
| 71 |  $ES | EVERSOURCE ENERGY | $1.2M | 0.3% | +16% | 66.1 |
| 72 |  $GD | GENERAL DYNAMICS CORP | $1.2M | 0.3% | -1% | 68.7 |
| 73 | — | GLOBAL X FDS - ARTIFICIAL ETF | $1.1M | 0.3% | +0% | — |
| 74 | — | ISHARES TR - TIPS BD ETF | $1.1M | 0.3% | +0% | — |
| 75 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.3% | -7% | 73.8 |
| 76 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.3% | -1% | 73.8 |
| 77 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.0M | 0.2% | +505% | — |
| 78 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $998,451 | 0.2% | +2% | — |
| 79 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $964,370 | 0.2% | -0% | — |
| 80 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $963,429 | 0.2% | -1% | — |
| 81 |  $GOOG | Alphabet Inc. | $896,284 | 0.2% | -13% | 78.2 |
| 82 |  $WMT | Walmart Inc. | $862,362 | 0.2% | +0% | 60.2 |
| 83 |  $GEV | GE Vernova Inc. | $838,867 | 0.2% | -2% | 81.1 |
| 84 |  $ASML | ASML HOLDING NV | $797,765 | 0.2% | +6% | — |
| 85 |  $CL | COLGATE PALMOLIVE CO | $797,433 | 0.2% | +0% | 61.3 |
| 86 |  $BAC | BANK OF AMERICA CORP /DE/ | $794,099 | 0.2% | +0% | 67.6 |
| 87 |  $URI | UNITED RENTALS, INC. | $773,764 | 0.2% | +0% | 63.9 |
| 88 |  $WFC | WELLS FARGO & COMPANY/MN | $761,306 | 0.2% | +0% | 61.8 |
| 89 |  $MA | Mastercard Inc | $758,587 | 0.2% | -1% | 85.1 |
| 90 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $756,948 | 0.2% | NEW | — |
| 91 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD | $752,160 | 0.2% | -18% | — |
| 92 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $750,392 | 0.2% | -15% | — |
| 93 |  $UNM | Unum Group | $731,540 | 0.2% | -11% | 52.1 |
| 94 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $719,244 | 0.2% | +11% | — |
| 95 | — | VANGUARD WORLD FD - UTILITIES ETF | $709,326 | 0.2% | -1% | — |
| 96 |  $SIVR | abrdn Silver ETF Trust | $695,160 | 0.2% | -19% | — |
| 97 | — | PROSHARES TR - S&P 500 HIGH ETF | $688,871 | 0.2% | +0% | — |
| 98 |  $SILA | Sila Realty Trust, Inc. | $683,404 | 0.2% | +0% | 57.4 |
| 99 |  $COST | COSTCO WHOLESALE CORP /NEW | $682,893 | 0.2% | +0% | 66.2 |
| 100 |  $TSLA | Tesla, Inc. | $669,595 | 0.2% | +20% | 53.9 |
| 101 | — | ISHARES TR - 10-20 YR TRS ETF | $652,977 | 0.1% | -41% | — |
| 102 |  $MSIF | MSC INCOME FUND, INC. | $639,705 | 0.1% | +0% | — |
| 103 |  $T | AT&T INC. | $637,008 | 0.1% | +0% | 65.7 |
| 104 |  $MRK | Merck & Co., Inc. | $634,148 | 0.1% | +0% | 59.9 |
| 105 |  $PG | PROCTER & GAMBLE Co | $630,259 | 0.1% | -1% | 64.6 |
| 106 | — | ISHARES TR - S&P 500 GRWT ETF | $625,486 | 0.1% | +0% | — |
| 107 |  $C | CITIGROUP INC | $617,984 | 0.1% | -3% | 65 |
| 108 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $604,551 | 0.1% | +0% | — |
| 109 |  $GM | General Motors Co | $592,864 | 0.1% | -3% | 54.3 |
| 110 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $591,005 | 0.1% | +0% | — |
| 111 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $587,507 | 0.1% | NEW | — |
| 112 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $582,758 | 0.1% | -1% | — |
| 113 |  $DOV | DOVER Corp | $578,361 | 0.1% | +0% | 58.1 |
| 114 |  $RSG | REPUBLIC SERVICES, INC. | $576,621 | 0.1% | -1% | 62.3 |
| 115 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $573,960 | 0.1% | NEW | — |
| 116 | — | ISHARES TR - SYSTEMATIC BD ET | $573,640 | 0.1% | NEW | — |
| 117 |  $MCD | MCDONALDS CORP | $560,082 | 0.1% | +0% | 69 |
| 118 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $555,295 | 0.1% | NEW | — |
| 119 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $546,953 | 0.1% | +0% | 70 |
| 120 | $BAC | BANK OF AMERICA CORP /DE/ | $540,970 | 0.1% | +0% | 67.6 |
| 121 |  $GRMN | GARMIN LTD | $536,840 | 0.1% | +0% | — |
| 122 | — | ISHARES TR - CORE S&P MCP ETF | $535,375 | 0.1% | +0% | — |
| 123 |  $SO | SOUTHERN CO | $521,371 | 0.1% | +0% | 62 |
| 124 |  $TTE | TotalEnergies SE | $504,481 | 0.1% | -2% | 50.6 |
| 125 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $497,996 | 0.1% | +0% | — |
| 126 | — | ISHARES TR - 0-5 YR TIPS ETF | $494,454 | 0.1% | -27% | — |
| 127 |  $JNJ | JOHNSON & JOHNSON | $473,400 | 0.1% | +2% | 69 |
| 128 | — | ISHARES TR - RUSSELL 2000 ETF | $472,908 | 0.1% | +0% | — |
| 129 | — | VANGUARD WORLD FD - ENERGY ETF | $471,795 | 0.1% | +0% | — |
| 130 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $467,399 | 0.1% | +0% | — |
| 131 |  $F | FORD MOTOR CO | $464,224 | 0.1% | +0% | 54.9 |
| 132 |  $KR | KROGER CO | $462,287 | 0.1% | -1% | 52.6 |
| 133 |  $GOOGL | Alphabet Inc. | $455,089 | 0.1% | -19% | 78.2 |
| 134 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $450,006 | 0.1% | -30% | — |
| 135 |  $LNC | LINCOLN NATIONAL CORP | $434,700 | 0.1% | -0% | 64.5 |
| 136 |  $TXN | TEXAS INSTRUMENTS INC | $408,654 | 0.1% | -4% | 73.4 |
| 137 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $405,642 | 0.1% | +0% | — |
| 138 | — | ISHARES TR - S&P 100 ETF | $405,018 | 0.1% | +0% | — |
| 139 | — | ISHARES TR - ESG MSCI LEADR | $381,287 | 0.1% | +0% | — |
| 140 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $372,938 | 0.1% | NEW | — |
| 141 |  $NFLX | NETFLIX INC | $367,567 | 0.1% | +11% | 78.8 |
| 142 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $366,933 | 0.1% | +21% | — |
| 143 |  $ETN | Eaton Corp plc | $355,810 | 0.1% | +0% | — |
| 144 |  $OKE | ONEOK INC /NEW/ | $349,148 | 0.1% | +1% | 71.7 |
| 145 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | $348,926 | 0.1% | +0% | — |
| 146 |  $KO | COCA COLA CO | $345,038 | 0.1% | +2% | 69.5 |
| 147 | — | ISHARES TR - CORE S&P SCP ETF | $343,361 | 0.1% | +0% | — |
| 148 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $331,846 | 0.1% | -7% | — |
| 149 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $330,758 | 0.1% | +0% | — |
| 150 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $329,784 | 0.1% | +0% | — |
New Positions (23)
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$6.6M
FIRST TR EXCHNG TRADED FD VI - FT VEST LAD$5.3M
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$756,948
BLACKROCK ETF TRUST - ISHA SYST AL ETF$587,507
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$573,960
ISHARES TR - SYSTEMATIC BD ET$573,640
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$555,295 VANGUARD INDEX FDS - S&P 500 ETF SHS$372,938
MORGAN STANLEY ETF TRUST - EATO VA DURA ETF$307,063
EXCHANGE TRADED CONCEPTS TRU - ETC 6 HEDGED EQU$285,576
$HPE Hewlett Packard Enterprise Co$279,411
$IHD Voya Emerging Markets High Dividend Equity Fund$244,140 ISHARES INC - CORE MSCI EMKT$223,751
VANGUARD STAR FDS - VG TL INTL STK F$213,186
$MDY SPDR S&P MIDCAP 400 ETF TRUST$213,112Exited Positions (17)
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