BOS Asset Management, LLC: 13F holdings
CIK 19658142026Q2
| Positions | 204 |
|---|
| Reported value | $430.7m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 204 (+4 vs prior quarter) |
|---|
| Reported value | $430.7m (+10.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| YEAR AB ACTIVE ETFS INC | 943,059 | $47.5m | 11.0% |
| PULS PGIM ETF TR | 372,401 | $18.5m | 4.3% |
| TLT ISHARES TR | 199,476 | $17.2m | 4.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 21,691 | $16.2m | 3.8% |
| WSBC DIMENSIONAL ETF TRUST | 381,679 | $15.1m | 3.5% |
| DIMENSIONAL ETF TRUST | 313,868 | $12.2m | 2.8% |
| IUSG ISHARES TR | 61,092 | $11.5m | 2.7% |
| IDHQ INVESCO EXCH TRADED FD TR II | 239,408 | $10.5m | 2.4% |
| QUAL ISHARES TR | 46,419 | $10.2m | 2.4% |
| AAPL APPLE INC | 29,213 | $8.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965814")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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