§ 13F · FUND PROFILE
BOS Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $313.4T (13F)Positions · 174Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | YEAR | AB ACTIVE ETFS INC | 892K | $45.0T | 12.1% | −1% |
| 2 | SPY | SPDR S&P 500 ETF TR | 27K | $18.4T | 4.9% | +1% |
| 3 | TLT | ISHARES TR | 209K | $18.2T | 4.9% | −3% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 373K | $12.8T | 3.4% | +2% |
| 5 | IUSG | ISHARES TR | 72K | $12.0T | 3.2% | ±0% |
| 6 | DFSV | DIMENSIONAL ETF TRUST | 316K | $10.4T | 2.8% | +7% |
| 7 | QUAL | ISHARES TR | 43K | $8.6T | 2.3% | +3% |
| 8 | AAPL | APPLE INC | 31K | $8.5T | 2.3% | ±0% |
| 9 | IDHQ | INVESCO EXCH TRADED FD TR II | 240K | $8.4T | 2.3% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 41K | $7.7T | 2.1% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOS SIGNAL
AC read
BOS Asset Management, LLC is a Other fund managing $313392.6 trillion in assets. The fund runs a portfolio of 174 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed