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Filers›Asset Manager›BOS Asset Management, LLC
DOSSIER · 13F-HR · Q1 2026

BOS Asset Management, LLC

BOS Asset's asset manager based in Omaha, NE — $392M in tracked AUM across 200 positions as of Q1 2026.

BA
BOS Asset·Omaha, NE·Asset Manager
CIK 0001965814 · last filed Mar 31, 2026
Total AUM
$392M
▲ 10.1%
vs prior
Holdings
200
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BOS Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
YEAR
AB ACTIVE ETFS INC
$48M954K12.3%
02
TLT
ISHARES TR
$18M208K4.6%
03
SPY
STATE STR SPDR S&P 500 ETF T
$18M27K4.5%
04
DFLV
DIMENSIONAL ETF TRUST
$14M381K3.5%
05
IUSG
ISHARES TR
$12M77K3.0%
06
PULS
PGIM ETF TR
$11M223K2.8%
07
DFSV
DIMENSIONAL ETF TRUST
$11M312K2.8%
08
QUAL
ISHARES TR
$9M45K2.2%
09
IDHQ
INVESCO EXCH TRADED FD TR II
$8M240K2.2%
10
AAPL
APPLE INC
$8M31K2.0%

Filing history

Filing history loading…
AI Agent · grounded in BOS
haiku-4-5 · 200 positions indexed
Sector mix
  • Tech44%
  • Financials29%
  • Health Care7%
  • Cons. Disc.17%
  • Communications9%
  • Industrials4%
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