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Sarah Moore

Bos Asset Management, Llc

Assets Managed
$430.714M
Holdings
204
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.02%(2Q avg: 7.41%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Bos Asset Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 204 positions.

Assets under management

The assets under management (AUM) of Bos Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 430.714M in assets, with a quarterly growth rate of 10.02% and a 2-quarter average growth rate of 7.41%. The portfolio is managed by Sarah Moore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
YEAR
Ab Ultra Short Income Etf
Recent Activity
Decreased -1.1%
11.03%
$47.474M
943,059 shares@ $50.34 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 66.77%
4.29%
$18.452M
372,401 shares@ $49.55 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Decreased -4.22%
4.01%
$17.239M
199,476 shares@ $86.43 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -20.32%
3.77%
$16.198M
21,691 shares@ $746.76 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 0.08%
3.51%
$15.092M
381,679 shares@ $39.54 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 0.61%
2.83%
$12.175M
313,868 shares@ $38.79 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Decreased -20.59%
2.67%
$11.491M
61,092 shares@ $188.1 avg price
IDHQ
Invesco S&p International De
Recent Activity
Decreased -0.05%
2.43%
$10.465M
239,408 shares@ $43.71 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2.89%
2.37%
$10.186M
46,419 shares@ $219.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.46%
1.97%
$8.453M
29,213 shares@ $289.37 avg price

1-10 of 204