13F Filings History of BOS Asset Management, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$373,582,701
Signature - Title
Sarah Moore - CCO
Location
Springfield, IL
Summary
This page shows a list of all the recent 13F filings made by BOS Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BOS Asset Management, LLC reported 194 stock holdings with total value $373,582,701 as of Q4 2025. Top holdings included YEAR, SPY, TLT, DFLV, and IUSG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 194 $373,582,701 +$17,505,049 -$5,754,932 +$11,750,117 YEAR, SPY, TLT, DFLV, IUSG 13F-HR 09 Jan 2026, 14:49
Q3 2025 190 $354,878,818 +$24,266,417 -$2,978,375 +$21,288,042 YEAR, TLT, SPY, DFLV, IUSG 13F-HR 21 Oct 2025, 13:54
Q2 2025 174 $313,392,580 +$18,034,323 -$10,391,666 +$7,642,657 YEAR, TLT, SPY, IUSG, DFLV 13F-HR 16 Jul 2025, 12:52
Q1 2025 164 $291,438,052 +$22,535,245 -$7,411,305 +$15,123,940 YEAR, TLT, SPY, DFLV, IUSG 13F-HR 22 May 2025, 15:08
Q4 2024 160 $279,231,251 +$27,802,694 -$14,656,650 +$13,146,044 YEAR, TLT, SPY, IUSG, DFLV 13F-HR 13 Feb 2025, 15:14
Q3 2024 165 $271,609,745 +$48,583,276 -$4,471,377 +$44,111,899 YEAR, TLT, SPY, DFLV, IUSG 13F-HR 16 Oct 2024, 10:42
Q2 2024 153 $216,953,714 +$33,915,368 -$6,237,859 +$27,677,509 YEAR, TLT, SPY, IUSG, DFLV 13F-HR 30 Jul 2024, 17:05
Q1 2024 154 $190,405,429 +$62,475,593 -$27,998,119 +$34,477,474 TLT, YEAR, SPY, DFLV, IUSG 13F-HR 07 May 2024, 12:35
Q4 2023 152 $145,853,281 +$12,777,993 -$12,765,469 +$12,524 YEAR, IVV, AAPL, PFF, LLY 13F-HR 14 Feb 2024, 17:56
Q3 2023 143 $136,254,880 +$17,183,394 -$6,982,909 +$10,200,485 YEAR, IVV, AAPL, PFF, LLY 13F-HR 14 Nov 2023, 17:04
Q2 2023 128 $128,746,623 +$10,312,587 -$5,756,227 +$4,556,360 YEAR, AAPL, PFF, VEA, IVV 13F-HR 14 Aug 2023, 14:08
Q1 2023 125 $120,087,348 +$13,497,995 -$8,691,397 +$4,806,598 YEAR, AAPL, VPU, PFF, SGOL 13F-HR 15 May 2023, 14:50
Q4 2022 125 $112,066,389 $0 $0 $0 VPU, PFF, AAPL, USB, SGOL 13F-HR 14 Feb 2023, 11:25