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B.O.S.S. Retirement Advisors

Latest statistics and disclosures from B.O.S.S. Retirement Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPTM, SPLG, VXUS, SIXP, and represent 34.16% of B.O.S.S. Retirement Advisors's stock portfolio.
Added to shares of these 10 stocks: SIXP (+$11M), SEPW (+$6.5M), JULW (+$5.4M), DECU, VOO, SEPZ, SPTM, DYNF, Elevation Series Trust, QUAL.
Started 31 new stock positions in ETHE, SHLD, DELL, SEPZ, IBIT, HBNC, LRMR, USMV, SEPW, BUFZ.
Reduced shares in these 10 stocks: SIXO (-$10M), JANW (-$7.0M), COST (-$6.6M), OCTW (-$5.8M), SPLG, Trueshares Structured Outcome, TYA, QBUL, SIXJ, IWY.
Sold out of its positions in OCTW, NVBU, OCTU, OCTT, FLJJ, SIXD, JANT, JANW, SIXJ, QBUL. DFAC, ONEQ, GDEC, XLG, IMCG, EFAV, NOVZ, OCTZ, Trueshares Structured Outcome, ROL, SPUC, DLN, IQDG, ACN.
B.O.S.S. Retirement Advisors was a net seller of stock by $-2.1M.
B.O.S.S. Retirement Advisors has $420M in assets under management (AUM), dropping by 5.00%.
Central Index Key (CIK): 0001964810

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Portfolio Holdings for B.O.S.S. Retirement Advisors

B.O.S.S. Retirement Advisors holds 193 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	12.0	$51M	+8%	83k	612.38	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	11.9	$50M	+6%	618k	80.65	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	4.3	$18M	-17%	230k	78.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.2	$14M	+5%	184k	73.46	View chart
Aim Etf Products Trust Allianzim Us Lrg (SIXP)	2.7	$11M	NEW	368k	30.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.4	$10M	-11%	37k	273.65	View chart
Microsoft Corporation (MSFT)	1.9	$7.8M		15k	517.93	View chart
NVIDIA Corporation (NVDA)	1.8	$7.8M	-5%	42k	186.58	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	1.7	$7.2M	-10%	219k	32.99	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	1.6	$6.5M	NEW	208k	31.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$6.2M		83k	74.37	View chart
Elevation Series Trust Trueshares Quart (QBER)	1.4	$5.9M	+33%	239k	24.64	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.3	$5.6M	-3%	258k	21.87	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.3	$5.4M	-9%	62k	87.88	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	1.3	$5.4M	NEW	140k	38.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$5.4M	-6%	8.0k	669.29	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	1.3	$5.3M	-15%	207k	25.61	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$5.2M	+7%	79k	65.92	View chart
Costco Wholesale Corporation (COST)	1.2	$5.1M	-56%	5.5k	925.65	View chart
Apple (AAPL)	1.2	$5.0M	+17%	20k	254.63	View chart
Amazon (AMZN)	1.2	$5.0M	+4%	23k	219.57	View chart
Tesla Motors (TSLA)	1.1	$4.7M		11k	444.72	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	1.1	$4.5M	NEW	169k	26.88	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	1.0	$4.3M	+56%	42k	101.19	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$4.0M	-12%	67k	58.85	View chart
Northern Lts Fd Tr Iv Sterling Capital (LCG)	0.9	$3.9M	-7%	120k	32.85	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.8	$3.5M	NEW	84k	42.34	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.8	$3.5M	+77%	132k	26.51	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.8	$3.5M	-13%	136k	25.48	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$3.3M	+101%	17k	194.50	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$3.3M	-13%	48k	67.83	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$3.1M	+161%	53k	59.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$3.0M	-21%	26k	113.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$3.0M	-12%	21k	139.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.9M	+94%	24k	120.72	View chart
Meta Platforms Cl A (META)	0.6	$2.5M	+8%	3.4k	734.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$2.3M	-14%	17k	140.95	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.6	$2.3M	-29%	25k	91.75	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$2.3M		5.2k	435.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.2M	-6%	9.2k	243.10	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.5	$2.2M	-17%	77k	28.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$2.2M	+219%	6.6k	332.85	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.5	$2.2M	-14%	30k	72.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.2M	+122%	11k	206.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.1M	+15%	3.6k	600.44	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$2.1M	-31%	21k	100.70	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.5	$2.1M	-31%	21k	100.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.1M	-14%	3.2k	665.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$2.0M	+95%	87k	23.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.0M	+5%	8.2k	243.54	View chart
IDEXX Laboratories (IDXX)	0.5	$2.0M	-12%	3.1k	638.89	View chart
S&p Global (SPGI)	0.5	$2.0M	-5%	4.1k	486.66	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.4	$1.8M	+22%	18k	97.82	View chart
Elevation Series Trust Trueshares Dec	0.4	$1.7M	NEW	43k	40.74	View chart
CoStar (CSGP)	0.4	$1.7M	-5%	20k	84.37	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$1.6M	+86%	34k	46.71	View chart
Global X Fds Globx Supdv Us (DIV)	0.4	$1.6M	-11%	89k	17.69	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$1.6M	-2%	4.8k	326.36	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.4	$1.5M	-8%	39k	39.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.5M	-4%	4.1k	355.51	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$1.4M	-6%	9.3k	148.61	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.3	$1.4M	-2%	38k	36.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.4M	-22%	4.2k	328.13	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.4M	+15%	13k	106.49	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.3	$1.3M	-4%	46k	27.97	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.3M	-24%	26k	49.46	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$1.3M	-7%	4.2k	297.91	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.3	$1.2M	+24%	52k	23.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$1.2M	-11%	14k	89.37	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$1.2M	-11%	21k	56.86	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.3	$1.2M	-12%	43k	26.86	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.3	$1.1M	+37%	50k	23.09	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.3	$1.1M	-12%	29k	38.50	View chart
Broadcom (AVGO)	0.3	$1.1M	+26%	3.3k	329.88	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$1.1M	-21%	14k	80.17	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$1.1M	+118%	29k	37.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.1M	+9%	4.2k	256.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.3	$1.1M	NEW	41k	25.90	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.3	$1.1M	-12%	27k	38.85	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.1M	+310%	31k	34.16	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.3	$1.1M	+4%	20k	53.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.0M	-12%	2.2k	479.61	View chart
Servicenow (NOW)	0.2	$994k	-7%	1.1k	920.28	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.2	$991k	-48%	34k	29.26	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$983k	-5%	1.0k	968.15	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$969k		15k	64.00	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$966k	-27%	54k	18.00	View chart
Coca-Cola Company (KO)	0.2	$949k	NEW	14k	66.32	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$923k	-12%	31k	29.73	View chart
White Mountains Insurance Gp (WTM)	0.2	$891k		533.00	1671.52	View chart
Cadence Design Systems (CDNS)	0.2	$880k	-2%	2.5k	351.26	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	0.2	$877k	-8%	21k	42.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$877k	+110%	28k	31.91	View chart
Workday Cl A (WDAY)	0.2	$833k	-5%	3.5k	240.73	View chart
Synopsys (SNPS)	0.2	$805k	+21%	1.6k	493.39	View chart
Boeing Company (BA)	0.2	$799k		3.7k	215.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$789k	-50%	5.5k	142.40	View chart
Masimo Corporation (MASI)	0.2	$788k		5.3k	147.55	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$772k	-7%	7.0k	110.49	View chart
Automatic Data Processing (ADP)	0.2	$766k	-2%	2.6k	293.53	View chart
Msci (MSCI)	0.2	$750k	-5%	1.3k	567.50	View chart
Hubspot (HUBS)	0.2	$734k	-6%	1.6k	467.80	View chart
Wells Fargo & Company (WFC)	0.2	$704k	+17%	8.4k	83.82	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$671k	-8%	16k	42.76	View chart
Mongodb Cl A (MDB)	0.2	$666k	-6%	2.1k	310.38	View chart
Atlassian Corporation Cl A (TEAM)	0.2	$654k	-5%	4.1k	159.70	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$654k		14k	48.19	View chart
UnitedHealth (UNH)	0.2	$636k	-3%	1.8k	345.30	View chart
Bank of America Corporation (BAC)	0.1	$608k	+91%	12k	51.59	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$588k	NEW	28k	20.71	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$585k	-4%	5.6k	104.30	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$575k	NEW	8.2k	70.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$571k	+5%	1.8k	315.36	View chart
Oracle Corporation (ORCL)	0.1	$567k	-8%	2.0k	281.25	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$558k	NEW	21k	26.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$549k	-41%	2.8k	195.83	View chart
Eli Lilly & Co. (LLY)	0.1	$546k	-6%	716.00	763.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$545k	-21%	5.4k	100.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$534k	+8%	1.1k	502.74	View chart
Caterpillar (CAT)	0.1	$526k	-18%	1.1k	477.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$524k	NEW	13k	40.56	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$520k		5.3k	99.03	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.1	$514k	-78%	38k	13.61	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$507k		6.6k	76.40	View chart
Union Pacific Corporation (UNP)	0.1	$496k	+4%	2.1k	236.41	View chart
Old Dominion Freight Line (ODFL)	0.1	$486k	-5%	3.5k	140.79	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$482k	+76%	4.4k	109.95	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$472k	NEW	1.9k	244.09	View chart
Key (KEY)	0.1	$470k	NEW	25k	18.69	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$468k	NEW	6.1k	76.45	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$463k	+103%	9.9k	46.63	View chart
Acuity Brands (AYI)	0.1	$448k		1.3k	344.39	View chart
Saia (SAIA)	0.1	$448k	-5%	1.5k	299.36	View chart
Exxon Mobil Corporation (XOM)	0.1	$420k		3.7k	112.76	View chart
Abbvie (ABBV)	0.1	$415k	-9%	1.8k	231.50	View chart
Southern Company (SO)	0.1	$392k		4.1k	94.77	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$392k	NEW	11k	34.75	View chart
Cisco Systems (CSCO)	0.1	$390k	+4%	5.7k	68.42	View chart
Netflix (NFLX)	0.1	$384k	+19%	320.00	1198.92	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$381k	-15%	4.3k	88.96	View chart
Home Depot (HD)	0.1	$370k	-9%	914.00	405.13	View chart
Sonoco Products Company (SON)	0.1	$359k		8.3k	43.09	View chart
Qualcomm (QCOM)	0.1	$357k	+25%	2.1k	166.39	View chart
Chevron Corporation (CVX)	0.1	$352k		2.3k	155.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$345k	NEW	5.3k	65.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$342k	+3%	4.7k	72.77	View chart
Wright Express (WEX)	0.1	$337k		2.1k	157.53	View chart
Wal-Mart Stores (WMT)	0.1	$336k	+2%	3.3k	103.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$332k	+19%	3.8k	87.31	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$321k		7.6k	42.37	View chart
Starbucks Corporation (SBUX)	0.1	$321k		3.8k	84.60	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$320k	+18%	3.1k	104.52	View chart
Marathon Petroleum Corp (MPC)	0.1	$313k		1.6k	192.74	View chart
Goldman Sachs (GS)	0.1	$313k	-9%	394.00	795.36	View chart
At&t (T)	0.1	$310k		11k	28.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$289k		1.1k	254.36	View chart
Thermo Fisher Scientific (TMO)	0.1	$289k		595.00	485.04	View chart
Simplify Exchange Traded Fun Gamma Emerging (GAEM)	0.1	$281k	NEW	11k	26.36	View chart
Pfizer (PFE)	0.1	$280k	-3%	11k	25.48	View chart
Horizon Ban (HBNC)	0.1	$270k	NEW	17k	16.01	View chart
Corning Incorporated (GLW)	0.1	$268k	NEW	3.3k	82.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$264k	-26%	2.9k	91.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$261k	NEW	2.7k	95.13	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$260k	-4%	2.3k	111.84	View chart
Pepsi (PEP)	0.1	$258k	-14%	1.8k	140.43	View chart
McDonald's Corporation (MCD)	0.1	$254k	+6%	834.00	303.90	View chart
Nrg Energy Com New (NRG)	0.1	$251k	NEW	1.5k	161.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$249k	+15%	1.3k	189.71	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$247k	+10%	6.8k	36.35	View chart
Visa Com Cl A (V)	0.1	$244k	-17%	715.00	341.54	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$244k		6.9k	35.46	View chart
Charles Schwab Corporation (SCHW)	0.1	$241k	-8%	2.5k	95.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$240k	-7%	2.0k	118.81	View chart
Johnson & Johnson (JNJ)	0.1	$240k	NEW	1.3k	185.44	View chart
Micron Technology (MU)	0.1	$234k	-27%	1.4k	167.33	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$229k		6.1k	37.35	View chart
Procter & Gamble Company (PG)	0.1	$229k	+6%	1.5k	153.61	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$228k	NEW	5.5k	41.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$226k	-12%	619.00	365.55	View chart
Abbott Laboratories (ABT)	0.1	$222k	-14%	1.7k	133.97	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$220k	NEW	6.4k	34.27	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$219k	NEW	5.0k	43.78	View chart
ConAgra Foods (CAG)	0.1	$219k		12k	18.31	View chart
Mastercard Incorporated Cl A (MA)	0.1	$219k	+5%	384.00	568.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$212k	-35%	874.00	242.05	View chart
Linde SHS (LIN)	0.1	$211k	-24%	444.00	474.52	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.1	$210k	NEW	6.1k	34.47	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$209k	NEW	4.6k	45.76	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.0	$208k	NEW	12k	17.29	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.0	$207k	-98%	6.1k	33.90	View chart
Dell Technologies CL C (DELL)	0.0	$203k	NEW	1.4k	141.79	View chart
Purple Innovatio (PRPL)	0.0	$93k		100k	0.93	View chart
Larimar Therapeutics (LRMR)	0.0	$41k	NEW	13k	3.23	View chart

Past Filings by B.O.S.S. Retirement Advisors

SEC 13F filings are viewable for B.O.S.S. Retirement Advisors going back to 2022

B.O.S.S. Retirement Advisors 2025 Q3 filed Nov. 5, 2025
B.O.S.S. Retirement Advisors 2025 Q2 filed July 18, 2025
B.O.S.S. Retirement Advisors 2025 Q1 filed April 23, 2025
B.O.S.S. Retirement Advisors 2024 Q4 filed Jan. 21, 2025
B.O.S.S. Retirement Advisors 2024 Q3 filed Oct. 16, 2024
B.O.S.S. Retirement Advisors 2024 Q2 filed July 12, 2024
B.O.S.S. Retirement Advisors 2024 Q1 filed April 30, 2024
B.O.S.S. Retirement Advisors 2023 Q4 restated filed Jan. 26, 2024
B.O.S.S. Retirement Advisors 2023 Q4 restated filed Jan. 19, 2024
B.O.S.S. Retirement Advisors 2023 Q4 filed Jan. 8, 2024
B.O.S.S. Retirement Advisors 2023 Q3 filed Oct. 17, 2023
B.O.S.S. Retirement Advisors 2023 Q2 filed July 10, 2023
B.O.S.S. Retirement Advisors 2023 Q1 filed April 17, 2023
B.O.S.S. Retirement Advisors 2022 Q4 filed Feb. 7, 2023

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