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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 SPTM, VOO, VXUS, COST, SPYM, and represent 35.71% of B.O.S.S. Retirement Advisors's stock portfolio.
Added to shares of these 10 stocks: SPTM (+$11M), COST (+$7.3M), CORO (+$7.2M), SCEP, VXUS, SCMC, SCNM, BLCR, SPYM, PAYM.
Started 30 new stock positions in VGIT, Pimco Etf Tr, AUGZ, CORO, Elevation Series Trust, TXN, VTV, PAYM, GPC, ETN.
Reduced shares in these 10 stocks: OEF (-$5.4M), IEMG, SPY, QBER, SCHF, GLDM, HIGH, MUB, VGSH, IVV.
Sold out of its positions in AGEM, AXP, TEAM, BINC, CDNS, QBER, GSEP, DIV, HUBS, IAU.
B.O.S.S. Retirement Advisors was a net buyer of stock by $17M.
B.O.S.S. Retirement Advisors has $328M in assets under management (AUM), dropping by 2.38%.
Central Index Key (CIK): 0001964810

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Positions held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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

B.O.S.S. Retirement Advisors holds 174 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPTM)	17.1	$56M	+25%	708k	79.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.2	$21M		34k	597.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.7	$15M	+21%	199k	77.11	View chart
Costco Wholesale Corporation (COST)	4.0	$13M	+127%	13k	996.43	View chart
Spdr Series Trust State Street Spd (SPYM)	3.8	$12M	+12%	162k	76.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.3	$7.5M		36k	211.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.2	$7.3M	-4%	125k	58.18	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	2.2	$7.2M	NEW	222k	32.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$6.6M	+2%	58k	113.11	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	1.9	$6.2M	-8%	185k	33.78	View chart
NVIDIA Corporation (NVDA)	1.8	$6.0M	-10%	35k	174.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$5.6M	+7%	76k	73.64	View chart
Apple (AAPL)	1.5	$4.9M	+16%	19k	253.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$4.7M		25k	191.81	View chart
Microsoft Corporation (MSFT)	1.3	$4.3M	-5%	12k	370.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.3	$4.1M	+3%	89k	46.19	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	1.2	$4.1M	-7%	107k	38.47	View chart
Aim Etf Products Trust Allianzim Us Eqt (SEPW)	1.1	$3.7M	-6%	118k	31.59	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.6M	-47%	52k	69.75	View chart
Amazon (AMZN)	1.0	$3.4M	-5%	16k	208.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$3.4M	+3%	14k	240.00	View chart
Tesla Motors (TSLA)	1.0	$3.3M	-2%	9.0k	371.75	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	1.0	$3.3M	+3%	110k	30.22	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	1.0	$3.2M	+8%	135k	23.51	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	1.0	$3.2M	-6%	81k	38.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$3.0M	-20%	4.5k	653.22	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.9	$3.0M	NEW	125k	23.57	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$2.9M	-11%	12k	248.85	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.9	$2.9M	-6%	136k	21.10	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.8	$2.7M	+4%	83k	32.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$2.7M	-41%	110k	24.75	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.8	$2.6M	+4%	72k	36.22	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.7	$2.4M	-6%	90k	26.58	View chart
Simplify Exchange Traded Fun Currency Strateg (FOXY)	0.7	$2.3M	+55%	80k	29.24	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.7	$2.3M	+8%	112k	20.35	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.7	$2.3M	NEW	91k	25.00	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.7	$2.2M	+63%	91k	24.54	View chart
Sterling Cap Fds National Muni Bd (SCNM)	0.6	$2.1M	NEW	84k	24.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.0M	-3%	7.1k	287.56	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$2.0M	+26%	28k	70.84	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.6	$1.9M	-5%	47k	40.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.9M	+8%	39k	48.05	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.6	$1.9M	-5%	74k	25.04	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.5	$1.8M	NEW	44k	41.06	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$1.8M	-12%	19k	92.67	View chart
Meta Platforms Cl A (META)	0.5	$1.6M	-4%	2.8k	572.16	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$1.6M		3.9k	407.70	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.5	$1.5M	+6%	100k	15.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.5M	-8%	3.9k	383.40	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$1.5M	-3%	16k	91.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.3M	-2%	3.1k	430.36	View chart
Elevation Series Trust S&p Autocallable (PAYM)	0.4	$1.3M	NEW	60k	21.95	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.4	$1.3M	-33%	52k	25.51	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.4	$1.3M	-3%	13k	100.36	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.3M	-5%	13k	100.66	View chart
Cummins (CMI)	0.4	$1.3M	+50%	2.3k	538.02	View chart
White Mountains Insurance Gp (WTM)	0.4	$1.2M		533.00	2197.95	View chart
Broadcom (AVGO)	0.3	$1.1M	+24%	3.7k	309.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	-13%	3.9k	286.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$1.1M	NEW	49k	22.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.0M	-16%	14k	74.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$951k	-5%	3.0k	320.77	View chart
Masimo Corporation (MASI)	0.3	$949k		5.3k	177.87	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$945k		21k	45.86	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.3	$937k	-7%	26k	36.76	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.3	$933k	-7%	24k	38.83	View chart
Elevation Series Trust Trueshares Struc (AUGZ)	0.3	$932k	NEW	23k	40.64	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$931k	-13%	6.4k	145.74	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$861k	-15%	7.7k	111.36	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.2	$816k		33k	25.09	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.2	$809k	-8%	22k	36.37	View chart
International Business Machines (IBM)	0.2	$808k	NEW	3.3k	242.40	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$803k		15k	53.20	View chart
Caterpillar (CAT)	0.2	$779k	-3%	1.1k	708.70	View chart
Simplify Exchange Traded Fun Gamma Emerging (GAEM)	0.2	$748k	+7%	29k	25.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$710k	-78%	1.1k	650.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$671k	+133%	5.2k	128.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$662k	NEW	11k	59.55	View chart
Boeing Company (BA)	0.2	$632k		3.2k	199.03	View chart
Exxon Mobil Corporation (XOM)	0.2	$623k	-4%	3.7k	169.66	View chart
Wells Fargo & Company (WFC)	0.2	$623k	-11%	7.8k	79.61	View chart
Tenet Healthcare Corp Com New (THC)	0.2	$597k		3.2k	188.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$593k	-6%	23k	25.64	View chart
S&p Global (SPGI)	0.2	$581k	-21%	1.4k	425.40	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$580k	-10%	5.8k	100.17	View chart
Micron Technology (MU)	0.2	$572k	+23%	1.7k	337.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$564k		977.00	576.91	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.2	$521k	-49%	5.2k	100.97	View chart
Horizon Ban (HBNC)	0.2	$518k	NEW	31k	16.57	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.2	$513k	-32%	16k	31.93	View chart
Moog CL B (MOG.B)	0.2	$510k		1.7k	294.91	View chart
Genuine Parts Company (GPC)	0.2	$508k	NEW	4.8k	105.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$505k	-3%	1.7k	294.10	View chart
Spdr Index Shs Fds State Street Spd (WDIV)	0.2	$503k	-30%	6.5k	77.16	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.2	$500k	-8%	18k	28.55	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$476k	-77%	5.1k	92.69	View chart
Home Depot (HD)	0.1	$468k	-7%	1.4k	328.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$458k	-13%	1.0k	436.95	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.1	$455k	-6%	11k	41.10	View chart
IDEXX Laboratories (IDXX)	0.1	$454k	-32%	808.00	561.89	View chart
Pimco Etf Tr Us Stk Plus Ac	0.1	$451k	NEW	9.6k	47.06	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$449k	-19%	340.00	1320.83	View chart
Elevation Series Trust Trueshares Eqty	0.1	$447k	NEW	19k	24.11	View chart
Corning Incorporated (GLW)	0.1	$446k		3.3k	135.96	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	0.1	$445k	-8%	11k	39.47	View chart
Sterling Cap Fds Short Duration B	0.1	$433k	NEW	17k	25.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$431k		899.00	479.20	View chart
Chevron Corporation (CVX)	0.1	$429k		2.1k	206.90	View chart
Sonoco Products Company (SON)	0.1	$426k		7.9k	54.09	View chart
Simplify Exchange Traded Fun Us Eqt Pls Upsid (SPUC)	0.1	$423k	-6%	9.6k	44.18	View chart
Elevation Series Trust Trueshares S&p (PAYH)	0.1	$412k	NEW	20k	20.41	View chart
Southern Company (SO)	0.1	$409k		4.2k	96.52	View chart
Wal-Mart Stores (WMT)	0.1	$409k		3.3k	124.28	View chart
Automatic Data Processing (ADP)	0.1	$408k	-13%	2.0k	203.19	View chart
Cisco Systems (CSCO)	0.1	$400k	-5%	5.2k	77.59	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$399k	-11%	4.8k	83.57	View chart
Acuity Brands (AYI)	0.1	$365k		1.3k	280.22	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$364k	-23%	3.1k	118.62	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$363k	+16%	2.8k	131.01	View chart
Lumentum Hldgs (LITE)	0.1	$363k	-23%	516.00	702.76	View chart
UnitedHealth (UNH)	0.1	$362k	-2%	1.3k	270.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$328k	-19%	3.8k	86.69	View chart
Wright Express (WEX)	0.1	$328k		2.1k	153.04	View chart
Starbucks Corporation (SBUX)	0.1	$325k		3.6k	89.60	View chart
Johnson Controls Internation SHS (JCI)	0.1	$320k		2.4k	130.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$316k	+30%	2.5k	124.31	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$310k	-13%	5.6k	55.36	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$306k	NEW	2.8k	110.39	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$306k		3.2k	94.96	View chart
Union Pacific Corporation (UNP)	0.1	$305k	NEW	1.3k	242.62	View chart
Johnson & Johnson (JNJ)	0.1	$303k	+3%	1.2k	244.48	View chart
Abbvie (ABBV)	0.1	$301k	-5%	1.4k	217.48	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$299k	-21%	4.4k	68.14	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$295k	-6%	27k	10.84	View chart
Eli Lilly & Co. (LLY)	0.1	$291k	-7%	316.00	920.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$289k	-7%	3.2k	90.53	View chart
Thermo Fisher Scientific (TMO)	0.1	$271k		551.00	491.57	View chart
Bank of America Corporation (BAC)	0.1	$268k	-4%	5.5k	48.75	View chart
TJX Companies (TJX)	0.1	$268k	NEW	1.7k	159.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$267k	-66%	1.8k	148.12	View chart
Oracle Corporation (ORCL)	0.1	$266k	-6%	1.8k	147.07	View chart
At&t (T)	0.1	$264k	-22%	9.1k	28.99	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$260k	NEW	5.2k	50.12	View chart
CoStar (CSGP)	0.1	$257k	-21%	6.4k	40.34	View chart
Synopsys (SNPS)	0.1	$253k	-8%	637.00	396.48	View chart
Eaton Corp SHS (ETN)	0.1	$251k	NEW	703.00	357.67	View chart
Goldman Sachs (GS)	0.1	$247k	-9%	292.00	846.44	View chart
Palantir Technologies Cl A (PLTR)	0.1	$245k	NEW	1.7k	146.28	View chart
McDonald's Corporation (MCD)	0.1	$242k	-6%	779.00	310.71	View chart
Qualcomm (QCOM)	0.1	$242k	-3%	1.9k	128.75	View chart
ConAgra Foods (CAG)	0.1	$241k		15k	15.72	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$240k	-21%	1.4k	175.66	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$239k	-34%	2.4k	97.89	View chart
Texas Instruments Incorporated (TXN)	0.1	$235k	NEW	1.2k	194.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$234k	+5%	657.00	356.72	View chart
Verizon Communications (VZ)	0.1	$232k	NEW	4.6k	50.20	View chart
Stryker Corporation (SYK)	0.1	$230k	NEW	699.00	328.54	View chart
Advanced Micro Devices (AMD)	0.1	$224k		1.1k	203.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$220k	NEW	2.7k	82.75	View chart
Marathon Petroleum Corp (MPC)	0.1	$218k	-43%	892.00	244.23	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$215k	-20%	4.6k	46.70	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$215k	NEW	2.7k	79.55	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$213k	-82%	3.6k	58.54	View chart
Procter & Gamble Company (PG)	0.1	$210k	+2%	1.5k	144.43	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$207k	NEW	2.0k	102.25	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$207k	-14%	4.6k	45.12	View chart
Dell Technologies CL C (DELL)	0.1	$207k	NEW	1.3k	164.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$205k	NEW	1.0k	196.14	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.1	$202k	-40%	5.1k	39.48	View chart
Old Dominion Freight Line (ODFL)	0.1	$202k	-21%	1.0k	195.40	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.1	$202k		12k	16.80	View chart
Purple Innovatio (PRPL)	0.0	$66k		100k	0.66	View chart
Larimar Therapeutics (LRMR)	0.0	$55k	-15%	12k	4.50	View chart
Richtech Robotics CL B (RR)	0.0	$22k		10k	2.09	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 2026 Q1 filed April 28, 2026
B.O.S.S. Retirement Advisors 2025 Q4 filed Feb. 2, 2026
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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