B.O.S.S. Retirement Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1964810
Institutional-grade research for retail investors
13F Reported Value
ⓘ$328.1M
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
B.O.S.S. Retirement Advisors, LLC disclosed 174 positions worth $328.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 16 new positions and exited 18. The portfolio is most concentrated in Other (78.9% of disclosed assets). All figures are sourced directly from B.O.S.S. Retirement Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1964810.
AI Fund Analysis
ConcentratingSPDR SERIES TRUST
17.1% weight
Held 4 quarters
VANGUARD INDEX FDS
6.2% weight
Held 9 quarters
VANGUARD STAR FDS
4.7% weight
Held 8 quarters
$COST4.0% weight
Held 8 quarters
SPDR SERIES TRUST
3.8% weight
Held 8 quarters
ISHARES TR
5 quarters accumulating
ISHARES TR
4 quarters accumulating
ISHARES TR
4 quarters accumulating
SIMPLIFY EXCHANGE TRADED F
4 quarters accumulating
ISHARES TR
3 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryIndustrialsFinancialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$55.9M707,527 shVANGUARD INDEX FDS
—Quality
$20.5M34,224 shVANGUARD STAR FDS
—Quality
$15.3M199,053 sh- 67.0
Quality
$13.1M13,105 sh SPDR SERIES TRUST
—Quality
$12.4M161,503 shISHARES TR
—Quality
$7.5M35,716 shBLACKROCK ETF TRUST
—Quality
$7.3M125,222 shBLACKROCK ETF TRUST
—Quality
$7.2M222,401 shISHARES TR
—Quality
$6.6M58,188 shAIM ETF PRODUCTS TRUST
—Quality
$6.2M184,579 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $55.9M | 707,527 |
| VANGUARD INDEX FDS | — | $20.5M | 34,224 |
| VANGUARD STAR FDS | — | $15.3M | 199,053 |
| COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $13.1M | 13,105 |
| SPDR SERIES TRUST | — | $12.4M | 161,503 |
| ISHARES TR | — | $7.5M | 35,716 |
| BLACKROCK ETF TRUST | — | $7.3M | 125,222 |
| BLACKROCK ETF TRUST | — | $7.2M | 222,401 |
| ISHARES TR | — | $6.6M | 58,188 |
| AIM ETF PRODUCTS TRUST | — | $6.2M | 184,579 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of B.O.S.S. Retirement Advisors, LLC's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Other
$258.9M
Technology
$25.8M
Consumer Discretionary
$18.7M
Industrials
$9.7M
Financials
$6.7M
Healthcare
$3.5M
Energy
$1.3M
Materials
$1.2M
Full Holdings — B.O.S.S. Retirement Advisors, LLC (Q1 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $55.9M | 17.1% | +25% | — |
| 2 | — | VANGUARD INDEX FDS | $20.5M | 6.2% | -2% | — |
| 3 | — | VANGUARD STAR FDS | $15.3M | 4.7% | +21% | — |
| 4 | $COST | COSTCO WHOLESALE CORP /NEW | $13.1M | 4.0% | +127% | 67 |
| 5 | — | SPDR SERIES TRUST | $12.4M | 3.8% | +13% | — |
| 6 | — | ISHARES TR | $7.5M | 2.3% | -1% | — |
| 7 | — | BLACKROCK ETF TRUST | $7.3M | 2.2% | -5% | — |
| 8 | — | BLACKROCK ETF TRUST | $7.2M | 2.2% | +178% | — |
| 9 | — | ISHARES TR | $6.6M | 2.0% | +3% | — |
| 10 | — | AIM ETF PRODUCTS TRUST | $6.2M | 1.9% | -8% | — |
| 11 |  $NVDA | NVIDIA CORP | $6.0M | 1.8% | -11% | 90.2 |
| 12 | — | VANGUARD BD INDEX FDS | $5.6M | 1.7% | +8% | — |
| 13 |  $AAPL | Apple Inc. | $4.9M | 1.5% | +16% | 76.1 |
| 14 | — | ISHARES TR | $4.7M | 1.4% | +2% | — |
| 15 |  $MSFT | MICROSOFT CORP | $4.3M | 1.3% | -5% | 83.7 |
| 16 | — | ISHARES TR | $4.1M | 1.3% | +4% | — |
| 17 | — | AIM ETF PRODUCTS TRUST | $4.1M | 1.3% | -8% | — |
| 18 | — | AIM ETF PRODUCTS TRUST | $3.7M | 1.1% | -6% | — |
| 19 | — | ISHARES INC | $3.6M | 1.1% | -48% | — |
| 20 |  $AMZN | AMAZON COM INC | $3.4M | 1.0% | -5% | 74.6 |
| 21 | — | ISHARES TR | $3.4M | 1.0% | +3% | — |
| 22 |  $TSLA | Tesla, Inc. | $3.3M | 1.0% | -2% | 50.1 |
| 23 | — | SIMPLIFY EXCHANGE TRADED FUN | $3.3M | 1.0% | +4% | — |
| 24 | — | SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 1.0% | +8% | — |
| 25 | — | AIM ETF PRODUCTS TRUST | $3.2M | 1.0% | -6% | — |
| 26 | — | ISHARES TR | $3.0M | 0.9% | -20% | — |
| 27 | — | STERLING CAP FDS | $3.0M | 0.9% | NEW | — |
| 28 | — | ISHARES TR | $2.9M | 0.9% | -12% | — |
| 29 | — | SIMPLIFY EXCHANGE TRADED FUN | $2.9M | 0.9% | -6% | — |
| 30 | — | BLACKROCK ETF TRUST | $2.7M | 0.8% | +4% | — |
| 31 | — | SCHWAB STRATEGIC TR | $2.7M | 0.8% | -42% | — |
| 32 | — | BLACKROCK ETF TRUST | $2.6M | 0.8% | +4% | — |
| 33 | — | AIM ETF PRODUCTS TRUST | $2.4M | 0.7% | -6% | — |
| 34 | — | SIMPLIFY EXCHANGE TRADED FUN | $2.3M | 0.7% | +56% | — |
| 35 | — | SIMPLIFY EXCHANGE TRADED FUN | $2.3M | 0.7% | +9% | — |
| 36 | — | STERLING CAP FDS | $2.3M | 0.7% | NEW | — |
| 37 | — | SIMPLIFY EXCHANGE TRADED FUN | $2.2M | 0.7% | +63% | — |
| 38 | — | STERLING CAP FDS | $2.1M | 0.6% | NEW | — |
| 39 |  $GOOG | Alphabet Inc. | $2.0M | 0.6% | -3% | 80.2 |
| 40 | — | GLOBAL X FDS | $2.0M | 0.6% | +27% | — |
| 41 | — | ELEVATION SERIES TRUST | $1.9M | 0.6% | -6% | — |
| 42 | — | VANGUARD CHARLOTTE FDS | $1.9M | 0.6% | +8% | — |
| 43 | — | ELEVATION SERIES TRUST | $1.9M | 0.6% | -5% | — |
| 44 | — | BLACKROCK ETF TRUST | $1.8M | 0.6% | -45% | — |
| 45 | — | ISHARES TR | $1.8M | 0.5% | -13% | — |
| 46 |  $META | Meta Platforms, Inc. | $1.6M | 0.5% | -4% | 80.9 |
| 47 | — | VANGUARD ADMIRAL FDS INC | $1.6M | 0.5% | +2% | — |
| 48 | — | SIMPLIFY EXCHANGE TRADED FUN | $1.5M | 0.5% | +6% | — |
| 49 | — | VANECK ETF TRUST | $1.5M | 0.5% | -8% | — |
| 50 | — | SPDR SERIES TRUST | $1.5M | 0.4% | -3% | — |
| 51 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.4% | -2% | — |
| 52 | — | ELEVATION SERIES TRUST | $1.3M | 0.4% | +131% | — |
| 53 | — | INVESCO ACTIVELY MANAGED EXC | $1.3M | 0.4% | -33% | — |
| 54 | — | GLOBAL X FDS | $1.3M | 0.4% | -4% | — |
| 55 | — | ISHARES TR | $1.3M | 0.4% | -5% | — |
| 56 |  $CMI | CUMMINS INC | $1.3M | 0.4% | +51% | 58.9 |
| 57 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $1.2M | 0.4% | +0% | — |
| 58 |  $AVGO | Broadcom Inc. | $1.1M | 0.3% | +24% | 86.4 |
| 59 |  $GOOGL | Alphabet Inc. | $1.1M | 0.3% | -13% | 80.2 |
| 60 | — | ISHARES TR | $1.1M | 0.3% | +257% | — |
| 61 | — | ISHARES TR | $1.0M | 0.3% | -17% | — |
| 62 | — | VANGUARD INDEX FDS | $951,417 | 0.3% | -5% | — |
| 63 |  $MASI | MASIMO CORP | $949,292 | 0.3% | +0% | 47.1 |
| 64 | — | BONDBLOXX ETF TRUST | $944,959 | 0.3% | +1% | — |
| 65 | — | ELEVATION SERIES TRUST | $937,207 | 0.3% | -8% | — |
| 66 | — | ELEVATION SERIES TRUST | $933,307 | 0.3% | -7% | — |
| 67 | — | ELEVATION SERIES TRUST | $932,109 | 0.3% | -12% | — |
| 68 | — | ISHARES TR | $931,429 | 0.3% | -14% | — |
| 69 | — | ISHARES TR | $860,625 | 0.3% | -15% | — |
| 70 | — | CAPITOL SER TR | $815,818 | 0.3% | -1% | — |
| 71 | — | SIMPLIFY EXCHANGE TRADED FUN | $809,011 | 0.3% | -9% | — |
| 72 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $808,395 | 0.3% | NEW | 66.7 |
| 73 |  $OZ | Belpointe PREP, LLC | $803,107 | 0.2% | +0% | 34.8 |
| 74 |  $CAT | CATERPILLAR INC | $778,865 | 0.2% | -3% | 67.8 |
| 75 | — | SIMPLIFY EXCHANGE TRADED FUN | $748,417 | 0.2% | +7% | — |
| 76 |  $SPY | SPDR S&P 500 ETF TRUST | $709,937 | 0.2% | -4% | — |
| 77 | — | ISHARES TR | $671,166 | 0.2% | +133% | — |
| 78 | — | VANGUARD SCOTTSDALE FDS | $661,775 | 0.2% | +71% | — |
| 79 |  $BA | BOEING CO | $631,920 | 0.2% | +1% | 51.8 |
| 80 |  $XOM | EXXON MOBIL CORP | $623,344 | 0.2% | -4% | 61.8 |
| 81 |  $WFC | WELLS FARGO & COMPANY/MN | $622,674 | 0.2% | -12% | — |
| 82 |  $THC | TENET HEALTHCARE CORP | $596,512 | 0.2% | -1% | 66.6 |
| 83 | — | SCHWAB STRATEGIC TR | $593,112 | 0.2% | -6% | — |
| 84 |  $SPGI | S&P Global Inc. | $580,665 | 0.2% | -22% | 79.4 |
| 85 | — | VANGUARD SCOTTSDALE FDS | $579,861 | 0.2% | -11% | — |
| 86 |  $MU | MICRON TECHNOLOGY INC | $571,637 | 0.2% | +24% | 88.4 |
| 87 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $563,640 | 0.2% | -1% | — |
| 88 | — | PIMCO ETF TR | $520,520 | 0.2% | -49% | — |
| 89 |  $HBNC | HORIZON BANCORP INC /IN/ | $518,243 | 0.2% | NEW | — |
| 90 | — | FIRST TR EXCHANGE-TRADED FD | $513,093 | 0.2% | -32% | — |
| 91 |  $MOG-A | MOOG INC. | $509,596 | 0.2% | +0% | 66.2 |
| 92 |  $GPC | GENUINE PARTS CO | $508,340 | 0.1% | NEW | 54.2 |
| 93 |  $JPM | JPMORGAN CHASE & CO | $504,963 | 0.1% | -4% | 35.6 |
| 94 | — | SPDR INDEX SHS FDS | $503,069 | 0.1% | -30% | — |
| 95 | — | AIM ETF PRODUCTS TRUST | $499,739 | 0.1% | -8% | — |
| 96 |  $GLDM | World Gold Trust | $475,500 | 0.1% | -77% | — |
| 97 |  $HD | HOME DEPOT, INC. | $468,148 | 0.1% | -8% | 69.2 |
| 98 | — | VANGUARD INDEX FDS | $458,365 | 0.1% | -13% | — |
| 99 | — | ELEVATION SERIES TRUST | $455,084 | 0.1% | -7% | — |
| 100 |  $IDXX | IDEXX LABORATORIES INC /DE | $454,007 | 0.1% | -33% | 73.6 |
| 101 | — | PIMCO ETF TR | $450,488 | 0.1% | -6% | — |
| 102 |  $ASML | ASML HOLDING NV | $449,082 | 0.1% | -19% | — |
| 103 | — | ELEVATION SERIES TRUST | $446,831 | 0.1% | -29% | — |
| 104 |  $GLW | CORNING INC /NY | $446,079 | 0.1% | -1% | 72.7 |
| 105 | — | SIMPLIFY EXCHANGE TRADED FUN | $444,797 | 0.1% | -8% | — |
| 106 | — | STERLING CAP FDS | $432,788 | 0.1% | NEW | — |
| 107 |  $BRK.B | BERKSHIRE HATHAWAY INC | $430,801 | 0.1% | -0% | 64.5 |
| 108 |  $CVX | CHEVRON CORP | $429,324 | 0.1% | -1% | 54.7 |
| 109 |  $SON | SONOCO PRODUCTS CO | $426,043 | 0.1% | -1% | 63 |
| 110 | — | SIMPLIFY EXCHANGE TRADED FUN | $422,824 | 0.1% | -7% | — |
| 111 | — | ELEVATION SERIES TRUST | $411,751 | 0.1% | -22% | — |
| 112 |  $SO | SOUTHERN CO | $409,245 | 0.1% | +1% | 65.1 |
| 113 |  $WMT | Walmart Inc. | $408,504 | 0.1% | -1% | 63.2 |
| 114 |  $ADP | AUTOMATIC DATA PROCESSING INC | $408,008 | 0.1% | -13% | 77.9 |
| 115 |  $CSCO | CISCO SYSTEMS, INC. | $400,438 | 0.1% | -5% | 72.3 |
| 116 | — | ISHARES TR | $398,710 | 0.1% | -12% | — |
| 117 |  $AYI | ACUITY INC. (DE) | $364,846 | 0.1% | +0% | 68.9 |
| 118 |  $SHOP | SHOPIFY INC. | $363,926 | 0.1% | -24% | — |
| 119 |  $WPM | Wheaton Precious Metals Corp. | $362,898 | 0.1% | +17% | — |
| 120 |  $LITE | Lumentum Holdings Inc. | $362,624 | 0.1% | -24% | 63.4 |
| 121 |  $UNH | UNITEDHEALTH GROUP INC | $361,961 | 0.1% | -3% | 66.8 |
| 122 | — | ISHARES TR | $327,515 | 0.1% | -20% | — |
| 123 |  $WEX | WEX Inc. | $327,506 | 0.1% | +0% | 49 |
| 124 |  $SBUX | STARBUCKS CORP | $324,704 | 0.1% | +0% | 54.6 |
| 125 |  $JCI | Johnson Controls International plc | $320,042 | 0.1% | -0% | — |
| 126 | — | ISHARES TR | $316,114 | 0.1% | +31% | — |
| 127 | — | VANGUARD SCOTTSDALE FDS | $310,382 | 0.1% | -14% | — |
| 128 | — | ISHARES TR | $306,222 | 0.1% | -80% | — |
| 129 | — | ISHARES TR | $305,499 | 0.1% | +1% | — |
| 130 |  $UNP | UNION PACIFIC CORP | $304,731 | 0.1% | NEW | 74 |
| 131 |  $JNJ | JOHNSON & JOHNSON | $302,667 | 0.1% | +3% | 72.8 |
| 132 |  $ABBV | AbbVie Inc. | $300,995 | 0.1% | -6% | 59.3 |
| 133 |  $SLV | iShares Silver Trust | $298,589 | 0.1% | -21% | — |
| 134 |  $SMR | NUSCALE POWER Corp | $295,021 | 0.1% | -6% | 26.6 |
| 135 |  $LLY | ELI LILLY & Co | $290,824 | 0.1% | -7% | 89.3 |
| 136 | — | ISHARES TR | $288,607 | 0.1% | -7% | — |
| 137 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $270,857 | 0.1% | -1% | 63.7 |
| 138 |  $BAC | BANK OF AMERICA CORP /DE/ | $268,091 | 0.1% | -5% | 68.4 |
| 139 |  $TJX | TJX COMPANIES INC /DE/ | $267,503 | 0.1% | NEW | 70.7 |
| 140 | — | VANGUARD WHITEHALL FDS | $267,363 | 0.1% | -67% | — |
| 141 |  $ORCL | ORACLE CORP | $266,347 | 0.1% | -7% | 67.2 |
| 142 |  $T | AT&T INC. | $264,358 | 0.1% | -22% | 71.9 |
| 143 | — | FIDELITY COVINGTON TRUST | $259,922 | 0.1% | NEW | — |
| 144 |  $CSGP | COSTAR GROUP, INC. | $256,562 | 0.1% | -21% | 49.5 |
| 145 |  $SNPS | SYNOPSYS INC | $252,558 | 0.1% | -8% | 63.1 |
| 146 |  $ETN | Eaton Corp plc | $251,442 | 0.1% | NEW | — |
| 147 |  $GS | GOLDMAN SACHS GROUP INC | $247,161 | 0.1% | -9% | — |
| 148 |  $PLTR | Palantir Technologies Inc. | $244,580 | 0.1% | NEW | 85.8 |
| 149 |  $MCD | MCDONALDS CORP | $242,047 | 0.1% | -6% | 73.9 |
| 150 |  $QCOM | QUALCOMM INC/DE | $241,791 | 0.1% | -4% | 81.9 |
| 151 |  $CAG | CONAGRA BRANDS INC. | $240,730 | 0.1% | -0% | 48.2 |
| 152 |  $VEEV | VEEVA SYSTEMS INC | $240,303 | 0.1% | -21% | 77.8 |
| 153 | — | SPDR SERIES TRUST | $239,441 | 0.1% | -35% | — |
| 154 |  $TXN | TEXAS INSTRUMENTS INC | $235,259 | 0.1% | NEW | 70.4 |
| 155 | — | ISHARES TR | $234,368 | 0.1% | +6% | — |
| 156 |  $VZ | VERIZON COMMUNICATIONS INC | $231,477 | 0.1% | NEW | 71.6 |
| 157 |  $SYK | STRYKER CORP | $229,647 | 0.1% | NEW | 69.8 |
| 158 |  $AMD | ADVANCED MICRO DEVICES INC | $224,383 | 0.1% | -0% | 78.8 |
| 159 | — | VANGUARD SCOTTSDALE FDS | $220,281 | 0.1% | -59% | — |
| 160 |  $MPC | Marathon Petroleum Corp | $217,852 | 0.1% | -43% | 50.7 |
| 161 |  $IAUM | iShares Gold Trust Micro | $215,054 | 0.1% | -21% | — |
| 162 | — | ISHARES TR | $214,864 | 0.1% | -80% | — |
| 163 | — | VANGUARD SCOTTSDALE FDS | $213,327 | 0.1% | -83% | — |
| 164 |  $PG | PROCTER & GAMBLE Co | $209,855 | 0.1% | +3% | 72.9 |
| 165 | — | ISHARES TR | $206,750 | 0.1% | -85% | — |
| 166 | — | DIMENSIONAL ETF TRUST | $206,740 | 0.1% | -14% | — |
| 167 |  $DELL | Dell Technologies Inc. | $206,479 | 0.1% | NEW | 76 |
| 168 | — | VANGUARD INDEX FDS | $204,768 | 0.1% | -13% | — |
| 169 | — | SPDR INDEX SHS FDS | $201,807 | 0.1% | -40% | — |
| 170 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $201,653 | 0.1% | -21% | 68.1 |
| 171 |  $THQ | abrdn Healthcare Opportunities Fund | $201,600 | 0.1% | +0% | — |
| 172 |  $PRPL | Purple Innovation, Inc. | $66,120 | 0.0% | +0% | 20.1 |
| 173 |  $LRMR | Larimar Therapeutics, Inc. | $54,693 | 0.0% | -16% | — |
| 174 |  $RR | RICHTECH ROBOTICS INC. | $21,489 | 0.0% | +0% | 12.4 |
New Positions (16)
STERLING CAP FDS$3.0M
STERLING CAP FDS$2.3M
STERLING CAP FDS$2.1M
$IBM INTERNATIONAL BUSINESS MACHINES CORP$808,395$HBNC HORIZON BANCORP INC /IN/$518,243$GPC GENUINE PARTS CO$508,340 STERLING CAP FDS$432,788
$UNP UNION PACIFIC CORP$304,731$TJX TJX COMPANIES INC /DE/$267,503 FIDELITY COVINGTON TRUST$259,922
$ETN Eaton Corp plc$251,442$PLTR Palantir Technologies Inc.$244,580$TXN TEXAS INSTRUMENTS INC$235,259$VZ VERIZON COMMUNICATIONS INC$231,477$SYK STRYKER CORP$229,647Exited Positions (18)
NEUBERGER BERMAN ETF TRUST
$MDB MongoDB, Inc.
$NOW ServiceNow, Inc.
$CDNS CADENCE DESIGN SYSTEMS INC
$WDAY Workday, Inc.
$MSCI MSCI Inc.
$TEAM Atlassian Corp
$HUBS HUBSPOT INC FIRST TR EXCHNG TRADED FD VI
$V VISA INC.
$IBIT iShares Bitcoin Trust ETF
$MA Mastercard Inc ABRDN FDS
BLACKROCK ETF TRUST II
$NFLX NETFLIX INCBrowse Top Institutional Investors
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