B.O.S.S. Retirement Advisors
$370M 13F equity value
195 Holdings
Quarter ended June 30, 2026
The latest 13F on file for B.O.S.S. Retirement Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 796,314 | $72M | 19.5% |
| SPYM | SPDR SERIES TRUST | 287,662 | $25M | 6.8% |
| VOO | VANGUARD INDEX FDS | 33,585 | $23M | 6.2% |
| VXUS | VANGUARD STAR FDS | 218,703 | $19M | 5.0% |
| COST | COSTCO WHOLESALE CORPORATION | 13,953 | $13M | 3.5% |
| DYNF | BLACKROCK ETF TRUST | 128,051 | $9M | 2.4% |
| CORO | BLACKROCK ETF TRUST | 228,720 | $8M | 2.3% |
| IVW | ISHARES TR | 57,195 | $8M | 2.1% |
| NVDA | NVIDIA CORPORATION | 34,840 | $7M | 1.9% |
| MAYW | AIM ETF PRODUCTS TRUST | 198,617 | $7M | 1.9% |
Track B.O.S.S. Retirement Advisors's 13F portfolio: $370M in reported holdings, 195 positions. Top holdings and quarterly changes on SentiSense.
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