B.O.S.S. Retirement Advisors
$347M 13F equity value
172 Holdings
Quarter ended September 30, 2026
The latest 13F on file for B.O.S.S. Retirement Advisors covers the quarter ended September 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 | 836,900 | $77M | 22.2% |
| SPYM | SPDR SERIES TRUST | 272,978 | $25M | 7.1% |
| VXUS | VANGUARD STAR FDS | 228,971 | $19M | 5.6% |
| VOO | VANGUARD INDEX FDS | 25,980 | $18M | 5.2% |
| COST | COSTCO WHOLESALE CORPORATION | 13,731 | $13M | 3.6% |
| DYNF | BLACKROCK ETF TRUST | 123,727 | $9M | 2.5% |
| CORO | BLACKROCK ETF TRUST | 226,049 | $8M | 2.4% |
| IVW | ISHARES TR | 56,011 | $8M | 2.3% |
| BND | VANGUARD BD INDEX FDS | 100,048 | $7M | 2.0% |
| MAYW | AIM ETF PRODUCTS TRUST | 184,992 | $7M | 1.9% |
Track B.O.S.S. Retirement Advisors's 13F portfolio: $347M in reported holdings, 172 positions. Top holdings and quarterly changes on SentiSense.
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