CIK 1964810
B.O.S.S. Retirement Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
171
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 171
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 565K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 164K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 143K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 132K | $1M+ | SH |
| IVE | ISHARES TR | 36K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 39K | $1M+ | SH |
| SIXO | AIM ETF PRODUCTS TRUST | 201K | $1M+ | SH |
| IVW | ISHARES TR | 57K | $1M+ | SH |
| IEMG | ISHARES INC | 99K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| OEF | ISHARES TR | 16K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 70K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| QUAL | ISHARES TR | 24K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 188K | $1M+ | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 116K | $1M+ | SH |
| AAPL | APPLE INC | 17K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| SEPW | AIM ETF PRODUCTS TRUST | 126K | $1M+ | SH |
| IUSB | ISHARES TR | 86K | $1M+ | SH |
| AMZN | AMAZON COM INC | 17K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| IWY | ISHARES TR | 13K | $1M+ | SH |
| MTUM | ISHARES TR | 14K | $1M+ | SH |
| JULW | AIM ETF PRODUCTS TRUST | 87K | $1M+ | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 144K | $1M+ | SH |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 125K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 105K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 69K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 80K | $1M+ | SH |
| DECU | AIM ETF PRODUCTS TRUST | 96K | $1M+ | SH |
| QBER | ELEVATION SERIES TRUST | 106K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 103K | $1M+ | SH |
| SEPZ | ELEVATION SERIES TRUST | 50K | $1M+ | SH |
| ONEZ | ELEVATION SERIES TRUST | 78K | $1M+ | SH |
| IWX | ISHARES TR | 22K | $1M+ | SH |
| ICLO | INVESCO ACTIVELY MANAGED EXC | 77K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 22K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 36K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 4K | $1M+ | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 94K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 4K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 16K | $1M+ | SH |
| HIGH | SIMPLIFY EXCHANGE TRADED FUN | 67K | $1M+ | SH |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | 56K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 22K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |