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 51–100 of 171
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | 51K | $1M+ | SH |
| SGOV | ISHARES TR | 14K | $1M+ | SH |
| CLIP | GLOBAL X FDS | 14K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 21K | $1M+ | SH |
| EFV | ISHARES TR | 17K | $1M+ | SH |
| MUB | ISHARES TR | 11K | $1M+ | SH |
| WTM | WHITE MTNS INS GROUP LTD | 533 | $1M+ | SH |
| JANZ | ELEVATION SERIES TRUST | 28K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| DECZ | ELEVATION SERIES TRUST | 26K | $1M+ | SH |
| IWS | ISHARES TR | 7K | $1M+ | SH |
| EFG | ISHARES TR | 9K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| BILZ | PIMCO ETF TR | 10K | $1M+ | SH |
| OZ | BELPOINTE PREP LLC | 15K | $500K+ | SH |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 24K | $500K+ | SH |
| XTEN | BONDBLOXX ETF TRUST | 20K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| SCEC | CAPITOL SER TR | 33K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 9K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 1K | $500K+ | SH |
| CMI | CUMMINS INC | 2K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 5K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| GAEM | SIMPLIFY EXCHANGE TRADED FUN | 27K | $500K+ | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 24K | $500K+ | SH |
| WDIV | SPDR INDEX SHS FDS | 9K | $500K+ | SH |
| MASI | MASIMO CORP | 5K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| SHOP | SHOPIFY INC | 4K | $500K+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| USMV | ISHARES TR | 7K | $500K+ | SH |
| THC | TENET HEALTHCARE CORP | 3K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 990 | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| JULU | AIM ETF PRODUCTS TRUST | 19K | $500K+ | SH |
| CSGP | COSTAR GROUP INC | 8K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 12K | $500K+ | SH |
| OCTZ | ELEVATION SERIES TRUST | 12K | $500K+ | SH |
| SPUC | SIMPLIFY EXCHANGE TRADED FUN | 10K | $100K–$500K | SH |
| AYI | ACUITY INC | 1K | $100K–$500K | SH |
| DIV | GLOBAL X FDS | 27K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |