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 151–171 of 171
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 678 | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| V | VISA INC | 677 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 620 | $100K–$500K | SH |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | 12K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 393 | $100K–$500K | SH |
| AGEM | ABRDN FDS | 6K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 1K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 543 | $100K–$500K | SH |
| PRPL | PURPLE INNOVATION INC | 100K | $50K–$100K | SH |
| LRMR | LARIMAR THERAPEUTICS INC | 14K | $50K–$100K | SH |
| RR | RICHTECH ROBOTICS INC | 10K | $15K–$50K | SH |