13F Insight
DOSSIER · 13F-HR · Q2 2026

B.O.S.S. Retirement Advisors, LLC

$370M in tracked AUM across 157 positions as of Q2 2026.

BR
CIK 0001964810 · last filed Jun 30, 2026
Total AUM
$370M
as of Q2 2026
Holdings
157
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

B.O.S.S. Retirement Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$72M796K19.5%02
SPYM
SPDR SERIES TRUST
$25M288K6.8%03
VOO
VANGUARD INDEX FDS
$23M34K6.2%04
VXUS
VANGUARD STAR FDS
$19M219K5.0%05
COST
COSTCO WHOLESALE CORPORATION
$13M14K3.5%06
DYNF
BLACKROCK ETF TRUST
$9M128K2.4%07
CORO
BLACKROCK ETF TRUST
$8M229K2.3%08
IVW
ISHARES TR
$8M57K2.1%09
NVDA
NVIDIA CORPORATION
$7M35K1.9%10
MAYW
AIM ETF PRODUCTS TRUST
$7M199K1.9%

Filing history

2026Q2Jun 30
$370M▲ 12.9%
157 positionsView →2026Q1Mar 31
$328M▲ 3.3%
174 positionsView →2025Q4Dec 31
$318M▼ 24.0%
173 positionsView →2025Q3Sep 30
$418M▲ 5.0%
195 positionsView →2025Q2Jun 30
$398M▲ 15.5%
188 positionsLocked2025Q1Mar 31
$345M▼ 3.6%
172 positionsLocked2024Q4Dec 31
$358M▼ 27.9%
178 positionsLocked2024Q3Sep 30
$497M▲ 27.0%
206 positionsLocked2024Q2Jun 30
$391M▲ 49.6%
167 positionsLocked2024Q1Mar 31
$261M▼ 49.4%
122 positionsLocked2023Q4Dec 31
$516M▲ 11.0%
241 positionsLocked2023Q3Sep 30
$465M▼ 1.2%
234 positionsLocked
Showing 12 of 15