Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
B.O.S.S. Retirement Advisors, LLC (CIK 1964810) reported $328.1M across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($55.9M, 17.05%), VOO ($20.5M, 6.23%), VXUS ($15.3M, 4.68%), COST ($13.1M, 3.98%), SPLG ($12.4M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $55.9M | 17.05% | 707,527 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $20.5M | 6.23% | 34,224 | Trimmed |
| 3 | VXUS | VANGUARD STAR FDS | $15.3M | 4.68% | 199,053 | Added |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $13.1M | 3.98% | 13,105 | Added |
| 5 | SPLG | SPDR SERIES TRUST | $12.4M | 3.77% | 161,503 | Added |
| 6 | IVE | ISHARES TR | $7.5M | 2.30% | 35,716 | Trimmed |
| 7 | DYNF | BLACKROCK ETF TRUST | $7.3M | 2.22% | 125,222 | Trimmed |
| 8 | CORO | BLACKROCK ETF TRUST | $7.2M | 2.18% | 222,401 | New |
| 9 | IVW | ISHARES TR | $6.6M | 2.01% | 58,188 | Added |
| 10 | SIXO | AIM ETF PRODUCTS TRUST | $6.2M | 1.90% | 184,579 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $6.0M | 1.84% | 34,541 | Trimmed |
| 12 | BND | VANGUARD BD INDEX FDS | $5.6M | 1.69% | 75,481 | Added |
| 13 | AAPL | APPLE INC | $4.9M | 1.49% | 19,291 | Added |
| 14 | QUAL | ISHARES TR | $4.7M | 1.44% | 24,560 | Added |
| 15 | MSFT | MICROSOFT CORP | $4.3M | 1.32% | 11,661 | Trimmed |
| 16 | OCTW | AIM ETF PRODUCTS TRUST | $4.1M | 1.25% | 106,592 | Trimmed |
| 17 | IUSB | ISHARES TR | $4.1M | 1.25% | 88,999 | Added |
| 18 | SEPW | AIM ETF PRODUCTS TRUST | $3.7M | 1.14% | 118,350 | Trimmed |
| 19 | IEMG | ISHARES INC | $3.6M | 1.10% | 51,740 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $3.4M | 1.03% | 16,260 | Trimmed |
| 21 | MTUM | ISHARES TR | $3.4M | 1.03% | 14,086 | Added |
| 22 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $3.3M | 1.01% | 109,558 | Added |
| 23 | TSLA | TESLA INC | $3.3M | 1.01% | 8,956 | Trimmed |
| 24 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 0.97% | 135,332 | Added |
| 25 | JULW | AIM ETF PRODUCTS TRUST | $3.2M | 0.96% | 81,235 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31