B.O.S.S. Retirement Advisors, LLC
Q3 2026 13F filing
Updated 10 days ago146 disclosed positions worth $347.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $77M | 836.9K | 22.17% | Added(+5.1%) |
| 2 | S SPDR SERIES TRUST | $24.5M | 273.0K | 7.05% | Trimmed(-5.1%) |
| 3 | V VANGUARD STAR FDS | $19.5M | 229.0K | 5.60% | Added(+4.7%) |
| 4 | V VANGUARD INDEX FDS | $18.2M | 26.0K | 5.24% | Trimmed(-22.6%) |
| 5 | C COSTCO WHOLESALE CORPORATION | $12.5M | 13.7K | 3.60% | Trimmed(-1.6%) |
| 6 | E BLACKROCK ETF TRUST | $8.6M | 123.7K | 2.47% | Trimmed(-3.4%) |
| 7 | E BLACKROCK ETF TRUST | $8.2M | 226.0K | 2.36% | Trimmed(-1.2%) |
| 8 | E ISHARES TR | $8M | 56.0K | 2.29% | Trimmed(-2.1%) |
| 9 | V VANGUARD BD INDEX FDS | $7M | 100.0K | 2.02% | Added(+18.3%) |
| 10 | ? N/A AIM ETF PRODUCTS TRUST | $6.6M | 185.0K | 1.89% | Trimmed(-6.9%) |
| 11 | ? N/A AIM ETF PRODUCTS TRUST | $6M | 192.0K | 1.73% | Trimmed(-7.5%) |
| 12 | M MICROSOFT CORP | $5.9M | 11.4K | 1.69% | Trimmed(-17.9%) |
| 13 | E ISHARES TR | $5.5M | 24.2K | 1.59% | Trimmed(-1.7%) |
| 14 | ? N/A ELEVATION SERIES TRUST | $5.1M | 182.0K | 1.47% | Trimmed(-7.3%) |
| 15 | E ISHARES TR | $4.6M | 104.4K | 1.32% | Added(+6.6%) |
| 16 | A APPLE INC | $4.6M | 13.8K | 1.32% | Trimmed(-25.9%) |
| 17 | N NVIDIA CORPORATION | $4.5M | 19.8K | 1.30% | Trimmed(-43.2%) |
| 18 | S SCHWAB STRATEGIC TR | $4.5M | 162.8K | 1.29% | — |
| 19 | ? N/A AIM ETF PRODUCTS TRUST | $3.9M | 112.6K | 1.13% | Trimmed(-6.5%) |
| 20 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 112.6K | 0.93% | Trimmed(-3.0%) |
| 21 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 139.8K | 0.93% | Trimmed(-3.9%) |
| 22 | E ISHARES INC | $3M | 36.8K | 0.86% | Trimmed(-1.6%) |
| 23 | E ISHARES TR | $2.9M | 9.9K | 0.84% | Trimmed(-8.6%) |
| 24 | A AMAZON COM INC | $2.9M | 11.6K | 0.83% | Trimmed(-32.1%) |
| 25 | E BLACKROCK ETF TRUST | $2.8M | 57.9K | 0.82% | Added(+32.0%) |
| 26 | ? N/A AIM ETF PRODUCTS TRUST | $2.8M | 69.9K | 0.80% | Trimmed(-7.4%) |
| 27 | P PIMCO ETF TR | $2.6M | 26.1K | 0.76% | Trimmed(-6.8%) |
| 28 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $2.5M | 133.7K | 0.73% | Trimmed(-4.3%) |
| 29 | E BLACKROCK ETF TRUST | $2.5M | 52.9K | 0.72% | Trimmed(-18.2%) |
| 30 | ? N/A STERLING CAP FDS | $2.5M | 100.0K | 0.71% | Trimmed(-14.5%) |
| 31 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $2.4M | 94.0K | 0.69% | Trimmed(-4.1%) |
| 32 | ? N/A STERLING CAP FDS | $2.4M | 96.7K | 0.68% | Trimmed(-1.6%) |
| 33 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $2.3M | 118.9K | 0.65% | Trimmed(-2.5%) |
| 34 | E BLACKROCK ETF TRUST | $2.2M | 50.8K | 0.64% | Added(+2.0%) |
| 35 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $2.2M | 83.4K | 0.64% | Trimmed(-2.9%) |
| 36 | ? N/A STERLING CAP FDS | $2.2M | 92.7K | 0.63% | Added(+8.0%) |
| 37 | G GLOBAL X FDS | $2.1M | 35.0K | 0.60% | Trimmed(-3.8%) |
| 38 | V VANGUARD ADMIRAL FDS INC | $2M | 23.2K | 0.57% | Added(+0.9%) |
| 39 | ? N/A ELEVATION SERIES TRUST | $1.9M | 42.0K | 0.56% | Trimmed(-7.0%) |
| 40 | ? N/A ISHARES TR | $1.9M | 17.6K | 0.56% | Trimmed(-0.9%) |
| 41 | E BLACKROCK ETF TRUST | $1.8M | 59.4K | 0.51% | Added(+59.9%) |
| 42 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $1.7M | 103.7K | 0.49% | Trimmed(-4.7%) |
| 43 | M MICRON TECHNOLOGY INC | $1.6M | 1.5K | 0.45% | Added(+2.9%) |
| 44 | G SPDR GOLD TR | $1.5M | 3.9K | 0.43% | Added(+21.0%) |
| 45 | T TESLA INC | $1.5M | 4.2K | 0.43% | Trimmed(-48.0%) |
| 46 | M META PLATFORMS INC | $1.4M | 2.0K | 0.42% | Trimmed(-41.1%) |
| 47 | ? N/A ELEVATION SERIES TRUST | $1.4M | 53.8K | 0.39% | Trimmed(-6.9%) |
| 48 | G ALPHABET INC | $1.2M | 3.6K | 0.36% | Trimmed(-50.5%) |
| 49 | E ISHARES TR | $1.2M | 53.6K | 0.34% | Added(+3.1%) |
| 50 | V VANGUARD CHARLOTTE FDS | $1.2M | 24.8K | 0.34% | Added(+32.3%) |