B.O.S.S. Retirement Advisors, LLC
B.O.S.S. Retirement Advisors, LLC reported 157 positions worth $370.4M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: SPTM (19.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $72.3M | 19.52% | 796,314 | — | — | |
| ▸ 2 | SPYM | SH | $25.3M | 6.83% | 287,662 | — | — | |
| ▸ 3 | VOO | SH | $23.1M | 6.23% | 33,585 | — | — | |
| ▸ 4 | VXUS | SH | $18.7M | 5.05% | 218,703 | — | — | |
| ▸ 5 | COST | SH | $13.1M | 3.52% | 13,953 | — | — | |
| ▸ 6 | DYNF | SH | $8.7M | 2.35% | 128,051 | — | — | |
| ▸ 7 | CORO | SH | $8.4M | 2.26% | 228,720 | — | — | |
| ▸ 8 | IVW | SH | $7.9M | 2.12% | 57,195 | — | — | |
| ▸ 9 | NVDA | SH | $7.0M | 1.88% | 34,840 | — | — | |
| ▸ 10 | MAYW | SH | $6.9M | 1.86% | 198,617 | — | — |
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Frequently Asked Questions
What stocks does B.O.S.S. Retirement Advisors, LLC hold as of Q2 2026?
B.O.S.S. Retirement Advisors, LLC reported 157 positions worth $370.4M in its Q2 2026 13F filing. Largest positions: SPTM (19.5%), SPYM (6.8%), VOO (6.2%), VXUS (5.0%) and COST (3.5%).
What did B.O.S.S. Retirement Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did B.O.S.S. Retirement Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.