B.O.S.S. Retirement Advisors, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$317.7B

Holdings

171

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
SPTMSPDR SERIES TRUST
$46.6M
VOOVANGUARD INDEX FDS
$21.8M
VXUSVANGUARD STAR FDS
$12.4M
SPYMSPDR SERIES TRUST
$11.5M
DYNFBLACKROCK ETF TRUST
$8.0M
IVEISHARES TR
$7.7M
NVDANVIDIA CORPORATION
$7.2M
SIXOAIM ETF PRODUCTS TRUST
$7.0M
IVWISHARES TR
$7.0M
IEMGISHARES INC
$6.7M
MSFTMICROSOFT CORP
$6.0M
OEFISHARES TR
$5.4M
BNDVANGUARD BD INDEX FDS
$5.2M
COSTCOSTCO WHSL CORP NEW
$5.0M
QUALISHARES TR
$4.8M
SCHFSCHWAB STRATEGIC TR
$4.5M
OCTWAIM ETF PRODUCTS TRUST
$4.5M
AAPLAPPLE INC
$4.5M
TSLATESLA INC
$4.1M
SEPWAIM ETF PRODUCTS TRUST
$4.0M
IUSBISHARES TR
$4.0M
AMZNAMAZON COM INC
$4.0M
IVVISHARES TR
$3.9M
IWYISHARES TR
$3.6M
MTUMISHARES TR
$3.4M
JULWAIM ETF PRODUCTS TRUST
$3.4M
TUASIMPLIFY EXCHANGE TRADED FUN
$3.2M
BUCKSIMPLIFY EXCHANGE TRADED FUN
$3.0M
CTASIMPLIFY EXCHANGE TRADED FUN
$2.9M
THROBLACKROCK ETF TRUST
$2.7M
BAIBLACKROCK ETF TRUST
$2.7M
DECUAIM ETF PRODUCTS TRUST
$2.6M
QBERELEVATION SERIES TRUST
$2.5M
GOOGLALPHABET INC
$2.3M
AGGHSIMPLIFY EXCHANGE TRADED FUN
$2.1M
SEPZELEVATION SERIES TRUST
$2.1M
ONEZELEVATION SERIES TRUST
$2.0M
IWXISHARES TR
$2.0M
ICLOINVESCO ACTIVELY MANAGED EXC
$2.0M
METAMETA PLATFORMS INC
$2.0M
GLDMWORLD GOLD TR
$1.9M
BNDXVANGUARD CHARLOTTE FDS
$1.8M
VOOGVANGUARD ADMIRAL FDS INC
$1.7M
SVOLSIMPLIFY EXCHANGE TRADED FUN
$1.7M
SMHVANECK ETF TRUST
$1.5M
BILSPDR SERIES TRUST
$1.5M
HIGHSIMPLIFY EXCHANGE TRADED FUN
$1.5M
SBARSIMPLIFY EXCHANGE TRADED FUN
$1.5M
SHLDGLOBAL X FDS
$1.4M
GOOGALPHABET INC
$1.4M
FOXYSIMPLIFY EXCHANGE TRADED FUN
$1.4M
SGOVISHARES TR
$1.4M
CLIPGLOBAL X FDS
$1.4M
GQ9SPDR GOLD TR
$1.3M
VGSHVANGUARD SCOTTSDALE FDS
$1.2M
EFVISHARES TR
$1.2M
MUBISHARES TR
$1.2M
WTMWHITE MTNS INS GROUP LTD
$1.1M
JANZELEVATION SERIES TRUST
$1.1M
VTIVANGUARD INDEX FDS
$1.0M
IDVZELEVATION SERIES TRUST
$1.0M
IWSISHARES TR
$1.0M
EFGISHARES TR
$1.0M
AVGOBROADCOM INC
$1.0M
BILZPIMCO ETF TR
$1.0M
OZBELPOINTE PREP LLC
$981K
SPDSIMPLIFY EXCHANGE TRADED FUN
$955K
XTENBONDBLOXX ETF TRUST
$943K
SPGIS&P GLOBAL INC
$910K
SCECCAPITOL SER TR
$837K
WFCWELLS FARGO CO NEW
$826K
IDXXIDEXX LABS INC
$811K
CMICUMMINS INC
$795K
VYMVANGUARD WHITEHALL FDS
$777K
SPYSPDR S&P 500 ETF TR
$776K
GAEMSIMPLIFY EXCHANGE TRADED FUN
$718K
FGDFIRST TR EXCHANGE TRADED FD
$716K
WDIVSPDR INDEX SHS FDS
$703K
3M4MASIMO CORP
$694K
BABOEING CO
$679K
SCHXSCHWAB STRATEGIC TR
$664K
CATCATERPILLAR INC
$651K
SHOPSHOPIFY INC
$647K
VTWOVANGUARD SCOTTSDALE FDS
$645K
USMVISHARES TR
$635K
THCTENET HEALTHCARE CORP
$633K
NDQINVESCO QQQ TR
$608K
ADPAUTOMATIC DATA PROCESSING IN
$596K
VUGVANGUARD INDEX FDS
$588K
JPMJPMORGAN CHASE & CO.
$574K
JULUAIM ETF PRODUCTS TRUST
$565K
CSGPCOSTAR GROUP INC
$542K
HDHOME DEPOT INC
$531K
SPYCSIMPLIFY EXCHANGE TRADED FUN
$526K
OCTZELEVATION SERIES TRUST
$503K
SPUCSIMPLIFY EXCHANGE TRADED FUN
$478K
AYIACUITY INC
$468K
DIVGLOBAL X FDS
$461K
XOMEXXON MOBIL CORP
$460K
UNHUNITEDHEALTH GROUP INC
$453K
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