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

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

  • $418 Billion
  • Q3 2025

B.O.S.S. Retirement Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $418 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.5B, Spdr Portfolio S&P 1500 Compos with a value of $49.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $18B, Vanguard Star Fd Vanguard Tota with a value of $13.5B, and Aim ETF Products Trust with a value of $11.3B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $398B to 418B.

B.O.S.S. Retirement Advisors, LLC is based out at Lehi, UT

Below you can find more details about B.O.S.S. Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $418 Billion
ETFs: $252 Billion
Technology: $31.3 Billion
Consumer Cyclical: $11 Billion
Financial Services: $8 Billion
Communication Services: $7.43 Billion
Consumer Defensive: $7.06 Billion
Healthcare: $6.71 Billion
Industrials: $5.83 Billion
Other: $4.62 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.5 Billion 12.09% of portfolio
82,534
Q3 2025 Added 8.3%
$0
$49.9 Billion 11.92% of portfolio
618,213
Q3 2025 Added 6.59%
$0
$18 Billion 4.31% of portfolio
229,871
Q3 2025 Reduced 17.66%
$0
$13.5 Billion 3.24% of portfolio
184,419
Q3 2025 Added 5.7%
Aim ETF Products Trust
-
$11.3 Billion 2.71% of portfolio
-
Q3 2025 New
$0
$10.1 Billion 2.43% of portfolio
37,073
Q3 2025 Reduced 11.92%
$3.78T
$7.85 Billion 1.88% of portfolio
15,149
Q3 2025 Reduced 0.51%
$465B
$7.76 Billion 1.86% of portfolio
41,576
Q3 2025 Reduced 5.55%
Aim ETF Products Trust
-
$7.21 Billion 1.72% of portfolio
-
Q3 2025 Reduced 10.08%
Aim ETF Products Trust
-
$6.54 Billion 1.56% of portfolio
-
Q3 2025 New
$0
$6.2 Billion 1.48% of portfolio
83,345
Q3 2025 Reduced 0.5%
Elevation Series Trust
-
$5.9 Billion 1.41% of portfolio
-
Q3 2025 Added 33.68%
-
$5.64 Billion 1.35% of portfolio
-
Q3 2025 Reduced 3.01%
$0
$5.43 Billion 1.3% of portfolio
61,743
Q3 2025 Reduced 9.3%
$0
$5.39 Billion 1.29% of portfolio
140,286
Q3 2025 New
$0
$5.37 Billion 1.28% of portfolio
8,017
Q3 2025 Reduced 6.85%
$0
$5.18 Billion 1.24% of portfolio
78,633
Q3 2025 Added 7.2%
$404B
$5.07 Billion 1.21% of portfolio
5,474
Q3 2025 Reduced 56.41%
$4.3T
$5 Billion 1.19% of portfolio
19,621
Q3 2025 Added 17.34%
$2.39T
$4.97 Billion 1.19% of portfolio
22,626
Q3 2025 Added 4.51%
$1.29T
$4.65 Billion 1.11% of portfolio
10,458
Q3 2025 Added 1.35%
Aim ETF Products Trust
-
$4.53 Billion 1.08% of portfolio
-
Q3 2025 New
Pimco ETF Tr
-
$4.26 Billion 1.02% of portfolio
-
Q3 2025 Added 56.43%
$0
$3.97 Billion 0.95% of portfolio
67,440
Q3 2025 Reduced 12.4%
$0
$3.95 Billion 0.94% of portfolio
120,079
Q3 2025 Reduced 7.54%
Elevation Series Trust
-
$3.55 Billion 0.85% of portfolio
-
Q3 2025 New
Elevation Series Trust
-
$3.51 Billion 0.84% of portfolio
-
Q3 2025 Added 77.14%
Capitol Ser Tr
-
$3.47 Billion 0.83% of portfolio
-
Q3 2025 Reduced 13.12%
$0
$3.29 Billion 0.79% of portfolio
16,890
Q3 2025 Added 101.65%
$0
$3.28 Billion 0.78% of portfolio
48,360
Q3 2025 Reduced 13.36%
$0
$3.13 Billion 0.75% of portfolio
52,892
Q3 2025 Added 161.8%
$0
$3 Billion 0.72% of portfolio
26,323
Q3 2025 Reduced 21.21%
$0
$2.95 Billion 0.71% of portfolio
21,147
Q3 2025 Reduced 12.06%
$0
$2.87 Billion 0.69% of portfolio
23,767
Q3 2025 Added 94.81%
$1.37T
$2.5 Billion 0.6% of portfolio
3,410
Q3 2025 Added 8.01%
$0
$2.33 Billion 0.56% of portfolio
16,565
Q3 2025 Reduced 14.02%
$0
$2.31 Billion 0.55% of portfolio
25,188
Q3 2025 Reduced 29.14%
$0
$2.25 Billion 0.54% of portfolio
5,171
Q3 2025 Added 0.08%
$0
$2.2 Billion 0.53% of portfolio
30,294
Q3 2025 Reduced 14.14%
$0
$2.2 Billion 0.53% of portfolio
6,623
Q3 2025 Added 219.8%
$0
$2.21 Billion 0.53% of portfolio
76,924
Q3 2025 Reduced 17.66%
$1.65T
$2.23 Billion 0.53% of portfolio
9,165
Q3 2025 Reduced 6.85%
$0
$2.17 Billion 0.52% of portfolio
10,527
Q3 2025 Added 122.65%
$0
$2.14 Billion 0.51% of portfolio
21,271
Q3 2025 Reduced 31.59%
$0
$2.15 Billion 0.51% of portfolio
3,577
Q3 2025 Added 15.87%
Global X Fds
-
$2.14 Billion 0.51% of portfolio
-
Q3 2025 Reduced 31.58%
$57.4B
$1.99 Billion 0.48% of portfolio
3,115
Q3 2025 Reduced 12.23%
$1.74T
$2 Billion 0.48% of portfolio
8,217
Q3 2025 Added 5.43%
$0
$2.02 Billion 0.48% of portfolio
86,771
Q3 2025 Added 95.73%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $418 Billion
  • Prior Value $398 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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