B.O.S.S. Retirement Advisors, LLC Top Holdings and 13F Report (2026) About B.O.S.S. Retirement Advisors, LLCInvestment ActivityB.O.S.S. Retirement Advisors, LLC has $328.07 million in total holdings as of March 31, 2026.B.O.S.S. Retirement Advisors, LLC owns shares of 174 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 17.07% of the portfolio was purchased this quarter.About 12.02% of the portfolio was sold this quarter.This quarter, B.O.S.S. Retirement Advisors, LLC has purchased 171 new stocks and bought additional shares in 36 stocks.B.O.S.S. Retirement Advisors, LLC sold shares of 99 stocks and completely divested from 27 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $55,937,072Vanguard S&P 500 ETF $20,450,402Vanguard Total International Stock ETF $15,348,995Costco Wholesale $13,058,221SPDR Portfolio S&P 500 ETF $12,361,412 Largest New Holdings this Quarter 09290C764 - BLACKROCK ETF TRUST $7,150,860 Holding85917K454 - STERLING CAP FDS $2,954,188 Holding85917K462 - STERLING CAP FDS $2,264,725 Holding85917K470 - STERLING CAP FDS $2,094,198 Holding09290C855 - BLACKROCK ETF TRUST $1,791,291 Holding Largest Purchases this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 142,205 shares (about $11.24M)Costco Wholesale 7,332 shares (about $7.31M)BLACKROCK ETF TRUST 222,401 shares (about $7.15M)STERLING CAP FDS 125,332 shares (about $2.95M)Vanguard Total International Stock ETF 34,896 shares (about $2.69M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 47,421 shares (about $3.31M)SPDR S&P 500 ETF Trust 4,047 shares (about $2.63M)Schwab International Equity ETF 78,215 shares (about $1.94M)SPDR Gold MiniShares Trust 17,259 shares (about $1.60M)Vanguard Short-Term Treasury ETF 17,437 shares (about $1.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofB.O.S.S. Retirement Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$55,937,072$11,242,725 â–²25.2%707,52717.1%ETFVOOVanguard S&P 500 ETF$20,450,402$333,430 â–¼-1.6%34,2246.2%ETFVXUSVanguard Total International Stock ETF$15,348,995$2,690,834 â–²21.3%199,0534.7%ETFCOSTCostco Wholesale$13,058,221$7,305,828 â–²127.0%13,1054.0%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$12,361,412$1,384,835 â–²12.6%161,5033.8%ETFIVEiShares S&P 500 Value ETF$7,541,419$108,531 â–¼-1.4%35,7162.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,285,440$377,706 â–¼-4.9%125,2222.2%ETFBLACKROCK ETF TRUST$7,150,860$7,150,860 â–²New Holding222,4012.2%ISHARES INTL CTRIVWiShares S&P 500 Growth ETF$6,581,650$183,351 â–²2.9%58,1882.0%ETFSIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$6,235,079$557,674 â–¼-8.2%184,5791.9%ETFNVDANVIDIA$6,023,924$708,410 â–¼-10.5%34,5411.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$5,558,391$390,364 â–²7.6%75,4811.7%ETFAAPLApple$4,895,772$690,804 â–²16.4%19,2911.5%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$4,710,762$78,641 â–²1.7%24,5601.4%ETFMSFTMicrosoft$4,316,641$245,798 â–¼-5.4%11,6611.3%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$4,110,884$150,811 â–²3.8%88,9991.3%ManufacturingOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$4,100,594$343,075 â–¼-7.7%106,5921.2%ETFAIM ETF PRODUCTS TRUST$3,738,511$247,939 â–¼-6.2%118,3501.1%ALLIANZIM US EQTIEMGiShares Core MSCI Emerging Markets ETF$3,608,857$3,307,607 â–¼-47.8%51,7401.1%ETFAMZNAmazon.com$3,386,470$194,941 â–¼-5.4%16,2601.0%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$3,380,598$113,039 â–²3.5%14,0861.0%ETFTSLATesla$3,329,393$71,376 â–¼-2.1%8,9561.0%Auto/Tires/TrucksCTASimplify Managed Futures Strategy ETF$3,310,834$124,808 â–²3.9%109,5581.0%ETFBUCKSimplify Treasury Option Income ETF$3,180,986$237,965 â–²8.1%135,3321.0%ETFJULWAllianzIM U.S. Large Cap Buffer20 Jul ETF$3,152,868$218,005 â–¼-6.5%81,2351.0%ETFIVViShares Core S&P 500 ETF$2,959,717$744,665 â–¼-20.1%4,5310.9%ETFSTERLING CAP FDS$2,954,188$2,954,188 â–²New Holding125,3320.9%CAP HEDGED EQT PIWYiShares Russell Top 200 Growth ETF$2,880,648$381,482 â–¼-11.7%11,5760.9%ETFTUASimplify Short Term Treasury Futures Strategy ETF$2,858,860$186,714 â–¼-6.1%135,4910.9%ETFBLACKROCK ETF TRUST$2,747,246$110,416 â–²4.2%83,3760.8%ISHARES A I INNOSCHFSchwab International Equity ETF$2,716,776$1,935,816 â–¼-41.6%109,7690.8%ETFBTHMBlackRock Future U.S. Themes ETF$2,612,897$102,321 â–²4.1%72,1400.8%ETFAIM ETF PRODUCTS TRUST$2,391,137$165,301 â–¼-6.5%89,9600.7%ALLIANZIM US EQUSIMPLIFY EXCHANGE TRADED FUN$2,333,318$836,408 â–²55.9%79,7990.7%CURRENCY STRATEGAGGHSimplify Aggregate Bond ETF$2,285,219$186,650 â–²8.9%112,2960.7%ETFSTERLING CAP FDS$2,264,725$2,264,725 â–²New Holding90,5890.7%CAPITAL MULTISIMPLIFY EXCHANGE TRADED FUN$2,232,396$862,848 â–²63.0%90,9700.7%BARRIER INCOMESTERLING CAP FDS$2,094,198$2,094,198 â–²New Holding84,2400.6%NATIONAL MUNI BDGOOGLAlphabet$2,032,470$72,753 â–¼-3.5%7,0680.6%Computer and TechnologyGLOBAL X FDS$1,975,568$414,481 â–²26.6%27,8880.6%DEFENSE TECH ETFELEVATION SERIES TRUST$1,917,039$114,444 â–¼-5.6%47,2040.6%TRUESHARES STRUCBNDXVanguard Total International Bond ETF$1,893,499$143,717 â–²8.2%39,4070.6%ETFELEVATION SERIES TRUST$1,856,992$98,018 â–¼-5.0%74,1710.6%TRUESHARES SEASOBLACKROCK ETF TRUST$1,791,291$1,791,291 â–²New Holding43,6260.5%ISHARES LARGE CAIWXiShares Russell Top 200 Value ETF$1,765,752$256,977 â–¼-12.7%19,0540.5%ETFMETAMeta Platforms$1,624,354$74,380 â–¼-4.4%2,8390.5%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$1,592,491$28,539 â–²1.8%3,9060.5%ETFSVOLSimplify Volatility Premium ETF$1,537,713$93,666 â–²6.5%100,2420.5%ETFSMHVanEck Semiconductor ETF$1,501,394$130,739 â–¼-8.0%3,9160.5%ManufacturingBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,455,793$47,744 â–¼-3.2%15,8860.4%ETFGLDSPDR Gold Shares$1,326,786$33,998 â–¼-2.5%3,0830.4%FinanceELEVATION SERIES TRUST$1,319,763$1,319,763 â–²New Holding60,1240.4%S&P AUTOCALLABLEICLOInvesco AAA CLO Floating Rate Note ETF$1,315,324$660,761 â–¼-33.4%51,5610.4%ETFGLOBAL X FDS$1,311,605$53,392 â–¼-3.9%13,0690.4%1-3 MONTH T-BILLSGOViShares 0-3 Month Treasury Bond ETF$1,306,667$70,663 â–¼-5.1%12,9810.4%ETFCMICummins$1,262,733$424,498 â–²50.6%2,3470.4%Auto/Tires/TrucksWTMWhite Mountains Insurance Group$1,171,5090.0%5330.4%FinanceAVGOBroadcom$1,147,445$224,103 â–²24.3%3,7070.3%Computer and TechnologyGOOGAlphabet$1,126,905$171,560 â–¼-13.2%3,9280.3%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$1,118,146$1,118,146 â–²New Holding48,8060.3%ETFEFViShares MSCI EAFE Value ETF$1,044,795$213,465 â–¼-17.0%14,0520.3%ETFVTIVanguard Total Stock Market ETF$951,417$51,324 â–¼-5.1%2,9660.3%ETFMASIMasimo$949,2920.0%5,3370.3%MedicalXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$944,959$8,530 â–²0.9%20,6050.3%ETFELEVATION SERIES TRUST$937,207$77,454 â–¼-7.6%25,4950.3%TRUESHARES STRCDELEVATION SERIES TRUST$933,307$75,520 â–¼-7.5%24,0370.3%TRUESHARES DECELEVATION SERIES TRUST$932,109$932,109 â–²New Holding22,9340.3%TRUESHARES STRUCIWSiShares Russell Mid-Cap Value ETF$931,429$146,178 â–¼-13.6%6,3910.3%ETFEFGiShares MSCI EAFE Growth ETF$860,625$153,126 â–¼-15.1%7,7280.3%ETFCAPITOL SER TR$815,818$12,292 â–¼-1.5%32,5220.2%STERLING CAP ENHSPDSimplify US Equity PLUS Downside Convexity ETF$809,011$76,195 â–¼-8.6%22,2440.2%ETFIBMInternational Business Machines$808,395$808,395 â–²New Holding3,3350.2%Computer and TechnologyBELPOINTE PREP LLC$803,1070.0%15,0960.2%UNIT RP LTD LB ACATCaterpillar$778,865$26,931 â–¼-3.3%1,0990.2%IndustrialsSIMPLIFY EXCHANGE TRADED FUN$748,417$50,304 â–²7.2%28,9080.2%GAMMA EMERGINGSPYSPDR S&P 500 ETF Trust$709,937$2,631,058 â–¼-78.8%1,0920.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$671,166$383,304 â–²133.2%5,2390.2%ETFVGITVanguard Intermediate-Term Treasury ETF$661,775$661,775 â–²New Holding11,1130.2%ETFBABoeing$631,920$8,757 â–²1.4%3,1750.2%AerospaceXOMExxonMobil$623,344$26,637 â–¼-4.1%3,6740.2%EnergyWFCWells Fargo & Company$622,674$83,267 â–¼-11.8%7,8220.2%FinanceTHCTenet Healthcare$596,512$4,718 â–¼-0.8%3,1610.2%MedicalSCHXSchwab US Large-Cap ETF$593,112$40,178 â–¼-6.3%23,1320.2%ETFSPGIS&P Global$580,665$160,374 â–¼-21.6%1,3650.2%FinanceVTWOVanguard Russell 2000 ETF$579,861$69,716 â–¼-10.7%5,7890.2%ETFMUMicron Technology$571,637$108,787 â–²23.5%1,6920.2%Computer and TechnologyQQQInvesco QQQ$563,640$7,500 â–¼-1.3%9770.2%FinanceBILZPIMCO Ultra Short Government Active ETF$520,520$503,253 â–¼-49.2%5,1550.2%ETFHBNCHorizon Bancorp (IN)$518,243$518,243 â–²New Holding31,2760.2%FinanceFGDFirst Trust Dow Jones Global Select Dividend Index Fund$513,093$242,705 â–¼-32.1%16,0690.2%ETFMOG.BMoog$509,5960.0%1,7280.2%AerospaceGPCGenuine Parts$508,340$508,340 â–²New Holding4,8070.2%Retail/WholesaleJPMJPMorgan Chase & Co.$504,963$19,116 â–¼-3.6%1,7170.2%FinanceWDIVSPDR S&P Global Dividend ETF$503,069$215,965 â–¼-30.0%6,5200.2%ETFAIM ETF PRODUCTS TRUST$499,739$43,710 â–¼-8.0%17,5040.2%ALLIANZIM EQ BUFGLDMSPDR Gold MiniShares Trust$475,500$1,599,738 â–¼-77.1%5,1300.1%FinanceHDHome Depot$468,148$39,807 â–¼-7.8%1,4230.1%Retail/WholesaleVUGVanguard Growth ETF$458,365$68,602 â–¼-13.0%1,0490.1%ETFELEVATION SERIES TRUST$455,084$31,690 â–¼-6.5%11,0720.1%TRUESHARES OCTIDXXIDEXX Laboratories$454,007$220,261 â–¼-32.7%8080.1%MedicalShowing largest 100 holdings. 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