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CIK: 0001964810
Total reported value
$370.4M
$370.4M
193 檔
38.7%
At the close of Q3 2025, B.O.S.S. Retirement Advisors, LLC disclosed equity holdings valued at approximately $370.4M, spread across 193 reported holdings.
In Q3 2025, B.O.S.S. Retirement Advisors, LLC displayed an active expansion posture, initiating 20 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.09% | — | +8.30% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 11.92% | +2.47% | +6.59% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.31% | +3.06% | -17.66% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.24% | +0.37% | +5.70% | |
| 5 | SIXP | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 2.71% | — | — | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.43% | -0.03% | -11.92% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | +0.08% | -0.51% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | +0.04% | -5.55% | |
| 9 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 1.72% | — | -10.08% | |
| 10 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 1.56% | -1.14% | EXIT | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.48% | -0.01% | -0.50% | |
| 12 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 1.41% | — | +33.68% | |
| 13 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.35% | -0.10% | -3.01% | |
| 14 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.30% | -0.04% | -9.30% | |
| 15 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 1.29% | -0.96% | EXIT | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.38% | -6.85% | |
| 17 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 1.27% | -0.10% | -15.50% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.24% | -0.26% | +7.20% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.21% | -0.46% | -56.41% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.03% | +17.34% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.07% | +4.51% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | -0.09% | +1.35% | |
| 23 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 1.08% | -0.73% | EXIT | |
| 24 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 1.02% | +0.60% | +56.43% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.95% | -0.06% | EXIT | |
| 26 | ✓ | Northern Lts Fd Tr Iv | Stock-Other | 0.94% | — | -7.54% | |
| 27 | SEPZ | Trueshares Struc Out Sep ETF | ETF-Other | 0.85% | -0.03% | — | |
| 28 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.84% | +0.89% | +77.14% | |
| 29 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 0.83% | -0.05% | -13.12% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | -1.44% | EXIT | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | -0.05% | -13.36% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.75% | +0.13% | +161.80% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | +0.40% | -21.21% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.71% | -0.04% | -12.06% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.11% | +94.81% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.02% | +8.01% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.08% | EXIT | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.55% | -0.14% | -29.14% | |
| 39 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | +0.08% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.08% | -6.85% | |
| 41 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.53% | -0.04% | -17.66% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.53% | — | +219.80% | |
| 43 | WDIV | St Str Spd S&p Glo Div-us In | ETF-Other | 0.53% | -0.03% | -14.14% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.79% | +122.65% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.03% | +15.87% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.51% | -0.10% | -31.59% | |
| 47 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 0.51% | -0.10% | -31.58% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | -0.83% | EXIT | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.07% | +5.43% | |
| 50 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.48% | -0.06% | -12.23% |
According to official SEC Form 13F filings, B.O.S.S. Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $370.4M across 193 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPTM, SPYM) accounted for 38.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPTM
市值: $49.9M
Top Position Liquidated / Trimmed
JANW
前期市值: $6.6M
During Q3 2025, B.O.S.S. Retirement Advisors, LLC's top holdings by market value included VOO (12.1%)、SPTM (11.9%)、SPYM (4.3%). The largest single position, VOO, represented 12.1% of total portfolio value.
In Q3 2025, B.O.S.S. Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 20 new buys, adding to 12 positions, trimming 7 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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