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CIK: 0001964810
Total reported value
$370.4M
$370.4M
171 檔
27.1%
In Q4 2025, B.O.S.S. Retirement Advisors, LLC's U.S. equity holdings reached a combined market value of $370.4M, distributed across 171 disclosed stock positions.
In Q4 2025, B.O.S.S. Retirement Advisors, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 14.68% | +2.47% | -8.56% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.87% | — | -57.86% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.90% | +0.37% | -10.99% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.62% | +3.06% | -37.61% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.52% | +0.13% | +149.02% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.42% | -0.79% | +244.16% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.04% | -7.15% | |
| 8 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 2.20% | -1.90% | EXIT | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +0.11% | +138.01% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.10% | -0.26% | +26.11% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | +0.08% | -18.64% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.71% | — | +139.29% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.64% | -0.01% | -15.80% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.46% | +5.46% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.51% | -1.44% | EXIT | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.42% | -0.83% | EXIT | |
| 17 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 1.42% | -1.25% | EXIT | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.42% | -0.03% | -15.55% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.29% | -0.09% | -12.53% | |
| 20 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 1.27% | -1.14% | EXIT | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.26% | -0.03% | +149.72% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.07% | -24.00% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.38% | -29.26% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.14% | -0.03% | -64.64% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.07% | -0.26% | +223.86% | |
| 26 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 1.07% | -0.96% | EXIT | |
| 27 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.00% | -0.10% | -44.06% | |
| 28 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 0.93% | -0.05% | +138.91% | |
| 29 | CTA | Simplify Managed Futures St | ETF-Other | 0.90% | -0.20% | +131.19% | |
| 30 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.84% | -0.22% | +142.65% | |
| 31 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.84% | +0.08% | +158.15% | |
| 32 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 0.83% | -0.73% | EXIT | |
| 33 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.80% | — | -55.74% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.08% | -20.12% | |
| 35 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 0.67% | -0.04% | +263.21% | |
| 36 | SEPZ | Trueshares Struc Out Sep ETF | ETF-Other | 0.67% | -0.03% | -40.31% | |
| 37 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.64% | +0.89% | -41.02% | |
| 38 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.63% | -0.04% | -64.65% | |
| 39 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.62% | -0.10% | -62.53% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.02% | -12.93% | |
| 41 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.60% | -0.02% | +266.13% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.55% | -0.33% | +42.49% | |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | -25.82% | |
| 44 | SVOL | Simplify Volatility Premium | ETF-Other | 0.52% | — | +75.46% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.48% | +0.28% | -11.26% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | -0.14% | -34.86% | |
| 47 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.47% | — | +34.60% | |
| 48 | SBAR | Simplify Barrier Income ETF | ETF-Other | 0.46% | — | +162.72% | |
| 49 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.45% | -0.01% | +169.34% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.07% | -44.92% |
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 171 disclosed positions in Q4 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 SPTM, VOO, VXUS) accounted for 27.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
OCTW
市值: $4.5M
Top Position Liquidated / Trimmed
SIXP
前期市值: $11.3M
During Q4 2025, B.O.S.S. Retirement Advisors, LLC's top holdings by market value included SPTM (14.7%)、VOO (6.9%)、VXUS (3.9%). The largest single position, SPTM, represented 14.7% of total portfolio value.
In Q4 2025, B.O.S.S. Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 29 holdings, and fully liquidating 3 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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