B.O.S.S. Retirement Advisors, LLC - Portfolio Stock Holdings
B.O.S.S. Retirement Advisors, LLC disclosed 194 stock positions in a recent SEC 13F filing. $371,060,294 of stock holdings were filed, with the largest holdings including SPTM, SPYM, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,382,665,452 and has 87 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
194Est. Stock Holding Value:
$371,060,294Top Stock Holdings By Sector
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Portfolio Stock Holdings - B.O.S.S. Retirement Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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