StockDriftsStockDriftsTop 50 B O S S Retirement Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 22.17% | 836.9K | $77.0M | +5.10%(+40.59K) | $75.45(+23.38%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 7.05% | 273.0K | $24.5M | -5.10%(-14.68K) | $73.49(+23.27%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 5.6% | 229.0K | $19.5M | +4.69%(+10.27K) | $66.79(+23.60%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 5.24% | 26.0K | $18.2M | -22.64%(-7.61K) | $536.12(+30.43%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.6% | 13.7K | $12.5M | -1.59%(-222) | $904.14(+9.73%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.47% | 123.7K | $8.6M | -3.38%(-4.32K) | $57.97(+18.87%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 2.36% | 226.0K | $8.2M | -1.17%(-2.67K) | $31.68(+12.64%) | 2026-09-30 | |
| IVW | ISHARES TR | 2.29% | 56.0K | $8.0M | -2.07%(-1.18K) | $114.40(+21.72%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 2.02% | 100.0K | $7.0M | +18.33%(+15.50K) | $73.09(-2.43%) | 2026-09-30 | |
| MAYW | AIM ETF PRODUCTS TRUST | 1.89% | 185.0K | $6.6M | -6.86%(-13.62K) | $34.14(+4.58%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.38% | +78.84% | — | — | +106.90% |
| Top 20 Holdings Unweighted | +19.02% | +68.61% | — | — | +91.71% |
B O S S Retirement Advisors LLC reports $347.47M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (22.2%), SPYM (7.0%) and VXUS (5.6%). The top 20 holdings account for 68.46% of reported assets. Its disclosed equity book has returned +78.84% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from B O S S Retirement Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964810). View B O S S Retirement Advisors LLC’s 13F filings on SEC