StockDriftsStockDriftsTop 50 B.O.S.S. Retirement Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 19.52% | 796.3K | $72.3M | +12.55%(+88.79K) | $74.63(+26.34%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 6.83% | 287.7K | $25.3M | +78.12%(+126.16K) | $73.49(+24.17%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.23% | 33.6K | $23.1M | -1.87%(-639) | $536.12(+32.93%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.05% | 218.7K | $18.7M | +9.87%(+19.65K) | $65.92(+33.70%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.52% | 14.0K | $13.1M | +6.47%(+848) | $904.14(+5.50%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.35% | 128.1K | $8.7M | +2.26%(+2.83K) | $57.97(+21.03%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.26% | 228.7K | $8.4M | +2.84%(+6.32K) | $31.68(+17.53%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.12% | 57.2K | $7.9M | -1.71%(-993) | $114.40(+23.80%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.88% | 34.8K | $7.0M | +0.87%(+299) | $65.99(+242.57%) | 2026-06-30 | |
| MAYW | AIM ETF PRODUCTS TRUST | 1.86% | 198.6K | $6.9M | new | $34.14(+3.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.10% | +73.23% | — | — | +102.33% |
| Top 20 Holdings Unweighted | +17.73% | +63.18% | — | — | +85.57% |
B.O.S.S. Retirement Advisors, LLC reports $370.35M in US-listed equity holdings across 157 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (19.5%), SPYM (6.8%) and VOO (6.2%). The top 20 holdings account for 65.22% of reported assets. Its disclosed equity book has returned +73.23% on a three-year cumulative basis. Figures reflect the Q2 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