B.O.S.S. Retirement Advisors, LLC
•CIK: 1964810•Filing: Q4 2025
B.O.S.S. Retirement Advisors, LLC manages $317M across a diversified portfolio of 171 holdings. The strategy exhibits a significant allocation to core US equity exposure, highlighted by the top holding in SPTM at $46.6M. Further diversification is evident through substantial positions in VOO ($21.8M) and VXUS ($12.4M). Notable tactical allocations include $11.5M in SPYM and $7.2M in NVDA, suggesting a focus on growth and income generation within retirement mandates.
Total AUM
$317.0M
+ $104 in options
QoQ Performance
-24.1%
Positions
109
+ 1 option
Top 10 Concentration
42.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTM
VOO
SPTM14.7%
VOO6.9%
VXUS3.9%
SPYM3.6%
DYNF2.5%
IVE2.4%
NVDA2.3%
SIXO2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.7%
Technology8.1%
ETF8.1%
Consumer4.6%
Financial1.0%
Healthcare0.5%
Industrial0.5%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
—
NORTHERN LTS FD TR IV
SOLD
$3.9M
+34 more exited positions
Changes from Q3 2025
NEW17 new positions
↑43 increased
↓105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023