B.O.S.S. Retirement Advisors, LLC: 13F holdings
CIK 19648102026Q2
| Positions | 157 |
|---|
| Reported value | $370.4m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 157 (-17 vs prior quarter) |
|---|
| Reported value | $370.4m (+12.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 796,314 | $72.3m | 19.5% |
| SPYM SPDR SERIES TRUST | 287,662 | $25.3m | 6.8% |
| VOO VANGUARD INDEX FDS | 33,585 | $23.1m | 6.2% |
| VXUS VANGUARD STAR FDS | 218,703 | $18.7m | 5.0% |
| COST COSTCO WHOLESALE CORPORATION | 13,953 | $13.1m | 3.5% |
| DYNF BLACKROCK ETF TRUST | 128,051 | $8.7m | 2.4% |
| CORO BLACKROCK ETF TRUST | 228,720 | $8.4m | 2.3% |
| IWF ISHARES TR | 57,195 | $7.9m | 2.1% |
| NVDA NVIDIA CORPORATION | 34,840 | $7.0m | 1.9% |
| AIM ETF PRODUCTS TRUST | 198,617 | $6.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964810")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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