§ 13F · FUND PROFILE
B.O.S.S. Retirement Advisors, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $398.3T (13F)Positions · 188Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 565K | $46.6T | 14.7% | −9% |
| 2 | VOO | VANGUARD INDEX FDS | 35K | $21.8T | 6.9% | −58% |
| 3 | VXUS | VANGUARD STAR FDS | 164K | $12.4T | 3.9% | −11% |
| 4 | SPYM | SPDR SERIES TRUST | 143K | $11.5T | 3.6% | −38% |
| 5 | DYNF | BLACKROCK ETF TRUST | 132K | $8.0T | 2.5% | +149% |
| 6 | IVE | ISHARES TR | 36K | $7.7T | 2.4% | +244% |
| 7 | NVDA | NVIDIA CORPORATION | 39K | $7.2T | 2.3% | −7% |
| 8 | SIXO | AIM ETF PRODUCTS TRUST | 201K | $7.0T | 2.2% | — |
| 9 | IVW | ISHARES TR | 57K | $7.0T | 2.2% | +138% |
| 10 | IEMG | ISHARES INC | 99K | $6.7T | 2.1% | +26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE B.O.S.S. SIGNAL
AC read
B.O.S.S. Retirement Advisors, LLC is a Income / Defensive fund managing $398253.8 trillion in assets. The fund runs a portfolio of 188 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed