13F Filings History of B.O.S.S. Retirement Advisors, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$317,726,648
Signature - Title
Curtis Packer - CCO
Location
Lehi, UT
Summary
This page shows a list of all the recent 13F filings made by B.O.S.S. Retirement Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. B.O.S.S. Retirement Advisors, LLC reported 171 stock holdings with total value $317,726,648 as of Q4 2025. Top holdings included SPTM, VOO, VXUS, SPYM, and DYNF.

Notify me when B.O.S.S. Retirement Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 171 $317,726,648 +$61,712,247 -$166,554,327 -$104,842,080 SPTM, VOO, VXUS, SPYM, DYNF 13F-HR 02 Feb 2026, 13:51
Q3 2025 193 $418,129,903 +$70,985,822 -$73,049,955 -$2,064,133 VOO, SPTM, SPLG, VXUS, SIXP 13F-HR 05 Nov 2025, 16:03
Q2 2025 186 $398,244,920 +$93,875,686 -$69,181,570 +$24,694,116 SPTM, VOO, SPLG, COST, VXUS 13F-HR 18 Jul 2025, 14:04
Q1 2025 170 $344,831,539 +$28,731,343 -$31,777,427 -$3,046,084 VOO, VTI, SPLG, COST, VXUS 13F-HR 23 Apr 2025, 14:09
Q4 2024 176 $357,899,249 +$269,120,181 -$420,466,103 -$151,345,922 VTI, VOO, SPLG, COST, IWY 13F-HR 21 Jan 2025, 13:41
Q3 2024 206 $496,537,285 +$108,325,841 -$29,385,693 +$78,940,148 AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 16 Oct 2024, 14:25
Q2 2024 167 $391,028,352 +$121,218,686 -$21,889,531 +$99,329,155 AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 12 Jul 2024, 11:37
Q1 2024 122 $236,098,098 +$231,433 -$251,959,398 -$251,727,965 MSFT, AAPL, AMZN, AVGO, GOOGL 13F-HR 29 Apr 2024, 20:54
Q4 2023 241 $516,037,713 +$58,581,632 -$55,165,722 +$3,415,910 MSFT, VTI, AAPL, SPLG, VOO Restatement 25 Jan 2024, 20:16
Q3 2023 234 $464,694,005 +$37,456,323 -$24,064,113 +$13,392,210 MSFT, SPLG, VTI, AAPL, IVV 13F-HR 17 Oct 2023, 14:03
Q2 2023 239 $470,296,997 +$105,637,693 -$81,200,316 +$24,437,377 MSFT, SPLG, AAPL, IVV, VOO 13F-HR 10 Jul 2023, 15:18
Q1 2023 227 $425,599,283 +$39,187,859 -$24,143,659 +$15,044,200 SPLG, MSFT, AAPL, IVV, VOO 13F-HR 17 Apr 2023, 12:11
Q4 2022 210 $390,598,357 $0 $0 $0 SPLG, MSFT, VOO, IVV, AAPL 13F-HR 06 Feb 2023, 17:35