B.O.S.S. Retirement Advisors, LLC ETF holdings
Lehi, UT
Reported $295.1M in 83 ETFs in its Form 13F for June 30, 2026.
ETF value
$295.1M
ETFs held
83
Change from prior quarter
+13.9%
With price moves
ETFs as a share of its 13F
79.7%
of $370.4M
Top 10 of 83 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $72.3M | 796,314 | +88,787 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $25.3M | 287,662 | +126,159 shares |
| VOO | Vanguard S&P 500 ETF | $23.1M | 33,585 | −639 shares |
| VXUS | Vanguard Total International Stock ETF | $18.7M | 218,703 | +19,650 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $8.7M | 128,051 | +2,829 shares |
| CORO | iShares International Country Rotation Active ETF | $8.4M | 228,720 | +6,319 shares |
| IVW | iShares S&P 500 Growth ETF | $7.9M | 57,195 | −993 shares |
| MAYW | AllianzIM U.S. Equity Buffer20 ETF - May | $6.9M | 198,617 | New position |
| SIXD | AllianzIM U.S. Equity Buffer10 ETF - Jun | $6.4M | 207,628 | New position |
| BND | Vanguard Total Bond Market ETF | $6.2M | 84,552 | +9,071 shares |
73 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001964810. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does B.O.S.S. Retirement Advisors, LLC own?
B.O.S.S. Retirement Advisors, LLC reported 83 ETF positions worth $295.1M in its Form 13F for June 30, 2026. The largest was SPTM, at $72.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.