B.O.S.S. Retirement Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$328,073
Net value change ($000)
+10,346 (3.3%)
New positions
30
Sold out positions
27
Turnover %
13.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPTM 9,298 19.9%
COST 8,080 162.3%
CORO 7,151 NEW
VXUS 2,965 23.9%
SCEP 2,954 NEW
SCMC 2,265 NEW
STERLING CAP NATL MB ETF 2,094 NEW
BLCR 1,791 NEW
PAYM 1,320 NEW
GOVT 1,118 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -5,435 -100.0%
IEMG -3,057 -45.9%
QBER -2,538 -100.0%
SCHWAB STRATEGIC TRUST -1,802 -39.9%
MSFT -1,643 -27.6%
HIGH -1,486 -100.0%
GLDM -1,435 -75.1%
VOO -1,363 -6.2%
NVDA -1,175 -16.3%
MUB -1,171 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type