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

Q2 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$370,351
Net value change ($000)
+42,278 (12.9%)
New positions
22
Sold out positions
38
Turnover %
18.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 16,360 29.2%
SPYM 12,919 104.5%
MAYW 6,906 NEW
SIXD 6,402 NEW
JUNW 4,142 NEW
ONEZ 3,558 191.6%
VXUS 3,348 21.8%
MAYT 2,944 NEW
VOO 2,617 12.8%
AGGH 2,461 NEW
Top Reduces (Value $000, Stocks/ETFs)
SIXO -6,235 -100.0%
QUAL -4,711 -100.0%
OCTW -4,101 -100.0%
SEPW -3,739 -100.0%
JULW -3,153 -100.0%
SCHWAB STRATEGIC TRUST -2,717 -100.0%
DECU -2,391 -100.0%
IVE -1,959 -26.0%
IVV -1,032 -34.9%
BNDX -983 -51.9%
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