B.O.S.S. Retirement Advisors, LLC
All 13F Filings
- Location
- Lehi, UT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 347,473
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 146 | 347,473 | 13F-HR | B.O.S.S. Retirement Advisors, LLC |
| Q2 2026 | 7/20/2026 | 157 | 370,351 | 13F-HR | B.O.S.S. Retirement Advisors, LLC |
| Q1 2026 | 4/28/2026 | 174 | 328,073 | 13F-HR | B.O.S.S. Retirement Advisors, LLC |
| Q4 2025 | 2/2/2026 | 173 | 317,727 | 13F-HR | B.O.S.S. Retirement Advisors, LLC |
| Q3 2025 | 11/5/2025 | 195 | 418,135 | 13F-HR | B.O.S.S. Retirement Advisors, LLC |
| Q2 2025 | 7/18/2025 | 188 | 398,254 | 13F-HR | B.O.S.S. Retirement Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.62 K | 19.2% | 0 | 15.92 K | -15.92 K |
| ETFs | 279.8 K | 80.8% | 0 | 6.875 K | -6.875 K |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
347,473
Holdings
146
QoQ value change ($000)
-22,878
(-6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.