B.O.S.S. Retirement Advisors, LLC
All 13F Filings
- Location
- Lehi, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 317,727
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 222.6 K | 70.5% | 0 | 75.15 K | -75.15 K |
| ETFs | 87.07 K | 27.6% | 0 | 25.87 K | -25.87 K |
| Debt | 2.135 K | 0.7% | 1.547 K | 0 | 1.547 K |
| Other | 3.99 K | 1.3% | 2.386 K | 0 | 2.386 K |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
317,727
Holdings
173
QoQ value change ($000)
-100,408
(-24.0%)
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.