Institutional Fund
B.O.S.S. Retirement Advisors, LLC
Lehi, UTCIK 19648105 filings on record
Portfolio Value
$328.07M
Q1 2026
Holdings
174
Reported positions
New Buys
30
Opened this quarter
QoQ Change
+3.3%
from $317.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust17.1%
- Vanguard Index Fds6.2%
- Vanguard Star Fds4.7%
- Costco Whsl Corp New4.0%
- Spdr Series Trust3.8%
- Ishares Tr2.3%
- Other62.0%
Portfolio Holdings
174 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 707.5K | $55.94M | 17.1% | +142.2K | Added |
| 2 | Vanguard Index Fds | 34.2K | $20.45M | 6.2% | −558 | Reduced |
| 3 | Vanguard Star Fds | 199.1K | $15.35M | 4.7% | +34.9K | Added |
| 4 | Costco Whsl Corp New | 13.1K | $13.06M | 4.0% | +7.3K | Added |
| 5 | Spdr Series Trust | 161.5K | $12.36M | 3.8% | +18.1K | Added |
| 6 | Ishares Tr | 35.7K | $7.54M | 2.3% | −514 | Reduced |
| 7 | Blackrock ETF Trust | 125.2K | $7.29M | 2.2% | −6.5K | Reduced |
| 8 | Blackrock ETF Trust | 222.4K | $7.15M | 2.2% | +222.4K | New |
| 9 | Ishares Tr | 58.2K | $6.58M | 2.0% | +1.6K | Added |
| 10 | Aim ETF Products Trust | 184.6K | $6.24M | 1.9% | −16.5K | Reduced |
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