B.O.S.S. Retirement Advisors, LLC filed a Form 13F-HR on October 26, 2026, disclosing its equity portfolio as of September 30, 2026. The firm reported holding 146 separate securities, with a total value of approximately $34.7 million. The filing lists the firm's principal office as 3400 N. Ashton Blvd. Suite 190 in Lehi, Utah.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, and consumer staples. Major holdings include shares in Apple Inc., Microsoft Corporation, and NVIDIA Corporation. The firm also holds significant positions in exchange-traded funds (ETFs), such as the iShares Core S&P 500 ETF and the Vanguard Total Bond Market ETF.
Other notable positions in the filing include shares of Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., and Tesla Inc. The portfolio also includes various bond ETFs, such as the PIMCO ETF Trust 15+ Year U.S. TIPS and the Simplify Exchange Traded Fund Aggregate Bond ETF.
