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

3400 N. ASHTON BLVD. SUITE 190, LEHI, UT 84043 • 801-990-5055

Q4 2025 · Filed 2026-02-02
Market Value
$310M
-23.1%
Holdings
206
-2
New Purchases
17
Added To
42
Closed
39
Reduced
102
Top 10 Concentration
43.8%
Turnover
27.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPTM 15.05% 12.37% +2.68% $47M
SIXO 2.25% 0.05% +2.20% $7M
IVE 2.48% 0.54% +1.94% $8M
DYNF 2.58% 0.78% +1.81% $8M
IVW 2.25% 0.71% +1.54% $7M
AZBO 1.45% 0.00% +1.45% $5M
OEF 1.75% 0.55% +1.21% $5M
SCHF 1.46% 0.50% +0.96% $5M
IUSB 1.29% 0.40% +0.89% $4M
IEMG 2.15% 1.29% +0.86% $7M
MTUM 1.10% 0.27% +0.83% $3M
QUAL 1.55% 0.81% +0.73% $5M
BUCK 0.96% 0.31% +0.65% $3M
VXUS 4.00% 3.36% +0.64% $12M
CTA 0.93% 0.32% +0.61% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 7.04% 12.54% -5.50% $22M
SIXP 0.00% 2.81% -2.81% $0
DECW 0.00% 1.79% -1.79% $0
IWY 1.17% 2.52% -1.34% $4M
LCG 0.00% 0.98% -0.98% $0
SPLG 3.71% 4.47% -0.75% $12M
BILZ 0.33% 1.06% -0.73% $1M
IWX 0.65% 1.35% -0.70% $2M
ICLO 0.64% 1.31% -0.67% $2M
SCEC 0.27% 0.86% -0.59% $837K
VGSH 0.40% 0.98% -0.58% $1M
EFV 0.39% 0.81% -0.42% $1M
EFG 0.33% 0.74% -0.41% $1M
IWS 0.34% 0.73% -0.40% $1M
TUA 1.02% 1.40% -0.38% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 80.2%
Technology 6.9%
Consumer Defensive 4.4%
Consumer Cyclical 2.9%
Communication Services 1.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 47 $93M 30.1%
Large Cap 91 $149M 48.1%
Mid Cap 20 $13M 4.2%
Small Cap 22 $20M 6.3%
Micro Cap 26 $35M 11.2%

Portfolio Analytics

Avg Market Cap
$275.2B
Median Market Cap
$35.0B
Avg P/E
44.6
Median P/E
29.0
Avg Dividend Yield
0.01%
Avg Beta
0.92
# Stocks
87
# ETFs / Funds
119

Top Holdings (206 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPTM 15.05% 565,322 $47M $82.50 -$3M -52,891 -8.6%
2 VOO 7.04% 34,782 $22M $627.12 -$29M -47,752 -57.9%
3 VXUS 4.00% 164,157 $12M $75.44 -$1M -20,262 -11.0%
4 SPLG 3.71% 143,410 $12M $80.22 -$7M -86,461 -37.6%
5 DYNF 2.58% 131,714 $8M $60.81 $5M +78,822 +149.0%
6 IVE 2.48% 36,230 $8M $212.07 $6M +25,703 +244.2%
7 NVDA 2.32% 38,603 $7M $186.50 -$558K -2,973 -7.2%
8 SIXO 2.25% 201,088 $7M $34.73 $7M +194,983 +3193.8%
9 IVW 2.25% 56,567 $7M $123.26 $4M +32,800 +138.0%
10 IEMG 2.15% 99,161 $7M $67.22 $1M +20,528 +26.1%
11 MSFT 1.92% 12,325 $6M $483.60 -$2M -2,824 -18.6%
12 OEF 1.75% 15,848 $5M $342.97 $3M +9,225 +139.3%
13 BND 1.68% 70,180 $5M $74.07 -$1M -13,165 -15.8%
14 COST 1.61% 5,773 $5M $862.35 -$89K +299 +5.5%
15 QUAL 1.55% 24,150 $5M $198.62 $2M +7,260 +43.0%
16 SCHF 1.46% 187,984 $5M $24.04 $2M +101,213 +116.6%
17 AZBO 1.45% 115,510 $5M $39.00 +115,510 NEW
18 AAPL 1.45% 16,569 $5M $271.86 -$492K -3,052 -15.6%
19 TSLA 1.33% 9,148 $4M $449.72 -$537K -1,310 -12.5%
20 SEPW 1.30% 126,199 $4M $31.92 -$3M -82,018 -39.4%
21 IUSB 1.29% 85,734 $4M $46.54 $2M +51,402 +149.7%
22 AMZN 1.28% 17,196 $4M $230.82 -$999K -5,430 -24.0%
23 IVV 1.25% 5,671 $4M $684.88 -$1M -2,346 -29.3%
24 IWY 1.17% 13,109 $4M $276.93 -$7M -23,964 -64.6%
25 MTUM 1.10% 13,615 $3M $250.31 $2M +9,411 +223.9%
26 AZBL 1.10% 86,852 $3M $39.12 -$2M -53,434 -38.1%
27 TUA 1.02% 144,340 $3M $21.90 -$2M -113,681 -44.1%
28 BUCK 0.96% 125,208 $3M $23.71 $2M +72,799 +138.9%
29 CTA 0.93% 105,428 $3M $27.26 $2M +59,825 +131.2%
30 THRO 0.86% 69,315 $3M $38.56 $2M +40,749 +142.7%
31 BAI 0.86% 80,025 $3M $33.30 $2M +49,025 +158.2%
32 GOOGL 0.74% 7,321 $2M $313.02 $64K -1,844 -20.1%
33 AGGH 0.69% 103,124 $2M $20.70 $2M +74,732 +263.2%
34 SEPZ 0.68% 50,022 $2M $42.26 -$1M -33,788 -40.3%
35 IWX 0.65% 21,827 $2M $91.86 -$3M -39,916 -64.7%
36 ICLO 0.64% 77,463 $2M $25.55 -$3M -129,279 -62.5%
37 META 0.63% 2,969 $2M $660.10 -$544K -441 -12.9%
38 GLDM 0.62% 22,389 $2M $85.37 $1M +16,274 +266.1%
39 BNDX 0.57% 36,416 $2M $48.32 $496K +10,859 +42.5%
40 VOOG 0.55% 3,836 $2M $444.60 -$546K -1,335 -25.8%
41 SVOL 0.53% 94,136 $2M $17.56 $687K +40,484 +75.5%
42 SMH 0.49% 4,257 $2M $360.13 -$32K -540 -11.3%
43 BIL 0.48% 16,407 $1M $91.38 -$812K -8,781 -34.9%
44 HIGH 0.48% 66,624 $1M $22.31 $343K +17,125 +34.6%
45 SBAR 0.47% 55,809 $1M $26.16 $902K +34,566 +162.7%
46 SHLD 0.46% 22,037 $1M $64.79 $853K +13,855 +169.3%
47 GOOG 0.46% 4,526 $1M $313.83 -$581K -3,691 -44.9%
48 FOXY 0.45% 51,194 $1M $27.21 +51,194 NEW
49 SGOV 0.44% 13,683 $1M $100.38 -$768K -7,588 -35.7%
50 CLIP 0.44% 13,601 $1M $100.11 -$777K -7,691 -36.1%
51 GLD 0.40% 3,162 $1M $396.37 -$202K -931 -22.8%
52 VGSH 0.40% 21,081 $1M $58.73 -$3M -46,359 -68.7%
53 EFV 0.39% 16,923 $1M $71.41 -$2M -31,437 -65.0%
54 MUB 0.38% 10,933 $1M $107.11 -$184K -1,794 -14.1%
55 WTM 0.36% 533 $1M $2,078.03 $217K
56 JANZ 0.34% 27,602 $1M $38.11 +27,602 NEW
57 VTI 0.34% 3,126 $1M $335.30 -$315K -1,027 -24.7%
58 DECZ 0.34% 25,982 $1M $40.26 -$701K -16,895 -39.4%
59 IWS 0.34% 7,394 $1M $141.06 -$2M -13,753 -65.0%
60 EFG 0.33% 9,103 $1M $113.92 -$2M -17,220 -65.4%
61 AVGO 0.33% 2,983 $1M $346.08 -$63K -338 -10.2%
62 BILZ 0.33% 10,139 $1M $100.77 -$3M -31,941 -75.9%
63 OZ 0.32% 15,096 $982K $65.03 $13K -45 -0.3%
64 SPD 0.31% 24,339 $956K $39.26 -$585K -14,655 -37.6%
65 XTEN 0.30% 20,419 $944K $46.22 $481K +10,489 +105.6%
66 SPGI 0.29% 1,742 $910K $522.63 -$1M -2,323 -57.1%
67 SCEC 0.27% 33,012 $837K $25.36 -$3M -103,097 -75.8%
68 WFC 0.27% 8,868 $827K $93.20 $123K +469 +5.6%
69 IDXX 0.26% 1,200 $812K $676.53 -$1M -1,915 -61.5%
70 CMI 0.26% 1,558 $795K $510.45 +1,558 NEW
71 VYM 0.25% 5,418 $778K $143.53 -$2M -11,147 -67.3%
72 SPY 0.25% 1,139 $776K $681.70 -$17K -53 -4.5%
73 GAEM 0.23% 26,965 $718K $26.63 $437K +16,315 +153.2%
74 FGD 0.23% 23,670 $717K $30.27 -$1M -53,254 -69.2%
75 WDIV 0.23% 9,319 $703K $75.45 -$1M -20,975 -69.2%
76 MASI 0.22% 5,337 $694K $130.06 -$93K
77 BA 0.22% 3,131 $680K $217.12 -$119K -572 -15.4%
78 SCHX 0.21% 24,699 $665K $26.91 +24,699 NEW
79 CAT 0.21% 1,137 $652K $573.01 $126K +36 +3.3%
80 SHOP 0.21% 4,024 $648K $160.97 -$740K -5,311 -56.9%
81 VTWO 0.21% 6,485 $645K $99.52 -$1M -11,650 -64.2%
82 USMV 0.21% 6,751 $636K $94.17 $375K +4,011 +146.4%
83 THC 0.20% 3,186 $633K $198.72 +3,186 NEW
84 QQQ 0.20% 990 $608K $614.59 -$2M -2,587 -72.3%
85 ADP 0.19% 2,321 $597K $257.20 -$169K -287 -11.0%
86 VUG 0.19% 1,206 $588K $487.96 -$453K -965 -44.5%
87 JPM 0.19% 1,782 $574K $322.29 $4K -28 -1.6%
88 CSGP 0.18% 8,074 $543K $67.24 -$1M -11,640 -59.0%
89 HD 0.17% 1,544 $531K $344.03 $161K +630 +68.9%
90 SPYC 0.17% 12,310 $526K $42.74 -$351K -8,161 -39.9%
91 OCTZ 0.16% 11,843 $504K $42.55 +11,843 NEW
92 SPUC 0.15% 10,276 $479K $46.60 +10,276 NEW
93 AYI 0.15% 1,302 $469K $360.04 $20K
94 DIV 0.15% 26,671 $462K $17.32 -$1M -62,499 -70.1%
95 XOM 0.15% 3,831 $461K $120.33 $41K +104 +2.8%
96 UNH 0.15% 1,374 $454K $330.22 -$182K -468 -25.4%
97 BRK-B 0.15% 901 $453K $502.65 -$81K -161 -15.2%
98 ASML 0.14% 420 $449K $1,069.86 -$533K -595 -58.6%
99 IDEV 0.14% 5,400 $445K $82.48 -$637K -8,103 -60.0%
100 MOG-B 0.14% 1,728 $429K $248.29 +1,728 NEW

Options Breakdown

1 Calls $104 Call Value 1 Puts $132 Put Value 1.27 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 3,200 $104

Top Puts

SymbolSharesValueStatus
SPY 800 $132

New Positions

SymbolValue% Port
AZBO $5M 1.45%
FOXY $1M 0.45%
JANZ $1M 0.34%
CMI $795K 0.26%
SCHX $665K 0.21%
THC $633K 0.20%
OCTZ $504K 0.16%
SPUC $479K 0.15%
MOG-B $429K 0.14%
MBB $304K 0.10%
LITE $250K 0.08%
GSEP $243K 0.08%
AMD $237K 0.08%
AGEM $222K 0.07%
BINC $205K 0.07%

Sold Out Positions

SymbolValue% Port
ABT —%
SHV —%
KEY —%
KO —%
PFE —%
SCHW —%
UNP —%
NRG —%
HBNC —%
DGRW —%
LIN —%
DFAI —%
IWM —%
PEP —%
RSP —%
View SEC EDGAR Filings for B.O.S.S. Retirement Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms