B.O.S.S. Retirement Advisors, LLC
B.O.S.S. Retirement Advisors, LLC reported 157 holdings worth US$370M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
B.O.S.S. Retirement Advisors, LLC reported 157 holdings worth US$370M as of Jun 30, 2026. Largest: Costco Wholesale Corporation, Nvidia Corporation and Apple Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 157
- Value as reported
- US$370M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Costco Wholesale Corporation | 13,953 | US$13.1M | 3.5% |
| Nvidia Corporation | 34,840 | US$6.97M | 1.9% |
| Apple Inc | 18,624 | US$5.39M | 1.5% |
| Microsoft Corp. | 13,930 | US$5.2M | 1.4% |
| Alphabet Inc (google) Class C | 11,548 | US$4.13M | 1.1% |
| Amazon.com, Inc. | 17,114 | US$4.08M | 1.1% |
| Tesla, Inc. | 8,059 | US$3.39M | 0.92% |
| Meta Platforms, Inc. | 3,387 | US$1.91M | 0.52% |
| Cummins Inc. | 2,344 | US$1.67M | 0.45% |
| Micron Technology, Inc. | 1,415 | US$1.63M | 0.44% |
| Broadcom Inc. | 3,620 | US$1.37M | 0.37% |
| Caterpillar, Inc. | 1,051 | US$1.12M | 0.30% |
| White Mountains Insurance Group, Ltd. | 533 | US$1.11M | 0.30% |
| International Business Machines Corporation | 3,365 | US$946K | 0.26% |
| Boeing Company (the) | 3,592 | US$778K | 0.21% |
| Moog Inc. | 1,742 | US$738K | 0.20% |
| Belpointe Prep, Llc | 14,959 | US$677K | 0.18% |
| Corning Incorporated | 2,650 | US$677K | 0.18% |
| Wells Fargo & Company | 7,874 | US$651K | 0.18% |
| Cisco Systems, Inc. | 5,469 | US$642K | 0.17% |
| Space Exploration Technologies Corp | 3,710 | US$634K | 0.17% |
| Advanced Micro Devices Inc | 1,085 | US$630K | 0.17% |
| Horizon Bancorp, Inc. | 31,276 | US$625K | 0.17% |
| Unitedhealth Group Incorporated | 1,378 | US$573K | 0.15% |
| Home Depot, Inc. (the) | 1,532 | US$540K | 0.15% |
| Jp Morgan Chase & Co. | 1,565 | US$512K | 0.14% |
| Intel Corporation | 3,603 | US$503K | 0.14% |
| Berkshire Hathaway Inc. | 1,004 | US$502K | 0.14% |
| Asml Holding Nv | 249 | US$495K | 0.13% |
| Acuity Inc. | 1,302 | US$490K | 0.13% |
| Walmart Inc. | 4,018 | US$455K | 0.12% |
| Automatic Data Processing, Inc. | 1,988 | US$445K | 0.12% |
| Sonoco Products Company | 7,853 | US$443K | 0.12% |
| Eli Lilly And Company | 346 | US$415K | 0.11% |
| Southern Company (the) | 4,265 | US$408K | 0.11% |
| Dell Technologies Inc. | 935 | US$403K | 0.11% |
| S&p Global Inc. | 936 | US$381K | 0.10% |
| Chevron Corporation | 2,291 | US$380K | 0.10% |
| Starbucks Corporation | 3,656 | US$374K | 0.10% |
| Qualcomm Incorporated | 1,999 | US$369K | 0.10% |
| Johnson & Johnson | 1,417 | US$360K | 0.10% |
| Abbvie Inc. | 1,427 | US$359K | 0.10% |
| Union Pacific Corporation | 1,282 | US$349K | 0.09% |
| Mcdonald's Corporation | 1,206 | US$326K | 0.09% |
| Goldman Sachs Group, Inc. (the) | 301 | US$304K | 0.08% |
| Bank Of America Corporation | 5,311 | US$303K | 0.08% |
| Texas Instruments Incorporated | 1,007 | US$300K | 0.08% |
| Idexx Laboratories, Inc. | 569 | US$300K | 0.08% |
| Coca-cola Company (the) | 3,426 | US$278K | 0.08% |
| Nuscale Power Corporation | 27,579 | US$277K | 0.07% |
| Wheaton Precious Metals Corp | 2,428 | US$273K | 0.07% |
| Visa Inc. | 774 | US$266K | 0.07% |
| Lam Research Corporation | 603 | US$261K | 0.07% |
| W.w. Grainger, Inc. | 184 | US$250K | 0.07% |
| Thermo Fisher Scientific Inc | 456 | US$229K | 0.06% |
| Tjx Companies, Inc. (the) | 1,490 | US$226K | 0.06% |
| Rio Tinto Plc | 2,345 | US$223K | 0.06% |
| American Express Company | 657 | US$222K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 459 | US$219K | 0.06% |
| Oracle Corporation | 1,476 | US$216K | 0.06% |
| Verizon Communications Inc. | 4,956 | US$210K | 0.06% |
| Procter & Gamble Company (the) | 1,420 | US$208K | 0.06% |
| Conagra Brands, Inc. | 15,398 | US$207K | 0.06% |
| Shopify Inc. | 1,813 | US$207K | 0.06% |
| Mastercard Incorporated | 400 | US$206K | 0.06% |
| Synopsys, Inc. | 451 | US$201K | 0.05% |
| Purple Innovation, Inc. | 82,832 | US$29,571 | <0.01% |
| Veeva Systems Inc. | 0 | US$0 | 0.00% |
| Wex Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Costar Group, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Genuine Parts Company | 0 | US$0 | 0.00% |
| Larimar Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Marathon Petroleum Corporation | 0 | US$0 | 0.00% |
| Masimo Corporation | 0 | US$0 | 0.00% |
| Old Dominion Freight Line, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Richtech Robotics Inc. | 0 | US$0 | 0.00% |
| Stryker Corporation | 0 | US$0 | 0.00% |
| Tenet Healthcare Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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