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Curtis Packer

B.o.s.s. Retirement Advisors, Llc

Assets Managed
$328.073M
Holdings
174
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
3.26%(2Q avg: -10.37%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in B.o.s.s. Retirement Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 174 positions.

Assets under management

The assets under management (AUM) of B.o.s.s. Retirement Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 328.073M in assets, with a quarterly growth rate of 3.26% and a 2-quarter average growth rate of -10.37%. The portfolio is managed by Curtis Packer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 25.16%
17.06%
$55.937M
707,527 shares@ $79.06 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.6%
6.24%
$20.45M
34,224 shares@ $597.55 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 21.26%
4.68%
$15.349M
199,053 shares@ $77.12 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 127.01%
3.99%
$13.058M
13,105 shares@ $996.44 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 12.62%
3.77%
$12.361M
161,503 shares@ $76.54 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -1.41%
2.3%
$7.541M
35,716 shares@ $211.15 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -4.92%
2.23%
$7.285M
125,222 shares@ $58.19 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
2.18%
$7.151M
222,401 shares@ $32.16 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.87%
2.01%
$6.582M
58,188 shares@ $113.12 avg price
SIXO
Allianzim Us 6m Bf10 Apr-oct
Recent Activity
Decreased -8.2%
1.91%
$6.235M
184,579 shares@ $33.79 avg price

1-10 of 174