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

RIA/Wealth

B.O.S.S. Retirement Advisors, LLC is a RIA/Wealth based in Lehi, UT led by Tyson Paul Thacker, reporting $1.1B in AUM as of Q3 2025 with 72% ETF concentration.

FounderTyson Paul Thacker

Portfolio Value: $405.0M
Positions: 188
Top Holding: VOO at 12.48%
Last Reported: Q3 2025

Address3400 N Ashton Blvd, Suite 190, Lehi, UT, 84043, United States

Top Holdings

Largest long holdings in B.O.S.S. Retirement Advisors, LLC's portfolio (45.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$50.5M	12.48%	+$3.9M Bought	— 82.5K shares	Q4 2022 Held for 2y 11m
2 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	ETF ETF	$49.9M	12.31%	+$3.1M Bought	— 618.2K shares	Q2 2025 Held for 5 months
3 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$18.0M	4.45%	-$3.9M Sold	— 229.9K shares	Q4 2022 Held for 2y 11m
4 Vanguard Total International Stock VXUS	ETF ETF	$13.5M	3.35%	+$730.5K Bought	— 184.4K shares	Q4 2022 Held for 2y 11m
5 SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep SIXP	ETF ETF	$11.3M	2.80%	+$11.3M New	— 368.3K shares	Q3 2025 Held for 2 months
6 iShares Russell Top 200 Growth IWY	ETF ETF	$10.1M	2.50%	-$1.4M Sold	— 37.1K shares	Q4 2022 Held for 2y 11m
7 Microsoft MSFT	Software - Infrastructure Technology	$7.8M	1.94%	-$39.9K Sold	0.00% 15.1K shares	Q4 2022 Held for 2y 11m
8 Nvidia NVDA	Semiconductors Technology	$7.8M	1.92%	-$456.0K Sold	0.00% 41.6K shares	Q4 2022 Held for 2y 11m
9 DECW AllianzIM U.S. Large Cap Buffer20 DECW	Unknown Unknown	$7.2M	1.78%	-$808.1K Sold	— 218.6K shares	Q4 2024 Held for 11 months
10 SEPW AllianzIM U.S. Large Cap Buffer20 Sep SEPW	Unknown Unknown	$6.5M	1.61%	+$6.5M Bought	— 208.2K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in B.O.S.S. Retirement Advisors, LLC's latest filing

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Market Value

$405.0M

Prior: $390.4M

Q/Q Change

+3.74%

+$14.6M

Net Flows % of MV

-5.89%

Turnover Ratio

15.74%

New Purchases

17 stocks

$17.6M

Added To

58 stocks

+$26.0M

Sold Out Of

21 stocks

$24.6M

Reduced Holdings

95 stocks

-$42.9M

Increased Positions

Position	Shares Δ	Change
1 SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep SIXP	New	0 → 368.3K +$11.3M
2 FT Vest Laddered Moderate Buffer BUFZ	New	0 → 41.4K +$1.1M
3 Coca-Cola KO	New	0 → 14.3K +$948.5K
4 Simplify Aggregate Bond AGGH	New	0 → 28.4K +$588.0K
5 Global X Defense Tech SHLD	New	0 → 8.2K +$574.7K

Decreased Positions

Position	Shares Δ	Change
1 JANW AllianzIM U.S. Large Cap Buffer20 Jan JANW	Sold	199.9K → 0 −$7.0M
2 OCTW AllianzIM U.S. Large Cap Buffer20 Oct OCTW	Sold	157.7K → 0 −$5.8M
3 QBUL TrueShares Quarterly Bull Hedge QBUL	Sold	69.9K → 0 −$1.8M
4 SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul SIXJ	Sold	52.2K → 0 −$1.7M
5 FLJJ AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul FLJJ	Sold	32.3K → 0 −$976.3K

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Analytics

Portfolio insights and performance metrics for B.O.S.S. Retirement Advisors, LLC

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Sector Allocation

ETF

72.40%

Technology

7.70%

Consumer Cyclical

2.70%

Financial Services

2.00%

Communication Services

1.80%

Consumer Defensive

1.70%

Healthcare

1.70%

Industrials

1.10%

Utilities

0.50%

Real Estate

0.40%

Energy

0.30%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

13.25%

Large Cap ($10B - $200B)

5.48%

Mid Cap ($2B - $10B)

1.09%

Small Cap ($300M - $2B)

0.07%

Micro Cap ($50M - $300M)

0.03%

N/A (ETF or Unknown)

80.08%

Portfolio Concentration

Top 10 Holdings %

45.14%

Top 20 Holdings %

58.58%

Top 50 Holdings %

78.88%

Top 100 Holdings %

92.18%