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CIK: 0002053783
Total reported value
$235.5M
$235.5M
73 檔
51.1%
In Q3 2025, BostonPremier Wealth LLC's U.S. equity holdings reached a combined market value of $235.5M, distributed across 73 disclosed stock positions.
In Q3 2025, BostonPremier Wealth LLC displayed an active expansion posture, initiating 18 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 26.48% | -0.71% | +2.67% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.07% | +1.13% | +2.21% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.28% | -0.30% | +2.72% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 8.26% | -0.10% | +1.76% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.68% | -0.29% | +3.80% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.31% | +0.05% | +3.92% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.22% | -0.27% | +0.97% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.10% | -0.01% | +4.22% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.85% | -0.11% | +0.07% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.05% | +10.71% | |
| 11 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.19% | +0.81% | +6.48% | |
| 12 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.91% | -0.27% | — | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.72% | -0.13% | -52.73% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | -0.08% | +2.46% | |
| 15 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 1.15% | -0.19% | -1.92% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.01% | +3.27% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.80% | +0.03% | -7.56% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.03% | +3.13% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.05% | +11.77% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.19% | +3.62% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.03% | — | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.40% | -0.06% | +0.13% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.04% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.22% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.05% | +0.46% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.02% | +1.82% | |
| 27 | MAIN | Main Street Capital CORP | Stock-Financials | 0.30% | -0.05% | — | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.30% | -0.03% | — | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | -0.02% | +0.28% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | -0.05% | -1.00% | |
| 31 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.26% | -0.01% | -62.71% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.05% | +50.56% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.24% | +0.03% | — | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.23% | +0.07% | +46.44% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.22% | -0.01% | — | |
| 36 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.21% | +0.03% | +0.18% | |
| 37 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.21% | — | -0.62% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | +0.04% | — | |
| 39 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.20% | -0.03% | — | |
| 40 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.20% | -0.02% | +0.12% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | — | +0.19% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.19% | -0.03% | — | |
| 43 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.17% | -0.03% | -15.80% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | -0.03% | +8.71% | |
| 45 | STT | State Street CORP | Stock-Financials | 0.17% | +0.02% | +0.45% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.17% | +0.29% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | -0.01% | +0.29% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.16% | -0.01% | +0.09% | |
| 49 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.15% | -0.02% | +0.44% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.15% | -0.09% | +6.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +10.71% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +2.21% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +0.97% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | +2.46% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | +11.77% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +3.27% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +3.13% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.00% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +50.56% | Add |
| 10 | XAR | Ss Spdr S&p Aerospace Def | 0% | +0.12% | Add |
| 11 | STT | State Street CORP | 0% | +0.45% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.82% | Add |
| 13 | FNY | First Trust Mid Cap Growth | 0% | -0.62% | Trim |
| 14 | GLD | Spdr Gold Shares | 0% | +3.62% | Trim |
| 15 | DFAC | Dimensional US Core Equity 2 | 0% | +0.28% | Add |
| 16 | DFUS | Dimensional US Eq Mkt ETF | 0% | +4.22% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +2.67% | Add |
| 18 | OXSQ | Oxford Square Capital CORP | -0.1% | -42.75% | Trim |
| 19 | NOW | Servicenow Inc | -0.1% | -19.23% | Trim |
| 20 | VXF | Vanguard Extended Market ETF | -0.1% | -7.56% | Trim |
| 21 | IJR | Ishares Core S&p Small-cap E | -0.2% | +3.92% | Add |
| 22 | IWV | Ishares Russell 3000 ETF | -0.3% | -66.26% | Trim |
| 23 | AVLV | Avantis US Large Cap Value | -0.4% | +3.80% | Add |
| 24 | XT | Ishar Fture Exp Tech Etf-usd | -0.4% | -62.71% | Trim |
| 25 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +2.72% | Add |
| 26 | LMBS | First Trust Low Duration Opp | -0.6% | +0.07% | Add |
| 27 | XOM | Exxon Mobil CORP | -1.1% | — | Trim |
| 28 | FVD | First Trust Value Line Dvd | -1.3% | +1.76% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | -2.4% | -52.73% | Trim |
| 30 | ARTY | Ishares Future Ai & Tech ETF | — | NEW | New buy |
| 31 | UTES | Virtus Reaves Utilities ETF | — | NEW | New buy |
| 32 | IHAK | Ishares Cybersecurity & Tech | — | EXIT | Sold out |
| 33 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 34 | AVGO | Broadcom Inc | — | NEW | New buy |
| 35 | ANET | Arista Networks Inc | — | NEW | New buy |
| 36 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 37 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 38 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | OKLO | Oklo Inc | — | NEW | New buy |
| 41 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 42 | FTNT | Fortinet Inc | — | NEW | New buy |
| 43 | GLTR | Abrdn Precious Metals Basket | — | NEW | New buy |
| 44 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 45 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 46 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 47 | NFLX | Netflix Inc | — | NEW | New buy |
| 48 | HACK | Amplify Cybersecurity ETF | — | NEW | New buy |
| 49 | SCHF | Schwab Intl Equity ETF | — | EXIT | Sold out |
| 50 | CIM | Chimera Investment CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, BostonPremier Wealth LLC reported a total U.S. public equity portfolio value of $235.5M across 73 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, IJH) accounted for 51.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
ARTY
市值: $4.4M
Top Position Liquidated / Trimmed
IHAK
前期市值: $3.3M
During Q3 2025, BostonPremier Wealth LLC's top holdings by market value included VTI (26.5%)、QQQ (11.1%)、IJH (8.3%). The largest single position, VTI, represented 26.5% of total portfolio value.
In Q3 2025, BostonPremier Wealth LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 19 positions, trimming 10 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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