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CIK: 0002053783
Total reported value
$235.5M
$235.5M
69 檔
54.1%
At the close of Q4 2025, BostonPremier Wealth LLC disclosed equity holdings valued at approximately $235.5M, spread across 69 reported holdings.
BostonPremier Wealth LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 5 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 28.69% | -0.71% | +2.79% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.70% | +1.13% | +25.85% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.16% | -0.30% | +5.97% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.33% | -0.29% | +19.44% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.34% | -0.01% | +23.38% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.37% | -0.27% | -5.83% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.78% | +0.05% | -15.88% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.05% | -0.84% | |
| 9 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.27% | +0.81% | -4.60% | |
| 10 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 2.10% | -0.27% | +12.52% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.08% | +1.58% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.65% | -0.13% | -7.95% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.32% | +0.01% | +1.97% | |
| 14 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 1.13% | -0.19% | -5.01% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.05% | +13.09% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.81% | +0.03% | -1.68% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.03% | +5.01% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.19% | -13.53% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.51% | -0.11% | -82.67% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-Other | 0.49% | -0.10% | -94.20% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.03% | -17.06% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.04% | +0.81% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.06% | -11.50% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.05% | +46.21% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | -0.02% | -0.11% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.22% | -15.75% | |
| 27 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.32% | +0.07% | +25.02% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | -0.02% | +0.23% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.30% | -0.03% | — | |
| 30 | MAIN | Main Street Capital CORP | Stock-Financials | 0.30% | -0.05% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.05% | -26.10% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.27% | -0.09% | +59.79% | |
| 33 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.26% | -0.01% | +2.90% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | -0.05% | -1.57% | |
| 35 | ANET | Arista Networks Inc | Stock-Tech | 0.24% | +0.03% | +8.39% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.24% | -0.01% | +5.29% | |
| 37 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.24% | +0.03% | +0.09% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.23% | +0.29% | — | |
| 39 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.22% | — | -0.22% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | +0.04% | — | |
| 41 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.21% | -0.03% | — | |
| 42 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.21% | -0.02% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.06% | +5.44% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.20% | -0.03% | -7.56% | |
| 45 | STT | State Street CORP | Stock-Financials | 0.19% | +0.02% | +0.48% | |
| 46 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.18% | -0.04% | +15.60% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.18% | +0.01% | +38.34% | |
| 48 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.17% | -0.03% | — | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | -0.01% | -1.38% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.16% | -0.01% | +0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.6% | +25.85% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.2% | +2.79% | Add |
| 3 | AVLV | Avantis US Large Cap Value | +1.7% | +19.44% | Add |
| 4 | DFUS | Dimensional US Eq Mkt ETF | +1.2% | +23.38% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.9% | +5.97% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +1.97% | Add |
| 7 | UTES | Virtus Reaves Utilities ETF | +0.2% | +12.52% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.58% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -5.83% | Trim |
| 10 | IAU | Ishares Gold Trust | +0.1% | +59.79% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +13.09% | Add |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | +25.02% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +46.21% | Add |
| 14 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | -4.60% | Trim |
| 15 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 16 | GLTR | Abrdn Precious Metals Basket | +0.1% | +15.60% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.44% | Add |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +38.34% | Add |
| 19 | NVDA | Nvidia CORP | +0.1% | -0.84% | Trim |
| 20 | PG | Procter & Gamble Co/the | 0% | +42.96% | Add |
| 21 | AVGO | Broadcom Inc | 0% | +0.81% | Add |
| 22 | VLUE | Ishares Msci USA Value Facto | 0% | +0.09% | Add |
| 23 | STT | State Street CORP | 0% | +0.48% | Add |
| 24 | OEF | Ishares S&p 100 ETF | 0% | +5.29% | Add |
| 25 | MSFT | Microsoft CORP | 0% | +5.01% | Add |
| 26 | VXF | Vanguard Extended Market ETF | 0% | -1.68% | Trim |
| 27 | MAIN | Main Street Capital CORP | — | — | Unchanged |
| 28 | PLTR | Palantir Technologies Inc-a | — | -1.57% | Trim |
| 29 | GLD | Spdr Gold Shares | 0% | -13.53% | Trim |
| 30 | T | At&t Inc | 0% | +0.32% | Add |
| 31 | MO | Altria Group Inc | 0% | +0.10% | Add |
| 32 | NOW | Servicenow Inc | 0% | +441.67% | Add |
| 33 | QQXT | First Trust Nasdaq-100 Ex-te | 0% | -5.01% | Trim |
| 34 | JPST | Jpmorgan Ultra-short Income | 0% | -15.17% | Trim |
| 35 | XOM | Exxon Mobil CORP | 0% | -15.75% | Trim |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | 0% | — | Unchanged |
| 37 | GMAR | Ft Vest US Equity Moderate B | 0% | -25.99% | Trim |
| 38 | USMV | Ishares Msci USA Min Vol Fac | 0% | -11.50% | Trim |
| 39 | JNJ | Johnson & Johnson | -0.1% | -26.10% | Trim |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.1% | -17.06% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -7.95% | Trim |
| 42 | IJR | Ishares Core S&p Small-cap E | -0.5% | -15.88% | Trim |
| 43 | LMBS | First Trust Low Duration Opp | -2.3% | -82.67% | Trim |
| 44 | FVD | First Trust Value Line Dvd | -7.8% | -94.20% | Trim |
| 45 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 46 | OKLO | Oklo Inc | — | EXIT | Sold out |
| 47 | RECS | Columbia Resear Enh Cor ETF | — | NEW | New buy |
| 48 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 49 | HACK | Amplify Cybersecurity ETF | — | EXIT | Sold out |
| 50 | MTUM | Ishares Msci USA Momentum Fa | — | 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 69 disclosed positions in Q4 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 54.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
RECS
市值: $226.4K
Top Position Liquidated / Trimmed
BAC
前期市值: $380.2K
During Q4 2025, BostonPremier Wealth LLC's top holdings by market value included VTI (28.7%)、QQQ (14.7%)、IJH (9.2%). The largest single position, VTI, represented 28.7% of total portfolio value.
In Q4 2025, BostonPremier Wealth LLC made 47 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 17 holdings, and fully liquidating 5 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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