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CIK: 0002053783
Total reported value
$235.5M
$235.5M
70 檔
53.8%
During the Q1 2026 filing period, BostonPremier Wealth LLC (CIK: 0002053783) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $235.5M across 70 reported positions.
In Q1 2026, BostonPremier Wealth LLC displayed an active expansion posture, initiating 5 new positions and adding to 35 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 | 28.13% | -0.71% | +1.61% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.31% | +1.13% | +2.74% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.55% | -0.30% | +1.09% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 8.16% | -0.29% | +3.69% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.36% | -0.01% | +4.01% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.09% | -0.27% | -0.68% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.05% | +0.05% | +2.71% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | +0.05% | -1.07% | |
| 9 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.31% | +0.81% | +4.48% | |
| 10 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 2.25% | -0.27% | +4.94% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.75% | -0.13% | +5.12% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.08% | -4.62% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.01% | +3.14% | |
| 14 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 1.13% | -0.19% | +1.58% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.78% | +0.03% | -2.10% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.05% | +3.44% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.19% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | -9.04% | |
| 19 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.50% | +0.07% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.22% | +2.42% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-Other | 0.45% | -0.10% | -11.25% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.44% | -0.11% | -14.28% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.03% | +0.08% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.04% | +0.04% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.06% | -4.21% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.05% | +1.40% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | -0.03% | +2.71% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | -0.02% | +0.84% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.05% | +9.25% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | -0.02% | +0.25% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.30% | -0.09% | +2.01% | |
| 32 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.26% | -0.01% | -0.22% | |
| 33 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.25% | +0.03% | +0.12% | |
| 34 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.23% | -0.02% | +4.42% | |
| 35 | ANET | Arista Networks Inc | Stock-Tech | 0.23% | +0.03% | — | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.23% | -0.01% | +0.22% | |
| 37 | MAIN | Main Street Capital CORP | Stock-Financials | 0.23% | -0.05% | -13.61% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | -0.05% | +3.58% | |
| 39 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.22% | — | — | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.29% | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | +0.04% | — | |
| 42 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.21% | -0.03% | — | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.21% | -0.03% | — | |
| 44 | STT | State Street CORP | Stock-Financials | 0.19% | +0.02% | +0.41% | |
| 45 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.18% | -0.04% | -5.27% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.06% | -0.98% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.17% | +0.01% | +0.15% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.16% | -0.03% | +7.46% | |
| 49 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.16% | -0.02% | +5.15% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | -0.01% | -1.75% |
According to official SEC Form 13F filings, BostonPremier Wealth LLC reported a total U.S. public equity portfolio value of $235.5M across 70 disclosed positions in Q1 2026.
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 53.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
NBIS
市值: $274.4K
Top Position Liquidated / Trimmed
BSX
前期市值: $241.0K
During Q1 2026, BostonPremier Wealth LLC's top holdings by market value included VTI (28.1%)、QQQ (14.3%)、IJH (9.6%). The largest single position, VTI, represented 28.1% of total portfolio value.
In Q1 2026, BostonPremier Wealth LLC made 62 total portfolio adjustments, initiating 5 new buys, adding to 35 positions, trimming 18 holdings, and fully liquidating 4 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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