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CIK: 0002053783
Total reported value
$245.1M
$245.1M
79 檔
62.8%
As reported in its official Q2 2026 Form 13F filing, BostonPremier Wealth LLC's tracked investment portfolio stood at $245.1M with 79 total positions.
In Q2 2026, BostonPremier Wealth LLC displayed an active expansion posture, initiating 9 new positions and adding to 41 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, IJH) accounted for 62.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $542.5K
Top Position Liquidated / Trimmed
AAPL
前期市值: $7.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.42% | +0.21% | +2.84% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 15.44% | -0.06% | +2.93% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.25% | -0.63% | +3.20% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.87% | -0.09% | +3.72% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.35% | +0.17% | +5.15% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.10% | -0.36% | +3.09% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.82% | +0.45% | -0.36% | |
| 8 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 3.12% | -0.02% | +0.41% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.21% | +8.44% | |
| 10 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.98% | -0.22% | +4.92% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.62% | -0.06% | +1.56% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.02% | +0.77% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | -0.31% | -0.32% | |
| 14 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 0.94% | -0.08% | +1.09% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.81% | -0.05% | +5.15% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.11% | +0.35% | |
| 17 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.57% | -0.17% | +4.96% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +0.12% | +14.15% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | — | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | — | -1.80% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | -0.04% | +10.84% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | — | |
| 23 | NBIS | Nebius Group N.V. | Stock-Other | 0.36% | -0.11% | +17.05% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-Other | 0.35% | -0.02% | -7.46% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.33% | -0.03% | -8.40% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.01% | +0.21% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.29% | +0.29% | +0.03% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | -0.01% | +0.25% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | +0.02% | +0.31% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.28% | — | -4.50% | |
| 31 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.28% | -0.02% | -3.84% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | +0.06% | +5.67% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.26% | +0.04% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.25% | EXIT | |
| 35 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.25% | -0.01% | -4.44% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.02% | +28.86% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | -0.02% | +29.01% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.23% | -0.01% | — | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.22% | +0.02% | +2.69% | |
| 40 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.22% | -0.03% | -1.04% | |
| 41 | STT | State Street CORP | Stock-Financials | 0.21% | — | +0.41% | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.21% | +0.09% | — | |
| 43 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.21% | -0.04% | — | |
| 44 | MAIN | Main Street Capital CORP | Stock-Financials | 0.18% | +0.01% | — | |
| 45 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.18% | -0.01% | — | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.18% | — | +1.84% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.18% | -0.05% | — | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.17% | +0.08% | +14.39% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | +0.27% | |
| 50 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.15% | -0.03% | -23.59% |
According to official SEC Form 13F filings, BostonPremier Wealth LLC reported a total U.S. public equity portfolio value of $245.1M across 79 disclosed positions in Q2 2026.
During Q2 2026, BostonPremier Wealth LLC's top holdings by market value included VTI (27.4%)、QQQ (15.4%)、IJH (9.3%). The largest single position, VTI, represented 27.4% of total portfolio value.
In Q2 2026, BostonPremier Wealth LLC made 67 total portfolio adjustments, initiating 9 new buys, adding to 41 positions, trimming 17 holdings, and fully liquidating 0 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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