BF

Boston Family Office LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 311

BOSTON FAMILY OFFICE LLC disclosed 311 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 15.8%.

Personality snowflake

Concentration
5.85
Portfolio Stability
15.82
Momentum/Contrarian
100
Sector conviction
43.2
Diversification
100
Sizing Uniformity
81.18

Recent moves

  • Trim MSFT

    -0.7%　-$16.0M

  • Add VOO

    +30.7%　$9.4M

  • Trim GOOG

    -10.4%　-$11.5M

  • Trim CRM

    -5.8%　-$8.0M

  • Trim NOW

    -1.5%　-$7.4M

  • Trim IQV

    -3.0%　-$7.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 310 holdings (of 311 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech4.85%-0.09%+0.18%
2GOOGAlphabet Inc-cl CStock-Comm Services3.47%-0.57%-10.36%
3AMZNAmazon.com INCStock-Consumer Disc3.47%-0.32%-3.28%
4MSFTMicrosoft CORPStock-Tech3.37%-0.86%-0.72%
5VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.17%+0.74%+30.67%
6VVisa Inc-class A SharesStock-Financials2.68%-0.39%-3.72%
7UNPUnion Pacific CORPStock-Industrials1.98%—-1.14%
8NVDANvidia CORPStock-Tech1.92%+0.22%+14.94%
9SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.91%-0.28%-12.84%
10BRK-BBerkshire Hathaway Inc-cl BStock-Other1.81%-0.12%-6.47%
11NEENextera Energy INCStock-Utilities1.64%+0.26%-2.27%
12SPGIS&p Global INCStock-Financials1.63%-0.22%+3.15%
13SYKStryker CORPStock-Healthcare1.62%—+6.54%
14ECLEcolab INCStock-Materials1.58%—-5.00%
15ROKRockwell Automation INCStock-Industrials1.55%-0.23%-9.85%
16PANWPalo Alto Networks INCStock-Tech1.47%—+11.50%
17CVXChevron CORPStock-Energy1.43%+0.37%-5.73%
18APDAir Products & Chemicals INCStock-Materials1.40%+0.26%-0.96%
19AMTAmerican Tower CORPStock-Real Estate1.38%—-1.89%
20IQVIqvia Holdings INCStock-Healthcare1.32%-0.40%-3.00%
21TMOThermo Fisher Scientific INCStock-Healthcare1.32%-0.15%+0.50%
22ATRAptargroup INCStock-Healthcare1.26%—-4.85%
23LLYEli Lilly & CoStock-Healthcare1.15%-0.14%-0.51%
24MRSHMarsh & Mclennan CosStock-Financials1.12%-0.03%-0.86%
25JNJJohnson & JohnsonStock-Healthcare1.12%+0.16%-6.24%
26GOOGLAlphabet Inc-cl AStock-Comm Services1.09%-0.09%-3.93%
27CRMSalesforce INCStock-Tech1.05%-0.45%-5.81%
28ABBVAbbvie INCStock-Healthcare1.03%—-0.09%
29NOWServicenow INCStock-Tech1.01%-0.42%-1.46%
30VXFVanguard Extended Market ETFETF-Other1.00%+0.12%+10.42%
31VTIPVanguard Short-term TipsETF-Other1.00%—+6.37%
32IDXXIdexx Laboratories INCStock-Healthcare0.98%-0.18%-2.63%
33ETNEaton Corporation plcStock-Industrials0.98%+0.14%-0.70%
34ADPAutomatic Data ProcessingStock-Tech0.97%-0.23%-2.89%
35VIGVanguard Dividend Apprec ETFETF-Other0.91%+0.11%+11.67%
36JPMJpmorgan Chase & CoStock-Financials0.91%—+3.86%
37PHParker Hannifin CORPStock-Industrials0.87%+0.24%+29.19%
38ROPRoper Technologies INCStock-Tech0.86%-0.28%-8.82%
39COSTCostco Wholesale CORPStock-Consumer Staples0.86%+0.12%-4.34%
40METAMeta Platforms Inc-class AStock-Comm Services0.84%+0.11%+26.51%
41VTIVanguard Total Stock Mkt ETFETF-Other0.77%—+11.41%
42XYLXylem INCStock-Industrials0.71%-0.05%+0.58%
43ASMLASML Holding N.V.Stock-Tech0.68%+0.15%+0.23%
44ZBRAZebra Technologies Corp-cl AStock-Tech0.68%-0.12%-6.07%
45PEPPepsico INCStock-Consumer Staples0.64%—-2.53%
46EOGEog Resources INCStock-Energy0.63%+0.16%-7.31%
47MCDMcdonald's CORPStock-Consumer Disc0.62%—+5.54%
48NFLXNetflix INCStock-Comm Services0.60%+0.19%+34.62%
49TJXTjx Companies INCStock-Consumer Disc0.57%—-3.64%
50LECOLincoln Electric HoldingsStock-Industrials0.57%—-0.68%
1–50 of 310

Holding changes this quarter

Boston Family Office LLC's most significant position changes for 2026-03-31: New buy: Spotify Technology S.A. (SPOT); New buy: Ishares Ibonds Dec 2033 CORP (IBDY); Sold out: Sandisk CORP (SNDK); Sold out: State Street CORP (STT); Trim: Microsoft CORP (MSFT) — shares -0.72%.

Position changes disclosed by Boston Family Office LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VOOVanguard S&p 500 ETF+0.7%+30.67%Add
2CVXChevron CORP+0.4%-5.73%Trim
3APDAir Products & Chemicals INC+0.3%-0.96%Trim
4NEENextera Energy INC+0.3%-2.27%Trim
5PHParker Hannifin CORP+0.2%+29.19%Add
6NVDANvidia CORP+0.2%+14.94%Add
7NFLXNetflix INC+0.2%+34.62%Add
8EOGEog Resources INC+0.2%-7.31%Trim
9JNJJohnson & Johnson+0.2%-6.24%Trim
10ASMLASML Holding N.V.+0.2%+0.23%Add
11ETNEaton Corporation plc+0.1%-0.70%Trim
12XOMExxon Mobil CORP+0.1%-2.99%Trim
13COSTCostco Wholesale CORP+0.1%-4.34%Trim
14VXFVanguard Extended Market ETF+0.1%+10.42%Add
15VCRBVanguard Core Bond ETF+0.1%+24.84%Add
16VIGVanguard Dividend Apprec ETF+0.1%+11.67%Add
17METAMeta Platforms Inc-class A+0.1%+26.51%Add
18GEGeneral Electric+0.1%+284.90%Add
19GEVGE Vernova INC+0.1%+138.49%Add
20MRSHMarsh & Mclennan Cos0%-0.86%Trim
21XYLXylem INC-0.1%+0.58%Add
22NKENike INC -cl B-0.1%-3.75%Trim
23DHRDanaher CORP-0.1%-0.85%Trim
24AAPLApple INC-0.1%+0.18%Add
25GOOGLAlphabet Inc-cl A-0.1%-3.93%Trim
26MKCMccormick & Co-non Vtg Shrs-0.1%+3.90%Add
27ABTAbbott Laboratories-0.1%-1.94%Trim
28BRK-BBerkshire Hathaway Inc-cl B-0.1%-6.47%Trim
29ZBRAZebra Technologies Corp-cl A-0.1%-6.07%Trim
30IBTGIshares Ibonds Dec 2026 Term-0.1%-42.74%Trim
31LLYEli Lilly & Co-0.1%-0.51%Trim
32TMOThermo Fisher Scientific INC-0.2%+0.50%Add
33ADBEAdobe INC-0.2%-11.08%Trim
34IDXXIdexx Laboratories INC-0.2%-2.63%Trim
35SPGIS&p Global INC-0.2%+3.15%Add
36ROKRockwell Automation INC-0.2%-9.85%Trim
37ADPAutomatic Data Processing-0.2%-2.89%Trim
38SPYSs Spdr S&p 500 ETF Trust-us-0.3%-12.84%Trim
39ROPRoper Technologies INC-0.3%-8.82%Trim
40AMZNAmazon.com INC-0.3%-3.28%Trim
41VVisa Inc-class A Shares-0.4%-3.72%Trim
42IQVIqvia Holdings INC-0.4%-3.00%Trim
43NOWServicenow INC-0.4%-1.46%Trim
44CRMSalesforce INC-0.5%-5.81%Trim
45GOOGAlphabet Inc-cl C-0.6%-10.36%Trim
46MSFTMicrosoft CORP-0.9%-0.72%Trim
47SPOTSpotify Technology S.A.—NEWNew buy
48IBDYIshares Ibonds Dec 2033 CORP—NEWNew buy
49SNDKSandisk CORP—EXITSold out
50STTState Street CORP—EXITSold out

FAQ

What is Boston Family Office LLC and what type of investor is it?
Boston Family Office LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 311 disclosed positions.
What are Boston Family Office LLC's largest equity positions?
Based on the latest 13F filing, Boston Family Office LLC's top holdings by market value are: 1. Apple INC (AAPL) — $72.8M (4.8%) 2. Alphabet Inc-cl C (GOOG) — $52.2M (3.5%) 3. Amazon.com INC (AMZN) — $52.1M (3.5%) 4. Microsoft CORP (MSFT) — $50.7M (3.4%) 5. Vanguard S&p 500 ETF (VOO) — $47.6M (3.2%)
What changes did Boston Family Office LLC make in its most recent portfolio filing?
In the latest reported quarter, Boston Family Office LLC made 50 notable position adjustments: 2 new positions were initiated, 16 existing holdings were added to, 30 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Spotify Technology S.A. (SPOT); New buy: Ishares Ibonds Dec 2033 CORP (IBDY); Sold out: Sandisk CORP (SNDK); Sold out: State Street CORP (STT); Trim: Microsoft CORP (MSFT) — shares -0.72%
What sectors does Boston Family Office LLC focus on?
Boston Family Office LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 26.6% • Health Care: 15.9% • Industrials: 11.9% • Financials: 11.6% • Communication Services: 8.7% • Consumer Discretionary: 7.8%