BW

BostonPremier Wealth LLC

Momentum followerSector-focusedLong-term holder

Total reported value

$193.5M

Reporting period: 2026-03-31 · Number of holdings: 70

BostonPremier Wealth LLC disclosed 70 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $193.5M and a quarterly turnover rate of 6.3%.

Personality snowflake

Concentration
49.77
Portfolio Stability
6.26
Momentum/Contrarian
100
Sector conviction
98.19
Diversification
100
Sizing Uniformity
72.03

Recent moves

  • Add AVLV

    +3.7%　$1.5M

  • Trim VTI

    +1.6%　-$1.6M

  • Trim QQQ

    +2.7%　-$995.2K

  • Add IJH

    +1.1%　$613.3K

  • Trim AAPL

    -0.7%　-$621.2K

  • Add IJR

    +2.7%　$461.2K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other28.13%-0.56%+1.61%
2QQQInvesco Qqq Trust Series 1ETF-Tech14.31%-0.39%+2.74%
3IJHIshares Core S&p Midcap ETFETF-Other9.55%+0.39%+1.09%
4AVLVAvantis US Large Cap ValueETF-Large Cap & Growth8.16%+0.83%+3.69%
5DFUSDimensional US Eq Mkt ETFETF-Other5.36%+0.02%+4.01%
6AAPLApple INCStock-Tech4.09%-0.28%-0.68%
7IJRIshares Core S&p Small-cap EETF-Small Cap4.05%+0.27%+2.71%
8NVDANvidia CORPStock-Tech2.32%-0.16%-1.07%
9ARTYIshares Future Ai & Tech ETFETF-Tech2.31%+0.04%+4.48%
10UTESVirtus Reaves Utilities ETFETF-Other2.25%+0.15%+4.94%
11RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.75%+0.10%+5.12%
12AMZNAmazon.com INCStock-Consumer Disc1.46%-0.22%-4.62%
13GOOGAlphabet Inc-cl CStock-Comm Services1.25%-0.07%+3.14%
14QQXTFirst Trust Nasdaq-100 Ex-teETF-Tech1.13%—+1.58%
15VXFVanguard Extended Market ETFETF-Other0.78%-0.03%-2.10%
16TSLATesla INCStock-Consumer Disc0.71%-0.11%+3.44%
17GLDSpdr Gold SharesETF-Commodities0.62%+0.06%—
18MSFTMicrosoft CORPStock-Tech0.55%-0.24%-9.04%
19VRTVertiv Holdings Co-aStock-Industrials0.50%+0.18%—
20XOMExxon Mobil CORPStock-Energy0.47%+0.15%+2.42%
21FVDFirst Trust Value Line DvdETF-Other0.45%-0.04%-11.25%
22LMBSFirst Trust Low Duration OppETF-Other0.44%-0.07%-14.28%
23IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.42%-0.02%+0.08%
24AVGOBroadcom INCStock-Tech0.38%-0.04%+0.04%
25USMVIshares Msci USA Min Vol FacETF-Other0.34%-0.02%-4.21%
26JNJJohnson & JohnsonStock-Healthcare0.33%+0.06%+1.40%
27PMPhilip Morris InternationalStock-Consumer Staples0.32%+0.02%+2.71%
28SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.32%-0.01%+0.84%
29METAMeta Platforms Inc-class AStock-Comm Services0.32%-0.01%+9.25%
30DFACDimensional US Core Equity 2ETF-Other0.31%—+0.25%
31IAUIshares Gold TrustETF-Commodities0.30%+0.03%+2.01%
32XTIshar Fture Exp Tech Etf-usdETF-Tech0.26%—-0.22%
33VLUEIshares Msci USA Value FactoETF-Other0.25%—+0.12%
34XARSs Spdr S&p Aerospace DefETF-Other0.23%+0.02%+4.42%
35ANETArista Networks INCStock-Tech0.23%-0.01%—
36OEFIshares S&p 100 ETFETF-Other0.23%-0.01%+0.22%
37MAINMain Street Capital CORPStock-Financials0.23%-0.07%-13.61%
38PLTRPalantir Technologies Inc-aStock-Tech0.22%-0.04%+3.58%
39FNYFirst Trust Mid Cap GrowthETF-Other0.22%——
40AMDAdvanced Micro DevicesStock-Tech0.22%——
41VIGVanguard Dividend Apprec ETFETF-Other0.21%——
42OCTMFt Vest US Eq Max Buf OctETF-Other0.21%——
43CBChubb LimitedStock-Financials0.21%——
44STTState Street CORPStock-Financials0.19%—+0.41%
45GLTRAbrdn Precious Metals BasketETF-Other0.18%—-5.27%
46GOOGLAlphabet Inc-cl AStock-Comm Services0.18%-0.02%-0.98%
47QQQMInvesco Nasdaq 100 ETFETF-Tech0.17%—+0.15%
48JPSTJpmorgan Ultra-short IncomeETF-Other0.16%+0.01%+7.46%
49EQLAlps Equal Sector Weight ETFETF-Other0.16%+0.01%+5.15%
50SCHBSchwab US Broad Market ETFETF-Other0.16%—-1.75%
1–50 of 70

Holding changes this quarter

BostonPremier Wealth LLC's most significant position changes for 2026-03-31: New buy: Nebius Group NV; Sold out: Boston Scientific CORP (BSX); Sold out: Fortinet INC (FTNT); Sold out: Grayscale Bitcoin Trust ETF (GBTC); Sold out: Servicenow INC (NOW).

Position changes disclosed by BostonPremier Wealth LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AVLVAvantis US Large Cap Value+0.8%+3.69%Add
2IJHIshares Core S&p Midcap ETF+0.4%+1.09%Add
3IJRIshares Core S&p Small-cap E+0.3%+2.71%Add
4VRTVertiv Holdings Co-a+0.2%—Unchanged
5XOMExxon Mobil CORP+0.2%+2.42%Add
6UTESVirtus Reaves Utilities ETF+0.2%+4.94%Add
7RSPInvesco S&p 500 Equal Weight+0.1%+5.12%Add
8JNJJohnson & Johnson+0.1%+1.40%Add
9GLDSpdr Gold Shares+0.1%—Unchanged
10ARTYIshares Future Ai & Tech ETF0%+4.48%Add
11IAUIshares Gold Trust0%+2.01%Add
12VZVerizon Communications INC0%+1.30%Add
13DFUSDimensional US Eq Mkt ETF0%+4.01%Add
14XARSs Spdr S&p Aerospace Def0%+4.42%Add
15PMPhilip Morris International0%+2.71%Add
16TAt&t INC0%-2.56%Trim
17MOAltria Group INC0%+0.10%Add
18EQLAlps Equal Sector Weight ETF0%+5.15%Add
19JPSTJpmorgan Ultra-short Income0%+7.46%Add
20METAMeta Platforms Inc-class A0%+9.25%Add
21OEFIshares S&p 100 ETF0%+0.22%Add
22ANETArista Networks INC0%—Unchanged
23SPYSs Spdr S&p 500 ETF Trust-us0%+0.84%Add
24USMVIshares Msci USA Min Vol Fac0%-4.21%Trim
25IVVIshares Core S&p 500 ETF0%+0.08%Add
26GOOGLAlphabet Inc-cl A0%-0.98%Trim
27VXFVanguard Extended Market ETF0%-2.10%Trim
28RITMRithm Capital CORP0%-16.64%Trim
29FVDFirst Trust Value Line Dvd0%-11.25%Trim
30AVGOBroadcom INC0%+0.04%Add
31PLTRPalantir Technologies Inc-a0%+3.58%Add
32GOOGAlphabet Inc-cl C-0.1%+3.14%Add
33LMBSFirst Trust Low Duration Opp-0.1%-14.28%Trim
34MAINMain Street Capital CORP-0.1%-13.61%Trim
35TSLATesla INC-0.1%+3.44%Add
36NVDANvidia CORP-0.2%-1.07%Trim
37AMZNAmazon.com INC-0.2%-4.62%Trim
38MSFTMicrosoft CORP-0.2%-9.04%Trim
39AAPLApple INC-0.3%-0.68%Trim
40QQQInvesco Qqq Trust Series 1-0.4%+2.74%Add
41VTIVanguard Total Stock Mkt ETF-0.6%+1.61%Add
42✓ Nebius Group NV—NEWNew buy
43BSXBoston Scientific CORP—EXITSold out
44FTNTFortinet INC—EXITSold out
45GBTCGrayscale Bitcoin Trust ETF—EXITSold out
46NOWServicenow INC—EXITSold out
47BEBloom Energy Corp- A—NEWNew buy
48SCHFSchwab Intl Equity ETF—NEWNew buy
49VEUVanguard Ftse All-world Ex-u—NEWNew buy
50MSIFMsc Income Fund INC—NEWNew buy

FAQ

What is BostonPremier Wealth LLC and what type of investor is it?
BostonPremier Wealth 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 $193.5M, spread across 70 disclosed positions.
What are BostonPremier Wealth LLC's largest equity positions?
Based on the latest 13F filing, BostonPremier Wealth LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $54.4M (28.1%) 2. Invesco Qqq Trust Series 1 (QQQ) — $27.7M (14.3%) 3. Ishares Core S&p Midcap ETF (IJH) — $18.5M (9.6%) 4. Avantis US Large Cap Value (AVLV) — $15.8M (8.2%) 5. Dimensional US Eq Mkt ETF (DFUS) — $10.4M (5.4%)
What changes did BostonPremier Wealth LLC make in its most recent portfolio filing?
In the latest reported quarter, BostonPremier Wealth LLC made 47 notable position adjustments: 5 new positions were initiated, 26 existing holdings were added to, 12 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Nebius Group NV; Sold out: Boston Scientific CORP (BSX); Sold out: Fortinet INC (FTNT); Sold out: Grayscale Bitcoin Trust ETF (GBTC); Sold out: Servicenow INC (NOW)
What sectors does BostonPremier Wealth LLC focus on?
BostonPremier Wealth LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 53.0% • Consumer Discretionary: 14.4% • Communication Services: 13.5% • Financials: 4.9% • Consumer Staples: 4.1% • Industrials: 4.0%