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BostonPremier Wealth

Latest statistics and disclosures from BostonPremier Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, QQQ, IJH, AVLV, DFUS, and represent 65.23% of BostonPremier Wealth's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$5.9M), AVLV, DFUS, VTI, IJH, UTES, RECS, META, IAU, TSLA.
Started 1 new stock position in RECS.
Reduced shares in these 10 stocks: FVD (-$16M), LMBS, IJR, AAPL, BAC, OKLO, RSP, NFLX, HACK, ARTY.
Sold out of its positions in OKLO, HACK, BAC, MTUM, NFLX.
BostonPremier Wealth was a net seller of stock by $-10M.
BostonPremier Wealth has $195M in assets under management (AUM), dropping by -3.08%.
Central Index Key (CIK): 0002053783

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Positions held by BostonPremier Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BostonPremier Wealth

BostonPremier Wealth holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	28.7	$56M	+2%	167k	335.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	14.7	$29M	+25%	47k	614.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.2	$18M	+5%	271k	66.00	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.3	$14M	+19%	189k	75.77	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.3	$10M	+23%	141k	74.17	View chart
Apple (AAPL)	4.4	$8.5M	-5%	31k	271.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$7.4M	-15%	62k	120.18	View chart
NVIDIA Corporation (NVDA)	2.5	$4.8M		26k	186.50	View chart
Ishares Tr Future Ai & Tech (ARTY)	2.3	$4.4M	-4%	92k	48.18	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	2.1	$4.1M	+12%	52k	78.95	View chart
Amazon (AMZN)	1.7	$3.3M		14k	230.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$3.2M	-7%	17k	191.55	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$2.6M		8.2k	313.82	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	1.1	$2.2M	-5%	22k	99.37	View chart
Tesla Motors (TSLA)	0.8	$1.6M	+13%	3.6k	449.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.6M		7.5k	209.11	View chart
Microsoft Corporation (MSFT)	0.8	$1.5M	+5%	3.2k	483.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.1M	-13%	2.8k	396.38	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$1000k	-82%	20k	49.99	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$961k	-94%	21k	46.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$850k	-17%	1.2k	685.16	View chart
Broadcom (AVGO)	0.4	$820k		2.4k	346.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$703k	-11%	7.5k	94.16	View chart
Meta Platforms Cl A (META)	0.3	$650k	+46%	984.00	660.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$647k		948.00	681.97	View chart
Exxon Mobil Corporation (XOM)	0.3	$632k	-15%	5.2k	120.33	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$620k	+25%	3.8k	162.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$605k		15k	39.59	View chart
Philip Morris International (PM)	0.3	$593k		3.7k	160.40	View chart
Main Street Capital Corporation (MAIN)	0.3	$577k		9.6k	60.39	View chart
Johnson & Johnson (JNJ)	0.3	$533k	-26%	2.6k	206.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$525k	+59%	6.5k	81.17	View chart
Ishares Tr Future Exponenti (XT)	0.3	$517k	+2%	7.4k	69.74	View chart
Palantir Technologies Cl A (PLTR)	0.3	$501k		2.8k	177.75	View chart
Arista Networks Com Shs (ANET)	0.2	$472k	+8%	3.6k	131.03	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$471k	+5%	1.4k	343.08	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$466k		3.4k	136.73	View chart
Advanced Micro Devices (AMD)	0.2	$441k		2.1k	214.16	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.2	$423k		4.6k	91.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$419k		1.9k	219.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.2	$409k		13k	32.66	View chart
Spdr Series Trust State Street Spd (XAR)	0.2	$404k		1.7k	241.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$383k	+5%	1.2k	313.04	View chart
Chubb (CB)	0.2	$382k	-7%	1.2k	312.12	View chart
State Street Corporation (STT)	0.2	$380k		2.9k	129.01	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$348k	+15%	1.7k	205.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$342k	+38%	1.4k	252.84	View chart
Rithm Capital Corp Com New (RITM)	0.2	$334k		31k	10.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$328k		13k	26.23	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$305k		2.2k	136.94	View chart
Procter & Gamble Company (PG)	0.2	$297k	+42%	2.1k	143.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$294k	-15%	5.8k	50.59	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.1	$292k	-5%	6.3k	46.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$270k		6.5k	41.65	View chart
At&t (T)	0.1	$252k		10k	24.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$251k		1.7k	148.67	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$246k		636.00	387.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$244k		840.00	290.22	View chart
Boston Scientific Corporation (BSX)	0.1	$241k		2.5k	95.35	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$235k	-2%	1.7k	141.07	View chart
Fortinet (FTNT)	0.1	$232k		2.9k	79.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$227k		451.00	502.65	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$226k	NEW	5.5k	40.84	View chart
Altria (MO)	0.1	$225k		3.9k	57.65	View chart
Verizon Communications (VZ)	0.1	$219k		5.4k	40.73	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$212k		3.1k	68.36	View chart
Servicenow (NOW)	0.1	$209k	+441%	1.4k	153.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$201k	-25%	4.9k	40.94	View chart
Oxford Square Ca (OXSQ)	0.0	$62k		35k	1.76	View chart

Past Filings by BostonPremier Wealth

SEC 13F filings are viewable for BostonPremier Wealth going back to 2024

BostonPremier Wealth 2025 Q4 filed Jan. 13, 2026
BostonPremier Wealth 2025 Q3 filed Oct. 28, 2025
BostonPremier Wealth 2025 Q2 filed July 15, 2025
BostonPremier Wealth 2025 Q1 filed April 21, 2025
BostonPremier Wealth 2024 Q4 filed Jan. 29, 2025

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