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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, FVD, AVLV, and represent 59.76% of BostonPremier Wealth's stock portfolio.
Added to shares of these 10 stocks: UTES, VTI, IVV, ANET, QQQ, NVDA, IJH, OEF, AVLV, DFUS.
Started 11 new stock positions in OEF, QQQM, UTES, VZ, GLTR, GOOGL, ANET, VO, MTUM, IVV. OKLO.
Reduced shares in these 10 stocks: RSP, XT, IWV, IHAK, VXF, RITM, NOW, QQXT, OXSQ, BRK.B.
Sold out of its position in IHAK.
BostonPremier Wealth was a net buyer of stock by $6.9M.
BostonPremier Wealth has $201M in assets under management (AUM), dropping by 11.67%.
Central Index Key (CIK): 0002053783

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Portfolio Holdings for BostonPremier Wealth

BostonPremier Wealth holds 73 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	26.5	$53M	+2%	163k	328.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.1	$22M	+2%	37k	600.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	8.3	$17M	+2%	256k	65.26	View chart
First Tr Exchange-traded SHS (FVD)	8.3	$17M		360k	46.24	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.7	$11M	+3%	158k	72.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.3	$8.7M	+3%	73k	118.83	View chart
Apple (AAPL)	4.2	$8.5M		33k	254.63	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.1	$8.3M	+4%	114k	72.44	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.9	$5.7M		115k	49.79	View chart
NVIDIA Corporation (NVDA)	2.4	$4.9M	+10%	26k	186.58	View chart
Ishares Tr Future Ai & Tech (ARTY)	2.2	$4.4M	+6%	96k	45.78	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	1.9	$3.8M	NEW	46k	83.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$3.5M	-52%	18k	189.70	View chart
Amazon (AMZN)	1.5	$3.1M	+2%	14k	219.57	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	1.1	$2.3M		23k	98.93	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.0M	+3%	8.0k	243.54	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.6M	-7%	7.7k	209.35	View chart
Microsoft Corporation (MSFT)	0.8	$1.6M	+3%	3.0k	517.99	View chart
Tesla Motors (TSLA)	0.7	$1.4M	+11%	3.2k	444.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.1M	+3%	3.2k	355.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.0M	NEW	1.5k	669.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$803k		8.4k	95.14	View chart
Broadcom (AVGO)	0.4	$775k		2.4k	329.91	View chart
Exxon Mobil Corporation (XOM)	0.3	$702k		6.2k	112.75	View chart
Johnson & Johnson (JNJ)	0.3	$646k		3.5k	185.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$632k		949.00	665.96	View chart
Main Street Capital Corporation (MAIN)	0.3	$607k		9.6k	63.59	View chart
Philip Morris International (PM)	0.3	$600k		3.7k	162.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$588k		15k	38.57	View chart
Palantir Technologies Cl A (PLTR)	0.3	$522k		2.9k	182.42	View chart
Ishares Tr Future Exponenti (XT)	0.3	$518k	-62%	7.2k	71.94	View chart
Meta Platforms Cl A (META)	0.2	$494k	+50%	673.00	734.16	View chart
Arista Networks Com Shs (ANET)	0.2	$484k	NEW	3.3k	145.71	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$462k	+46%	3.1k	150.86	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$434k	NEW	1.3k	332.89	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$426k		3.4k	125.06	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.2	$426k		4.6k	91.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$411k		1.9k	215.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.2	$403k		13k	32.18	View chart
Spdr Series Trust Aerospace Def (XAR)	0.2	$393k		1.7k	234.94	View chart
Bank of America Corporation (BAC)	0.2	$380k		7.4k	51.59	View chart
Chubb (CB)	0.2	$373k		1.3k	282.25	View chart
Rithm Capital Corp Com New (RITM)	0.2	$349k	-15%	31k	11.39	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$348k	+8%	6.9k	50.73	View chart
State Street Corporation (STT)	0.2	$340k		2.9k	116.01	View chart
Advanced Micro Devices (AMD)	0.2	$333k		2.1k	161.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$326k		13k	25.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$317k		2.2k	142.39	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.2	$305k		6.6k	46.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$295k	+6%	4.0k	72.77	View chart
At&t (T)	0.1	$286k		10k	28.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$282k	NEW	1.2k	243.12	View chart
Oklo Com Cl A (OKLO)	0.1	$281k	NEW	2.5k	111.63	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$279k		3.1k	89.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$267k		6.6k	40.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$264k		6.5k	40.77	View chart
Altria (MO)	0.1	$258k		3.9k	66.06	View chart
Boston Scientific Corporation (BSX)	0.1	$247k		2.5k	97.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$247k	NEW	840.00	293.74	View chart
Fortinet (FTNT)	0.1	$246k		2.9k	84.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$245k	-2%	1.7k	145.67	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$242k	NEW	1.5k	165.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$242k	NEW	978.00	247.24	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$240k	-66%	635.00	378.65	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$240k		1.7k	139.70	View chart
Verizon Communications (VZ)	0.1	$235k	NEW	5.3k	43.95	View chart
Servicenow (NOW)	0.1	$232k	-19%	252.00	920.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$227k	-14%	451.00	502.74	View chart
Procter & Gamble Company (PG)	0.1	$223k		1.4k	153.65	View chart
Netflix (NFLX)	0.1	$222k		185.00	1198.92	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$215k		2.5k	86.79	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$214k	NEW	832.00	256.57	View chart
Oxford Square Ca (OXSQ)	0.0	$56k	-42%	35k	1.59	View chart

Past Filings by BostonPremier Wealth

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

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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