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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 65.34% of BostonPremier Wealth's stock portfolio.
Added to shares of these 10 stocks: VTI, QQQ, IJH, AVLV, DFUS, MU, NVDA, GEV, IJR, MTUM.
Started 9 new stock positions in MU, MTUM, MDY, GEV, HACK, ESGV, CRWD, CTXR, IDEV.
Reduced shares in these 10 stocks: XOM, BE, LMBS, FVD, AAPL, USMV, XT, VLUE, BRK.B, GLD.
BostonPremier Wealth was a net buyer of stock by $8.7M.
BostonPremier Wealth has $236M in assets under management (AUM), dropping by 21.67%.
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 79 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	27.4	$65M	+2%	175k	370.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	15.4	$36M	+2%	49k	736.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.3	$22M	+3%	283k	77.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.9	$19M	+3%	203k	91.21	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	5.3	$13M	+5%	154k	81.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$9.7M	+3%	65k	148.31	View chart
Apple (AAPL)	3.8	$9.0M		31k	289.36	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	3.1	$7.4M		97k	76.16	View chart
NVIDIA Corporation (NVDA)	2.4	$5.6M	+8%	28k	200.09	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	2.0	$4.7M	+4%	57k	81.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$3.8M		18k	212.77	View chart
Amazon (AMZN)	1.4	$3.3M		14k	238.34	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$3.0M		8.4k	353.32	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.9	$2.2M		23k	97.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.9M	+5%	7.8k	246.21	View chart
Tesla Motors (TSLA)	0.7	$1.6M		3.7k	420.60	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$1.3M	+4%	4.0k	334.80	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M	+14%	3.3k	373.03	View chart
Advanced Micro Devices (AMD)	0.5	$1.2M		2.1k	580.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.0M		2.7k	368.36	View chart
Broadcom (AVGO)	0.4	$992k	+10%	2.6k	377.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$929k		1.2k	748.77	View chart
Nebius Group Shs Class A (NBIS)	0.4	$855k	+17%	3.1k	276.17	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$826k	-7%	17k	48.18	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$782k	-8%	16k	49.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$715k		958.00	746.66	View chart
Philip Morris International (PM)	0.3	$687k		3.8k	180.91	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$681k		15k	44.36	View chart
Johnson & Johnson (JNJ)	0.3	$665k		2.6k	253.95	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$659k	-4%	6.8k	96.46	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$656k	-3%	3.3k	199.82	View chart
Meta Platforms Cl A (META)	0.3	$640k	+5%	1.1k	563.29	View chart
Arista Networks Com Shs (ANET)	0.3	$612k		3.6k	169.88	View chart
Exxon Mobil Corporation (XOM)	0.3	$596k	-18%	4.4k	136.72	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.2	$584k	-4%	7.1k	82.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$581k	+28%	2.5k	236.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$558k	+29%	1.6k	357.27	View chart
Micron Technology (MU)	0.2	$543k	NEW	470.00	1154.29	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$517k	+2%	1.4k	365.84	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.2	$509k		4.6k	110.86	View chart
State Street Corporation (STT)	0.2	$503k		3.0k	169.58	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$498k		6.6k	75.51	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.2	$496k		1.7k	283.78	View chart
Main Street Capital Corporation (MAIN)	0.2	$428k		8.3k	51.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.2	$420k		13k	33.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$418k		1.4k	302.94	View chart
Chubb (CB)	0.2	$417k		1.2k	340.74	View chart
Palantir Technologies Cl A (PLTR)	0.2	$390k	+14%	3.3k	116.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$357k		12k	28.96	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$356k	-23%	1.2k	302.70	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$341k	+17%	1.9k	181.15	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$334k	+22%	784.00	426.50	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.1	$331k		6.6k	50.45	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$324k		2.2k	146.40	View chart
Ge Vernova (GEV)	0.1	$314k	NEW	267.00	1175.69	View chart
Procter & Gamble Company (PG)	0.1	$305k		2.1k	146.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$298k	-5%	5.9k	50.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$290k		6.5k	44.73	View chart
Altria (MO)	0.1	$282k		3.9k	71.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$279k		1.7k	164.26	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$273k		1.7k	164.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$271k	+300%	3.4k	80.57	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$249k	-4%	5.8k	43.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$246k	NEW	717.00	342.62	View chart
Rithm Capital Corp Com New (RITM)	0.1	$240k		26k	9.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$238k	+6%	2.8k	83.74	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$233k	NEW	2.2k	104.92	View chart
Verizon Communications (VZ)	0.1	$233k		5.5k	42.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$230k		8.3k	27.70	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$220k	NEW	313.00	702.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$218k		4.9k	44.24	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$209k	NEW	1.6k	132.27	View chart
At&t (T)	0.1	$205k		9.9k	20.70	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$205k	NEW	268.00	763.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$204k	-9%	407.00	500.39	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$202k	NEW	2.3k	89.01	View chart
Msc Income Fund (MSIF)	0.1	$174k		15k	11.57	View chart
Oxford Square Ca (OXSQ)	0.0	$34k		26k	1.32	View chart
Citius Pharmaceuticals (CTXR)	0.0	$17k	NEW	28k	0.60	View chart

Past Filings by BostonPremier Wealth

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

BostonPremier Wealth 2026 Q2 filed July 24, 2026
BostonPremier Wealth 2026 Q1 filed April 10, 2026
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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