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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 65.51% of BostonPremier Wealth's stock portfolio.
Added to shares of these 10 stocks: VTI, QQQ, AVLV, DFUS, NBIS, BE, IJR, SCHF, UTES, VEU.
Started 5 new stock positions in BE, VEU, NBIS, MSIF, SCHF.
Reduced shares in these 10 stocks: BSX, , GBTC, , LMBS, AMZN, FVD, MSFT, MAIN, AAPL.
Sold out of its positions in BSX, FTNT, GBTC, NOW.
BostonPremier Wealth was a net buyer of stock by $3.2M.
BostonPremier Wealth has $194M in assets under management (AUM), dropping by -0.83%.
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 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	28.1	$54M		170k	320.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	14.3	$28M	+2%	48k	577.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.6	$19M		274k	67.53	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.2	$16M	+3%	196k	80.61	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.4	$10M	+4%	146k	70.91	View chart
Apple (AAPL)	4.1	$7.9M		31k	253.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$7.8M	+2%	63k	124.31	View chart
NVIDIA Corporation (NVDA)	2.3	$4.5M		26k	174.40	View chart
Ishares Tr Future Ai & Tech (ARTY)	2.3	$4.5M	+4%	96k	46.53	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	2.2	$4.3M	+4%	54k	79.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.8	$3.4M	+5%	18k	191.92	View chart
Amazon (AMZN)	1.5	$2.8M	-4%	14k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$2.4M	+3%	8.4k	286.85	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	1.1	$2.2M		23k	97.63	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.5M	-2%	7.4k	205.80	View chart
Tesla Motors (TSLA)	0.7	$1.4M	+3%	3.7k	371.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.2M		2.8k	430.37	View chart
Microsoft Corporation (MSFT)	0.6	$1.1M	-9%	2.9k	370.21	View chart
Vertiv Holdings Com Cl A (VRT)	0.5	$959k		3.8k	250.59	View chart
Exxon Mobil Corporation (XOM)	0.5	$912k	+2%	5.4k	169.66	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$871k	-11%	19k	47.03	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$854k	-14%	17k	49.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$810k		1.2k	653.00	View chart
Broadcom (AVGO)	0.4	$734k		2.4k	309.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$663k	-4%	7.2k	92.74	View chart
Johnson & Johnson (JNJ)	0.3	$639k		2.6k	244.46	View chart
Philip Morris International (PM)	0.3	$628k	+2%	3.8k	165.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$622k		956.00	650.66	View chart
Meta Platforms Cl A (META)	0.3	$615k	+9%	1.1k	572.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$595k		15k	38.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$582k	+2%	6.6k	88.16	View chart
Ishares Tr Future Exponenti (XT)	0.3	$504k		7.4k	68.15	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$485k		3.4k	142.20	View chart
Spdr Series Trust State Street Spd (XAR)	0.2	$444k	+4%	1.7k	253.94	View chart
Arista Networks Com Shs (ANET)	0.2	$442k		3.6k	122.78	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$438k		1.4k	318.07	View chart
Main Street Capital Corporation (MAIN)	0.2	$437k	-13%	8.3k	52.96	View chart
Palantir Technologies Cl A (PLTR)	0.2	$427k	+3%	2.9k	146.28	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.2	$420k		4.6k	90.49	View chart
Advanced Micro Devices (AMD)	0.2	$419k		2.1k	203.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$410k		1.9k	215.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.2	$407k		13k	32.53	View chart
Chubb (CB)	0.2	$399k		1.2k	325.93	View chart
State Street Corporation (STT)	0.2	$374k		3.0k	126.56	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$350k	-5%	1.6k	218.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$348k		1.2k	287.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$322k		1.4k	237.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$316k	+7%	6.2k	50.61	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.2	$314k	+5%	6.6k	47.56	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$308k		12k	25.10	View chart
Procter & Gamble Company (PG)	0.2	$300k		2.1k	144.44	View chart
At&t (T)	0.1	$287k	-2%	9.9k	28.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$284k		2.2k	128.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$275k		6.5k	42.40	View chart
Nebius Group Shs Class A (NBIS)	0.1	$274k	NEW	2.6k	103.76	View chart
Verizon Communications (VZ)	0.1	$274k		5.5k	50.20	View chart
Altria (MO)	0.1	$258k		3.9k	65.98	View chart
Rithm Capital Corp Com New (RITM)	0.1	$242k	-16%	26k	9.48	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$242k		1.7k	145.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$241k		840.00	287.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$241k		1.7k	142.39	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$236k		638.00	370.43	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$234k	+8%	6.0k	38.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$216k		451.00	479.20	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$209k	NEW	1.5k	135.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$205k		4.9k	41.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$205k	NEW	8.3k	24.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$201k	NEW	2.7k	75.10	View chart
Msc Income Fund (MSIF)	0.1	$181k	NEW	15k	12.18	View chart
Oxford Square Ca (OXSQ)	0.0	$46k	-26%	26k	1.77	View chart

Past Filings by BostonPremier Wealth

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

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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