BostonPremier Wealth

BostonPremier Wealth as of Dec. 31, 2025

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