BostonPremier Wealth

BostonPremier Wealth as of March 31, 2026

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