BostonPremier Wealth

BostonPremier Wealth as of June 30, 2026

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