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BostonPremier Wealth LLC Portfolio
$245.1M across 85 positions as of 2026-09-30, with 80% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+16.4%
+1.9% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +16.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.8% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $67.7M | 27.6% | 180,968 |
| QQQInvesco QQQ Trust, Series 1 | $37.7M | 15.4% | 50,963 |
| IJHiShares Core S&P Mid-Cap ETF | $21.1M | 8.6% | 293,759 |
| AVLVAvantis U.S. Large Cap Value ETF | $19.1M | 7.8% | 210,718 |
| DIMENSIONAL ETF TRUST | $13.5M | 5.5% | 163,043 |
| AAPLApple Inc | $10.5M | 4.3% | 31,416 |
| IJRiShares Core S&P Small-Cap ETF | $9.2M | 3.7% | 67,402 |
| ISHARES TR | $7.6M | 3.1% | 97,095 |
| NVDANVIDIA Corp | $6.3M | 2.6% | 27,670 |
| ETFIS SER TR I | $4.3M | 1.8% | 61,328 |
| RSPInvesco S&P 500 Equal Weight ETF | $3.8M | 1.6% | 18,333 |
| AMZNAmazon.com Inc | $3.4M | 1.4% | 13,736 |
| GOOGAlphabet Inc | $2.3M | 1.0% | 6,839 |
| QQXTFIRST TR EXCHANGE-TRADED FD | $2.1M | 0.9% | 22,074 |
| VXFVanguard Extended Market ETF | $1.9M | 0.8% | 8,063 |
| MSFTMicrosoft Corp | $1.6M | 0.6% | 3,049 |
| PMPhilip Morris International Inc | $1.4M | 0.6% | 7,494 |
| TSLATesla Inc | $1.3M | 0.5% | 3,765 |
| AMDAdvanced Micro Devices Inc | $1.3M | 0.5% | 2,058 |
| GLDSPDR Gold Shares | $1.1M | 0.4% | 2,782 |
| VRTVertiv Holdings Co | $983.2K | 0.4% | 4,075 |
| IVViShares Core S&P 500 ETF | $950.4K | 0.4% | 1,241 |
| AVGOBroadcom Inc | $923.7K | 0.4% | 2,630 |
| METAMeta Platforms Inc | $807.4K | 0.3% | 1,113 |
| FVDFirst Trust VL Dividend | $805K | 0.3% | 17,161 |
| SPYState Street SPDR S&P 500 ETF Trust | $751.9K | 0.3% | 986 |
| JNJJohnson & Johnson | $747.5K | 0.3% | 2,824 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $743K | 0.3% | 9,513 |
| LMBSFirst Trust Low Duration Opportunities ETF | $740K | 0.3% | 15,271 |
| ANETArista Networks Inc | $733.5K | 0.3% | 3,603 |
| XOMExxonmobil Holdings Corp | $689.4K | 0.3% | 4,236 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $682.5K | 0.3% | 15,354 |
| USMViShares MSCI USA Min Vol Factor ETF | $680.8K | 0.3% | 6,987 |
| VLUEiShares MSCI USA Value Factor ETF | $641.1K | 0.3% | 3,238 |
| PLTRPalantir Technologies Inc | $624.6K | 0.3% | 3,339 |
| NEBIUS GROUP N.V. | $611.9K | 0.2% | 2,594 |
| XTISHARES TR | $589.3K | 0.2% | 7,065 |
| OEFiShares S&P 100 Fund | $579.6K | 0.2% | 1,517 |
| VIGVanguard Div Appreciation ETF | $573.4K | 0.2% | 2,458 |
| MUMicron Technology Inc | $547.5K | 0.2% | 514 |
| GOOGLAlphabet Inc | $537K | 0.2% | 1,561 |
| STTState Street Corp | $519.4K | 0.2% | 2,975 |
| MOAltria Group Inc | $512.7K | 0.2% | 7,614 |
| SPCXSpace Exploration Technologies Corp | $455.7K | 0.2% | 3,021 |
| MAINMain Street Capital Corp | $454.2K | 0.2% | 8,250 |
| FIRST TR EXCHANGE-TRADED ALP | $453.6K | 0.2% | 4,589 |
| QQQMInvesco NASDAQ 100 ETF | $451.1K | 0.2% | 1,481 |
| FIRST TR EXCHNG TRADED FD VI | $428K | 0.2% | 12,508 |
| XARSPDR S&P Aerospace & Defense ETF | $408.7K | 0.2% | 1,767 |
| ISHARES TR | $386.5K | 0.2% | 895 |
| SCHBSchwab U.S. Broad Market ETF | $362K | 0.1% | 12,352 |
| ABRDN PRECIOUS METALS BASKET | $350.2K | 0.1% | 1,880 |
| CHUBB LIMITED | $325.3K | 0.1% | 1,000 |
| ALPS ETF TR | $314.7K | 0.1% | 6,283 |
| CRWDCrowdStrike Holdings Inc | $308.7K | 0.1% | 1,166 |
| PGProcter & Gamble Co | $302.7K | 0.1% | 2,084 |
| JPSTJPMorgan Ultra-Short Income ETF | $298.9K | 0.1% | 5,934 |
| FIRST TR EXCHNG TRADED FD VI | $296.2K | 0.1% | 6,478 |
| MDLZMondelez International Inc | $295.8K | 0.1% | 5,116 |
| BEBloom Energy Corp | $289.4K | 0.1% | 1,045 |
| IWPiShares Russell Midcap Growth ETF | $285K | 0.1% | 2,070 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $282.8K | 0.1% | 1,701 |
| HACKETFMG Prime Cyber Security ETF | $269.5K | 0.1% | 2,223 |
| APHAmphenol Corp | $263.5K | 0.1% | 3,126 |
| VOVanguard Mid-Cap ETF | $263.5K | 0.1% | 3,360 |
| IWSiShares Russell Mid-cap Value ETF | $262.5K | 0.1% | 1,633 |
| RECSColumbia Research Enhanced Core ETF | $259.7K | 0.1% | 5,759 |
| GEVGE Vernova Inc | $256.9K | 0.1% | 270 |
| VZVerizon Communications Inc | $252.5K | 0.1% | 5,504 |
| SCHFSchwab International Equity ETF | $244.4K | 0.1% | 8,898 |
| TAT&T Inc | $241.9K | 0.1% | 9,913 |
| VEUVanguard FTSE All World Ex US ETF | $236K | 0.1% | 2,845 |
| MTUMiShares MSCI USA Momentum Factor ETF | $234.1K | 0.1% | 738 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $233.7K | 0.1% | 2,267 |
| RITMRithm Capital Corp | $228.2K | 0.1% | 25,550 |
| FIRST TR EXCHNG TRADED FD VI | $222.5K | 0.1% | 4,919 |
| MRKMerck & Co Inc | $217.8K | 0.1% | 1,499 |
| ESGVVanguard ESG U.S. Stock ETF | $214.4K | 0.1% | 1,582 |
| VWOVanguard FTSE Emerging Markets ETF | $207.5K | 0.1% | 3,498 |
| VOOVanguard S&P 500 ETF | $206.4K | 0.1% | 295 |
| MDYSPDR MidCap Trust Series I | $205.8K | 0.1% | 313 |
| BRK.BBerkshire Hathaway Inc | $205.2K | 0.1% | 412 |
| IDEViShares Core MSCI International Developed Markets ETF | $203.4K | 0.1% | 2,273 |
| MSC INCOME FUND INC | $179.2K | 0.1% | 15,227 |
| OXFORD SQUARE CAP CORP | $32.4K | 0.0% | 25,346 |
Quarter ending 2026-09-30.
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