Bostonpremier Wealth Llc Portfolio Stock Holdings
Bostonpremier Wealth Llc disclosed 79 stock positions valued at approximately $235.5 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 79
- Portfolio Value
- $235.5M
Holdings by Sector
Bostonpremier Wealth Llc Portfolio Holdings in Q2 2026
76 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 27.42% | 174,496 | +4,815 | +2.84% | $64,570,616 |
| INVESCO QQQ TR | QQQ | Other | 15.44% | 49,385 | +1,404 | +2.93% | $36,367,306 |
| ISHARES TR | IJH | Other | 9.25% | 282,564 | +8,769 | +3.20% | $21,788,539 |
| AMERICAN CENTY ETF TR | AVLV | Other | 7.87% | 203,126 | +7,278 | +3.72% | $18,527,123 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 5.35% | 153,731 | +7,529 | +5.15% | $12,596,720 |
| ISHARES TR | IJR | Other | 4.10% | 65,072 | +1,949 | +3.09% | $9,650,899 |
| APPLE INC | AAPL | Technology | 3.82% | 31,066 | -113 | -0.36% | $8,989,353 |
| ISHARES TR | ARTY | Other | 3.12% | 96,515 | +395 | +0.41% | $7,350,591 |
| NVIDIA CORPORATION | NVDA | Technology | 2.37% | 27,867 | +2,169 | +8.44% | $5,576,006 |
| ETFIS SER TR I | UTES | Other | 1.98% | 57,076 | +2,674 | +4.92% | $4,665,407 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.62% | 17,943 | +276 | +1.56% | $3,817,820 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.38% | 13,677 | +104 | +0.77% | $3,259,776 |
| ALPHABET INC | GOOG | Communication Services | 1.26% | 8,416 | -27 | -0.32% | $2,973,509 |
| FIRST TR EXCHANGE-TRADED FD | QQXT | Other | 0.94% | 22,739 | +245 | +1.09% | $2,219,720 |
| VANGUARD INDEX FDS | VXF | Other | 0.81% | 7,761 | +380 | +5.15% | $1,910,819 |
| TESLA INC | TSLA | Consumer Cyclical | 0.66% | 3,713 | +13 | +0.35% | $1,561,688 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.57% | 4,018 | +190 | +4.96% | $1,345,227 |
| MICROSOFT CORP | MSFT | Technology | 0.52% | 3,308 | +410 | +14.15% | $1,233,994 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.51% | 2,058 | - | - | $1,195,513 |
| SPDR GOLD TR | GLD | Other | 0.43% | 2,724 | -50 | -1.80% | $1,003,411 |
| BROADCOM INC | AVGO | Technology | 0.42% | 2,627 | +257 | +10.84% | $992,441 |
| ISHARES TR | IVV | Other | 0.39% | 1,241 | - | - | $929,229 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.36% | 3,096 | +451 | +17.05% | $855,022 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.35% | 17,135 | -1,381 | -7.46% | $825,559 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.33% | 15,704 | -1,441 | -8.40% | $781,755 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.30% | 958 | +2 | +0.21% | $715,298 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.29% | 3,797 | +1 | +0.03% | $686,901 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.29% | 15,354 | +38 | +0.25% | $681,110 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.28% | 2,620 | +8 | +0.31% | $665,361 |
| ISHARES TR | USMV | Other | 0.28% | 6,829 | -322 | -4.50% | $658,758 |
| ISHARES TR | VLUE | Other | 0.28% | 3,281 | -131 | -3.84% | $655,623 |
| META PLATFORMS INC | META | Communication Services | 0.27% | 1,136 | +61 | +5.67% | $639,900 |
| ARISTA NETWORKS INC | ANET | Other | 0.26% | 3,603 | - | - | $612,078 |
| EXXON MOBIL CORP | XOM | Energy | 0.25% | 4,360 | -1,016 | -18.90% | $596,093 |
| ISHARES TR | XT | Other | 0.25% | 7,065 | -328 | -4.44% | $583,820 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.25% | 2,456 | +550 | +28.86% | $581,031 |
| ALPHABET INC | GOOGL | Communication Services | 0.24% | 1,561 | +351 | +29.01% | $557,697 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.23% | 470 | +470 | +100.00% | $542,516 |
| ISHARES TR | OEF | Other | 0.22% | 1,413 | +37 | +2.69% | $516,933 |
| FIRST TR EXCHANGE-TRADED ALP | FNY | Other | 0.22% | 4,589 | -48 | -1.04% | $508,740 |
| STATE STR CORP | STT | Financial Services | 0.21% | 2,966 | +12 | +0.41% | $502,983 |
| ISHARES GOLD TR | IAU | Other | 0.21% | 6,600 | - | - | $498,366 |
| SPDR SERIES TRUST | XAR | Other | 0.21% | 1,747 | - | - | $495,762 |
| MAIN STR CAP CORP | MAIN | Financial Services | 0.18% | 8,250 | - | - | $428,010 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.18% | 1,380 | +25 | +1.85% | $418,056 |
| CHUBB LIMITED | CB | Financial Services | 0.18% | 1,223 | - | - | $416,725 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.17% | 3,339 | +420 | +14.39% | $389,561 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.15% | 12,319 | +33 | +0.27% | $356,745 |
| BLOOM ENERGY CORP | BE | Industrials | 0.15% | 1,176 | -363 | -23.59% | $355,975 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 0.14% | 1,880 | +279 | +17.43% | $340,562 |
| ISHARES TR | IWV | Other | 0.14% | 784 | +146 | +22.88% | $334,375 |
| ALPS ETF TR | EQL | Other | 0.14% | 6,561 | -50 | -0.76% | $330,979 |
| ISHARES TR | IWP | Other | 0.14% | 2,213 | -4 | -0.18% | $323,977 |
| GE VERNOVA INC | GEV | Utilities | 0.13% | 267 | +267 | +100.00% | $313,908 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 2,079 | +5 | +0.24% | $304,830 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.13% | 5,893 | -355 | -5.68% | $298,028 |
| FIRST TR EXCHNG TRADED FD VI | DMAR | Other | 0.12% | 6,478 | - | - | $289,777 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.12% | 3,915 | +3 | +0.08% | $281,679 |
| ISHARES TR | ITOT | Other | 0.12% | 1,696 | +4 | +0.24% | $278,586 |
| ISHARES TR | IWS | Other | 0.12% | 1,656 | -5 | -0.30% | $272,650 |
| VANGUARD INDEX FDS | VO | Other | 0.11% | 3,360 | +2,520 | +300.00% | $270,715 |
| COLUMBIA ETF TR I | RECS | Other | 0.11% | 5,759 | -250 | -4.16% | $249,265 |
| ISHARES TR | MTUM | Other | 0.10% | 717 | +717 | +100.00% | $245,659 |
| RITHM CAPITAL CORP | RITM | Real Estate | 0.10% | 25,550 | - | - | $239,914 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.10% | 2,840 | +170 | +6.37% | $237,808 |
| AMPLIFY ETF TR | HACK | Other | 0.10% | 2,223 | +2,223 | +100.00% | $233,241 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 5,494 | +38 | +0.70% | $232,634 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.10% | 8,319 | +34 | +0.41% | $230,432 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.09% | 313 | +313 | +100.00% | $219,929 |
| FIRST TR EXCHNG TRADED FD VI | GMAR | Other | 0.09% | 4,919 | - | - | $217,617 |
| VANGUARD WORLD FD | ESGV | Other | 0.09% | 1,578 | +1,578 | +100.00% | $208,725 |
| AT&T INC | T | Communication Services | 0.09% | 9,921 | +28 | +0.28% | $205,370 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.09% | 268 | +268 | +100.00% | $204,522 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.09% | 407 | -44 | -9.76% | $203,659 |
| ISHARES TR | IDEV | Other | 0.09% | 2,273 | +2,273 | +100.00% | $202,320 |
| OXFORD SQUARE CAP CORP | OXSQ | Financial Services | 0.01% | 26,026 | - | - | $34,354 |