Bostonpremier Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Bostonpremier Wealth Llc disclosed 76 stock positions valued at approximately $235.47M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 76
- Portfolio Value
- $235.47M
Holdings by Sector
Bostonpremier Wealth Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 76 holdings in the latest reporting period.