Bostonpremier Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Bostonpremier Wealth Llc disclosed 85 stock positions valued at approximately $245.08M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $245.08M
Holdings by Sector
Bostonpremier Wealth Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 27.63% | 180,968 | +6,472 | +3.71% | $67,725,641 |
| INVESCO QQQ TR | QQQ | Other | 15.38% | 50,963 | +1,578 | +3.20% | $37,701,053 |
| ISHARES TR | IJH | Other | 8.62% | 293,759 | +11,195 | +3.96% | $21,135,930 |
| AMERICAN CENTY ETF TR | AVLV | Other | 7.78% | 210,718 | +7,592 | +3.74% | $19,057,343 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 5.52% | 163,043 | +9,312 | +6.06% | $13,537,486 |
| APPLE INC | AAPL | Technology | 4.27% | 31,416 | +350 | +1.13% | $10,462,180 |
| ISHARES TR | IJR | Other | 3.74% | 67,402 | +2,330 | +3.58% | $9,169,309 |
| ISHARES TR | ARTY | Other | 3.10% | 97,095 | +580 | +0.60% | $7,604,477 |
| NVIDIA CORPORATION | NVDA | Technology | 2.58% | 27,670 | -197 | -0.71% | $6,319,387 |
| ETFIS SER TR I | UTES | Other | 1.76% | 61,328 | +4,252 | +7.45% | $4,303,970 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.56% | 18,333 | +390 | +2.17% | $3,813,726 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.40% | 13,736 | +59 | +0.43% | $3,422,324 |
| ALPHABET INC | GOOG | Communication Services | 0.95% | 6,839 | -1,577 | -18.74% | $2,330,198 |
| FIRST TR EXCHANGE-TRADED FD | QQXT | Other | 0.86% | 22,074 | -665 | -2.92% | $2,114,478 |
| VANGUARD INDEX FDS | VXF | Other | 0.76% | 8,063 | +302 | +3.89% | $1,867,679 |
| MICROSOFT CORP | MSFT | Technology | 0.64% | 3,049 | -259 | -7.83% | $1,563,663 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.58% | 7,494 | +3,697 | +97.37% | $1,429,947 |
| TESLA INC | TSLA | Consumer Cyclical | 0.55% | 3,765 | +52 | +1.40% | $1,335,860 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.51% | 2,058 | - | - | $1,259,002 |
| SPDR GOLD TR | GLD | Other | 0.43% | 2,782 | +58 | +2.13% | $1,059,439 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.40% | 4,075 | +57 | +1.42% | $983,221 |
| ISHARES TR | IVV | Other | 0.39% | 1,241 | - | - | $950,441 |
| BROADCOM INC | AVGO | Technology | 0.38% | 2,630 | +3 | +0.11% | $923,729 |
| META PLATFORMS INC | META | Communication Services | 0.33% | 1,113 | -23 | -2.02% | $807,383 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.33% | 17,161 | +26 | +0.15% | $805,044 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.31% | 986 | +28 | +2.92% | $751,928 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.31% | 2,824 | +204 | +7.79% | $747,501 |
| ISHARES GOLD TR | IAU | Other | 0.30% | 9,513 | +2,913 | +44.14% | $742,965 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.30% | 15,271 | -433 | -2.76% | $740,036 |
| ARISTA NETWORKS INC | ANET | Technology | 0.30% | 3,603 | - | - | $733,535 |
Showing 30 of 85 holdings in the latest reporting period.