Bostonpremier Wealth Llc Portfolio Stock Holdings
Bostonpremier Wealth Llc disclosed 70 stock positions valued at approximately $193.5 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 March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 70
- Portfolio Value
- $193.5M
Holdings by Sector
Bostonpremier Wealth Llc Portfolio Holdings in Q1 2026
68 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 28.13% | 169,681 | +2,686 | +1.61% | $54,435,314 |
| INVESCO QQQ TR | QQQ | Other | 14.31% | 47,981 | +1,280 | +2.74% | $27,693,881 |
| ISHARES TR | IJH | Other | 9.55% | 273,795 | +2,946 | +1.09% | $18,489,349 |
| AMERICAN CENTY ETF TR | AVLV | Other | 8.16% | 195,848 | +6,967 | +3.69% | $15,787,282 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 5.36% | 146,202 | +5,632 | +4.01% | $10,367,181 |
| APPLE INC | AAPL | Technology | 4.09% | 31,179 | -213 | -0.68% | $7,912,965 |
| ISHARES TR | IJR | Other | 4.05% | 63,123 | +1,668 | +2.71% | $7,846,865 |
| NVIDIA CORPORATION | NVDA | Technology | 2.32% | 25,698 | -278 | -1.07% | $4,481,752 |
| ISHARES TR | ARTY | Other | 2.31% | 96,120 | +4,122 | +4.48% | $4,472,483 |
| ETFIS SER TR I | UTES | Other | 2.25% | 54,402 | +2,559 | +4.94% | $4,346,740 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.75% | 17,667 | +860 | +5.12% | $3,390,671 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.46% | 13,573 | -657 | -4.62% | $2,826,849 |
| ALPHABET INC | GOOG | Communication Services | 1.25% | 8,443 | +257 | +3.14% | $2,421,869 |
| FIRST TR EXCHANGE-TRADED FD | QQXT | Other | 1.13% | 22,494 | +349 | +1.58% | $2,195,997 |
| VANGUARD INDEX FDS | VXF | Other | 0.78% | 7,381 | -158 | -2.10% | $1,519,018 |
| TESLA INC | TSLA | Consumer Cyclical | 0.71% | 3,700 | +123 | +3.44% | $1,375,475 |
| SPDR GOLD TR | GLD | Other | 0.62% | 2,774 | - | - | $1,193,840 |
| MICROSOFT CORP | MSFT | Technology | 0.55% | 2,898 | -288 | -9.04% | $1,072,863 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.50% | 3,828 | - | - | $959,263 |
| EXXON MOBIL CORP | XOM | Energy | 0.47% | 5,376 | +127 | +2.42% | $912,070 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.45% | 18,516 | -2,347 | -11.25% | $870,825 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.44% | 17,145 | -2,856 | -14.28% | $854,017 |
| ISHARES TR | IVV | Other | 0.42% | 1,241 | +1 | +0.08% | $810,377 |
| BROADCOM INC | AVGO | Technology | 0.38% | 2,370 | +1 | +0.04% | $733,638 |
| ISHARES TR | USMV | Other | 0.34% | 7,151 | -314 | -4.21% | $663,160 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.33% | 2,612 | +36 | +1.40% | $638,531 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.32% | 3,796 | +100 | +2.71% | $627,631 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.32% | 956 | +8 | +0.84% | $622,035 |
| META PLATFORMS INC | META | Communication Services | 0.32% | 1,075 | +91 | +9.25% | $615,118 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.31% | 15,316 | +38 | +0.25% | $595,193 |
| ISHARES GOLD TR | IAU | Other | 0.30% | 6,600 | +130 | +2.01% | $581,856 |
| ISHARES TR | XT | Other | 0.26% | 7,393 | -16 | -0.22% | $503,814 |
| ISHARES TR | VLUE | Other | 0.25% | 3,412 | +4 | +0.12% | $485,200 |
| SPDR SERIES TRUST | XAR | Other | 0.23% | 1,747 | +74 | +4.42% | $443,631 |
| ARISTA NETWORKS INC | ANET | Other | 0.23% | 3,603 | - | - | $442,376 |
| ISHARES TR | OEF | Other | 0.23% | 1,376 | +3 | +0.22% | $437,663 |
| MAIN STR CAP CORP | MAIN | Financial Services | 0.23% | 8,250 | -1,300 | -13.61% | $436,920 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.22% | 2,919 | +101 | +3.58% | $426,991 |
| FIRST TR EXCHANGE-TRADED ALP | FNY | Other | 0.22% | 4,637 | - | - | $419,617 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.22% | 2,058 | - | - | $418,659 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.21% | 1,906 | - | - | $409,953 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.21% | 1,223 | - | - | $398,612 |
| STATE STR CORP | STT | Financial Services | 0.19% | 2,954 | +12 | +0.41% | $373,873 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 0.18% | 1,601 | -89 | -5.27% | $350,171 |
| ALPHABET INC | GOOGL | Communication Services | 0.18% | 1,210 | -12 | -0.98% | $348,013 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.17% | 1,355 | +2 | +0.15% | $321,917 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.16% | 6,248 | +434 | +7.46% | $316,232 |
| ALPS ETF TR | EQL | Other | 0.16% | 6,611 | +324 | +5.15% | $314,425 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.16% | 12,286 | -219 | -1.75% | $308,378 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.15% | 2,074 | +4 | +0.19% | $299,570 |
| AT&T INC | T | Communication Services | 0.15% | 9,893 | -260 | -2.56% | $286,795 |
| ISHARES TR | IWP | Other | 0.15% | 2,217 | -13 | -0.58% | $284,017 |
| FIRST TR EXCHNG TRADED FD VI | DMAR | Other | 0.14% | 6,478 | - | - | $274,667 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.14% | 2,645 | +2,645 | +100.00% | $274,445 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.14% | 5,456 | +70 | +1.30% | $273,885 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.13% | 3,912 | +4 | +0.10% | $258,125 |
| RITHM CAPITAL CORP | RITM | Real Estate | 0.13% | 25,550 | -5,100 | -16.64% | $242,214 |
| ISHARES TR | IWS | Other | 0.13% | 1,661 | -6 | -0.36% | $242,059 |
| VANGUARD INDEX FDS | VO | Other | 0.12% | 840 | - | - | $241,231 |
| ISHARES TR | ITOT | Other | 0.12% | 1,692 | +4 | +0.24% | $240,931 |
| ISHARES TR | IWV | Other | 0.12% | 638 | +2 | +0.31% | $236,337 |
| COLUMBIA ETF TR I | RECS | Other | 0.12% | 6,009 | +465 | +8.39% | $234,245 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.11% | 451 | - | - | $216,119 |
| BLOOM ENERGY CORP | BE | Industrials | 0.11% | 1,539 | +1,539 | +100.00% | $208,519 |
| FIRST TR EXCHNG TRADED FD VI | GMAR | Other | 0.11% | 4,919 | - | - | $205,073 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.11% | 8,285 | +8,285 | +100.00% | $205,064 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.10% | 2,670 | +2,670 | +100.00% | $200,515 |
| OXFORD SQUARE CAP CORP | OXSQ | Financial Services | 0.02% | 26,026 | -9,200 | -26.12% | $46,066 |