Bostonpremier Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$193.5M
Q ending 2026-03-31
Prior quarter
$195.2M
Q ending 2025-12-31
Change
-0.8% QoQ · +20.1% YoY
Positions
70
reported holdings
Largest positions
All 70 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $54.4M | 170K |
| Invesco Qqq Tr | QQQ | Shares | $27.7M | 48K |
| Ishares Tr | IJH | Shares | $18.5M | 274K |
| American Centy Etf Tr | AVLV | Shares | $15.8M | 196K |
| Dimensional Etf Trust | DFUS | Shares | $10.4M | 146K |
| Apple Inc | AAPL | Shares | $7.9M | 31K |
| Ishares Tr | IJR | Shares | $7.8M | 63K |
| Nvidia Corporation | NVDA | Shares | $4.5M | 26K |
| Ishares Tr | ARTY | Shares | $4.5M | 96K |
| Etfis Ser Tr I | UTES | Shares | $4.3M | 54K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.4M | 18K |
| Amazon Com Inc | AMZN | Shares | $2.8M | 14K |
| Alphabet Inc | GOOG | Shares | $2.4M | 8K |
| First Tr Exchange-Traded Fd | QQXT | Shares | $2.2M | 22K |
| Vanguard Index Fds | VXF | Shares | $1.5M | 7K |
| Tesla Inc | TSLA | Shares | $1.4M | 4K |
| Spdr Gold Tr | GLD | Shares | $1.2M | 3K |
| Microsoft Corp | MSFT | Shares | $1.1M | 3K |
| Vertiv Holdings Co | VRT | Shares | $959K | 4K |
| Exxon Mobil Corp | XOM | Shares | $912K | 5K |
| First Tr Exchange-Traded Fd | FVD | Shares | $871K | 19K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $854K | 17K |
| Ishares Tr | IVV | Shares | $810K | 1K |
| Broadcom Inc | AVGO | Shares | $734K | 2K |
| Ishares Tr | USMV | Shares | $663K | 7K |
| Johnson & Johnson | JNJ | Shares | $639K | 3K |
| Philip Morris Intl Inc | PM | Shares | $628K | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $622K | 956 |
| Meta Platforms Inc | META | Shares | $615K | 1K |
| Dimensional Etf Trust | DFAC | Shares | $595K | 15K |
| Ishares Gold Tr | IAU | Shares | $582K | 7K |
| Ishares Tr | XT | Shares | $504K | 7K |
| Ishares Tr | VLUE | Shares | $485K | 3K |
| Spdr Series Trust | XAR | Shares | $444K | 2K |
| Arista Networks Inc | ANET | Shares | $442K | 4K |
| Ishares Tr | OEF | Shares | $438K | 1K |
| Main Str Cap Corp | MAIN | Shares | $437K | 8K |
| Palantir Technologies Inc | PLTR | Shares | $427K | 3K |
| First Tr Exchange-Traded Alp | FNY | Shares | $420K | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $419K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $410K | 2K |
| First Tr Exchng Traded Fd Vi | OCTM | Shares | $407K | 13K |
| Chubb Ltd Switz | Shares | $399K | 1K | |
| State Str Corp | STT | Shares | $374K | 3K |
| Abrdn Precious Metals Basket | GLTR | Shares | $350K | 2K |
| Alphabet Inc | GOOGL | Shares | $348K | 1K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $322K | 1K |
| J P Morgan Exchange Traded F | JPST | Shares | $316K | 6K |
| Alps Etf Tr | EQL | Shares | $314K | 7K |
| Schwab Strategic Tr | SCHB | Shares | $308K | 12K |
| Procter & Gamble Co | PG | Shares | $300K | 2K |
| At&T Inc | T | Shares | $287K | 10K |
| Ishares Tr | IWP | Shares | $284K | 2K |
| First Tr Exchng Traded Fd Vi | DMAR | Shares | $275K | 6K |
| Nebius Group N.V. | Shares | $274K | 3K | |
| Verizon Communications Inc | VZ | Shares | $274K | 5K |
| Altria Group Inc | MO | Shares | $258K | 4K |
| Rithm Capital Corp | RITM | Shares | $242K | 26K |
| Ishares Tr | IWS | Shares | $242K | 2K |
| Vanguard Index Fds | VO | Shares | $241K | 840 |
| Ishares Tr | ITOT | Shares | $241K | 2K |
| Ishares Tr | IWV | Shares | $236K | 638 |
| Columbia Etf Tr I | RECS | Shares | $234K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $216K | 451 |
| Bloom Energy Corp | BE | Shares | $209K | 2K |
| First Tr Exchng Traded Fd Vi | GMAR | Shares | $205K | 5K |
| Schwab Strategic Tr | SCHF | Shares | $205K | 8K |
| Vanguard Intl Equity Index F | VEU | Shares | $201K | 3K |
| Msc Income Fund Inc | MSIF | Shares | $181K | 15K |
| Oxford Square Cap Corp | OXSQ | Shares | $46K | 26K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.