Boston Family Office LLC Top Holdings and 13F Report (2026) About Boston Family Office LLCInvestment ActivityBoston Family Office LLC has $1.50 million in total holdings as of March 31, 2026.Boston Family Office LLC owns shares of 311 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 4.21% of the portfolio was purchased this quarter.About 3.62% of the portfolio was sold this quarter.This quarter, Boston Family Office LLC has purchased 311 new stocks and bought additional shares in 105 stocks.Boston Family Office LLC sold shares of 110 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $72,822Alphabet $52,170Amazon.com $52,105Microsoft $50,704Vanguard S&P 500 ETF $47,634 Largest New Holdings this Quarter L8681T102 - Spotify Technology $2,935 Holding46436E130 - iShares iBonds Dec 2033 Term Corporate ETF $1,614 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $1,005 Holding040413205 - Arista Networks Inc $973 Holding03076C106 - Ameriprise Financial $648 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 18,709 shares (about $11.18K)NVIDIA 21,529 shares (about $3.75K)Parker-Hannifin 3,286 shares (about $2.94K)Spotify Technology 6,053 shares (about $2.94K)Meta Platforms 4,616 shares (about $2.64K) Largest Sales this Quarter Alphabet 21,019 shares (about $6.03K)SPDR S&P 500 ETF Trust 6,510 shares (about $4.23K)American Express 8,855 shares (about $2.68K)Rockwell Automation 7,090 shares (about $2.54K)iShares iBonds Dec 2026 Term Treasury ETF 94,254 shares (about $2.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoston Family Office LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$72,822$130 â–²0.2%286,9394.8%Computer and TechnologyGOOGAlphabet$52,170$6,030 â–¼-10.4%181,8653.5%Computer and TechnologyAMZNAmazon.com$52,105$1,764 â–¼-3.3%250,1793.5%Retail/WholesaleMSFTMicrosoft$50,704$369 â–¼-0.7%136,9743.4%Computer and TechnologyVOOVanguard S&P 500 ETF$47,634$11,180 â–²30.7%79,7153.2%ETFVVisa$40,223$1,554 â–¼-3.7%133,0832.7%Business ServicesUNPUnion Pacific$29,720$343 â–¼-1.1%122,4972.0%TransportationNVDANVIDIA$28,891$3,755 â–²14.9%165,6591.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$28,734$4,234 â–¼-12.8%44,1831.9%FinanceBRK.BBerkshire Hathaway$27,139$1,878 â–¼-6.5%56,6341.8%FinanceNEENextEra Energy$24,625$572 â–¼-2.3%265,1251.6%UtilitiesSPGIS&P Global$24,439$746 â–²3.2%57,4571.6%FinanceSYKStryker$24,289$1,491 â–²6.5%73,9191.6%MedicalECLEcolab$23,789$1,251 â–¼-5.0%89,4271.6%Basic MaterialsROKRockwell Automation$23,289$2,544 â–¼-9.8%64,8941.5%Computer and TechnologyPANWPalo Alto Networks$22,074$2,277 â–²11.5%137,6891.5%Computer and TechnologyCVXChevron$21,452$1,304 â–¼-5.7%103,6851.4%EnergyAPDAir Products and Chemicals$20,981$203 â–¼-1.0%72,2261.4%Basic MaterialsAMTAmerican Tower$20,686$399 â–¼-1.9%119,8611.4%FinanceIQVIQVIA$19,888$614 â–¼-3.0%116,6171.3%MedicalTMOThermo Fisher Scientific$19,813$98 â–²0.5%40,3081.3%MedicalATRAptarGroup$18,899$964 â–¼-4.9%149,9721.3%IndustrialsLLYEli Lilly and Company$17,333$88 â–¼-0.5%18,8451.2%MedicalMarsh$16,856$147 â–¼-0.9%97,1811.1%COMJNJJohnson & Johnson$16,837$1,120 â–¼-6.2%68,8791.1%MedicalGOOGLAlphabet$16,429$673 â–¼-3.9%57,1341.1%Computer and TechnologyCRMSalesforce$15,725$970 â–¼-5.8%84,2391.0%Computer and TechnologyABBVAbbVie$15,477$13 â–¼-0.1%71,1621.0%MedicalNOWServiceNow$15,142$224 â–¼-1.5%144,8321.0%Computer and TechnologyVXFVanguard Extended Market ETF$15,055$1,421 â–²10.4%73,1551.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$15,051$902 â–²6.4%301,3261.0%ManufacturingIDXXIDEXX Laboratories$14,802$399 â–¼-2.6%26,3441.0%MedicalETNEaton$14,721$103 â–¼-0.7%41,1571.0%IndustrialsADPAutomatic Data Processing$14,530$433 â–¼-2.9%71,5141.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$13,745$1,437 â–²11.7%63,9140.9%ETFJPMJPMorgan Chase & Co.$13,735$510 â–²3.9%46,6930.9%FinancePHParker-Hannifin$13,021$2,942 â–²29.2%14,5450.9%IndustrialsRoper Technologies, Inc.$12,978$1,255 â–¼-8.8%36,6750.9%COMCOSTCostco Wholesale$12,902$586 â–¼-4.3%12,9480.9%Retail/WholesaleMETAMeta Platforms$12,602$2,641 â–²26.5%22,0270.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$11,560$1,184 â–²11.4%36,0330.8%ETFXYLXylem$10,647$61 â–²0.6%89,0990.7%Business ServicesASMLASML$10,288$24 â–²0.2%7,7890.7%Computer and TechnologyZBRAZebra Technologies$10,209$660 â–¼-6.1%48,8270.7%IndustrialsPEPPepsiCo$9,601$250 â–¼-2.5%61,8260.6%Consumer StaplesEOGEOG Resources$9,479$748 â–¼-7.3%65,5640.6%EnergyMCDMcDonald's$9,258$486 â–²5.5%29,7880.6%Retail/WholesaleNFLXNetflix$8,977$2,308 â–²34.6%93,3660.6%Consumer DiscretionaryTJXTJX Companies$8,581$324 â–¼-3.6%53,7320.6%Retail/WholesaleLECOLincoln Electric$8,529$59 â–¼-0.7%34,2410.6%IndustrialsABTAbbott Laboratories$8,319$164 â–¼-1.9%81,0240.6%MedicalPGProcter & Gamble$8,011$657 â–¼-7.6%55,4620.5%Consumer StaplesDISWalt Disney$7,938$298 â–²3.9%82,3630.5%Consumer DiscretionaryTE Connectivity PLC$7,774$231 â–²3.1%37,1930.5%ORD SHSMKCMcCormick & Company, Incorporated$7,449$279 â–²3.9%147,6870.5%Consumer StaplesSHWSherwin-Williams$7,394$211 â–¼-2.8%23,0680.5%Basic MaterialsDHRDanaher$7,392$64 â–¼-0.9%38,9870.5%MedicalVCSHVanguard Short-Term Corporate Bond ETF$7,229$334 â–²4.8%91,1790.5%ETFHDHome Depot$7,026$65 â–²0.9%21,3620.5%Retail/WholesaleADIAnalog Devices$6,953$29 â–²0.4%21,8550.5%Computer and TechnologyVanguard Core Bond ETF$6,920$1,377 â–²24.8%89,4330.5%CORE BD ETFMDYSPDR S&P MidCap 400 ETF Trust$6,834$292 â–¼-4.1%11,0810.5%ETFMOATVanEck Morningstar Wide Moat ETF$6,494$93 â–²1.4%67,1550.4%ETFNKENIKE$6,465$252 â–¼-3.8%122,4060.4%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$6,398$570 â–¼-8.2%51,4720.4%ETFVRPInvesco Variable Rate Preferred ETF$6,160$209 â–²3.5%256,8770.4%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$6,117$304 â–²5.2%272,7330.4%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$5,927$319 â–²5.7%265,9840.4%ManufacturingXOMExxonMobil$5,859$180 â–¼-3.0%34,5340.4%EnergyPalantir Technologies Inc$5,849$330 â–²6.0%39,9850.4%CL AMRKMerck & Co., Inc.$5,469$115 â–¼-2.1%45,4660.4%MedicalHUBBHubbell$5,2110.0%10,6180.3%IndustrialsMPWRMonolithic Power Systems$4,968$119 â–¼-2.3%4,5440.3%Computer and TechnologyNSRGYNestle$4,855$233 â–¼-4.6%49,0600.3%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$4,739$593 â–²14.3%80,9570.3%ETFBSVVanguard Short-Term Bond ETF$4,660$279 â–¼-5.6%59,3900.3%ETFQQQInvesco QQQ$4,597$551 â–¼-10.7%7,9650.3%FinanceWELLWelltower$4,565$207 â–²4.8%23,0910.3%FinanceIVViShares Core S&P 500 ETF$4,270$7 â–¼-0.2%6,5370.3%ETFTTTrane Technologies$4,259$448 â–¼-9.5%10,2210.3%ConstructionWMWaste Management$4,257$324 â–²8.2%18,5260.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$4,171$241 â–²6.1%12,3410.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,167$917 â–²28.2%65,0360.3%ETFADBEAdobe$4,082$509 â–¼-11.1%16,7920.3%Computer and TechnologyAXPAmerican Express$3,896$9 â–¼-0.2%12,8800.3%FinanceIJHiShares Core S&P Mid-Cap ETF$3,770$69 â–²1.9%55,8340.3%ETFAMGNAmgen$3,660$434 â–²13.5%10,4010.2%MedicalLOWLowe's Companies$3,652$985 â–¼-21.2%15,4570.2%Retail/WholesaleBRK.ABerkshire Hathaway$3,5910.0%50.2%FinanceRTXRTX$3,454$9 â–²0.3%17,9060.2%AerospaceKOCocaCola$3,357$40 â–¼-1.2%44,1470.2%Consumer StaplesGLWCorning$3,329$1,097 â–¼-24.8%24,4870.2%Computer and TechnologyITWIllinois Tool Works$3,264$415 â–²14.6%12,5410.2%IndustrialsIBTJiShares iBonds Dec 2029 Term Treasury ETF$3,235$478 â–²17.3%148,0830.2%ManufacturingCATCaterpillar$3,232$1,007 â–¼-23.8%4,5620.2%IndustrialsIVWiShares S&P 500 Growth ETF$3,102$3 â–²0.1%27,4240.2%ETFRPMRPM International$2,935$198 â–²7.3%29,5320.2%Basic MaterialsSPOTSpotify Technology$2,935$2,935 â–²New Holding6,0530.2%Computer and TechnologyIBTGiShares iBonds Dec 2026 Term Treasury ETF$2,893$2,160 â–¼-42.7%126,2600.2%ManufacturingVOVanguard Mid-Cap ETF$2,8620.0%9,9640.2%ETFShowing largest 100 holdings. 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