Go Pro

Bostonpremier Wealth LLC Top Holdings and 13F Report (2026)

About Bostonpremier Wealth LLC

Investment Activity

  • Bostonpremier Wealth LLC has $235.47 million in total holdings as of June 30, 2026.
  • Bostonpremier Wealth LLC owns shares of 79 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 3.94% of the portfolio was purchased this quarter.
  • About 0.25% of the portfolio was sold this quarter.
  • This quarter, Bostonpremier Wealth LLC has purchased 70 new stocks and bought additional shares in 41 stocks.
  • Bostonpremier Wealth LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

595112103 - Micron Technology
$542,516 Holding
36828A101 - GE VERNOVA INC
$313,908 Holding
46432F396 - iShares MSCI USA Momentum Factor ETF
$245,659 Holding
032108664 - AMPLIFY ETF TR
$233,241 Holding
78467Y107 - SPDR S&P MidCap 400 ETF Trust
$219,929 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
4,815 shares (about $1.78M)
Invesco QQQ
1,404 shares (about $1.03M)
iShares Core S&P Mid-Cap ETF
8,769 shares (about $676.18K)
Avantis U.S. Large Cap Value ETF
7,278 shares (about $663.83K)
Dimensional U.S. Equity ETF
7,529 shares (about $616.93K)

Largest Sales this Quarter

ExxonMobil
1,016 shares (about $138.91K)
Bloom Energy
363 shares (about $109.88K)
First Trust Low Duration Opportunities ETF
1,441 shares (about $71.73K)
First Trust Value Line Dividend Index Fund
1,381 shares (about $66.54K)
Apple
113 shares (about $32.70K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBostonpremier Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$64,570,616$1,781,746 2.8%174,49627.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$36,367,306$1,033,911 2.9%49,38515.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$21,788,539$676,178 3.2%282,5649.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$18,527,123$663,826 3.7%203,1267.9%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$12,596,720$616,926 5.1%153,7315.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,650,899$289,058 3.1%65,0724.1%ETF
Apple Inc. stock logo
AAPL
Apple
$8,989,353$32,698 -0.4%31,0663.8%Technology
iShares Robotics and Artificial Intelligence Multisector ETF stock logo
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
$7,350,591$30,083 0.4%96,5153.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,576,006$434,003 8.4%27,8672.4%Technology
UTES
Virtus Reaves Utilities ETF
$4,665,407$218,573 4.9%57,0762.0%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,817,820$58,726 1.6%17,9431.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,259,776$24,787 0.8%13,6771.4%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$2,973,509$9,540 -0.3%8,4161.3%Communication Services
First Trust NASDAQ-100 Ex-Technology Sector Index Fund stock logo
QQXT
First Trust NASDAQ-100 Ex-Technology Sector Index Fund
$2,219,720$23,916 1.1%22,7390.9%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,910,819$93,559 5.1%7,7610.8%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,561,688$5,468 0.4%3,7130.7%Consumer Discretionary
Vertiv Holdings Co. stock logo
VRT
Vertiv
$1,345,227$63,612 5.0%4,0180.6%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$1,233,994$152,944 14.1%3,3080.5%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,195,5130.0%2,0580.5%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,003,411$18,418 -1.8%2,7240.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$992,441$97,091 10.8%2,6270.4%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$929,2290.0%1,2410.4%ETF
Yandex stock logo
YNDX
Yandex
$855,022$124,553 17.1%3,0960.4%Technology
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$825,559$66,536 -7.5%17,1350.4%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$781,755$71,734 -8.4%15,7040.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$715,298$1,493 0.2%9580.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$686,901$181 0.0%3,7970.3%Consumer Staples
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$681,110$1,686 0.2%15,3540.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$665,361$2,032 0.3%2,6200.3%Healthcare
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$658,758$31,062 -4.5%6,8290.3%ETF
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$655,623$26,177 -3.8%3,2810.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$639,900$34,361 5.7%1,1360.3%Communication Services
ARISTA NETWORKS INC
$612,0780.0%3,6030.3%COM SHS
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$596,093$138,906 -18.9%4,3600.3%Energy
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$583,820$27,104 -4.4%7,0650.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$581,031$130,117 28.9%2,4560.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$557,697$125,401 29.0%1,5610.2%Communication Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$542,516$542,516 New Holding4700.2%Technology
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$516,933$13,536 2.7%1,4130.2%ETF
First Trust Mid Cap Growth AlphaDEX Fund stock logo
FNY
First Trust Mid Cap Growth AlphaDEX Fund
$508,740$5,321 -1.0%4,5890.2%ETF
State Street Corporation stock logo
STT
State Street
$502,983$2,035 0.4%2,9660.2%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$498,3660.0%6,6000.2%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$495,7620.0%1,7470.2%ETF
Main Street Capital Corporation stock logo
MAIN
Main Street Capital
$428,0100.0%8,2500.2%Finance
FIRST TR EXCHNG TRADED FD VI
$420,2650.0%12,5080.2%FT VEST US EQUIT
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$418,056$7,573 1.8%1,3800.2%ETF
Chubb Limited stock logo
CB
Chubb
$416,7250.0%1,2230.2%Finance
PALANTIR TECHNOLOGIES INC
$389,561$49,001 14.4%3,3390.2%CL A
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$356,745$956 0.3%12,3190.2%ETF
Bloom Energy Corporation stock logo
BE
Bloom Energy
$355,975$109,880 -23.6%1,1760.2%Industrials
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$340,562$50,541 17.4%1,8800.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$334,375$62,269 22.9%7840.1%ETF
EQL
ALPS Equal Sector Weight ETF
$330,979$2,522 -0.8%6,5610.1%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$323,977$586 -0.2%2,2130.1%ETF
GE VERNOVA INC
$313,908$313,908 New Holding2670.1%COM
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$304,830$733 0.2%2,0790.1%Consumer Staples
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$298,028$17,953 -5.7%5,8930.1%ETF
FT Vest U.S. Equity Deep Buffer ETF - March stock logo
DMAR
FT Vest U.S. Equity Deep Buffer ETF - March
$289,7770.0%6,4780.1%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$281,679$216 0.1%3,9150.1%Consumer Staples
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$278,586$657 0.2%1,6960.1%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$272,650$823 -0.3%1,6560.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$270,715$203,036 300.0%3,3600.1%ETF
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$249,265$10,821 -4.2%5,7590.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$245,659$245,659 New Holding7170.1%ETF
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$239,9140.0%25,5500.1%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$237,808$14,235 6.4%2,8400.1%ETF
AMPLIFY ETF TR
$233,241$233,241 New Holding2,2230.1%AMPLIFY CYBERSEC
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$232,634$1,609 0.7%5,4940.1%Communication Services
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$230,432$942 0.4%8,3190.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$219,929$219,929 New Holding3130.1%ETF
FIRST TR EXCHNG TRADED FD VI
$217,6170.0%4,9190.1%FT VEST U.S EQT
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$208,725$208,725 New Holding1,5780.1%ETF
AT&T Inc. stock logo
T
AT&T
$205,370$580 0.3%9,9210.1%Communication Services
CrowdStrike stock logo
CRWD
CrowdStrike
$204,522$204,522 New Holding2680.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$203,659$22,017 -9.8%4070.1%Finance
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$202,320$202,320 New Holding2,2730.1%ETF
MSC INCOME FUND INC
$173,927$2,048 1.2%15,0330.1%COM
Oxford Square Capital Corp. stock logo
OXSQ
Oxford Square Capital
$34,3540.0%26,0260.0%Finance
CITIUS PHARMACEUTICALS INC
$16,926$16,926 New Holding28,0000.0%COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data