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 Holdings

Vanguard Total Stock Market ETF: $64,570,616
Invesco QQQ: $36,367,306
iShares Core S&P Mid-Cap ETF: $21,788,539
Avantis U.S. Large Cap Value ETF: $18,527,123
Dimensional U.S. Equity ETF: $12,596,720

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

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$64,570,616	$1,781,746 â–²	2.8%	174,496	27.4%	ETF
QQQ Invesco QQQ	$36,367,306	$1,033,911 â–²	2.9%	49,385	15.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$21,788,539	$676,178 â–²	3.2%	282,564	9.3%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$18,527,123	$663,826 â–²	3.7%	203,126	7.9%	ETF
DFUS Dimensional U.S. Equity ETF	$12,596,720	$616,926 â–²	5.1%	153,731	5.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$9,650,899	$289,058 â–²	3.1%	65,072	4.1%	ETF
AAPL Apple	$8,989,353	$32,698 â–¼	-0.4%	31,066	3.8%	Technology
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	$7,350,591	$30,083 â–²	0.4%	96,515	3.1%	ETF
NVDA NVIDIA	$5,576,006	$434,003 â–²	8.4%	27,867	2.4%	Technology
UTES Virtus Reaves Utilities ETF	$4,665,407	$218,573 â–²	4.9%	57,076	2.0%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$3,817,820	$58,726 â–²	1.6%	17,943	1.6%	ETF
AMZN Amazon.com	$3,259,776	$24,787 â–²	0.8%	13,677	1.4%	Consumer Discretionary
GOOG Alphabet	$2,973,509	$9,540 â–¼	-0.3%	8,416	1.3%	Communication Services
QQXT First Trust NASDAQ-100 Ex-Technology Sector Index Fund	$2,219,720	$23,916 â–²	1.1%	22,739	0.9%	ETF
VXF Vanguard Extended Market ETF	$1,910,819	$93,559 â–²	5.1%	7,761	0.8%	ETF
TSLA Tesla	$1,561,688	$5,468 â–²	0.4%	3,713	0.7%	Consumer Discretionary
VRT Vertiv	$1,345,227	$63,612 â–²	5.0%	4,018	0.6%	Industrials
MSFT Microsoft	$1,233,994	$152,944 â–²	14.1%	3,308	0.5%	Technology
AMD Advanced Micro Devices	$1,195,513		0.0%	2,058	0.5%	Technology
GLD SPDR Gold Shares	$1,003,411	$18,418 â–¼	-1.8%	2,724	0.4%	ETF
AVGO Broadcom	$992,441	$97,091 â–²	10.8%	2,627	0.4%	Technology
IVV iShares Core S&P 500 ETF	$929,229		0.0%	1,241	0.4%	ETF
YNDX Yandex	$855,022	$124,553 â–²	17.1%	3,096	0.4%	Technology
FVD First Trust Value Line Dividend Index Fund	$825,559	$66,536 â–¼	-7.5%	17,135	0.4%	ETF
LMBS First Trust Low Duration Opportunities ETF	$781,755	$71,734 â–¼	-8.4%	15,704	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$715,298	$1,493 â–²	0.2%	958	0.3%	ETF
PM Philip Morris International	$686,901	$181 â–²	0.0%	3,797	0.3%	Consumer Staples
DFAC Dimensional U.S. Core Equity 2 ETF	$681,110	$1,686 â–²	0.2%	15,354	0.3%	ETF
JNJ Johnson & Johnson	$665,361	$2,032 â–²	0.3%	2,620	0.3%	Healthcare
USMV iShares MSCI USA Min Vol Factor ETF	$658,758	$31,062 â–¼	-4.5%	6,829	0.3%	ETF
VLUE iShares MSCI USA Value Factor ETF	$655,623	$26,177 â–¼	-3.8%	3,281	0.3%	ETF
META Meta Platforms	$639,900	$34,361 â–²	5.7%	1,136	0.3%	Communication Services
ARISTA NETWORKS INC	$612,078		0.0%	3,603	0.3%	COM SHS
XOM ExxonMobil	$596,093	$138,906 â–¼	-18.9%	4,360	0.3%	Energy
XT iShares Exponential Technologies ETF	$583,820	$27,104 â–¼	-4.4%	7,065	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$581,031	$130,117 â–²	28.9%	2,456	0.2%	ETF
GOOGL Alphabet	$557,697	$125,401 â–²	29.0%	1,561	0.2%	Communication Services
MU Micron Technology	$542,516	$542,516 â–²	New Holding	470	0.2%	Technology
OEF iShares S&P 100 ETF	$516,933	$13,536 â–²	2.7%	1,413	0.2%	ETF
FNY First Trust Mid Cap Growth AlphaDEX Fund	$508,740	$5,321 â–¼	-1.0%	4,589	0.2%	ETF
STT State Street	$502,983	$2,035 â–²	0.4%	2,966	0.2%	Finance
IAU iShares Gold Trust	$498,366		0.0%	6,600	0.2%	ETF
XAR SPDR S&P Aerospace & Defense ETF	$495,762		0.0%	1,747	0.2%	ETF
MAIN Main Street Capital	$428,010		0.0%	8,250	0.2%	Finance
FIRST TR EXCHNG TRADED FD VI	$420,265		0.0%	12,508	0.2%	FT VEST US EQUIT
QQQM Invesco NASDAQ 100 ETF	$418,056	$7,573 â–²	1.8%	1,380	0.2%	ETF
CB Chubb	$416,725		0.0%	1,223	0.2%	Finance
PALANTIR TECHNOLOGIES INC	$389,561	$49,001 â–²	14.4%	3,339	0.2%	CL A
SCHB Schwab US Broad Market ETF	$356,745	$956 â–²	0.3%	12,319	0.2%	ETF
BE Bloom Energy	$355,975	$109,880 â–¼	-23.6%	1,176	0.2%	Industrials
GLTR abrdn Physical Precious Metals Basket Shares ETF	$340,562	$50,541 â–²	17.4%	1,880	0.1%	ETF
IWV iShares Russell 3000 ETF	$334,375	$62,269 â–²	22.9%	784	0.1%	ETF
EQL ALPS Equal Sector Weight ETF	$330,979	$2,522 â–¼	-0.8%	6,561	0.1%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$323,977	$586 â–¼	-0.2%	2,213	0.1%	ETF
GE VERNOVA INC	$313,908	$313,908 â–²	New Holding	267	0.1%	COM
PG Procter & Gamble	$304,830	$733 â–²	0.2%	2,079	0.1%	Consumer Staples
JPST JPMorgan Ultra-Short Income ETF	$298,028	$17,953 â–¼	-5.7%	5,893	0.1%	ETF
DMAR FT Vest U.S. Equity Deep Buffer ETF - March	$289,777		0.0%	6,478	0.1%	ETF
MO Altria Group	$281,679	$216 â–²	0.1%	3,915	0.1%	Consumer Staples
ITOT iShares Core S&P Total U.S. Stock Market ETF	$278,586	$657 â–²	0.2%	1,696	0.1%	ETF
IWS iShares Russell Mid-Cap Value ETF	$272,650	$823 â–¼	-0.3%	1,656	0.1%	ETF
VO Vanguard Mid-Cap ETF	$270,715	$203,036 â–²	300.0%	3,360	0.1%	ETF
RECS Columbia Research Enhanced Core ETF	$249,265	$10,821 â–¼	-4.2%	5,759	0.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$245,659	$245,659 â–²	New Holding	717	0.1%	ETF
RITM Rithm Capital	$239,914		0.0%	25,550	0.1%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$237,808	$14,235 â–²	6.4%	2,840	0.1%	ETF
AMPLIFY ETF TR	$233,241	$233,241 â–²	New Holding	2,223	0.1%	AMPLIFY CYBERSEC
VZ Verizon Communications	$232,634	$1,609 â–²	0.7%	5,494	0.1%	Communication Services
SCHF Schwab International Equity ETF	$230,432	$942 â–²	0.4%	8,319	0.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$219,929	$219,929 â–²	New Holding	313	0.1%	ETF
FIRST TR EXCHNG TRADED FD VI	$217,617		0.0%	4,919	0.1%	FT VEST U.S EQT
ESGV Vanguard ESG U.S. Stock ETF	$208,725	$208,725 â–²	New Holding	1,578	0.1%	ETF
T AT&T	$205,370	$580 â–²	0.3%	9,921	0.1%	Communication Services
CRWD CrowdStrike	$204,522	$204,522 â–²	New Holding	268	0.1%	Technology
BRK.B Berkshire Hathaway	$203,659	$22,017 â–¼	-9.8%	407	0.1%	Finance
IDEV iShares Core MSCI International Developed Markets ETF	$202,320	$202,320 â–²	New Holding	2,273	0.1%	ETF
MSC INCOME FUND INC	$173,927	$2,048 â–²	1.2%	15,033	0.1%	COM
OXSQ Oxford Square Capital	$34,354		0.0%	26,026	0.0%	Finance
CITIUS PHARMACEUTICALS INC	$16,926	$16,926 â–²	New Holding	28,000	0.0%	COM

Showing largest 100 holdings. View all holdings.

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

About Bostonpremier Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Bostonpremier Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBostonpremier Wealth LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools