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

About Bostonpremier Wealth LLC

Investment Activity

  • Bostonpremier Wealth LLC has $245.08 million in total holdings as of September 30, 2026.
  • Bostonpremier Wealth LLC owns shares of 85 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 4.55% of the portfolio was purchased this quarter.
  • About 0.70% of the portfolio was sold this quarter.
  • This quarter, Bostonpremier Wealth LLC has purchased 79 new stocks and bought additional shares in 43 stocks.
  • Bostonpremier Wealth LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$689,428 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$455,748 Holding
609207105 - Mondelez International
$295,807 Holding
032095101 - Amphenol
$263,522 Holding
33734X846 - First Trust Nasdaq Cybersecurity ETF
$233,713 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
6,472 shares (about $2.42M)
Invesco QQQ
1,578 shares (about $1.17M)
iShares Core S&P Mid-Cap ETF
11,195 shares (about $805.48K)
Dimensional U.S. Equity ETF
9,312 shares (about $773.18K)
Philip Morris International
3,697 shares (about $705.43K)

Largest Sales this Quarter

Alphabet
1,577 shares (about $537.32K)
Microsoft
259 shares (about $132.83K)
Yandex
502 shares (about $118.41K)
Chubb
223 shares (about $72.53K)

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
$67,725,641$2,422,088 ▲3.7%180,96827.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$37,701,053$1,167,362 ▲3.2%50,96315.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$21,135,930$805,479 ▲4.0%293,7598.6%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$19,057,343$686,621 ▲3.7%210,7187.8%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$13,537,486$773,177 ▲6.1%163,0435.5%ETF
Apple Inc. stock logo
AAPL
Apple
$10,462,180$116,557 ▲1.1%31,4164.3%Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,169,309$316,971 ▲3.6%67,4023.7%ETF
iShares Robotics and Artificial Intelligence Multisector ETF stock logo
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
$7,604,477$45,426 ▲0.6%97,0953.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,319,387$44,992 ▼-0.7%27,6702.6%Technology
UTES
Virtus Reaves Utilities ETF
$4,303,970$298,403 ▲7.4%61,3281.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,813,726$81,130 ▲2.2%18,3331.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,422,324$14,700 ▲0.4%13,7361.4%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$2,330,198$537,319 ▼-18.7%6,8391.0%Communication Services
First Trust NASDAQ-100 Ex-Technology Sector Index Fund stock logo
QQXT
First Trust NASDAQ-100 Ex-Technology Sector Index Fund
$2,114,478$63,701 ▼-2.9%22,0740.9%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,867,679$69,954 ▲3.9%8,0630.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,563,663$132,827 ▼-7.8%3,0490.6%Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,429,947$705,433 ▲97.4%7,4940.6%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$1,335,860$18,450 ▲1.4%3,7650.5%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,259,0020.0%2,0580.5%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,059,439$22,088 ▲2.1%2,7820.4%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$983,221$13,753 ▲1.4%4,0750.4%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$950,4410.0%1,2410.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$923,729$1,054 ▲0.1%2,6300.4%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$807,383$16,684 ▼-2.0%1,1130.3%Communication Services
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$805,044$1,220 ▲0.2%17,1610.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$751,928$21,353 ▲2.9%9860.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$747,501$53,998 ▲7.8%2,8240.3%Healthcare
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$742,965$227,505 ▲44.1%9,5130.3%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$740,036$20,983 ▼-2.8%15,2710.3%ETF
ARISTA NETWORKS INC
$733,5350.0%3,6030.3%COM SHS
EXXONMOBIL HOLDINGS CORP
$689,428$689,428 ▲New Holding4,2360.3%COM SHS
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$682,4920.0%15,3540.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$680,793$15,395 ▲2.3%6,9870.3%ETF
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$641,066$8,513 ▼-1.3%3,2380.3%ETF
PALANTIR TECHNOLOGIES INC
$624,5600.0%3,3390.3%CL A
Yandex stock logo
YNDX
Yandex
$611,873$118,412 ▼-16.2%2,5940.2%Technology
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$589,2600.0%7,0650.2%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$579,599$39,735 ▲7.4%1,5170.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$573,410$467 ▲0.1%2,4580.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$547,542$46,871 ▲9.4%5140.2%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$537,0120.0%1,5610.2%Communication Services
State Street Corporation stock logo
STT
State Street
$519,356$1,571 ▲0.3%2,9750.2%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$512,735$249,095 ▲94.5%7,6140.2%Consumer Staples
SPACE EXPLORATION TECHN CORP
$455,748$455,748 ▲New Holding3,0210.2%CLASS A COM STK
Main Street Capital Corporation stock logo
MAIN
Main Street Capital
$454,1620.0%8,2500.2%Finance
First Trust Mid Cap Growth AlphaDEX Fund stock logo
FNY
First Trust Mid Cap Growth AlphaDEX Fund
$453,5930.0%4,5890.2%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$451,137$30,766 ▲7.3%1,4810.2%ETF
FIRST TR EXCHNG TRADED FD VI
$427,9610.0%12,5080.2%FT VEST US EQUIT
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$408,723$4,626 ▲1.1%1,7670.2%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$386,505$47,935 ▲14.2%8950.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$362,043$967 ▲0.3%12,3520.1%ETF
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$350,2440.0%1,8800.1%ETF
Chubb Limited stock logo
CB
Chubb
$325,250$72,531 ▼-18.2%1,0000.1%Finance
EQL
ALPS Equal Sector Weight ETF
$314,701$13,924 ▼-4.2%6,2830.1%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$308,698$237,745 ▲335.1%1,1660.1%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$302,694$726 ▲0.2%2,0840.1%Consumer Staples
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$298,876$2,065 ▲0.7%5,9340.1%ETF
FT Vest U.S. Equity Deep Buffer ETF - March stock logo
DMAR
FT Vest U.S. Equity Deep Buffer ETF - March
$296,1740.0%6,4780.1%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$295,807$295,807 ▲New Holding5,1160.1%Consumer Staples
Bloom Energy Corporation stock logo
BE
Bloom Energy
$289,444$36,284 ▼-11.1%1,0450.1%Industrials
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$284,981$19,687 ▼-6.5%2,0700.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$282,763$831 ▲0.3%1,7010.1%ETF
AMPLIFY ETF TR
$269,4950.0%2,2230.1%AMPLIFY CYBERSEC
Amphenol Corporation stock logo
APH
Amphenol
$263,522$263,522 ▲New Holding3,1260.1%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$263,4910.0%3,3600.1%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$262,459$3,697 ▼-1.4%1,6330.1%ETF
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$259,6890.0%5,7590.1%ETF
GE VERNOVA INC
$256,873$2,854 ▲1.1%2700.1%COM
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$252,456$459 ▲0.2%5,5040.1%Communication Services
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$244,424$15,905 ▲7.0%8,8980.1%ETF
AT&T Inc. stock logo
T
AT&T
$241,867$195 ▼-0.1%9,9130.1%Communication Services
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$236,042$415 ▲0.2%2,8450.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$234,124$6,662 ▲2.9%7380.1%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$233,713$233,713 ▲New Holding2,2670.1%ETF
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$228,1620.0%25,5500.1%Finance
FIRST TR EXCHNG TRADED FD VI
$222,5360.0%4,9190.1%FT VEST U.S EQT
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$217,784$217,784 ▲New Holding1,4990.1%Healthcare
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$214,419$542 ▲0.3%1,5820.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$207,471$207,471 ▲New Holding3,4980.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$206,411$206,411 ▲New Holding2950.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$205,8080.0%3130.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$205,155$2,490 ▲1.2%4120.1%Finance
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$203,3880.0%2,2730.1%ETF
MSC INCOME FUND INC
$179,220$2,283 ▲1.3%15,2270.1%COM
Oxford Square Capital Corp. stock logo
OXSQ
Oxford Square Capital
$32,443$870 ▼-2.6%25,3460.0%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$596,093 ▼-100.0%00.0%Energy
CITIUS PHARMACEUTICALS INC
$0$16,926 ▼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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