Bostonpremier Wealth LLC Top Holdings and 13F Report (2026) About Bostonpremier Wealth LLCInvestment ActivityBostonpremier Wealth LLC has $193.53 million in total holdings as of March 31, 2026.Bostonpremier Wealth LLC owns shares of 70 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Bostonpremier Wealth LLC has purchased 69 new stocks and bought additional shares in 35 stocks.Bostonpremier Wealth LLC sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $54,435,314Invesco QQQ $27,693,881iShares Core S&P Mid-Cap ETF $18,489,349Avantis U.S. Large Cap Value ETF $15,787,282Dimensional U.S. Equity ETF $10,367,181 Largest New Holdings this Quarter N97284108 - Yandex $274,445 Holding093712107 - Bloom Energy $208,519 Holding808524805 - Schwab International Equity ETF $205,064 Holding922042775 - Vanguard FTSE All-World ex-US ETF $200,515 Holding55374X208 - MSC INCOME FUND INC $180,942 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 2,686 shares (about $861.69K)Invesco QQQ 1,280 shares (about $738.80K)Avantis U.S. Large Cap Value ETF 6,967 shares (about $561.61K)Dimensional U.S. Equity ETF 5,632 shares (about $399.37K)Yandex 2,645 shares (about $274.45K) Largest Sales this Quarter First Trust Low Duration Opportunities ETF 2,856 shares (about $142.26K)Amazon.com 657 shares (about $136.83K)First Trust Value Line Dividend Index Fund 2,347 shares (about $110.38K)Microsoft 288 shares (about $106.62K)Main Street Capital 1,300 shares (about $68.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBostonpremier Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$54,435,314$861,695 ▲1.6%169,68128.1%ETFQQQInvesco QQQ$27,693,881$738,796 ▲2.7%47,98114.3%FinanceIJHiShares Core S&P Mid-Cap ETF$18,489,349$198,943 ▲1.1%273,7959.6%ETFAVLVAvantis U.S. Large Cap Value ETF$15,787,282$561,609 ▲3.7%195,8488.2%ETFDFUSDimensional U.S. Equity ETF$10,367,181$399,365 ▲4.0%146,2025.4%ETFAAPLApple$7,912,965$54,058 ▼-0.7%31,1794.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,846,865$207,350 ▲2.7%63,1234.1%ETFNVDANVIDIA$4,481,752$48,483 ▼-1.1%25,6982.3%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$4,472,483$191,797 ▲4.5%96,1202.3%ManufacturingUTESVirtus Reaves Utilities ETF$4,346,740$204,465 ▲4.9%54,4022.2%ETFRSPInvesco S&P 500 Equal Weight ETF$3,390,671$165,052 ▲5.1%17,6671.8%ETFAMZNAmazon.com$2,826,849$136,833 ▼-4.6%13,5731.5%Retail/WholesaleGOOGAlphabet$2,421,869$73,720 ▲3.1%8,4431.3%Computer and TechnologyQQXTFirst Trust NASDAQ-100 Ex-Technology Sector Index Fund$2,195,997$34,071 ▲1.6%22,4941.1%ETFVXFVanguard Extended Market ETF$1,519,018$32,517 ▼-2.1%7,3810.8%ETFTSLATesla$1,375,475$45,725 ▲3.4%3,7000.7%Auto/Tires/TrucksGLDSPDR Gold Shares$1,193,8400.0%2,7740.6%FinanceMSFTMicrosoft$1,072,863$106,620 ▼-9.0%2,8980.6%Computer and TechnologyVRTVertiv$959,2630.0%3,8280.5%Computer and TechnologyXOMExxonMobil$912,070$21,546 ▲2.4%5,3760.5%EnergyFVDFirst Trust Value Line Dividend Index Fund$870,825$110,382 ▼-11.2%18,5160.4%ETFLMBSFirst Trust Low Duration Opportunities ETF$854,017$142,261 ▼-14.3%17,1450.4%ManufacturingIVViShares Core S&P 500 ETF$810,377$653 ▲0.1%1,2410.4%ETFAVGOBroadcom$733,638$310 ▲0.0%2,3700.4%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$663,160$29,119 ▼-4.2%7,1510.3%ETFJNJJohnson & Johnson$638,531$8,801 ▲1.4%2,6120.3%MedicalPMPhilip Morris International$627,631$16,534 ▲2.7%3,7960.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$622,035$5,205 ▲0.8%9560.3%FinanceMETAMeta Platforms$615,118$52,070 ▲9.2%1,0750.3%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$595,193$1,477 ▲0.2%15,3160.3%ETFIAUiShares Gold Trust$581,856$11,461 ▲2.0%6,6000.3%FinanceXTiShares Exponential Technologies ETF$503,814$1,090 ▼-0.2%7,3930.3%ManufacturingVLUEiShares MSCI USA Value Factor ETF$485,200$569 ▲0.1%3,4120.3%ETFXARSPDR S&P Aerospace & Defense ETF$443,631$18,791 ▲4.4%1,7470.2%ETFARISTA NETWORKS INC$442,3760.0%3,6030.2%COM SHSOEFiShares S&P 100 ETF$437,663$954 ▲0.2%1,3760.2%ETFMAINMain Street Capital$436,920$68,848 ▼-13.6%8,2500.2%FinancePALANTIR TECHNOLOGIES INC$426,991$14,774 ▲3.6%2,9190.2%CL AFNYFirst Trust Mid Cap Growth AlphaDEX Fund$419,6170.0%4,6370.2%ETFAMDAdvanced Micro Devices$418,6590.0%2,0580.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$409,9530.0%1,9060.2%ETFFIRST TR EXCHNG TRADED FD VI$406,8850.0%12,5080.2%FT VEST US EQUITCBChubb$398,6120.0%1,2230.2%FinanceSTTState Street$373,873$1,519 ▲0.4%2,9540.2%FinanceGLTRabrdn Physical Precious Metals Basket Shares ETF$350,171$19,466 ▼-5.3%1,6010.2%ETFGOOGLAlphabet$348,013$3,451 ▼-1.0%1,2100.2%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$321,917$475 ▲0.1%1,3550.2%ETFJPSTJPMorgan Ultra-Short Income ETF$316,232$21,966 ▲7.5%6,2480.2%ETFEQLALPS Equal Sector Weight ETF$314,425$15,410 ▲5.2%6,6110.2%ETFSCHBSchwab US Broad Market ETF$308,378$5,497 ▼-1.8%12,2860.2%ETFPGProcter & Gamble$299,570$578 ▲0.2%2,0740.2%Consumer StaplesTAT&T$286,795$7,537 ▼-2.6%9,8930.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$284,017$1,665 ▼-0.6%2,2170.1%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$274,6670.0%6,4780.1%ETFYNDXYandex$274,445$274,445 ▲New Holding2,6450.1%Computer and TechnologyVZVerizon Communications$273,885$3,514 ▲1.3%5,4560.1%Computer and TechnologyMOAltria Group$258,125$264 ▲0.1%3,9120.1%Consumer StaplesRITMRithm Capital$242,214$48,348 ▼-16.6%25,5500.1%FinanceIWSiShares Russell Mid-Cap Value ETF$242,059$874 ▼-0.4%1,6610.1%ETFVOVanguard Mid-Cap ETF$241,2310.0%8400.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$240,931$570 ▲0.2%1,6920.1%ETFIWViShares Russell 3000 ETF$236,337$741 ▲0.3%6380.1%ETFRECSColumbia Research Enhanced Core ETF$234,245$18,127 ▲8.4%6,0090.1%ETFBRK.BBerkshire Hathaway$216,1190.0%4510.1%FinanceBEBloom Energy$208,519$208,519 ▲New Holding1,5390.1%EnergyFIRST TR EXCHNG TRADED FD VI$205,0730.0%4,9190.1%FT VEST U.S EQTSCHFSchwab International Equity ETF$205,064$205,064 ▲New Holding8,2850.1%ETFVEUVanguard FTSE All-World ex-US ETF$200,515$200,515 ▲New Holding2,6700.1%ETFMSC INCOME FUND INC$180,942$180,942 ▲New Holding14,8560.1%COMOXSQOxford Square Capital$46,066$16,284 ▼-26.1%26,0260.0%FinanceBSXBoston Scientific$0$241,045 ▼-100.0%00.0%MedicalFTNTFortinet$0$232,274 ▼-100.0%00.0%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$0$212,326 ▼-100.0%00.0%SHS REP COM UTNOWServiceNow$0$209,104 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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