BostonPremier Wealth LLC
CIK 2053783 · View on SEC EDGAR ↗
- Portfolio value
- $235.5M
- Positions
- 79
- As of
- June 30, 2026
#5,913 of 9,443 by 13F value · top 62.6%
Portfolio value QoQ: +21.7% 13F does not disclose cash
- Top 10 holdings weight
- 80.73%
- Top 25 holdings weight
- 91.30%
- Positions above 1%
- 13
- Effective number of positions
- 8.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.28% Est. buys $9,281,945 · sells $592,099
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 87.8% still held
- New positions
- 9
- Increased
- 41
- Decreased
- 17
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
8.5%
Communication Services
1.8%
Retail
1.4%
Industrials
0.9%
Consumer Discretionary
0.7%
Financial Services
0.5%
Consumer Staples
0.4%
Healthcare
0.3%
Communications
0.3%
Energy
0.3%
Financials
0.2%
Telecommunication
0.2%
Consumer products
0.1%
Real Estate
0.1%
Other/Unmapped
84.5%
Full portfolio 79 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $64,570,616 | 27.42% | 174,496 | $10,135,302 | Up ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $36,367,306 | 15.44% | 49,385 | $8,673,425 | Up ×6 | ||
| IJH | $21,788,539 | 9.25% | 282,564 | $3,299,190 | Up ×6 | ||
| AVLV | $18,527,123 | 7.87% | 203,126 | $2,739,841 | Up ×6 | ||
| DFUS | $12,596,720 | 5.35% | 153,731 | $2,229,539 | Up ×4 | ||
| IJR | $9,650,899 | 4.10% | 65,072 | $1,804,034 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $8,989,353 | 3.82% | 31,066 | $1,076,388 | Down ×3 | ||
| ARTY | $7,350,591 | 3.12% | 96,515 | $2,878,108 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,576,006 | 2.37% | 27,867 | $1,094,254 | Up ×1 | ||
| UTES | $4,665,407 | 1.98% | 57,076 | $318,667 | Up ×3 | ||
| RSP | $3,817,820 | 1.62% | 17,943 | $427,149 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,259,776 | 1.38% | 13,677 | $432,927 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,973,509 | 1.26% | 8,416 | $551,640 | Down ×1 | ||
| QQXT First Trust NASDAQ-100 Ex-Technology Sector Index Fund | $2,219,720 | 0.94% | 22,739 | $23,723 | Up ×2 | ||
| VXF | $1,910,819 | 0.81% | 7,761 | $391,801 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,561,688 | 0.66% | 3,713 | $186,213 | Up ×6 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1,345,227 | 0.57% | 4,018 | $385,964 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,233,994 | 0.52% | 3,308 | $161,131 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,195,513 | 0.51% | 2,058 | $776,854 | |||
| GLD | $1,003,411 | 0.43% | 2,724 | $-190,429 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $992,441 | 0.42% | 2,627 | $258,803 | Up ×3 | ||
| IVV | $929,229 | 0.39% | 1,241 | $118,852 | |||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $855,022 | 0.36% | 3,096 | $580,577 | Up ×1 | ||
| FVD | $825,559 | 0.35% | 17,135 | $-45,266 | Down ×3 | ||
| LMBS First Trust Low Duration Opportunities ETF | $781,755 | 0.33% | 15,704 | $-72,262 | Down ×3 | ||
| SPY SPY | $715,298 | 0.30% | 958 | $93,263 | Up ×2 | ||
| PM Philip Morris International Inc Common Stock | $686,901 | 0.29% | 3,797 | $59,270 | Up ×2 | ||
| DFAC | $681,110 | 0.29% | 15,354 | $85,917 | Up ×6 | ||
| JNJ Johnson & Johnson Common Stock | $665,361 | 0.28% | 2,620 | $26,830 | Up ×2 | ||
| USMV | $658,758 | 0.28% | 6,829 | $-4,402 | Down ×3 | ||
| VLUE | $655,623 | 0.28% | 3,281 | $170,423 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $639,900 | 0.27% | 1,136 | $24,782 | Up ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $612,078 | 0.26% | 3,603 | $169,702 | |||
| XOM Exxon Mobil Corporation Common Stock | $596,093 | 0.25% | 4,360 | $-315,977 | Down ×1 | ||
| XT iShares Future Exponential Technologies ETF | $583,820 | 0.25% | 7,065 | $80,006 | Down ×2 | ||
| VIG | $581,031 | 0.25% | 2,456 | $171,078 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $557,697 | 0.24% | 1,561 | $209,684 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $542,516 | 0.23% | 470 | Up ×1 | |||
| OEF | $516,933 | 0.22% | 1,413 | $79,270 | Up ×3 | ||
| FNY First Trust Mid Cap Growth AlphaDEX Fund | $508,740 | 0.22% | 4,589 | $89,123 | Down ×1 | ||
| STT State Street Corporation Common Stock | $502,983 | 0.21% | 2,966 | $129,110 | Up ×6 | ||
| IAU | $498,366 | 0.21% | 6,600 | $-83,490 | |||
| XAR | $495,762 | 0.21% | 1,747 | $52,131 | |||
| MAIN Main Street Capital Corporation Common Stock | $428,010 | 0.18% | 8,250 | $-8,910 | |||
| OCTM | $420,265 | 0.18% | 12,508 | $13,380 | |||
| QQQM Invesco NASDAQ 100 ETF | $418,056 | 0.18% | 1,380 | $96,139 | Up ×3 | ||
| CB Chubb Limited Common Stock | $416,725 | 0.18% | 1,223 | $18,113 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $389,561 | 0.17% | 3,339 | $-37,430 | Up ×2 | ||
| SCHB | $356,745 | 0.15% | 12,319 | $48,367 | Up ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $355,975 | 0.15% | 1,176 | $147,456 | Down ×1 | ||
| GLTR | $340,562 | 0.14% | 1,880 | $-9,609 | Up ×1 | ||
| IWV | $334,375 | 0.14% | 784 | $98,038 | Up ×3 | ||
| EQL | $330,979 | 0.14% | 6,561 | $16,554 | Down ×1 | ||
| IWP | $323,977 | 0.14% | 2,213 | $39,960 | Down ×2 | ||
| GEV GE Vernova Inc. Common Stock | $313,908 | 0.13% | 267 | Up ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $304,830 | 0.13% | 2,079 | $5,260 | Up ×3 | ||
| JPST | $298,028 | 0.13% | 5,893 | $-18,204 | Down ×1 | ||
| DMAR | $289,777 | 0.12% | 6,478 | $15,110 | |||
| MO Altria Group, Inc. | $281,679 | 0.12% | 3,915 | $23,554 | Up ×6 | ||
| ITOT | $278,586 | 0.12% | 1,696 | $37,655 | Up ×3 | ||
| IWS | $272,650 | 0.12% | 1,656 | $30,591 | Down ×3 | ||
| VO | $270,715 | 0.11% | 3,360 | $29,484 | Up ×1 | ||
| RECS | $249,265 | 0.11% | 5,759 | $15,020 | Down ×1 | ||
| MTUM | $245,659 | 0.10% | 717 | ||||
| RITM Rithm Capital Corp. Common Stock | $239,914 | 0.10% | 25,550 | $-2,300 | |||
| VEU | $237,808 | 0.10% | 2,840 | $37,293 | Up ×1 | ||
| HACK | $233,241 | 0.10% | 2,223 | ||||
| VZ Verizon Communications Inc. Common Stock | $232,634 | 0.10% | 5,494 | $-41,251 | Up ×3 | ||
| SCHF | $230,432 | 0.10% | 8,319 | $25,368 | Up ×1 | ||
| MDY | $219,929 | 0.09% | 313 | ||||
| GMAR | $217,617 | 0.09% | 4,919 | $12,544 | |||
| ESGV | $208,725 | 0.09% | 1,578 | Up ×1 | |||
| T AT&T Inc. | $205,370 | 0.09% | 9,921 | $-81,425 | Up ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $204,522 | 0.09% | 268 | Up ×1 | |||
| BRKB | $203,659 | 0.09% | 407 | $-12,460 | Down ×1 | ||
| IDEV | $202,320 | 0.09% | 2,273 | Up ×1 | |||
| MSIF MSC Income Fund, Inc. Common Stock | $173,927 | 0.07% | 15,033 | $-7,015 | Up ×1 | ||
| OXSQ Oxford Square Capital Corp. - Closed End Fund | $34,354 | 0.01% | 26,026 | $-11,712 | |||
| CTXR Citius Pharmaceuticals, Inc. - Common Stock | $16,926 | 0.01% | 28,000 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VTI | $64,570,616 | 27.42% | up ×6 |
| QQQ | $36,367,306 | 15.44% | up ×6 |
| IJH | $21,788,539 | 9.25% | up ×6 |
| AVLV | $18,527,123 | 7.87% | up ×6 |
| DFUS | $12,596,720 | 5.35% | up ×4 |
| UTES | $4,665,407 | 1.98% | up ×3 |
| TSLA | $1,561,688 | 0.66% | up ×6 |
| AVGO | $992,441 | 0.42% | up ×3 |
| DFAC | $681,110 | 0.29% | up ×6 |
| META | $639,900 | 0.27% | up ×6 |
| OEF | $516,933 | 0.22% | up ×3 |
| STT | $502,983 | 0.21% | up ×6 |
| QQQM | $418,056 | 0.18% | up ×3 |
| IWV | $334,375 | 0.14% | up ×3 |
| PG | $304,830 | 0.13% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VTI | Bought more | +5K | +$10.1M |
| QQQ | Bought more | +1K | +$8.7M |
| IJH | Bought more | +9K | +$3.3M |
| ARTY | Bought more | +395 | +$2.9M |
| AVLV | Bought more | +7K | +$2.7M |
| DFUS | Bought more | +8K | +$2.2M |
| IJR | Bought more | +2K | +$1.8M |
| NVDA | Bought more | +2K | +$1.1M |
| AAPL | Trimmed | -113 | +$1.1M |
| AMD | Price move only | +0 | +$777K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GOVT | March 31, 2025 | 64,868 | $1,490,671 | No longer tracked |
| BAC | Dec. 31, 2025 | 7,370 | $380,200 | 13.5% |
| AGG | March 31, 2025 | 2,933 | $284,248 | No longer tracked |
| OKLO | Dec. 31, 2025 | 2,517 | $280,973 | -40.1% |
| MTUM | June 30, 2025 | 1,202 | $242,956 | No longer tracked |
| BSX | March 31, 2026 | 2,528 | $241,045 | -21.2% |
| IHAK | Sept. 30, 2025 | 4,370 | $232,512 | No longer tracked |
| FTNT | March 31, 2026 | 2,925 | $232,274 | 82.9% |
| NFLX | Dec. 31, 2025 | 185 | $221,800 | -15.1% |
| HACK | Dec. 31, 2025 | 2,479 | $215,141 | No longer tracked |
| MTUM | Dec. 31, 2025 | 832 | $213,464 | No longer tracked |
| GBTC | March 31, 2026 | 3,106 | $212,326 | No longer tracked |
| MDY | March 31, 2025 | 370 | $211,013 | No longer tracked |
| NOW | March 31, 2026 | 1,365 | $209,104 | 24.0% |
| HACK | March 31, 2025 | 2,757 | $205,337 | No longer tracked |
| SCHF | June 30, 2025 | 10,325 | $204,226 | No longer tracked |
| GOOGL | March 31, 2025 | 1,076 | $203,697 | 121.2% |
| CIM | June 30, 2025 | 13,139 | $168,573 | -16.5% |