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Boston Family Office 13F Portfolio

Portfolio Manager
Boston Family Office LLC
Performance
+12.77% (2026 Q2)
AUM (13F)
$1.65B
# of Holdings
314
Performance Rank
Allocation (Top 20)
45.52%
Latest filing
Q2 2026

Boston Family Office LLC Holdings Map

Top 50 Boston Family Office LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple Inc.
4.99%284.3K$82.3M
-0.91%(-2.62K)
2025-Q2: 298.0K shares2025-Q3: 294.8K shares2025-Q4: 286.4K shares2026-Q1: 286.9K shares2026-Q2: 284.3K shares
$19.48(+1467.26%)
2026-06-30
VOO
Vanguard S&P 500 ETF
3.96%95.0K$65.2M
+19.12%(+15.24K)
2025-Q2: 57.1K shares2025-Q3: 57.4K shares2025-Q4: 61.0K shares2026-Q1: 79.7K shares2026-Q2: 95.0K shares
$538.54(+32.34%)
2026-06-30
GOOG
Alphabet Inc. Class C
3.59%167.3K$59.1M
-7.99%(-14.52K)
2025-Q2: 208.9K shares2025-Q3: 208.3K shares2025-Q4: 202.9K shares2026-Q1: 181.9K shares2026-Q2: 167.3K shares
$57.81(+492.68%)
2026-06-30
AMZN
Amazon.com, Inc.
3.42%236.3K$56.3M
-5.54%(-13.87K)
2025-Q2: 257.6K shares2025-Q3: 256.7K shares2025-Q4: 258.6K shares2026-Q1: 250.2K shares2026-Q2: 236.3K shares
$59.34(+342.44%)
2026-06-30
MSFT
Microsoft Corporation
3.26%144.0K$53.7M
+5.13%(+7.02K)
2025-Q2: 140.1K shares2025-Q3: 139.6K shares2025-Q4: 138.0K shares2026-Q1: 137.0K shares2026-Q2: 144.0K shares
$101.94(+376.84%)
2026-06-30
PANW
Palo Alto Networks, Inc.
2.8%135.2K$46.1M
-1.83%(-2.52K)
2025-Q2: 110.5K shares2025-Q3: 118.7K shares2025-Q4: 123.5K shares2026-Q1: 137.7K shares2026-Q2: 135.2K shares
$136.95(+176.17%)
2026-06-30
V
Visa Inc. Class A
2.74%131.6K$45.1M
-1.13%(-1.51K)
2025-Q2: 138.7K shares2025-Q3: 138.0K shares2025-Q4: 138.2K shares2026-Q1: 133.1K shares2026-Q2: 131.6K shares
$89.17(+305.90%)
2026-06-30
NVDA
NVIDIA Corporation
2.33%191.8K$38.4M
+15.80%(+26.17K)
2025-Q2: 127.2K shares2025-Q3: 141.0K shares2025-Q4: 144.1K shares2026-Q1: 165.7K shares2026-Q2: 191.8K shares
$116.21(+94.54%)
2026-06-30
SPY
SPDR S&P 500 ETF Trust
2.04%45.1K$33.7M
+1.99%(+881)
2025-Q2: 49.1K shares2025-Q3: 49.0K shares2025-Q4: 50.7K shares2026-Q1: 44.2K shares2026-Q2: 45.1K shares
$179.86(+331.08%)
2026-06-30
UNP
Union Pacific Corporation
1.97%119.2K$32.4M
-2.67%(-3.28K)
2025-Q2: 126.7K shares2025-Q3: 126.5K shares2025-Q4: 123.9K shares2026-Q1: 122.5K shares2026-Q2: 119.2K shares
$71.99(+315.64%)
2026-06-30

About Boston Family Office LLCโ€™s portfolio

Boston Family Office LLC reports $1.65B in US-listed equity holdings across 314 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), VOO (4.0%) and GOOG (3.6%). The top 20 holdings account for 45.52% of reported assets. Its disclosed equity book has returned +28.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 7.0% ($82.27M)VOO โ€” 5.6% ($65.22M)GOOG โ€” 5.1% ($59.13M)AMZN โ€” 4.8% ($56.32M)MSFT โ€” 4.6% ($53.71M)PANW โ€” 3.9% ($46.09M)V โ€” 3.9% ($45.14M)NVDA โ€” 3.3% ($38.38M)SPY โ€” 2.9% ($33.65M)UNP โ€” 2.8% ($32.43M)Other โ€” 56.1% ($655.39M)
44%in top 10
  • AAPL7.0%
  • VOO5.6%
  • GOOG5.1%
  • AMZN4.8%
  • MSFT4.6%
  • PANW3.9%
  • V3.9%
  • NVDA3.3%
  • SPY2.9%
  • UNP2.8%
  • Other56.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
20
VOOVanguard S&P 500 ETF+19.1%
NVDANVIDIA Corporation+15.8%
COSTCostco Wholesale Corporation+25.0%
VXFVanguard Extended Market ETF+16.0%
+16 more
Trimmed
30
ATRAptargroup, Inc.-32.6%
GOOGAlphabet Inc. Class C-8.0%
ROPRoper Technologies, Inc.-29.0%
CRMSalesforce, Inc.-27.2%
+26 more

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Source filings

Holdings on this page are parsed from Boston Family Office LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1039807). View Boston Family Office LLCโ€™s 13F filings on SEC

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