Top 50 BostonPremier Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 27.42% | 174.5K | $64.6M | +2.84%(+4.82K) | $290.53(+31.50%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 15.44% | 49.4K | $36.4M | +2.93%(+1.40K) | $527.88(+36.55%) | 2026-06-30 | |
| IJH | ISHARES TR | 9.25% | 282.6K | $21.8M | +3.20%(+8.77K) | $62.77(+24.12%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 7.87% | 203.1K | $18.5M | +3.72%(+7.28K) | $68.65(+37.55%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.35% | 153.7K | $12.6M | +5.15%(+7.53K) | $65.93(+28.35%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.1% | 65.1K | $9.7M | +3.09%(+1.95K) | $116.63(+27.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.82% | 31.1K | $9.0M | -0.36%(-113) | $229.40(+33.68%) | 2026-06-30 | |
| ARTY | ISHARES TR | 3.12% | 96.5K | $7.4M | +0.41%(+395) | $36.54(+100.19%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.37% | 27.9K | $5.6M | +8.44%(+2.17K) | $137.12(+60.78%) | 2026-06-30 | |
| UTES | ETFIS SER TR I | 1.98% | 57.1K | $4.7M | +4.92%(+2.67K) | $79.74(-4.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +29.48% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +32.58% |
BostonPremier Wealth LLC reports $235.47M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are VTI (27.4%), QQQ (15.4%) and IJH (9.3%). The top 20 holdings account for 89.42% of reported assets. Its disclosed equity book has returned +29.48% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BostonPremier Wealth LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053783). View BostonPremier Wealth LLCโs 13F filings on SEC