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Bostonpremier Wealth Llc

Portfolio Manager
BostonPremier Wealth LLC
Performance
-2.93% (2026 Q1)
AUM (13F)
$193.53M
# of Holdings
70
Performance Rank
Allocation (Top 20)
89.75%

Bostonpremier Wealth Llc Holdings Map

Top 50 Bostonpremier Wealth Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
28.13%169.7K$54.4M
+1.61%(+2.69K)
2025-Q1: 155.5K shares2025-Q2: 158.2K shares2025-Q3: 162.5K shares2025-Q4: 167.0K shares2026-Q1: 169.7K shares
$289.10(+23.48%)
2026-03-31
QQQ
INVESCO QQQ TR
14.31%48.0K$27.7M
+2.74%(+1.28K)
2025-Q1: 35.8K shares2025-Q2: 36.3K shares2025-Q3: 37.1K shares2025-Q4: 46.7K shares2026-Q1: 48.0K shares
$524.38(+29.98%)
2026-03-31
IJH
ISHARES TR
9.55%273.8K$18.5M
+1.09%(+2.95K)
2025-Q1: 242.1K shares2025-Q2: 248.8K shares2025-Q3: 255.6K shares2025-Q4: 270.8K shares2026-Q1: 273.8K shares
$62.50(+17.24%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
8.16%195.8K$15.8M
+3.69%(+6.97K)
2025-Q1: 149.0K shares2025-Q2: 152.3K shares2025-Q3: 158.1K shares2025-Q4: 188.9K shares2026-Q1: 195.8K shares
$68.05(+28.41%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
5.36%146.2K$10.4M
+4.01%(+5.63K)
2025-Q1: 110.1K shares2025-Q2: 109.3K shares2025-Q3: 113.9K shares2025-Q4: 140.6K shares2026-Q1: 146.2K shares
$65.44(+20.53%)
2026-03-31
AAPL
APPLE INC
4.09%31.2K$7.9M
-0.68%(-213)
2025-Q1: 27.6K shares2025-Q2: 33.0K shares2025-Q3: 33.3K shares2025-Q4: 31.4K shares2026-Q1: 31.2K shares
$236.69(+20.07%)
2026-03-31
IJR
ISHARES TR
4.05%63.1K$7.8M
+2.71%(+1.67K)
2025-Q1: 69.5K shares2025-Q2: 70.3K shares2025-Q3: 73.1K shares2025-Q4: 61.5K shares2026-Q1: 63.1K shares
$116.08(+18.98%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.32%25.7K$4.5M
-1.07%(-278)
2025-Q1: 16.8K shares2025-Q2: 23.7K shares2025-Q3: 26.2K shares2025-Q4: 26.0K shares2026-Q1: 25.7K shares
$133.28(+47.43%)
2026-03-31
ARTY
ISHARES TR
2.31%96.1K$4.5M
+4.48%(+4.12K)
2025-Q1: 0 shares2025-Q2: 90.6K shares2025-Q3: 96.4K shares2025-Q4: 92.0K shares2026-Q1: 96.1K shares
$36.44(+78.92%)
2026-03-31
UTES
ETFIS SER TR I
2.25%54.4K$4.3M
+4.94%(+2.56K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 46.1K shares2025-Q4: 51.8K shares2026-Q1: 54.4K shares
$79.69(+5.72%)
2026-03-31

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