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BostonPremier Wealth 13F Portfolio

Portfolio Manager
BostonPremier Wealth LLC
Performance
+17.30% (2026 Q2)
AUM (13F)
$235.47M
# of Holdings
79
Performance Rank
N/A
Allocation (Top 20)
89.42%
Latest filing
Q2 2026

BostonPremier Wealth LLC Holdings Map

Top 50 BostonPremier Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
27.42%174.5K$64.6M
+2.84%(+4.82K)
2025-Q2: 158.2K shares2025-Q3: 162.5K shares2025-Q4: 167.0K shares2026-Q1: 169.7K shares2026-Q2: 174.5K shares
$290.53(+31.50%)
2026-06-30
QQQ
INVESCO QQQ TR
15.44%49.4K$36.4M
+2.93%(+1.40K)
2025-Q2: 36.3K shares2025-Q3: 37.1K shares2025-Q4: 46.7K shares2026-Q1: 48.0K shares2026-Q2: 49.4K shares
$527.88(+36.55%)
2026-06-30
IJH
ISHARES TR
9.25%282.6K$21.8M
+3.20%(+8.77K)
2025-Q2: 248.8K shares2025-Q3: 255.6K shares2025-Q4: 270.8K shares2026-Q1: 273.8K shares2026-Q2: 282.6K shares
$62.77(+24.12%)
2026-06-30
AVLV
AMERICAN CENTY ETF TR
7.87%203.1K$18.5M
+3.72%(+7.28K)
2025-Q2: 152.3K shares2025-Q3: 158.1K shares2025-Q4: 188.9K shares2026-Q1: 195.8K shares2026-Q2: 203.1K shares
$68.65(+37.55%)
2026-06-30
DFUS
DIMENSIONAL ETF TRUST
5.35%153.7K$12.6M
+5.15%(+7.53K)
2025-Q2: 109.3K shares2025-Q3: 113.9K shares2025-Q4: 140.6K shares2026-Q1: 146.2K shares2026-Q2: 153.7K shares
$65.93(+28.35%)
2026-06-30
IJR
ISHARES TR
4.1%65.1K$9.7M
+3.09%(+1.95K)
2025-Q2: 70.3K shares2025-Q3: 73.1K shares2025-Q4: 61.5K shares2026-Q1: 63.1K shares2026-Q2: 65.1K shares
$116.63(+27.54%)
2026-06-30
AAPL
APPLE INC
3.82%31.1K$9.0M
-0.36%(-113)
2025-Q2: 33.0K shares2025-Q3: 33.3K shares2025-Q4: 31.4K shares2026-Q1: 31.2K shares2026-Q2: 31.1K shares
$229.40(+33.68%)
2026-06-30
ARTY
ISHARES TR
3.12%96.5K$7.4M
+0.41%(+395)
2025-Q2: 90.6K shares2025-Q3: 96.4K shares2025-Q4: 92.0K shares2026-Q1: 96.1K shares2026-Q2: 96.5K shares
$36.54(+100.19%)
2026-06-30
NVDA
NVIDIA CORPORATION
2.37%27.9K$5.6M
+8.44%(+2.17K)
2025-Q2: 23.7K shares2025-Q3: 26.2K shares2025-Q4: 26.0K shares2026-Q1: 25.7K shares2026-Q2: 27.9K shares
$137.12(+60.78%)
2026-06-30
UTES
ETFIS SER TR I
1.98%57.1K$4.7M
+4.92%(+2.67K)
2025-Q2: 0 shares2025-Q3: 46.1K shares2025-Q4: 51.8K shares2026-Q1: 54.4K shares2026-Q2: 57.1K shares
$79.74(-4.07%)
2026-06-30

About BostonPremier Wealth LLCโ€™s portfolio

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 concentration

Portfolio concentration
VTI โ€” 28.3% ($64.57M)QQQ โ€” 15.9% ($36.37M)IJH โ€” 9.5% ($21.79M)AVLV โ€” 8.1% ($18.53M)DFUS โ€” 5.5% ($12.60M)IJR โ€” 4.2% ($9.65M)AAPL โ€” 3.9% ($8.99M)ARTY โ€” 3.2% ($7.35M)NVDA โ€” 2.4% ($5.58M)UTES โ€” 2.0% ($4.67M)Other โ€” 16.8% ($38.39M)
83%in top 10
  • VTI28.3%
  • QQQ15.9%
  • IJH9.5%
  • AVLV8.1%
  • DFUS5.5%
  • IJR4.2%
  • AAPL3.9%
  • ARTY3.2%
  • NVDA2.4%
  • UTES2.0%
  • Other16.8%

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.

New buys
1
MUMICRON TECHNOLOGY INC0.2%
Added to
30
VTIVANGUARD INDEX FDS+2.8%
QQQINVESCO QQQ TR+2.9%
IJHISHARES TR+3.2%
AVLVAMERICAN CENTY ETF TR+3.7%
+26 more
Trimmed
11
XOMEXXON MOBIL CORP-18.9%
BEBLOOM ENERGY CORP-23.6%
LMBSFIRST TR EXCHANGE-TRADED FD-8.4%
FVDFIRST TR EXCHANGE-TRADED FD-7.5%
+7 more

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Source filings

Holdings on this page are parsed from BostonPremier Wealth LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053783). View BostonPremier Wealth LLCโ€™s 13F filings on SEC

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