StockDriftsStockDriftsTop 50 Bostonpremier Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 27.63% | 181.0K | $67.7M | +3.71%(+6.47K) | $293.44(+27.98%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 15.38% | 51.0K | $37.7M | +3.20%(+1.58K) | $534.39(+34.43%) | 2026-09-30 | |
| IJH | ISHARES TR | 8.62% | 293.8K | $21.1M | +3.96%(+11.20K) | $63.22(+14.49%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 7.78% | 210.7K | $19.1M | +3.74%(+7.59K) | $69.45(+33.86%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.52% | 163.0K | $13.5M | +6.06%(+9.31K) | $66.87(+24.67%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.27% | 31.4K | $10.5M | +1.13%(+350) | $230.32(+48.90%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.74% | 67.4K | $9.2M | +3.58%(+2.33K) | $117.51(+15.58%) | 2026-09-30 | |
| ARTY | ISHARES TR | 3.1% | 97.1K | $7.6M | +0.60%(+580) | $36.78(+92.96%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.58% | 27.7K | $6.3M | -0.71%(-197) | $137.12(+58.32%) | 2026-09-30 | |
| UTES | ETFIS SER TR I | 1.76% | 61.3K | $4.3M | +7.45%(+4.25K) | $79.48(-6.10%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.87% |
Bostonpremier Wealth LLC reports $245.08M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are VTI (27.6%), QQQ (15.4%) and IJH (8.6%). The top 20 holdings account for 88.62% of reported assets. Its disclosed equity book has returned +29.72% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Bostonpremier Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Bostonpremier Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053783). View Bostonpremier Wealth LLC’s 13F filings on SEC