Boston Premier Wealth LLC Portfolio Holdings

Boston Premier Wealth LLC

$201 Billion
Q3 2025

Boston Premier Wealth LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $53.3B, Invesco Qqq Trust, Series 1 with a value of $22.3B, Ishares Core S&P Mid Cap ETF with a value of $16.7B, First Tr Value Line Divid Inde with a value of $16.6B, and American Centy ETF Tr Avantis with a value of $11.4B.

Examining the 13F form we can see an increase of $21B in the current position value, from $180B to 201B.

Boston Premier Wealth LLC is based out at Hanover, MA

Below you can find more details about Boston Premier Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $201 Billion

ETFs: $153 Billion

Technology: $17.1 Billion

Consumer Cyclical: $4.48 Billion

Communication Services: $3.47 Billion

Financial Services: $2.26 Billion

Consumer Defensive: $1.08 Billion

Healthcare: $893 Million

Energy: $702 Million

Other: $811 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$53.3 Billion 26.48% of portfolio	162,457	Q3 2025 Added 2.67%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$22.3 Billion 11.07% of portfolio	37,109	Q3 2025 Added 2.21%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$16.7 Billion 8.28% of portfolio	255,579	Q3 2025 Added 2.72%
FVD First Tr Value Line Divid Inde ETFs	$0	$16.6 Billion 8.26% of portfolio	359,593	Q3 2025 Added 1.76%
AVLV American Centy ETF Tr Avantis	$0	$11.4 Billion 5.68% of portfolio	158,140	Q3 2025 Added 3.8%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$8.68 Billion 4.31% of portfolio	73,053	Q3 2025 Added 3.92%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$8.25 Billion 4.1% of portfolio	113,932	Q3 2025 Added 4.22%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$5.75 Billion 2.85% of portfolio	115,423	Q3 2025 Added 0.07%
IRBO Ishares Robotics & Artificial ETFs	$0	$4.41 Billion 2.19% of portfolio	96,432	Q3 2025 Added 6.48%

RSP Invesco S&P 500 Equal Weight E ETFs	$0	$3.46 Billion 1.72% of portfolio	18,259	Q3 2025 Reduced 52.73%
QQXT First Tr Nasdaq 100 Ex Techno ETFs	$0	$2.31 Billion 1.15% of portfolio	23,312	Q3 2025 Reduced 1.92%
VXF Vanguard Extended Market ETF ETFs	$0	$1.61 Billion 0.8% of portfolio	7,668	Q3 2025 Reduced 7.56%
GLD Spdr Gold Trust ETFs	$130B	$1.14 Billion 0.57% of portfolio	3,208	Q3 2025 Added 3.62%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1 Billion 0.5% of portfolio	1,495	Q3 2025 New
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$803 Million 0.4% of portfolio	8,435	Q3 2025 Added 0.13%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$632 Million 0.31% of portfolio	949	Q3 2025 Added 1.82%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$588 Million 0.29% of portfolio	15,243	Q3 2025 Added 0.28%
XT Ishares Tr Exponential Technol ETFs	$0	$518 Million 0.26% of portfolio	7,200	Q3 2025 Reduced 62.71%

OEF Ishares S&P 100 ETF ETFs	$0	$434 Million 0.22% of portfolio	1,304	Q3 2025 New
VLUE Ishares Msci Usa Value Factor ETFs	$0	$426 Million 0.21% of portfolio	3,405	Q3 2025 Added 0.18%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$393 Million 0.2% of portfolio	1,673	Q3 2025 Added 0.12%
VIG Vanguard Dividend Appreciation ETFs	$0	$411 Million 0.2% of portfolio	1,906	Q1 2025 Reduced 4.84%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$348 Million 0.17% of portfolio	6,854	Q3 2025 Added 8.71%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$326 Million 0.16% of portfolio	12,680	Q3 2025 Added 0.29%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$317 Million 0.16% of portfolio	2,228	Q3 2025 Added 0.09%
EQL Alps ETF Tr Equal Sector Weigh ETFs	$0	$305 Million 0.15% of portfolio	6,621	Q3 2025 Added 0.44%
IAU Ishares Gold Trust ETFs	$65.3B	$295 Million 0.15% of portfolio	4,049	Q3 2025 Added 6.97%
DMAR First Tr Ex Tr Viii Cboe Vest	$0	$264 Million 0.13% of portfolio	6,478	Q4 2024 New
VO Vanguard Mid Cap ETF ETFs	$0	$247 Million 0.12% of portfolio	840	Q3 2025 New
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$245 Million 0.12% of portfolio	1,682	Q3 2025 Reduced 2.66%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$242 Million 0.12% of portfolio	978	Q3 2025 New
IWV Ishares Russell 3000 ETF ETFs	$0	$240 Million 0.12% of portfolio	635	Q3 2025 Reduced 66.26%
GLTR Abrdn Precious Metals Basket ETF Trust ETFs	$2.1B	$242 Million 0.12% of portfolio	1,462	Q3 2025 New
IWS Ishares Russell Midcap Value E ETFs	$0	$240 Million 0.12% of portfolio	1,717	Q3 2025 Added 0.35%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$213 Million 0.11% of portfolio	832	Q3 2025 New

Summary

Portfolio
No. of Stocks 73
Current Value $201 Billion
Prior Value $180 Billion
Filing
Period Q3 2025
Filing Date October 27, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 11 stocks
Additional Purchases 34 stocks
Sold out of 0 stocks
Reduced holdings in 12 stocks

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Boston Premier Wealth LLC Portfolio Holdings