Boston Family Office LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.57 Billion distributed in 296 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $75.1M, Microsoft Corp with a value of $72.3M, Amazon Com Inc with a value of $56.4M, Alphabet Inc. with a value of $50.7M, and Visa Inc. with a value of $47.1M.

Examining the 13F form we can see an increase of $65.3M in the current position value, from $1.51B to 1.57B.

Boston Family Office LLC is based out at Boston, MA

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

Portfolio value $1.57 Billion
Technology: $348 Million
ETFs: $241 Million
Healthcare: $203 Million
Industrials: $181 Million
Financial Services: $158 Million
Consumer Cyclical: $97.6 Million
Communication Services: $97 Million
Consumer Defensive: $69.8 Million
Other: $150 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 296
  • Current Value $1.57 Billion
  • Prior Value $1.51 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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