Boston Family Office LLC Portfolio Holdings

Boston Family Office LLC

  • $1.57 Billion
  • Q3 2025

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.2 Million 2.24% of portfolio
57,429
Q3 2025 Added 0.64%
$0
$32.6 Million 2.08% of portfolio
48,992
Q3 2025 Reduced 0.24%
$0
$13.5 Million 0.86% of portfolio
265,645
Q3 2025 Added 5.9%
$0
$13.4 Million 0.85% of portfolio
63,985
Q3 2025 Reduced 2.49%
$0
$11.9 Million 0.76% of portfolio
55,375
Q3 2025 Added 1.35%
$0
$10.4 Million 0.66% of portfolio
31,597
Q3 2025 Added 2.79%
$0
$7.58 Million 0.48% of portfolio
12,720
Q3 2025 Reduced 1.55%
$0
$7.09 Million 0.45% of portfolio
88,660
Q3 2025 Reduced 0.88%
$0
$6.93 Million 0.44% of portfolio
58,317
Q3 2025 Reduced 1.2%
$0
$5.91 Million 0.38% of portfolio
239,429
Q3 2025 Reduced 1.7%
$0
$5.75 Million 0.37% of portfolio
57,979
Q3 2025 Reduced 1.13%
$0
$5.48 Million 0.35% of portfolio
238,581
Q3 2025 Added 5.39%
$0
$5.31 Million 0.34% of portfolio
235,875
Q3 2025 Added 6.31%
$0
$5.21 Million 0.33% of portfolio
8,674
Q3 2025 Reduced 0.22%
$0
$4.8 Million 0.31% of portfolio
214,224
Q3 2025 Added 18.91%
$0
$4.77 Million 0.3% of portfolio
60,488
Q3 2025 Reduced 5.15%
$0
$3.84 Million 0.24% of portfolio
65,202
Q3 2025 Added 0.1%
$0
$3.52 Million 0.22% of portfolio
53,960
Q3 2025 Added 0.53%
$0
$3.31 Million 0.21% of portfolio
27,399
Q1 2025 Added 1.61%
$0
$3.06 Million 0.2% of portfolio
51,135
Q3 2025 Added 2.97%
$0
$2.92 Million 0.19% of portfolio
57,639
Q3 2025 Reduced 10.38%
$0
$2.88 Million 0.18% of portfolio
9,340
Q3 2025 Reduced 9.76%
$0
$2.87 Million 0.18% of portfolio
9,757
Q3 2025 Added 8.34%
$0
$2.41 Million 0.15% of portfolio
109,866
Q3 2025 Added 1.93%
$0
$2.33 Million 0.15% of portfolio
31,715
Q3 2025 Reduced 0.04%
$0
$2.29 Million 0.15% of portfolio
45,309
Q3 2025 Added 18.32%
$0
$2.07 Million 0.13% of portfolio
28,976
Q3 2025 Reduced 1.06%
$0
$2 Million 0.13% of portfolio
100,510
Q3 2025 Added 0.97%
$0
$2.08 Million 0.13% of portfolio
26,568
Q3 2025 Reduced 7.31%
$0
$1.86 Million 0.12% of portfolio
9,500
Q3 2025 Reduced 2.06%
$0
$1.96 Million 0.12% of portfolio
95,029
Q3 2025 Added 0.98%
$0
$1.73 Million 0.11% of portfolio
18,916
Q3 2025 Added 0.61%
$0
$1.6 Million 0.1% of portfolio
16,570
Q1 2025 Reduced 27.23%
$0
$1.6 Million 0.1% of portfolio
69,325
Q3 2025 Added 1.21%
$0
$1.5 Million 0.1% of portfolio
6,203
Q2 2025 Reduced 2.67%
$0
$1.5 Million 0.1% of portfolio
11,904
Q2 2024 Reduced 2.79%
$0
$1.42 Million 0.09% of portfolio
4,441
Q2 2025 Reduced 3.48%
$0
$1.19 Million 0.08% of portfolio
5,743
Q3 2024 Added 1.97%
$65.3B
$901,000 0.06% of portfolio
12,421
Q3 2024 Reduced 20.2%
$0
$897,000 0.06% of portfolio
8,116
Q2 2025 Reduced 31.37%
$0
$756,000 0.05% of portfolio
8,097
Q2 2025 Reduced 16.5%
$0
$724,000 0.05% of portfolio
12,675
Q3 2025 Added 0.13%
$0
$843,000 0.05% of portfolio
16,509
Q2 2025 Added 103.26%
$0
$668,000 0.04% of portfolio
4,740
Q3 2024 Reduced 1.86%
$0
$587,000 0.04% of portfolio
10,828
Q3 2025 Added 0.1%
$0
$678,000 0.04% of portfolio
1,414
Q2 2025 Added 30.8%
$0
$657,000 0.04% of portfolio
1,403
Q4 2024 Added 6.13%
$0
$659,000 0.04% of portfolio
28,188
Q3 2025 Reduced 42.6%
$0
$455,000 0.03% of portfolio
3,612
Q3 2025 Added 1.15%

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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