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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Te Connectivity PLC
-
$8.57 Million 0.55% of portfolio
-
Q2 2025 Reduced 0.86%
$107B
$8.59 Million 0.55% of portfolio
11,334
Q3 2025 Added 0.76%
$367B
$8.28 Million 0.53% of portfolio
20,431
Q3 2025 Reduced 0.16%
$86.1B
$8.25 Million 0.53% of portfolio
23,825
Q3 2025 Reduced 1.63%
$13.1B
$8.13 Million 0.52% of portfolio
34,477
Q3 2025 Reduced 0.86%
$160B
$7.96 Million 0.51% of portfolio
40,164
Q3 2025 Reduced 0.24%
$64.7B
$7.94 Million 0.51% of portfolio
70,769
Q3 2025 Reduced 3.6%
$224B
$7.99 Million 0.51% of portfolio
26,283
Q3 2025 Added 0.13%
$170B
$7.85 Million 0.5% of portfolio
54,289
Q3 2025 Added 5.73%
$405B
$7.67 Million 0.49% of portfolio
7,923
Q3 2025 Added 0.85%
$0
$7.58 Million 0.48% of portfolio
12,720
Q3 2025 Reduced 1.55%
$49.1B
$7.14 Million 0.45% of portfolio
5,954
Q3 2025 Added 8.08%
$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%
$342B
$6.91 Million 0.44% of portfolio
37,855
Q3 2025 Added 11.0%
$0
$5.91 Million 0.38% of portfolio
239,429
Q3 2025 Reduced 1.7%
$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%
$118B
$5.32 Million 0.34% of portfolio
21,638
Q3 2025 Added 2.51%
$0
$5.21 Million 0.33% of portfolio
8,674
Q3 2025 Reduced 0.22%
$55.6B
$5.15 Million 0.33% of portfolio
35,181
Q3 2025 Added 2.23%
$0
$4.8 Million 0.31% of portfolio
214,224
Q3 2025 Added 18.91%
$278B
$4.79 Million 0.31% of portfolio
52,232
Q3 2025 Reduced 4.68%
Vanguard Core Bond ETF
-
$4.93 Million 0.31% of portfolio
-
Q3 2025 Added 13.25%
$140B
$4.94 Million 0.31% of portfolio
19,650
Q3 2025 Reduced 1.63%
$0
$4.77 Million 0.3% of portfolio
60,488
Q3 2025 Reduced 5.15%
$96.9B
$4.77 Million 0.3% of portfolio
11,296
Q2 2025 Reduced 0.45%
$23.2B
$4.57 Million 0.29% of portfolio
10,618
Q2 2025 Reduced 0.7%
$89.8B
$4.57 Million 0.29% of portfolio
25,659
Q3 2025 Reduced 0.37%
$255B
$4.35 Million 0.28% of portfolio
13,105
Q3 2025 Reduced 0.19%
$0
$4.42 Million 0.28% of portfolio
6,609
Q3 2025 Added 0.03%
$85.9B
$4.06 Million 0.26% of portfolio
18,374
Q3 2025 Added 3.83%
$490B
$4.02 Million 0.26% of portfolio
35,622
Q3 2025 Added 4.4%
$593B
$4.03 Million 0.26% of portfolio
14,335
Q3 2025 Reduced 1.36%
$235B
$3.84 Million 0.24% of portfolio
45,788
Q3 2025 Reduced 8.64%
$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%
$13.8B
$3.53 Million 0.22% of portfolio
29,985
Q3 2025 Reduced 1.96%
$28.1B
$3.3 Million 0.21% of portfolio
65,466
Q3 2025 Reduced 0.36%
$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%
$1.46T
$3.03 Million 0.19% of portfolio
10,865
Q3 2025 Added 4.13%
$306B
$2.95 Million 0.19% of portfolio
44,489
Q3 2025 Reduced 2.28%
$258B
$2.98 Million 0.19% of portfolio
17,803
Q3 2025 Added 14.84%
$43.2B
$2.99 Million 0.19% of portfolio
3,247
Q3 2025 Added 29.16%
$74.9B
$3.01 Million 0.19% of portfolio
11,521
Q2 2025 Reduced 0.43%
$12.8B
$3.02 Million 0.19% of portfolio
24,463
Q3 2025 Added 10.41%
$0
$2.88 Million 0.18% of portfolio
9,340
Q3 2025 Reduced 9.76%

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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