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
$81.8B
$550,000 0.04% of portfolio
4,999
Q3 2023 Reduced 1.3%
$67.3B
$426,000 0.03% of portfolio
1,525
Q3 2024 New
$0
$455,000 0.03% of portfolio
3,612
Q3 2025 Added 1.15%
$98.1B
$467,000 0.03% of portfolio
2,732
Q3 2023 Added 14.69%
$177B
$393,000 0.03% of portfolio
2,138
Q4 2024 Added 4.29%
$97.3B
$493,000 0.03% of portfolio
5,824
Q3 2025 Reduced 4.26%
$0
$442,000 0.03% of portfolio
12,056
Q2 2023 Reduced 1.26%
$19.2B
$545,000 0.03% of portfolio
6,675
Q3 2025 Added 63.8%
$174B
$428,000 0.03% of portfolio
2,880
Q2 2025 New
$37.9B
$435,000 0.03% of portfolio
5,280
Q2 2025 Reduced 6.63%
$14.1B
$487,000 0.03% of portfolio
3,000
Q2 2023 Reduced 0.99%
$0
$535,000 0.03% of portfolio
11,574
Q2 2025 Reduced 1.91%
$45.2B
$406,000 0.03% of portfolio
6,800
Q1 2025 New
$20.4B
$539,000 0.03% of portfolio
6,152
Q3 2025 Reduced 22.71%
$0
$509,000 0.03% of portfolio
3,924
Q3 2025 Reduced 10.21%
$30.9B
$484,000 0.03% of portfolio
3,841
Q3 2024 Added 4.06%
$3.13B
$497,000 0.03% of portfolio
27,381
Q4 2024 Reduced 4.2%
$103B
$401,000 0.03% of portfolio
5,320
Q2 2025 Reduced 3.62%
Jp Morgan ETF Trust (Hedged Equity Laddered Overlay Etf)
-
$548,000 0.03% of portfolio
-
Q3 2025 New
$53B
$453,000 0.03% of portfolio
4,748
Q3 2025 Reduced 0.04%
$328B
$400,000 0.03% of portfolio
1,330
Q3 2025 Added 42.25%
$25.7B
$524,000 0.03% of portfolio
3,141
Q4 2017 New
$76.5B
$395,000 0.03% of portfolio
2,344
Q3 2025 Reduced 11.35%
$181B
$487,000 0.03% of portfolio
17,252
Q3 2025 Reduced 0.23%
$42.6B
$431,000 0.03% of portfolio
3,233
Q3 2025 Added 67.25%
$26.6B
$471,000 0.03% of portfolio
3,497
Q2 2024 Reduced 14.64%
$0
$501,000 0.03% of portfolio
9,450
Q1 2025 Added 2.05%
H&R Block, Inc.
-
$455,000 0.03% of portfolio
-
Q3 2021 New
$5.67B
$330,000 0.02% of portfolio
1,026
Q2 2025 Reduced 23.2%
$265B
$295,000 0.02% of portfolio
370
Q4 2024 New
$0
$290,000 0.02% of portfolio
3,948
Q3 2025 Added 0.13%
Nextracker Inc Class
-
$368,000 0.02% of portfolio
-
Q3 2025 New
$143B
$266,000 0.02% of portfolio
7,915
Q3 2025 New
$0
$345,000 0.02% of portfolio
5,742
Q2 2025 Reduced 39.94%
$76.2B
$249,000 0.02% of portfolio
513
Q1 2025 Reduced 11.86%
Globalstar Inc
-
$243,000 0.02% of portfolio
-
Q3 2025 New
$50.4B
$236,000 0.02% of portfolio
3,850
Q3 2024 New
$54.4B
$356,000 0.02% of portfolio
1,150
Q2 2025 New
$317B
$304,000 0.02% of portfolio
3,623
Q3 2024 Reduced 2.03%
$11.4B
$338,000 0.02% of portfolio
835
Q2 2025 New
$22.7B
$286,000 0.02% of portfolio
954
Q3 2025 Reduced 4.89%
$0
$331,000 0.02% of portfolio
2,361
Q2 2025 Reduced 13.86%
$43.4B
$282,000 0.02% of portfolio
1,605
Q1 2025 New
$22.8B
$308,000 0.02% of portfolio
3,285
Q3 2025 Added 35.19%
Canadian Pacific Kansas City
-
$373,000 0.02% of portfolio
-
Q3 2025 Added 93.32%
$2.39B
$343,000 0.02% of portfolio
2,550
Q3 2025 New
Veralto Corp W/I
-
$372,000 0.02% of portfolio
-
Q3 2025 Added 0.72%
$111B
$292,000 0.02% of portfolio
746
Q3 2025 Reduced 6.28%
$0
$279,000 0.02% of portfolio
1,099
Q3 2025 Added 0.09%

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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