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
$46.9B
$329,000 0.02% of portfolio
2,706
Q3 2025 Added 19.15%
$0
$254,000 0.02% of portfolio
2,459
Q3 2025 New
$132B
$256,000 0.02% of portfolio
1,036
Q3 2025 Added 18.81%
$32B
$271,000 0.02% of portfolio
1,550
Q3 2025 Reduced 13.41%
$55.4B
$268,000 0.02% of portfolio
879
Q3 2025 Reduced 17.31%
$4.89B
$272,000 0.02% of portfolio
2,735
Q1 2019 New
$121B
$274,000 0.02% of portfolio
355
Q4 2024 New
$87.8B
$320,000 0.02% of portfolio
671
Q3 2025 Reduced 3.59%
$21.3B
$252,000 0.02% of portfolio
2,840
Q3 2024 New
$1.38B
$280,000 0.02% of portfolio
49,110
Q3 2025 Reduced 1.21%
$4.49B
$299,000 0.02% of portfolio
6,216
Q3 2025 New
$10.6B
$241,000 0.02% of portfolio
4,200
Q2 2024 New
Labcorp Holdings Inc
-
$244,000 0.02% of portfolio
-
Q2 2025 New
$0
$318,000 0.02% of portfolio
3,510
Q4 2020 New
$51.8B
$260,000 0.02% of portfolio
1,140
Q3 2024 Added 22.58%
$37B
$317,000 0.02% of portfolio
3,462
Q1 2025 New
$4.59B
$251,000 0.02% of portfolio
4,415
Q2 2025 New
$0
$351,000 0.02% of portfolio
6,963
Q2 2025 Reduced 2.79%
$0
$242,000 0.02% of portfolio
13,896
Q1 2024 Reduced 7.77%
$0
$308,000 0.02% of portfolio
6,038
Q2 2024 Reduced 84.76%
$0
$348,000 0.02% of portfolio
2,333
Q4 2024 Reduced 3.32%
$181B
$260,000 0.02% of portfolio
2,651
Q3 2025 New
$67.6B
$241,000 0.02% of portfolio
4,995
Q3 2024 Reduced 2.17%
$84.9B
$287,000 0.02% of portfolio
1,705
Q3 2025 New
$0
$265,000 0.02% of portfolio
725
Q1 2024 New
$0
$319,000 0.02% of portfolio
3,350
Q3 2025 New
$150B
$208,000 0.01% of portfolio
3,511
Q1 2025 New
$0
$221,000 0.01% of portfolio
1,600
Q2 2025 New
$9.78B
$234,000 0.01% of portfolio
5,200
Q2 2025 Reduced 1.89%
The Vanguard Short Term Tax Exempt Bond ETF
-
$229,000 0.01% of portfolio
-
Q2 2025 New
$44.4B
$204,000 0.01% of portfolio
1,085
Q3 2025 New
$38.1B
$235,000 0.01% of portfolio
3,156
Q2 2024 Reduced 7.45%
$269M
$118,000 0.01% of portfolio
11,215
Q2 2025 Reduced 21.1%
$7.17B
$223,000 0.01% of portfolio
5,000
Q3 2025 New
$26.1B
$208,000 0.01% of portfolio
1,100
Q3 2025 New
$37.6B
$209,000 0.01% of portfolio
3,120
Q2 2023 New
Ferguson Enterprises
-
$219,000 0.01% of portfolio
-
Q3 2025 Reduced 20.65%
$0
$225,000 0.01% of portfolio
2,021
Q2 2025 Reduced 15.83%
$0
$213,000 0.01% of portfolio
1,930
Q3 2025 Reduced 21.32%
$37.3B
$215,000 0.01% of portfolio
700
Q3 2025 New
$11.3B
$208,000 0.01% of portfolio
1,695
Q2 2025 New
$0
$204,000 0.01% of portfolio
2,282
Q3 2025 New
$0
$217,000 0.01% of portfolio
1,600
Q2 2025 New
$796M
$65,000 0.0% of portfolio
12,397
Q4 2022 Reduced 2.75%
$1.81M
$0 0.0% of portfolio
10,000
Q2 2023 New

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
Track This Portfolio

Track Boston Family Office LLC Portfolio

Follow Boston Family Office LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Family Office LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Family Office LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email