Boston Premier Wealth LLC Portfolio Holdings

Boston Premier Wealth LLC

  • $195 Billion
  • Q4 2025

Boston Premier Wealth LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $195 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $56B, Invesco Qqq Trust, Series 1 with a value of $28.7B, Ishares Core S&P Mid Cap ETF with a value of $17.9B, American Centy ETF Tr Avantis with a value of $14.3B, and Dimensional ETF Tr U S Equity with a value of $10.4B.

Examining the 13F form we can see an decrease of $6.19B in the current position value, from $201B to 195B.

Boston Premier Wealth LLC is based out at Hanover, MA

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

Portfolio value $195 Billion
ETFs: $144 Billion
Technology: $17.1 Billion
Consumer Cyclical: $4.89 Billion
Communication Services: $4.07 Billion
Financial Services: $1.63 Billion
Consumer Defensive: $1.11 Billion
Healthcare: $774 Million
Energy: $632 Million
Other: $954 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$294 Million 0.15% of portfolio
5,814
Q4 2025 Reduced 15.17%
$0
$292 Million 0.15% of portfolio
6,287
Q4 2025 Reduced 5.04%
$346B
$297 Million 0.15% of portfolio
2,070
Q4 2025 Added 42.96%
$0
$270 Million 0.14% of portfolio
6,478
Q4 2024 New
$0
$246 Million 0.13% of portfolio
636
Q4 2025 Added 0.16%
$181B
$252 Million 0.13% of portfolio
10,153
Q4 2025 Added 0.32%
$0
$251 Million 0.13% of portfolio
1,688
Q4 2025 Added 0.36%
$0
$244 Million 0.12% of portfolio
840
Q3 2025 New
$0
$235 Million 0.12% of portfolio
1,667
Q4 2025 Reduced 2.91%
$104B
$225 Million 0.12% of portfolio
3,908
Q4 2025 Added 0.1%
$147B
$241 Million 0.12% of portfolio
2,528
Q4 2024 New
$662B
$227 Million 0.12% of portfolio
451
Q3 2025 Reduced 14.42%
$64.9B
$232 Million 0.12% of portfolio
2,925
Q2 2025 New
$0
$226 Million 0.12% of portfolio
5,544
Q4 2025 New
$51.1B
$212 Million 0.11% of portfolio
3,106
Q2 2025 Reduced 1.86%
$169B
$209 Million 0.11% of portfolio
1,365
Q4 2025 Added 441.67%
First Tr Exchng Traded Fd Vi
-
$201 Million 0.1% of portfolio
-
Q4 2025 Reduced 25.99%
$95.5M
$62 Million 0.03% of portfolio
35,226
Q3 2025 Reduced 42.75%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $195 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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