BOSTON FAMILY OFFICE LLC

CIK 0001039807 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

BOSTON FAMILY OFFICE LLC reported 314 positions worth $1.6M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.6M
2026 Q2
Positions
314
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.1%
Est. Net Flow (Q)
2026 Q2
10 / 314 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLApple Inc.SH$82.3K4.99%284,321
2VOOVanguard S&P 500 ETFSH$65.2K3.96%94,960
3GOOGAlphabet Inc. Class CSH$59.1K3.59%167,341
4AMZNAmazon.com, Inc.SH$56.3K3.42%236,311
5MSFTMicrosoft CorporationSH$53.7K3.26%143,994
6PANWPalo Alto Networks, Inc.SH$46.1K2.80%135,164
7VVisa Inc. Class ASH$45.1K2.74%131,573
8NVDANVIDIA CorporationSH$38.4K2.33%191,826
9SPYSPDR S&P 500 ETF TrustSH$33.7K2.04%45,064
10UNPUnion Pacific CorporationSH$32.4K1.97%119,221

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BOSTON FAMILY OFFICE LLC hold as of Q2 2026?

BOSTON FAMILY OFFICE LLC reported 314 positions worth $1.6M in its Q2 2026 13F filing. Largest positions: AAPL (5.0%), VOO (4.0%), GOOG (3.6%), AMZN (3.4%) and MSFT (3.3%).

What did BOSTON FAMILY OFFICE LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BOSTON FAMILY OFFICE LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.