BOSTON FAMILY OFFICE LLC
CIK 0001039807 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
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
Top Holdings
AAPL
Apple Inc.
5.0%
VOO
Vanguard S&P 500 ETF
4.0%
GOOG
Alphabet Inc. Class C
3.6%
AMZN
Amazon.com, Inc.
3.4%
MSFT
Microsoft Corporation
3.3%
PANW
Palo Alto Networks, Inc.
2.8%
V
Visa Inc. Class A
2.7%
NVDA
NVIDIA Corporation
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.