BostonPremier Wealth LLC

CIK 0002053783 · HANOVER, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

BostonPremier Wealth LLC reported 79 positions worth $235.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VTI (27.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$235.5M
2026 Q2
Positions
79
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.7%
Est. Net Flow (Q)
2026 Q2
10 / 79 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$64.6M27.42%174,496
2QQQINVESCO QQQ TRSH$36.4M15.44%49,385
3IJHISHARES TRSH$21.8M9.25%282,564
4AVLVAMERICAN CENTY ETF TRSH$18.5M7.87%203,126
5DFUSDIMENSIONAL ETF TRUSTSH$12.6M5.35%153,731
6IJRISHARES TRSH$9.7M4.10%65,072
7AAPLAPPLE INCSH$9.0M3.82%31,066
8ARTYISHARES TRSH$7.4M3.12%96,515
9NVDANVIDIA CORPORATIONSH$5.6M2.37%27,867
10UTESETFIS SER TR ISH$4.7M1.98%57,076

The free plan shows the top 10 positions. The remaining 69 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

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

Frequently Asked Questions

What stocks does BostonPremier Wealth LLC hold as of Q2 2026?

BostonPremier Wealth LLC reported 79 positions worth $235.5M in its Q2 2026 13F filing. Largest positions: VTI (27.4%), QQQ (15.4%), IJH (9.3%), AVLV (7.9%) and DFUS (5.3%).

What did BostonPremier Wealth LLC buy in Q2 2026?

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

What did BostonPremier Wealth 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.