Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BostonPremier Wealth LLC (CIK 2053783) reported $193.5M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($54.4M, 28.13%), QQQ ($27.7M, 14.31%), IJH ($18.5M, 9.55%), AVLV ($15.8M, 8.16%), DFUS ($10.4M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $54.4M | 28.13% | 169,681 | Added |
| 2 | QQQ | INVESCO QQQ TR | $27.7M | 14.31% | 47,981 | Added |
| 3 | IJH | ISHARES TR | $18.5M | 9.55% | 273,795 | Added |
| 4 | AVLV | AMERICAN CENTY ETF TR | $15.8M | 8.16% | 195,848 | Added |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $10.4M | 5.36% | 146,202 | Added |
| 6 | AAPL | APPLE INC | $7.9M | 4.09% | 31,179 | Trimmed |
| 7 | IJR | ISHARES TR | $7.8M | 4.05% | 63,123 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $4.5M | 2.32% | 25,698 | Trimmed |
| 9 | IRBO | ISHARES TR | $4.5M | 2.31% | 96,120 | Added |
| 10 | UTES | ETFIS SER TR I | $4.3M | 2.25% | 54,402 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $3.4M | 1.75% | 17,667 | Added |
| 12 | AMZN | AMAZON COM INC | $2.8M | 1.46% | 13,573 | Trimmed |
| 13 | GOOG | ALPHABET INC | $2.4M | 1.25% | 8,443 | Added |
| 14 | QQXT | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.13% | 22,494 | Added |
| 15 | VXF | VANGUARD INDEX FDS | $1.5M | 0.78% | 7,381 | Trimmed |
| 16 | TSLA | TESLA INC | $1.4M | 0.71% | 3,700 | Added |
| 17 | GLD | SPDR GOLD TR | $1.2M | 0.62% | 2,774 | Hold |
| 18 | MSFT | MICROSOFT CORP | $1.1M | 0.55% | 2,898 | Trimmed |
| 19 | VRT | VERTIV HOLDINGS CO | $959,263 | 0.50% | 3,828 | Hold |
| 20 | XOM | EXXON MOBIL CORP | $912,070 | 0.47% | 5,376 | Added |
| 21 | FVD | FIRST TR EXCHANGE-TRADED FD | $870,825 | 0.45% | 18,516 | Trimmed |
| 22 | LMBS | FIRST TR EXCHANGE-TRADED FD | $854,017 | 0.44% | 17,145 | Trimmed |
| 23 | IVV | ISHARES TR | $810,377 | 0.42% | 1,241 | Added |
| 24 | AVGO | BROADCOM INC | $733,638 | 0.38% | 2,370 | Added |
| 25 | USMV | ISHARES TR | $663,160 | 0.34% | 7,151 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31