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 $235.5M across 79 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($64.6M, 27.42%), QQQ ($36.4M, 15.44%), IJH ($21.8M, 9.25%), AVLV ($18.5M, 7.87%), DFUS ($12.6M, 5.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $64.6M | 27.42% | 174,496 | Added |
| 2 | QQQ | INVESCO QQQ TR | $36.4M | 15.44% | 49,385 | Added |
| 3 | IJH | ISHARES TR | $21.8M | 9.25% | 282,564 | Added |
| 4 | AVLV | AMERICAN CENTY ETF TR | $18.5M | 7.87% | 203,126 | Added |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $12.6M | 5.35% | 153,731 | Added |
| 6 | IJR | ISHARES TR | $9.7M | 4.10% | 65,072 | Added |
| 7 | AAPL | APPLE INC | $9.0M | 3.82% | 31,066 | Trimmed |
| 8 | IRBO | ISHARES TR | $7.4M | 3.12% | 96,515 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $5.6M | 2.37% | 27,867 | Added |
| 10 | UTES | ETFIS SER TR I | $4.7M | 1.98% | 57,076 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $3.8M | 1.62% | 17,943 | Added |
| 12 | AMZN | AMAZON COM INC | $3.3M | 1.38% | 13,677 | Added |
| 13 | GOOG | ALPHABET INC | $3.0M | 1.26% | 8,416 | Trimmed |
| 14 | QQXT | FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.94% | 22,739 | Added |
| 15 | VXF | VANGUARD INDEX FDS | $1.9M | 0.81% | 7,761 | Added |
| 16 | TSLA | TESLA INC | $1.6M | 0.66% | 3,713 | Added |
| 17 | VRT | VERTIV HOLDINGS CO | $1.3M | 0.57% | 4,018 | Added |
| 18 | MSFT | MICROSOFT CORP | $1.2M | 0.52% | 3,308 | Added |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.51% | 2,058 | Hold |
| 20 | GLD | SPDR GOLD TR | $1.0M | 0.43% | 2,724 | Trimmed |
| 21 | AVGO | BROADCOM INC | $992,441 | 0.42% | 2,627 | Added |
| 22 | IVV | ISHARES TR | $929,229 | 0.39% | 1,241 | Hold |
| 23 | NBIS | NEBIUS GROUP N.V. | $855,022 | 0.36% | 3,096 | Added |
| 24 | FVD | FIRST TR EXCHANGE-TRADED FD | $825,559 | 0.35% | 17,135 | Trimmed |
| 25 | LMBS | FIRST TR EXCHANGE-TRADED FD | $781,755 | 0.33% | 15,704 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30