BostonPremier Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, BostonPremier Wealth LLC held in its portfolio 69 assets valued at $195,152,902 (i.e. $195.15M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($55.99M), INVESCO QQQ TR ($28.69M), and ISHARES TR ($17.88M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BostonPremier Wealth LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 166995 | 55988541 | TOTAL STK MKT |
| INVESCO QQQ TR | 46701 | 28689117 | UNIT SER 1 |
| ISHARES TR | 270849 | 17876065 | CORE S&P MCP ETF |
| AMERICAN CENTY ETF TR | 188881 | 14311516 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 140570 | 10426069 | US EQUITY MARKET |
| APPLE INC | 31392 | 8534138 | COM |
| ISHARES TR | 61455 | 7385628 | CORE S&P SCP ETF |
| NVIDIA CORPORATION | 25976 | 4844556 | COM |
| ISHARES TR | 91998 | 4432484 | FUTURE AI & TECH |
| ETFIS SER TR I | 51843 | 4092974 | VIRTUS REAVES UT |
| AMAZON COM INC | 14230 | 3284569 | COM |
| INVESCO EXCHANGE TRADED FD T | 16807 | 3219459 | S&P500 EQL WGT |
| ALPHABET INC | 8186 | 2568919 | CAP STK CL C |
| FIRST TR EXCHANGE-TRADED FD | 22145 | 2200502 | NASDAQ 100 EX |
| TESLA INC | 3577 | 1608648 | COM |
| VANGUARD INDEX FDS | 7539 | 1576477 | EXTEND MKT ETF |
| MICROSOFT CORP | 3186 | 1540989 | COM |
| SPDR GOLD TR | 2774 | 1099562 | GOLD SHS |
| FIRST TR EXCHANGE-TRADED FD | 20001 | 999828 | FST LOW OPPT EFT |
| FIRST TR EXCHANGE-TRADED FD | 20863 | 961347 | SHS |
| ISHARES TR | 1240 | 849601 | CORE S&P500 ETF |
| BROADCOM INC | 2369 | 819743 | COM |
| ISHARES TR | 7465 | 702889 | MSCI USA MIN VOL |
| META PLATFORMS INC | 984 | 649789 | CL A |
| SPDR S&P 500 ETF TR | 948 | 646507 | TR UNIT |
| EXXON MOBIL CORP | 5249 | 631630 | COM |
| VERTIV HOLDINGS CO | 3828 | 620134 | COM CL A |
| DIMENSIONAL ETF TRUST | 15278 | 604858 | US CORE EQUITY 2 |
| PHILIP MORRIS INTL INC | 3696 | 592838 | COM |
| MAIN STR CAP CORP | 9550 | 576724 | COM |
| JOHNSON & JOHNSON | 2576 | 533034 | COM |
| ISHARES GOLD TR | 6470 | 525170 | ISHARES NEW |
| ISHARES TR | 7409 | 516689 | FUTURE EXPONENTI |
| PALANTIR TECHNOLOGIES INC | 2818 | 500900 | CL A |
| ARISTA NETWORKS INC | 3603 | 472101 | COM SHS |
| ISHARES TR | 1373 | 471045 | S&P 100 ETF |
| ISHARES TR | 3408 | 465990 | MSCI USA VALUE |
| ADVANCED MICRO DEVICES INC | 2058 | 440741 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 4637 | 422896 | MID CP GR ALPH |
| VANGUARD SPECIALIZED FUNDS | 1906 | 418950 | DIV APP ETF |
| FIRST TR EXCHNG TRADED FD VI | 12508 | 408457 | FT VEST US EQUIT |
| SPDR SERIES TRUST | 1673 | 403667 | STATE STREET SPD |
| ALPHABET INC | 1222 | 382535 | CAP STK CL A |
| CHUBB LIMITED | 1223 | 381723 | COM |
| STATE STR CORP | 2942 | 379555 | COM |
| ABRDN PRECIOUS METALS BASKET | 1690 | 347464 | PHYSCL PRECS MET |
| INVESCO EXCH TRADED FD TR II | 1353 | 342089 | NASDAQ 100 ETF |
| RITHM CAPITAL CORP | 30650 | 334085 | COM NEW |
| SCHWAB STRATEGIC TR | 12505 | 327995 | US BRD MKT ETF |
| ISHARES TR | 2230 | 305373 | RUS MD CP GR ETF |
| PROCTER AND GAMBLE CO | 2070 | 296643 | COM |
| J P MORGAN EXCHANGE TRADED F | 5814 | 294107 | ULTRA SHRT ETF |
| ALPS ETF TR | 6287 | 291569 | EQUAL SEC ETF |
| FIRST TR EXCHNG TRADED FD VI | 6478 | 269839 | FT VEST US EQT |
| AT&T INC | 10153 | 252208 | COM |
| ISHARES TR | 1688 | 250949 | CORE S&P TTL STK |
| ISHARES TR | 636 | 246151 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 840 | 243785 | MID CAP ETF |
| BOSTON SCIENTIFIC CORP | 2528 | 241045 | COM |
| ISHARES TR | 1667 | 235163 | RUS MDCP VAL ETF |
| FORTINET INC | 2925 | 232274 | COM |
| BERKSHIRE HATHAWAY INC DEL | 451 | 226695 | CL B NEW |
| COLUMBIA ETF TR I | 5544 | 226432 | RESH ENHNC COR |
| ALTRIA GROUP INC | 3908 | 225310 | COM |
| VERIZON COMMUNICATIONS INC | 5386 | 219360 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 3106 | 212326 | SHS REP COM UT |
| SERVICENOW INC | 1365 | 209104 | COM |
| FIRST TR EXCHNG TRADED FD VI | 4919 | 201384 | FT VEST U.S EQT |
| OXFORD SQUARE CAP CORP | 35226 | 61998 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.