BostonPremier Wealth LLC holds a concentrated book of 79 reported positions worth $235.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Apple Inc. Their largest long position is Vanguard Total Stock MKT ETF at 27% of the reported non-option book. Cloning the disclosed picks since 2025 would be +34% (+19.7%/yr). That is a simulation of the disclosed long book, not audited returns.
BostonPremier Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 5.9 points over this window.
Growth of $10,000 cloning BostonPremier Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
+8 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BostonPremier Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 11 / 79 | $4.5B |
| Swiss Re Ltd | 24 / 79 | $1.0B |
| Prospect Hill Management, LLC | 8 / 79 | $236.8M |
| Hoffman, Alan N Investment Management | 8 / 79 | $154.1M |
| Draper Asset Management, LLC | 9 / 79 | $171.7M |
| Ardent Capital Management, Inc. | 23 / 79 | $208.1M |
| 9823 Capital, L.P. | 8 / 79 | $127.6M |
| H&H International Investment, LLC | 7 / 79 | $16.1B |
Ranked by the share of each fund's own book sitting in the names it shares with BostonPremier Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $64.6M | 174.5K | 27.4% | ▲+2.8% Added · +5K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $36.4M | 49.4K | 15.4% | ▲+2.9% Added · +1K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $21.8M | 282.6K | 9.3% | ▲+3.2% Added · +9K sh | |
| 4 | American Centy ETF TR US LARGE CAP VLU | $18.5M | 203.1K | 7.9% | ▲+3.7% Added · +7K sh | |
| 5 | Dimensional ETF Trust US EQUI MARK ETF | $12.6M | 153.7K | 5.3% | ▲+5.1% Added · +8K sh | |
| 6 | Ishares TR CORE S&P SCP ETF | $9.7M | 65.1K | 4.1% | ▲+3.1% Added · +2K sh | |
| 7 | Apple Inc COM | $9.0M | 31.1K | 3.8% | ▼−0.4% Reduced · −113 sh | |
| 8 | Ishares TR FUTU AI TECH ETF | $7.4M | 96.5K | 3.1% | ▲+0.4% Added · +395 sh | |
| 9 | Nvidia Corporation COM | $5.6M | 27.9K | 2.4% | ▲+8.4% Added · +2K sh | |
| 10 | Etfis Ser TR I VIRTUS REAVES UT | $4.7M | 57.1K | 2.0% | ▲+4.9% Added · +3K sh | |
| 11 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.8M | 17.9K | 1.6% | ▲+1.6% Added · +276 sh | |
| 12 | Amazon Com Inc COM | $3.3M | 13.7K | 1.4% | ▲+0.8% Added · +104 sh | |
| 13 | Alphabet Inc CAP STK CL C | $3.0M | 8.4K | 1.3% | ▼−0.3% Reduced · −27 sh | |
| 14 | First TR Exchange-Traded FD NASDAQ 100 EX | $2.2M | 22.7K | 0.9% | ▲+1.1% Added · +245 sh | |
| 15 | Vanguard Index FDS EXTEND MKT ETF | $1.9M | 7.8K | 0.8% | ▲+5.1% Added · +380 sh | |
| 16 | Tesla Inc COM | $1.6M | 3.7K | 0.7% | ▲+0.3% Added · +13 sh | |
| 17 | Vertiv Holdings Co COM CL A | $1.3M | 4.0K | 0.6% | ▲+5.0% Added · +190 sh | |
| 18 | Microsoft Corp COM | $1.2M | 3.3K | 0.5% | ▲+14% Added · +410 sh | |
| 19 | Advanced Micro Devices Inc COM | $1.2M | 2.1K | 0.5% | —Held | |
| 20 | SPDR Gold TR GOLD SHS | $1.0M | 2.7K | 0.4% | ▼−1.8% Reduced · −50 sh | |
| 21 | Broadcom Inc COM | $992K | 2.6K | 0.4% | ▲+11% Added · +257 sh | |
| 22 | Ishares TR CORE S&P500 ETF | $929K | 1.2K | 0.4% | —Held | |
| 23 | Nebius Group N.V. SHS CLASS A | $855K | 3.1K | 0.4% | ▲+17% Added · +451 sh | |
| 24 | First TR Exchange-Traded FD SHS | $826K | 17.1K | 0.4% | ▼−7.5% Reduced · −1K sh | |
| 25 | First TR Exchange-Traded FD FST LOW OPPT EFT | $782K | 15.7K | 0.3% | ▼−8.4% Reduced · −1K sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $715K | 958 | 0.3% | ▲+0.2% Added · +2 sh | |
| 27 | Philip Morris Intl Inc COM | $687K | 3.8K | 0.3% | ▲~0% Added · +1 sh | |
| 28 | Dimensional ETF Trust US COR EQU 2 ETF | $681K | 15.4K | 0.3% | ▲+0.2% Added · +38 sh | |
| 29 | Johnson & Johnson COM | $665K | 2.6K | 0.3% | ▲+0.3% Added · +8 sh | |
| 30 | Ishares TR MSCI USA MIN ETF | $659K | 6.8K | 0.3% | ▼−4.5% Reduced · −322 sh | |
| 31 | Ishares TR MSCI USA VALUE | $656K | 3.3K | 0.3% | ▼−3.8% Reduced · −131 sh | |
| 32 | Meta Platforms Inc CL A | $640K | 1.1K | 0.3% | ▲+5.7% Added · +61 sh | |
| 33 | Arista Networks Inc COM SHS | $612K | 3.6K | 0.3% | —Held | |
| 34 | Exxon Mobil Corp COM | $596K | 4.4K | 0.3% | ▼−19% Reduced · −1K sh | |
| 35 | Ishares TR FUTU EXPO TE ETF | $584K | 7.1K | 0.2% | ▼−4.4% Reduced · −328 sh | |
| 36 | Vanguard Specialized Funds DIV APP ETF | $581K | 2.5K | 0.2% | ▲+29% Added · +550 sh | |
| 37 | Alphabet Inc CAP STK CL A | $558K | 1.6K | 0.2% | ▲+29% Added · +351 sh | |
| 38 | Micron Technology Inc COM | $543K | 470 | 0.2% | ▲New New position | |
| 39 | Ishares TR S&P 100 ETF | $517K | 1.4K | 0.2% | ▲+2.7% Added · +37 sh | |
| 40 | First TR Exchange-Traded Alp MID CP GR ALPH | $509K | 4.6K | 0.2% | ▼−1.0% Reduced · −48 sh | |
| 41 | State STR Corp COM | $503K | 3.0K | 0.2% | ▲+0.4% Added · +12 sh | |
| 42 | Ishares Gold TR ISHARES NEW | $498K | 6.6K | 0.2% | —Held | |
| 43 | SPDR Series Trust ST STR SP AERO | $496K | 1.7K | 0.2% | —Held | |
| 44 | Main STR Cap Corp COM | $428K | 8.3K | 0.2% | —Held | |
| 45 | First TR Exchng Traded FD VI FT VEST US EQUIT | $420K | 12.5K | 0.2% | —Held | |
| 46 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $418K | 1.4K | 0.2% | ▲+1.8% Added · +25 sh | |
| 47 | Chubb Limited COM | $417K | 1.2K | 0.2% | —Held | |
| 48 | Palantir Technologies Inc CL A | $390K | 3.3K | 0.2% | ▲+14% Added · +420 sh | |
| 49 | Schwab Strategic TR US BRD MKT ETF | $357K | 12.3K | 0.2% | ▲+0.3% Added · +33 sh | |
| 50 | Bloom Energy Corp COM CL A | $356K | 1.2K | 0.2% | ▼−24% Reduced · −363 sh |
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Use Arkolith to show BostonPremier Wealth LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 79 | $235.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 10d | 70 | $193.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 13d | 69 | $195.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 73 | $201.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 63 | $180.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 58 | $161.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 59 | $165.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.