BostonPremier Wealth LLC holds a concentrated book of 79 stocks worth $235.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +29% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053783/holdings"
Use Arkolith to show BostonPremier Wealth LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.7 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as BostonPremier Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 79 | $17.5B |
| LPL Financial LLC | 79 / 79 | $84.6B |
| Cetera Investment Advisers | 79 / 79 | $21.7B |
| MORGAN STANLEY | 78 / 79 | $517.8B |
| JPMORGAN CHASE & CO | 78 / 79 | $481.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 79 | $20.2B |
| Kestra Advisory Services, LLC | 78 / 79 | $8.1B |
| NewEdge Advisors, LLC | 78 / 79 | $7.5B |
Ranked by how many of BostonPremier Wealth LLC's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 79 | $235.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 70 | $193.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 69 | $195.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 73 | $201.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 63 | $180.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 58 | $161.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 59 | $165.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.