Q3 2026 13F · SEC CIK 2053783

BostonPremier Wealth LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $245.1M
Reported positions: 85
Holdings vs S&P 500, 3 yrs: —
Assets under management: $525.2M

BostonPremier Wealth LLC is a wealth manager that reported 85 positions worth $245.1M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Vanguard Index Fds (VTI, 27.6%), Invesco Qqq Tr (QQQ, 15.4%), Ishares Tr (IJH, 8.6%).

BostonPremier Wealth LLC holdings largest 50 of 85 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BostonPremier Wealth LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	27.6%	27.4%	180,968	+3.7%	$67.7M
QQQInvesco Qqq Tr	15.4%	15.4%	50,963	+3.2%	$37.7M
IJHIshares Tr	8.6%	9.3%	293,759	+4.0%	$21.1M
AVLVAmerican Centy ETF Tr	7.8%	7.9%	210,718	+3.7%	$19.1M
DFUSDimensional ETF Trust	5.5%	5.3%	163,043	+6.1%	$13.5M
AAPLApple Inc	4.3%	3.8%	31,416	+1.1%	$10.5M
IJRIshares Tr	3.7%	4.1%	67,402	+3.6%	$9.2M
ARTYIshares Tr	3.1%	3.1%	97,095	+0.6%	$7.6M
NVDANvidia Corporation	2.6%	2.4%	27,670	-0.7%	$6.3M
UTESEtfis Ser Tr I	1.8%	2.0%	61,328	+7.4%	$4.3M
RSPInvesco Exchange Traded Fd T	1.6%	1.6%	18,333	+2.2%	$3.8M
AMZNAmazon Com Inc	1.4%	1.4%	13,736	+0.4%	$3.4M
GOOGAlphabet Inc	1.0%	1.3%	6,839	-18.7%	$2.3M
QQXTFirst Tr Exchange-Traded Fd	0.9%	0.9%	22,074	-2.9%	$2.1M
VXFVanguard Index Fds	0.8%	0.8%	8,063	+3.9%	$1.9M
MSFTMicrosoft Corp	0.6%	0.5%	3,049	-7.8%	$1.6M
PMPhilip Morris Intl Inc	0.6%	0.3%	7,494	+97.4%	$1.4M
TSLATesla Inc	0.5%	0.7%	3,765	+1.4%	$1.3M
AMDAdvanced Micro Devices Inc	0.5%	0.5%	2,058	+0.0%	$1.3M
GLDSpdr Gold Tr	0.4%	0.4%	2,782	+2.1%	$1.1M
VRTVertiv Holdings Co	0.4%	0.6%	4,075	+1.4%	$983K
IVVIshares Tr	0.4%	0.4%	1,241	+0.0%	$950K
AVGOBroadcom Inc	0.4%	0.4%	2,630	+0.1%	$924K
METAMeta Platforms Inc	0.3%	0.3%	1,113	-2.0%	$807K
FVDFirst Tr Exchange-Traded Fd	0.3%	0.4%	17,161	+0.2%	$805K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	986	+2.9%	$752K
JNJJohnson & Johnson	0.3%	0.3%	2,824	+7.8%	$748K
IAUIshares Gold Tr	0.3%	0.2%	9,513	+44.1%	$743K
LMBSFirst Tr Exchange-Traded Fd	0.3%	0.3%	15,271	-2.8%	$740K
ANETArista Networks Inc	0.3%	0.3%	3,603	+0.0%	$734K
XOMExxonmobil Holdings Corp	0.3%	—	4,236	—	$689K
DFACDimensional ETF Trust	0.3%	0.3%	15,354	+0.0%	$682K
USMVIshares Tr	0.3%	0.3%	6,987	+2.3%	$681K
VLUEIshares Tr	0.3%	0.3%	3,238	-1.3%	$641K
PLTRPalantir Technologies Inc	0.3%	0.2%	3,339	+0.0%	$625K
NBISNebius Group N.v.	0.3%	0.4%	2,594	-16.2%	$612K
XTIshares Tr	0.2%	0.2%	7,065	+0.0%	$589K
OEFIshares Tr	0.2%	0.2%	1,517	+7.4%	$580K
VIGVanguard Specialized Funds	0.2%	0.2%	2,458	+0.1%	$573K
MUMicron Technology Inc	0.2%	0.2%	514	+9.4%	$548K
GOOGLAlphabet Inc	0.2%	0.2%	1,561	+0.0%	$537K
STTState Str Corp	0.2%	0.2%	2,975	+0.3%	$519K
MOAltria Group Inc	0.2%	—	7,614	—	$513K
SPCXSpace Exploration Techn Corp	0.2%	—	3,021	—	$456K
MAINMain Str Cap Corp	0.2%	0.2%	8,250	+0.0%	$454K
FNYFirst Tr Exchange-Traded Alp	0.2%	0.2%	4,589	+0.0%	$454K
QQQMInvesco Exch Traded Fd Tr II	0.2%	0.2%	1,481	+7.3%	$451K
OCTMFirst Tr Exchng Traded Fd Vi	0.2%	0.2%	12,508	+0.0%	$428K
XARState Streer	0.2%	0.2%	1,767	+1.1%	$409K
IWVIshares Tr	0.2%	—	895	—	$387K

What BostonPremier Wealth LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

PM Philip Morris Intl Inc+97.4% shares
IAU Ishares Gold Tr+44.1% shares
MU Micron Technology Inc+9.4% shares
JNJ Johnson & Johnson+7.8% shares
UTES Etfis Ser Tr I+7.4% shares
OEF Ishares Tr+7.4% shares
QQQM Invesco Exch Traded Fd Tr II+7.3% shares
DFUS Dimensional ETF Trust+6.1% shares

Reduced

GOOG Alphabet Inc-18.7% shares
NBIS Nebius Group N.v.-16.2% shares
MSFT Microsoft Corp-7.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$245.1M	85
Q2 2026	$235.5M	79
Q1 2026	$193.5M	70
Q4 2025	$195.2M	69
Q3 2025	$201.3M	73
Q2 2025	$180.3M	63
Q1 2025	$161.1M	58
Q4 2024	$165.0M	59

Questions about BostonPremier Wealth LLC's portfolio

What stocks does BostonPremier Wealth LLC own?

BostonPremier Wealth LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 85 positions worth $245.1M. The largest are Vanguard Index Fds (VTI) at 27.6%, Invesco Qqq Tr (QQQ) at 15.4%, Ishares Tr (IJH) at 8.6%, American Centy ETF Tr (AVLV) at 7.8% and Dimensional ETF Trust (DFUS) at 5.5%.

What did BostonPremier Wealth LLC buy last quarter?

In Q3 2026, BostonPremier Wealth LLC added Philip Morris Intl Inc (PM) (+97.4% shares), Ishares Gold Tr (IAU) (+44.1% shares) and Micron Technology Inc (MU) (+9.4% shares), compared with its Q2 2026 filing.

What did BostonPremier Wealth LLC sell last quarter?

In Q3 2026, BostonPremier Wealth LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Chubb Limited (CB), cut from its top 50 Schwab Strategic Tr (SCHB), cut from its top 50 Bloom Energy Corp (BE), Alphabet Inc (GOOG) (-18.7% shares), Nebius Group N.v. (NBIS) (-16.2% shares) and Microsoft Corp (MSFT) (-7.8% shares), compared with its Q2 2026 filing.

When is BostonPremier Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BostonPremier Wealth LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does BostonPremier Wealth LLC manage?

BostonPremier Wealth LLC reported $525.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $245.1M.