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Boston Family Office LLC

All holdings · as of Mar 31, 2026

310 positions

CompanyClassValueShares% of portfolio
ABBOTT LABORATORIES$8.3K81,0240.6%
PROCTER & GAMBLE Co$8.0K55,4620.5%
Walt Disney Co$7.9K82,3630.5%
TE Connectivity PLC$7.8K37,1930.5%
MCCORMICK & CO INC$7.4K147,6870.5%
SHERWIN WILLIAMS CO$7.4K23,0680.5%
DANAHER CORP /DE$7.4K38,9870.5%
Vanguard Short-Term Corporate Bond ETF$7.2K91,1790.5%
HOME DEPOT, INC.$7.0K21,3620.5%
ANALOG DEVICES INC$7.0K21,8550.5%
Vanguard Core Bond ETF$6.9K89,4330.5%
SPDR S&P Midcap 400 ETF Trust$6.8K11,0810.5%
VanEck Morningstar Wide Moat ETF$6.5K67,1550.4%
NIKE, Inc.$6.5K122,4060.4%
iShares Core S&P Small Cap ETF$6.4K51,4720.4%
Invesco Variable Rate Preferred ETF$6.2K256,8770.4%
iShares iBonds Treasury 2027$6.1K272,7330.4%
iShares iBonds Treasury 2028$5.9K265,9840.4%
EXXON MOBIL CORP$5.9K34,5340.4%
Palantir Technologies Inc$5.8K39,9850.4%
Merck & Co., Inc.$5.5K45,4660.4%
HUBBELL INC$5.2K10,6180.3%
AMERICAN EXPRESS CO$5.1K16,9350.3%
Monolithic Power Systems Inc$5.0K4,5440.3%
Nestle S.A. Sponsored ADR$4.9K49,0600.3%
Vanguard Short-Term Treasury ETF$4.7K80,9570.3%
Vanguard Short-Term Bond ETF$4.7K59,3900.3%
Invesco QQQ Trust$4.6K7,9650.3%
Welltower, Inc.$4.6K23,0910.3%
iShares Core S&P 500 ETF$4.3K6,5370.3%
Trane Technologies plc$4.3K10,2210.3%
WASTE MANAGEMENT INC$4.3K18,5260.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$4.2K12,3410.3%
Vanguard FTSE Developed Markets ETF$4.2K65,0360.3%
ADOBE INC.$4.1K16,7920.3%
iShares Core S&P Mid-Cap ETF$3.8K55,8340.3%
AMGEN INC$3.7K10,4010.2%
LOWES COMPANIES INC$3.7K15,4570.2%
Berkshire Hathaway Inc. Class A$3.6K50.2%
RTX Corp$3.5K17,9060.2%
COCA COLA CO$3.4K44,1470.2%
CORNING INC /NY$3.3K24,4870.2%
ILLINOIS TOOL WORKS INC$3.3K12,5410.2%
iShares iBonds Treasury 2029$3.2K148,0830.2%
CATERPILLAR INC$3.2K4,5620.2%
iShares S&P 500 Growth ETF$3.1K27,4240.2%
RPM International Inc$2.9K29,5320.2%
Spotify Technology$2.9K6,0530.2%
iShares iBonds Treasury 2026$2.9K126,2600.2%
Vanguard Mid-Cap ETF$2.9K9,9640.2%
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