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Boston Family Office LLC

All holdings · as of Mar 31, 2026

310 positions

CompanyClassValueShares% of portfolio
iShares Russell 2000 Growth ETF$1.4K4,4410.1%
Mastercard Inc$1.3K2,7000.1%
INTERNATIONAL BUSINESS MACHINES CORP$1.3K5,4850.1%
Prologis Inc$1.3K10,0220.1%
Novo Nordisk A/S Sponsored ADR Class B$1.3K35,0400.1%
O REILLY AUTOMOTIVE INC$1.3K13,7980.1%
CrowdStrike Holdings, Inc.$1.3K3,2560.1%
ConocoPhillips$1.3K9,5980.1%
Accenture plc$1.2K6,2680.1%
iShares S&P 500 Value ETF$1.2K5,7430.1%
Diamondback Energy, Inc.$1.2K6,0000.1%
Vanguard Short Duration Tax Exempt Bond ETF$1.2K15,2350.1%
Vanguard Core Tax-Ex Bond$1.1K15,1400.1%
iShares Gold Trust$1.1K12,4200.1%
STARWOOD PROPERTY TRUST, INC.$1.1K63,4750.1%
Broadcom Inc.$1.1K3,5240.1%
EMERSON ELECTRIC CO$1.1K8,2280.1%
LINDE PLC$1.1K2,1730.1%
Cheniere Energy, Inc.$1.1K3,7750.1%
INTUIT INC.$1.1K2,4310.1%
STERIS plc$1.0K4,6290.1%
GATX CORP$1.0K5,9360.1%
iShares MSCI Emerging Markets Ex China ETF$1.0K12,7730.1%
WisdomTree Emerging Markets SmallCap Dividend Fund$97516,2280.1%
Arista Networks, Inc.ANETCommon Stock$9737,9220.1%
INGERSOLL-RAND INC$91011,3560.1%
JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf)$90514,1650.1%
KINDER MORGAN, INC.$90226,9150.1%
HONEYWELL INTERNATIONAL INC$8833,9060.1%
ABB Ltd ADR$84110,4500.1%
iShares Short Treasury Bond Fund$8347,5590.1%
JPMorgan Ultra-Short Municipal Income ETF$82416,1650.1%
DEERE & CO$8151,4470.1%
Comcast Corp.$80127,9140.1%
Antero Midstream Corp$79835,0000.1%
ALTRIA GROUP, INC.$79712,0830.1%
HOLOGIC INC$78710,4100.1%
iShares MSCI EAFE ETF$7868,0970.1%
Shopify, Inc. Class A$7866,6230.1%
Vanguard FTSE Emerging Markets ETF$77714,3760.1%
Shell PLC ADR$7227,7590.0%
iShares MSCI ACWI ETF$7165,1750.0%
Vanguard High Dividend Yield Index ETF$7064,7680.0%
iShares 1-5 Year Investment Grade Corporate Bond ETF$69713,2700.0%
Vanguard Energy ETF$6703,8740.0%
COLGATE PALMOLIVE CO$6697,8530.0%
DOVER Corp$6553,1410.0%
Johnson Controls International plc$6494,9550.0%
AMERIPRISE FINANCIAL INC$6481,4580.0%
Vanguard Growth ETF$6371,4590.0%
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