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Boston Family Office LLC

All holdings · as of Mar 31, 2026

310 positions

CompanyClassValueShares% of portfolio
FISERV INC$2223,9720.0%
Fortive Corp$2173,9200.0%
iShares S&P Small-Cap 600 Value ETF$2121,7910.0%
iShares MSCI USA ESG Select ETF$2111,6000.0%
Wintrust Financial Corp$2081,5000.0%
PROGRESSIVE CORP/OH$2051,0360.0%
iShares Russell 1000 ETF$2015640.0%
BROWN & BROWN, INC.$2003,0700.0%
Franklin New York Municipal Income ETF$19324,7330.0%
Viewra, Inc$010,0000.0%
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