Institutions / BostonPremier Wealth LLC

BostonPremier Wealth LLC

CIK 2053783 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$195.15M
Positions
69
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Index Fdsโ€”$55.99M166,99528.7%
Invesco Qqq Trโ€”$28.69M46,70114.7%
iShares Trโ€”$17.88M270,8499.2%
American Centy ETF Trโ€”$14.31M188,8817.3%
Dimensional ETF Trustโ€”$10.43M140,5705.3%
Apple Inc.โ€”$8.53M31,3924.4%
iShares Trโ€”$7.39M61,4553.8%
NVIDIA Corpโ€”$4.84M25,9762.5%
iShares Trโ€”$4.43M91,9982.3%
Etfis Ser Tr Iโ€”$4.09M51,8432.1%
Amazon.com Incโ€”$3.28M14,2301.7%
Invesco Exchange Traded Fd Tโ€”$3.22M16,8071.6%
Alphabet Inc.โ€”$2.57M8,1861.3%
First Trust Exchange-Traded Fundโ€”$2.20M22,1451.1%
Tesla Incโ€”$1.61M3,5770.8%
Vanguard Index Fdsโ€”$1.58M7,5390.8%
Microsoft Corpโ€”$1.54M3,1860.8%
SPDR Gold Trโ€”$1.10M2,7740.6%
First Tr Exchange-Traded Fdโ€”$999.8K20,0010.5%
First Tr Exchange-Traded Fdโ€”$961.3K20,8630.5%
iShares Trโ€”$849.6K1,2400.4%
Broadcom Inc.โ€”$819.7K2,3690.4%
iShares MSCI UAE ETFโ€”$702.9K7,4650.4%
Meta Platforms Incโ€”$649.8K9840.3%
SPDR S&P 500 ETF Trโ€”$646.5K9480.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.