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BostonPremier Wealth LLC — 13F Holdings & Portfolio

CIK 2053783 · latest 13F-HR filed 2026-10-16

Backtest portfolio

BostonPremier Wealth LLC manages $245.1M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VTI (27.63%), QQQ (15.38%), IJH (8.62%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 8 new positions and exited 2; 23 existing positions rose in reported value and 15 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$245.1M

Long-equity book

Holdings
85

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+8 / −2 / ↑23 / ↓15

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VTI27.6% · +4%QQQ15.4% · +3%IJH8.6% · +4%AVLV7.8% · +4%DFUS5.5% · +6%AAPL4.3% · +1%IJR3.7% · +4%ARTY3.1% · +1%NVDA2.6% · -1%UTES1.8% · +7%RSP1.6% · +2%AMZN1.4% · +0%GOOG1.0% · -19%QQXT0.9% · -3%VXF0.8% · +4%MSFT0.6% · -8%PM0.6% · +97%TSLA0.5% · +1%AMD0.5% · 0%GLD0.4% · +2%VRT0.4% · +1%IVV0.4% · 0%AVGO0.4% · +0%META0.3% · -2%FVD0.3% · +0%SPY0.3% · +3%JNJ0.3% · +8%IAU0.3% · +44%LMBS0.3% · -3%ANET0.3% · 0%XOM0.3% · -3%DFAC0.3% · 0%USMV0.3% · +2%VLUE0.3% · -1%PLTR0.3% · 0%NBIS0.2% · -16%XT0.2% · 0%OEF0.2% · +7%VIG0.2% · +0%MU0.2% · +9%GOOGL0.2% · 0%STT0.2% · +0%MO0.2% · +94%SPCX0.2% · newMAIN0.2% · 0%FNY0.2% · 0%QQQM0.2% · +7%OCTM0.2% · 0%XAR0.2% · +1%IWV0.2% · +14%SCHB0.1% · +0%GLTR0.1% · 0%CB0.1% · -18%EQL0.1% · -4%CRWD0.1% · +335%PG0.1% · +0%JPST0.1% · +1%DMAR0.1% · 0%MDLZ0.1% · newBE0.1% · -11%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 80.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 9, 2026.

Assets Under Management
$525.2M
Discretionary
$525.2M
Employees
8
Accounts
1,604
Address
4 POND PARK RD
SUITE 201
HINGHAM, MA 02043
Phone
(617) 934-1100
Website
Name Title / Status Ownership Type
BOSSEY, MARK, ROBERT ControlFOUNDING MEMBER, CHIEF COMPLIANCE OFFICER
since Dec 2015
50–75%Individual
MARINI, RYAN, DOUGLAS ControlFOUNDING MEMBER
since Dec 2015
50–75%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 23 →

Top Trims

Show all 15 →

New Positions

Show all 8 →

Exited Positions

Show all 2 →

BostonPremier Wealth LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $67.7M 27.63% 180,968 SH
2 INVESCO QQQ TR QQQ 46090E103 $37.7M 15.38% 50,963 SH
3 ISHARES TR IJH 464287507 $21.1M 8.62% 293,759 SH
4 AMERICAN CENTY ETF TR AVLV 025072349 $19.1M 7.78% 210,718 SH
5 DIMENSIONAL ETF TRUST DFUS 25434V401 $13.5M 5.52% 163,043 SH
6 APPLE INC AAPL 037833100 $10.5M 4.27% 31,416 SH
7 ISHARES TR IJR 464287804 $9.2M 3.74% 67,402 SH
8 ISHARES TR ARTY 46435U556 $7.6M 3.10% 97,095 SH
9 NVIDIA CORPORATION NVDA 67066G104 $6.3M 2.58% 27,670 SH
10 ETFIS SER TR I UTES 26923G806 $4.3M 1.76% 61,328 SH
11 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $3.8M 1.56% 18,333 SH
12 AMAZON COM INC AMZN 023135106 $3.4M 1.40% 13,736 SH
13 ALPHABET INC GOOG 02079K107 $2.3M 0.95% 6,839 SH
14 FIRST TR EXCHANGE-TRADED FD QQXT 33733E401 $2.1M 0.86% 22,074 SH
15 VANGUARD INDEX FDS VXF 922908652 $1.9M 0.76% 8,063 SH
16 MICROSOFT CORP MSFT 594918104 $1.6M 0.64% 3,049 SH
17 PHILIP MORRIS INTL INC PM 718172109 $1.4M 0.58% 7,494 SH
18 TESLA INC TSLA 88160R101 $1.3M 0.55% 3,765 SH
19 ADVANCED MICRO DEVICES INC AMD 007903107 $1.3M 0.51% 2,058 SH
20 SPDR GOLD TR GLD 78463V107 $1.1M 0.43% 2,782 SH
21 VERTIV HOLDINGS CO VRT 92537N108 $983.2K 0.40% 4,075 SH
22 ISHARES TR IVV 464287200 $950.4K 0.39% 1,241 SH
23 BROADCOM INC AVGO 11135F101 $923.7K 0.38% 2,630 SH
24 META PLATFORMS INC META 30303M102 $807.4K 0.33% 1,113 SH
25 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $805.0K 0.33% 17,161 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $751.9K 0.31% 986 SH
27 JOHNSON & JOHNSON JNJ 478160104 $747.5K 0.31% 2,824 SH
28 ISHARES GOLD TR IAU 464285204 $743.0K 0.30% 9,513 SH
29 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $740.0K 0.30% 15,271 SH
30 ARISTA NETWORKS INC ANET 040413205 $733.5K 0.30% 3,603 SH
31 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $689.4K 0.28% 4,236 SH
32 DIMENSIONAL ETF TRUST DFAC 25434V708 $682.5K 0.28% 15,354 SH
33 ISHARES TR USMV 46429B697 $680.8K 0.28% 6,987 SH
34 ISHARES TR VLUE 46432F388 $641.1K 0.26% 3,238 SH
35 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $624.6K 0.25% 3,339 SH
36 NEBIUS GROUP N.V. NBIS N97284108 $611.9K 0.25% 2,594 SH
37 ISHARES TR XT 46434V381 $589.3K 0.24% 7,065 SH
38 ISHARES TR OEF 464287101 $579.6K 0.24% 1,517 SH
39 VANGUARD SPECIALIZED FUNDS VIG 921908844 $573.4K 0.23% 2,458 SH
40 MICRON TECHNOLOGY INC MU 595112103 $547.5K 0.22% 514 SH
41 ALPHABET INC GOOGL 02079K305 $537.0K 0.22% 1,561 SH
42 STATE STR CORP STT 857477103 $519.4K 0.21% 2,975 SH
43 ALTRIA GROUP INC MO 02209S103 $512.7K 0.21% 7,614 SH
44 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $455.7K 0.19% 3,021 SH
45 MAIN STR CAP CORP MAIN 56035L104 $454.2K 0.19% 8,250 SH
46 FIRST TR EXCHANGE-TRADED ALP FNY 33737M102 $453.6K 0.19% 4,589 SH
47 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $451.1K 0.18% 1,481 SH
48 FIRST TR EXCHNG TRADED FD VI OCTM 33740F136 $428.0K 0.17% 12,508 SH
49 SPDR SERIES TRUST XAR 78464A631 $408.7K 0.17% 1,767 SH
50 ISHARES TR IWV 464287689 $386.5K 0.16% 895 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $245.1M 85 0001951757-26-001663
2026-06-30 2026-07-24 $235.5M 79 0001951757-26-001040
2026-03-31 2026-04-10 $193.5M 70 0001951757-26-000580
2025-12-31 2026-01-13 $195.2M 69 0001951757-26-000058
Filer Information
Address
51 MILL STREET
SUITE 1
HANOVER, MA 02339
Phone
(617) 934-1100
Filing Manager
BostonPremier Wealth LLC
HANOVER, MA
Signatory
Mark Bossey
Chief Compliance Officer