BostonPremier Wealth LLC — 13F Holdings & Portfolio
CIK 2053783 · latest 13F-HR filed 2026-04-10
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.
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AUM
$193.5M
Long-equity book
Holdings
70
Distinct positions
Period
2026-03-31
Filed 2026-04-10
Q/Q Activity
+5 / −4 / ↑16 / ↓22
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$1.5M +10.3%
- ISHARES TR$461.2K +6.2%
- VERTIV HOLDINGS CO$339.1K +54.7%
- EXXON MOBIL CORP$280.4K +44.4%
- ETFIS SER TR I$253.8K +6.2%
Top Trims
- APPLE INC-$621.2K -7.3%
- MICROSOFT CORP-$468.1K -30.4%
- AMAZON COM INC-$457.7K -13.9%
- NVIDIA CORPORATION-$362.8K -7.5%
- TESLA INC-$233.2K -14.5%
New Positions
- NEBIUS GROUP N.V.$274.4K
- BLOOM ENERGY CORP$208.5K
- SCHWAB STRATEGIC TR$205.1K
- VANGUARD INTL EQUITY INDEX F$200.5K
- MSC INCOME FUND INC$180.9K
Exited Positions
- BOSTON SCIENTIFIC CORP$241.0K
- FORTINET INC$232.3K
- GRAYSCALE BITCOIN TRUST ETF$212.3K
- SERVICENOW INC$209.1K
All Holdings
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 | $54.4M | 28.13% | 169,681 | SH |
| 2 | INVESCO QQQ TR | QQQ | 46090E103 | $27.7M | 14.31% | 47,981 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $18.5M | 9.55% | 273,795 | SH |
| 4 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $15.8M | 8.16% | 195,848 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $10.4M | 5.36% | 146,202 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $7.9M | 4.09% | 31,179 | SH |
| 7 | ISHARES TR | IJR | 464287804 | $7.8M | 4.05% | 63,123 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.5M | 2.32% | 25,698 | SH |
| 9 | ISHARES TR | ARTY | 46435U556 | $4.5M | 2.31% | 96,120 | SH |
| 10 | ETFIS SER TR I | UTES | 26923G806 | $4.3M | 2.25% | 54,402 | SH |
| 11 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $3.4M | 1.75% | 17,667 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $2.8M | 1.46% | 13,573 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $2.4M | 1.25% | 8,443 | SH |
| 14 | FIRST TR EXCHANGE-TRADED FD | QQXT | 33733E401 | $2.2M | 1.13% | 22,494 | SH |
| 15 | VANGUARD INDEX FDS | VXF | 922908652 | $1.5M | 0.78% | 7,381 | SH |
| 16 | TESLA INC | TSLA | 88160R101 | $1.4M | 0.71% | 3,700 | SH |
| 17 | SPDR GOLD TR | GLD | 78463V107 | $1.2M | 0.62% | 2,774 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $1.1M | 0.55% | 2,898 | SH |
| 19 | VERTIV HOLDINGS CO | VRT | 92537N108 | $959.3K | 0.50% | 3,828 | SH |
| 20 | EXXON MOBIL CORP | XOM | 30231G102 | $912.1K | 0.47% | 5,376 | SH |
| 21 | FIRST TR EXCHANGE-TRADED FD | FVD | 33734H106 | $870.8K | 0.45% | 18,516 | SH |
| 22 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $854.0K | 0.44% | 17,145 | SH |
| 23 | ISHARES TR | IVV | 464287200 | $810.4K | 0.42% | 1,241 | SH |
| 24 | BROADCOM INC | AVGO | 11135F101 | $733.6K | 0.38% | 2,370 | SH |
| 25 | ISHARES TR | USMV | 46429B697 | $663.2K | 0.34% | 7,151 | SH |
| 26 | JOHNSON & JOHNSON | JNJ | 478160104 | $638.5K | 0.33% | 2,612 | SH |
| 27 | PHILIP MORRIS INTL INC | PM | 718172109 | $627.6K | 0.32% | 3,796 | SH |
| 28 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $622.0K | 0.32% | 956 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $615.1K | 0.32% | 1,075 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $595.2K | 0.31% | 15,316 | SH |
| 31 | ISHARES GOLD TR | IAU | 464285204 | $581.9K | 0.30% | 6,600 | SH |
| 32 | ISHARES TR | XT | 46434V381 | $503.8K | 0.26% | 7,393 | SH |
| 33 | ISHARES TR | VLUE | 46432F388 | $485.2K | 0.25% | 3,412 | SH |
| 34 | SPDR SERIES TRUST | XAR | 78464A631 | $443.6K | 0.23% | 1,747 | SH |
| 35 | ARISTA NETWORKS INC | ANET | 040413205 | $442.4K | 0.23% | 3,603 | SH |
| 36 | ISHARES TR | OEF | 464287101 | $437.7K | 0.23% | 1,376 | SH |
| 37 | MAIN STR CAP CORP | MAIN | 56035L104 | $436.9K | 0.23% | 8,250 | SH |
| 38 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $427.0K | 0.22% | 2,919 | SH |
| 39 | FIRST TR EXCHANGE-TRADED ALP | FNY | 33737M102 | $419.6K | 0.22% | 4,637 | SH |
| 40 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $418.7K | 0.22% | 2,058 | SH |
| 41 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $410.0K | 0.21% | 1,906 | SH |
| 42 | FIRST TR EXCHNG TRADED FD VI | OCTM | 33740F136 | $406.9K | 0.21% | 12,508 | SH |
| 43 | CHUBB LTD SWITZ | CB | H1467J104 | $398.6K | 0.21% | 1,223 | SH |
| 44 | STATE STR CORP | STT | 857477103 | $373.9K | 0.19% | 2,954 | SH |
| 45 | ABRDN PRECIOUS METALS BASKET | GLTR | 003263100 | $350.2K | 0.18% | 1,601 | SH |
| 46 | ALPHABET INC | GOOGL | 02079K305 | $348.0K | 0.18% | 1,210 | SH |
| 47 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $321.9K | 0.17% | 1,355 | SH |
| 48 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $316.2K | 0.16% | 6,248 | SH |
| 49 | ALPS ETF TR | EQL | 00162Q205 | $314.4K | 0.16% | 6,611 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $308.4K | 0.16% | 12,286 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-10 | $193.5M | 70 | 0001951757-26-000580 |
| 2025-12-31 | 2026-01-13 | $195.2M | 69 | 0001951757-26-000058 |