Boston Family Office LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Boston Family Office LLC reported 314 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 4.0%) and Alphabet Class C (GOOG, 3.6%). Compared with Q1 2026, it opened 14 new positions, sold out of 12, added to 92 and reduced 121. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +19%) and the biggest sale Aptargroup (ATR, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001039807-26-000006 ↗ filed Aug 12, 2026
Holdings Value
Holdings 314 stocks · $1.6B
| AAPL Apple Inc. | 4.99% | 284,321 | $82.3M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 3.96% | 94,960 | $65.2M | Add +19.1% |
| GOOG Alphabet Inc. Class C | 3.59% | 167,341 | $59.1M | Reduce -8.0% |
| AMZN Amazon.com Inc. | 3.42% | 236,311 | $56.3M | Reduce -5.5% |
| MSFT Microsoft Corp. | 3.26% | 143,994 | $53.7M | Add +5.1% |
| PANW Palo Alto Networks Inc. | 2.80% | 135,164 | $46.1M | Reduce -1.8% |
| V Visa Inc. Class A | 2.74% | 131,573 | $45.1M | Reduce -1.1% |
| NVDA Nvidia Corp. | 2.33% | 191,826 | $38.4M | Add +15.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.04% | 45,064 | $33.7M | Add +2.0% |
| UNP Union Pacific Corp. | 1.97% | 119,221 | $32.4M | Reduce -2.7% |
| ROK Rockwell Automation Inc. | 1.87% | 62,263 | $30.8M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.75% | 57,497 | $28.8M | Add +1.5% |
| ECL Ecolab Inc. | 1.50% | 88,605 | $24.7M | Reduce -0.9% |
| SPGI S&P Global Inc. | 1.41% | 57,068 | $23.2M | Reduce -0.7% |
| SYK Stryker Corp. | 1.41% | 73,821 | $23.2M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 1.39% | 260,532 | $22.9M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 1.33% | 18,325 | $22.0M | Reduce -2.8% |
| VXF Vanguard Extended Market ETF | 1.27% | 84,873 | $20.9M | Add +16.0% |
| IQV Iqvia Holdings Inc. | 1.26% | 107,121 | $20.7M | Reduce -8.1% |
| APD Air Products & Chemicals Inc. | 1.23% | 69,393 | $20.3M | Reduce -3.9% |
| TMO Thermo Fisher Scientific Inc. | 1.21% | 39,623 | $19.9M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 1.19% | 54,693 | $19.5M | Reduce -4.3% |
| AMT American Tower Corp. | 1.17% | 118,246 | $19.3M | Reduce -1.4% |
| ABBV Abbvie Inc. | 1.06% | 69,593 | $17.5M | Reduce -2.2% |
| ETN Eaton Corp. PLC | 1.06% | 41,088 | $17.5M | Reduce -0.2% |
| JNJ Johnson & Johnson | 1.05% | 68,219 | $17.3M | Reduce -1.0% |
| MRSH Marsh & McLennan Cos | 1.03% | 102,145 | $17.0M | Add +5.1% |
| CVX Chevron Corp. | 1.02% | 101,289 | $16.8M | Reduce -2.3% |
| VTIP Vanguard Short-Term Tips | 1.01% | 330,842 | $16.6M | Add +9.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.97% | 7,993 | $15.9M | Add +2.6% |
| ADP Automatic Data Processing | 0.96% | 70,744 | $15.8M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.92% | 16,179 | $15.1M | Add +24.9% |
| JPM JPMorgan Chase & Co. | 0.91% | 45,858 | $15.0M | Reduce -1.8% |
| NOW ServiceNow Inc. | 0.89% | 148,037 | $14.7M | Add +2.2% |
| IDXX Idexx Laboratories Inc. | 0.88% | 27,571 | $14.5M | Add +4.7% |
| PH Parker Hannifin Corp. | 0.86% | 14,533 | $14.2M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.85% | 58,935 | $13.9M | Reduce -7.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 37,495 | $13.9M | Add +4.1% |
| ATR Aptargroup Inc. | 0.77% | 101,119 | $12.7M | Reduce -32.6% |
| META Meta Platforms Inc. Class A | 0.76% | 22,137 | $12.5M | Add +0.5% |
| ZBRA Zebra Technologies Corp. Class A | 0.70% | 43,560 | $11.5M | Reduce -10.8% |
| XYL Xylem Inc. | 0.66% | 91,480 | $10.8M | Add +2.7% |
| PEP Pepsico Inc. | 0.64% | 77,794 | $10.5M | Add +25.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 66,070 | $10.0M | Add +23.0% |
| CRM Salesforce Inc. | 0.58% | 61,293 | $9.6M | Reduce -27.2% |
| PG The Procter & Gamble Co. | 0.58% | 65,388 | $9.6M | Add +17.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.57% | 90,357 | $9.4M | Add +34.5% |
| LECO Lincoln Electric Holdings | 0.55% | 34,226 | $9.1M | Reduce -0.0% |
| ROP Roper Technologies Inc. | 0.53% | 26,022 | $8.8M | Reduce -29.1% |
| MPWR Monolithic Power Systems Inc. | 0.53% | 6,321 | $8.7M | Add +39.1% |
| ADI Analog Devices Inc. | 0.51% | 21,138 | $8.4M | Reduce -3.3% |
| EOG EOG Resources Inc. | 0.51% | 64,334 | $8.3M | Reduce -1.9% |
| MDY State Street SPDR S&P Midcap | 0.48% | 11,191 | $7.9M | Add +1.0% |
| SHW The Sherwin-Williams Co. | 0.48% | 22,814 | $7.9M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 79,592 | $7.7M | Reduce -3.4% |
| HD Home Depot Inc. | 0.46% | 21,448 | $7.6M | Add +0.4% |
| MCD McDonald's Corp. | 0.46% | 27,958 | $7.6M | Reduce -6.1% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 50,576 | $7.5M | Reduce -1.7% |
| VCRB Vanguard Core Bond ETF | 0.45% | 97,054 | $7.5M | Add +8.5% |
| TEL Te Connectivity PLC | 0.45% | 36,904 | $7.4M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.45% | 80,859 | $7.3M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 91,511 | $7.2M | Add +0.4% |
| NFLX Netflix Inc. | 0.44% | 100,764 | $7.2M | Add +7.9% |
| DHR Danaher Corp. | 0.40% | 34,570 | $6.6M | Reduce -11.3% |
| VRP Invesco Variable Rate Prefer | 0.40% | 267,922 | $6.5M | Add +4.3% |
| IBTI iShares Ibonds Dec 2028 Term | 0.39% | 289,372 | $6.4M | Add +8.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.38% | 281,963 | $6.3M | Add +3.4% |
| GLW Corning Inc. | 0.38% | 24,250 | $6.2M | Reduce -1.0% |
| AXP American Express Co. | 0.35% | 17,004 | $5.8M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 7,739 | $5.7M | Reduce -2.8% |
| HUBB Hubbell Inc. | 0.34% | 10,618 | $5.6M | No change |
| MRK Merck & Co. Inc. | 0.34% | 43,081 | $5.5M | Reduce -5.3% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 76,352 | $5.4M | Add +17.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 11,156 | $5.3M | Reduce -9.6% |
| AMAT Applied Materials Inc. | 0.32% | 7,364 | $5.3M | Reduce -10.0% |
| WELL Welltower Inc. | 0.31% | 22,400 | $5.1M | Reduce -3.0% |
| TT Trane Technologies PLC | 0.30% | 10,197 | $5.0M | Reduce -0.2% |
| NSRGY Nestle SA-Spons ADR | 0.30% | 48,725 | $5.0M | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 63,387 | $4.9M | Add +6.7% |
| VGSH Vanguard Short-Term Treasury | 0.30% | 84,609 | $4.9M | Add +4.5% |
| IVV iShares Core S&P 500 ETF | 0.30% | 6,525 | $4.9M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.29% | 4,528 | $4.8M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.29% | 34,526 | $4.7M | Reduce -0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 39,561 | $4.6M | Reduce -1.1% |
| ANET Arista Networks Inc. | 0.28% | 26,958 | $4.6M | Add +240.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.28% | 90,115 | $4.5M | Reduce -39.0% |
| NKE Nike Inc. Class B | 0.27% | 108,233 | $4.4M | Reduce -11.6% |
| FLEX Flex Ltd. | 0.26% | 26,179 | $4.2M | Reduce -0.4% |
| WM Waste Management Inc. | 0.26% | 18,909 | $4.2M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 53,019 | $4.1M | Reduce -5.0% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.24% | 184,177 | $4.0M | Add +24.4% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 27,424 | $3.8M | No change |
| AMGN Amgen Inc. | 0.23% | 10,368 | $3.8M | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 5 | $3.7M | No change |
| KO The Coca-Cola Co. | 0.21% | 42,232 | $3.4M | Reduce -4.3% |
| ITW Illinois Tool Works | 0.21% | 12,681 | $3.4M | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.21% | 15,457 | $3.4M | No change |
| RTX RTX Corp. | 0.20% | 17,581 | $3.3M | Reduce -1.8% |
| RPM RPM International Inc. | 0.20% | 29,332 | $3.3M | Reduce -0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 39,899 | $3.2M | Add +0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| ATR Aptargroup Inc. | Reduce -32.6% | 0.77% | −0.49 |
| CRM Salesforce Inc. | Reduce -27.2% | 0.58% | −0.46 |
| CVX Chevron Corp. | Reduce -2.3% | 1.02% | −0.41 |
| ROP Roper Technologies Inc. | Reduce -29.1% | 0.53% | −0.33 |
| NEE Nextera Energy Inc. | Reduce -1.7% | 1.39% | −0.25 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -39.0% | 0.28% | −0.22 |
| SPGI S&P Global Inc. | Reduce -0.7% | 1.41% | −0.22 |
| ADBE Adobe Inc. | Reduce -69.4% | 0.06% | −0.21 |
| SYK Stryker Corp. | Reduce -0.1% | 1.41% | −0.21 |
| AMT American Tower Corp. | Reduce -1.4% | 1.17% | −0.20 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.20 |
| APD Air Products & Chemicals Inc. | Reduce -3.9% | 1.23% | −0.16 |
| NKE Nike Inc. Class B | Reduce -11.6% | 0.27% | −0.16 |
| MCD McDonald's Corp. | Reduce -6.1% | 0.46% | −0.16 |
| EOG EOG Resources Inc. | Reduce -1.9% | 0.51% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 1.21% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.1% | 0.28% | −0.11 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.45% | −0.11 |
| IBDY iShares Ibonds Dec 2033 Corp. | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.0% | 0.29% | −0.10 |
| DHR Danaher Corp. | Reduce -11.3% | 0.40% | −0.09 |
| ECL Ecolab Inc. | Reduce -0.9% | 1.50% | −0.08 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -36.1% | 0.11% | −0.08 |
| JNJ Johnson & Johnson | Reduce -1.0% | 1.05% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.8% | 0.85% | −0.07 |
| IQV Iqvia Holdings Inc. | Reduce -8.1% | 1.26% | −0.07 |
| TEL Te Connectivity PLC | Reduce -0.8% | 0.45% | −0.07 |
| DIS The Walt Disney Co. | Reduce -3.4% | 0.47% | −0.06 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 3.42% | −0.05 |
| INTU Intuit Inc. | Reduce -27.1% | 0.03% | −0.04 |
| ACN Accenture PLC Class A | Reduce -7.1% | 0.04% | −0.04 |
| FTPA Franklin Pennsylvania Mi ETF | Sold out | 0.00% | −0.04 |
| GIS General Mills Inc. | Reduce -9.8% | 0.12% | −0.04 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.03 |
| MDT Medtronic PLC | Reduce -3.7% | 0.12% | −0.03 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.03% | −0.03 |
| HELO JPMorgan Hedged Equity ETF | Reduce -50.0% | 0.03% | −0.03 |
| FDX FedEx Corp. | Reduce -9.5% | 0.08% | −0.03 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -15.5% | 0.10% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -5.3% | 0.34% | −0.03 |
| RTX RTX Corp. | Reduce -1.8% | 0.20% | −0.03 |
| COP Conocophillips | Reduce -1.4% | 0.06% | −0.02 |
| CLX Clorox Company | Reduce -6.8% | 0.09% | −0.02 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.4% | 0.08% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -56.4% | 0.02% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.02 |
| NSRGY Nestle SA-Spons ADR | Reduce -0.7% | 0.30% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -27.4% | 0.04% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +19.1% | 3.96% | +0.79 |
| NVDA Nvidia Corp. | Add +15.8% | 2.33% | +0.41 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.6% | 0.97% | +0.28 |
| VXF Vanguard Extended Market ETF | Add +16.0% | 1.27% | +0.27 |
| ANET Arista Networks Inc. | Add +240.3% | 0.28% | +0.21 |
| MPWR Monolithic Power Systems Inc. | Add +39.1% | 0.53% | +0.20 |
| MOAT Vaneck Morningstar Wide Moat | Add +34.5% | 0.57% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.0% | 2.04% | +0.13 |
| IBTO iShares Ibonds Dec 2033 Tres | New | 0.10% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.1% | 0.84% | +0.07 |
| VCRM Vanguard Core Tax-Ex Bond | Add +103.5% | 0.14% | +0.07 |
| COST Costco Wholesale Corp. | Add +24.9% | 0.92% | +0.06 |
| ORLY O'reilly Automotive Inc. | Add +80.7% | 0.14% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +17.4% | 0.33% | +0.05 |
| PG The Procter & Gamble Co. | Add +17.9% | 0.58% | +0.05 |
| AVGO Broadcom Inc. | Add +43.0% | 0.12% | +0.04 |
| APH Amphenol Corp. Class A | Add +2.8% | 0.16% | +0.04 |
| TJX TJX Companies Inc. | Add +23.0% | 0.61% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +36.4% | 0.18% | +0.04 |
| FTMU Franklin Muncipal Income ETF | Add +208.2% | 0.05% | +0.03 |
| GE General Electric | Add +3.6% | 0.17% | +0.03 |
| DGX Quest Diagnostics Inc. | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | Add +2.7% | 0.14% | +0.03 |
| DGRO iShares Core Dividend Growth | New | 0.03% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +18.4% | 0.09% | +0.03 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +24.4% | 0.24% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +1.0% | 0.48% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +5.4% | 0.11% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +37.1% | 0.07% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +9.5% | 0.19% | +0.02 |
| FSLR First Solar Inc. | Add +5.6% | 0.14% | +0.02 |
| VSDM Vanguard Short Tax-Ex Bond | Add +34.5% | 0.10% | +0.02 |
| BA The Boeing Co. | New | 0.02% | +0.02 |
| IBM Intl Business Machines Corp. | Add +12.6% | 0.11% | +0.02 |
| XLE SS Energy Select Sector | Add +138.0% | 0.04% | +0.02 |
| SOXX iShares Semiconductor ETF | New | 0.02% | +0.02 |
| MINT PIMCO Enhanced Short Maturit | New | 0.02% | +0.02 |
| EEM iShares MSCI Emerging Market | New | 0.01% | +0.01 |
| CM Can Imperial BK of Commerce | New | 0.01% | +0.01 |
| AME Ametek Inc. | New | 0.01% | +0.01 |
| QQQX Nuveen Nasdaq 100 DYN Overwr | New | 0.01% | +0.01 |
| NVR NVR Inc. | New | 0.01% | +0.01 |
| VMC Vulcan Materials Co. | New | 0.01% | +0.01 |
| PLD Prologis Inc. | Add +22.1% | 0.10% | +0.01 |
| LYV Live Nation Entertainment Inc. | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.11% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +67.0% | 0.03% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +16.9% | 0.05% | +0.01 |
| AXP American Express Co. | Add +0.4% | 0.35% | +0.01 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +15.4% | 0.20% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 314 | $1.6B | AAPL, VOO, GOOG, AMZN, MSFT |
| Q1 2026 | 310 | $1.5B | AAPL, GOOG, AMZN, MSFT, VOO |
| Q4 2025 | 310 | $1.6B | AAPL, MSFT, GOOG, AMZN, V |
| Q3 2025 | 296 | $1.6B | AAPL, MSFT, AMZN, GOOG, V |
| Q2 2025 | 285 | $1.5B | MSFT, AAPL, AMZN, V, GOOG |
| Q1 2025 | 280 | $1.4B | AAPL, MSFT, V, AMZN, GOOG |
| Q4 2024 | 274 | $1.5B | AAPL, MSFT, AMZN, V, GOOG |
| Q3 2024 | 276 | $1.5B | AAPL, MSFT, AMZN, V, GOOG |
| Q2 2024 | 265 | $1.4B | AAPL, MSFT, AMZN, GOOG, V |
| Q1 2024 | 264 | $1.4B | MSFT, AAPL, AMZN, V, SPY |