Boston Family Office LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Boston Family Office LLC reported 285 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by Apple (AAPL, 4.1%) and Amazon.com (AMZN, 3.8%). Compared with Q1 2025, it opened 16 new positions, sold out of 11, added to 84 and reduced 110. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Iqvia (IQV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0001039807-25-000006 ↗ filed Aug 13, 2025
Holdings Value
Holdings 285 stocks · $1.5B
| MSFT Microsoft Corp. | 4.63% | 140,080 | $69.7M | Add +1.2% |
| AAPL Apple Inc. | 4.06% | 297,988 | $61.1M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.75% | 257,642 | $56.5M | Add +3.9% |
| V Visa Inc. Class A | 3.27% | 138,680 | $49.2M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 2.46% | 208,931 | $37.1M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 2.15% | 57,065 | $32.4M | Add +3.8% |
| ANSS Ansys Inc. | 2.15% | 92,072 | $32.3M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.02% | 49,112 | $30.3M | Reduce -0.6% |
| UNP Union Pacific Corp. | 1.94% | 126,670 | $29.1M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.90% | 59,040 | $28.7M | Reduce -0.8% |
| SPGI S&P Global Inc. | 1.86% | 53,181 | $28.0M | Add +0.9% |
| AMT American Tower Corp. | 1.85% | 125,846 | $27.8M | Reduce -0.6% |
| NOW ServiceNow Inc. | 1.76% | 25,847 | $26.6M | Add +1.7% |
| SYK Stryker Corp. | 1.74% | 66,391 | $26.3M | Add +2.9% |
| ECL Ecolab Inc. | 1.73% | 96,572 | $26.0M | Reduce -0.1% |
| ATR Aptargroup Inc. | 1.69% | 163,138 | $25.5M | Reduce -2.0% |
| ROK Rockwell Automation Inc. | 1.68% | 76,047 | $25.3M | Add +0.7% |
| CRM Salesforce Inc. | 1.63% | 89,910 | $24.5M | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 1.56% | 83,521 | $23.6M | Reduce -1.5% |
| MRSH Marsh & McLennan Cos | 1.53% | 105,293 | $23.0M | Reduce -0.2% |
| ADP Automatic Data Processing | 1.51% | 73,665 | $22.7M | Add +2.1% |
| PANW Palo Alto Networks Inc. | 1.50% | 110,509 | $22.6M | Add +3.6% |
| ROP Roper Technologies Inc. | 1.34% | 35,473 | $20.1M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.34% | 127,247 | $20.1M | Add +1.0% |
| IQV Iqvia Holdings Inc. | 1.30% | 124,007 | $19.5M | Reduce -7.6% |
| NEE Nextera Energy Inc. | 1.28% | 278,481 | $19.3M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.11% | 41,181 | $16.7M | Add +3.0% |
| CVX Chevron Corp. | 1.09% | 114,116 | $16.3M | Add +2.5% |
| ZBRA Zebra Technologies Corp. Class A | 1.07% | 52,230 | $16.1M | Reduce -8.2% |
| ADBE Adobe Inc. | 1.03% | 40,008 | $15.5M | Reduce -2.8% |
| IDXX Idexx Laboratories Inc. | 0.99% | 27,927 | $15.0M | Reduce -2.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.99% | 197,126 | $14.9M | Reduce -0.2% |
| ETN Eaton Corp. PLC | 0.99% | 41,819 | $14.9M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.89% | 46,211 | $13.4M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.89% | 72,035 | $13.4M | Reduce -0.8% |
| VXF Vanguard Extended Market ETF | 0.84% | 65,616 | $12.6M | Add +5.5% |
| VTIP Vanguard Short-Term Tips | 0.84% | 250,836 | $12.6M | Add +10.1% |
| COST Costco Wholesale Corp. | 0.83% | 12,681 | $12.6M | Add +2.4% |
| JNJ Johnson & Johnson | 0.79% | 77,497 | $11.8M | Reduce -9.1% |
| XYL Xylem Inc. | 0.77% | 90,084 | $11.7M | Add +3.7% |
| ABT Abbott Laboratories | 0.76% | 84,564 | $11.5M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.74% | 54,638 | $11.2M | Add +3.0% |
| GOOGL Alphabet Inc. Class A | 0.69% | 59,130 | $10.4M | Add +7.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 78,863 | $9.8M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.64% | 60,907 | $9.7M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 30,740 | $9.3M | Add +33.0% |
| NKE Nike Inc. Class B | 0.62% | 130,387 | $9.3M | Reduce -3.0% |
| EOG EOG Resources Inc. | 0.58% | 73,415 | $8.8M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.57% | 65,023 | $8.6M | Add +1.7% |
| SHW The Sherwin-Williams Co. | 0.55% | 24,220 | $8.3M | Reduce -1.3% |
| DHR Danaher Corp. | 0.53% | 40,260 | $8.0M | Add +7.5% |
| PH Parker Hannifin Corp. | 0.52% | 11,249 | $7.9M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.51% | 26,250 | $7.7M | Reduce -0.8% |
| HD Home Depot Inc. | 0.50% | 20,464 | $7.5M | Reduce -1.6% |
| NFLX Netflix Inc. | 0.49% | 5,509 | $7.4M | Add +26.0% |
| MDY State Street SPDR S&P Midcap | 0.49% | 12,920 | $7.3M | Reduce -0.1% |
| LECO Lincoln Electric Holdings | 0.48% | 34,775 | $7.2M | Reduce -0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.47% | 89,445 | $7.1M | Add +1.6% |
| LLY Eli Lilly & Co. | 0.47% | 9,037 | $7.0M | Add +71.1% |
| TEL Te Connectivity PLC | 0.44% | 39,058 | $6.6M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 59,023 | $6.5M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.42% | 51,348 | $6.3M | Add +3.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.42% | 7,856 | $6.3M | Add +5.6% |
| VRP Invesco Variable Rate Prefer | 0.40% | 243,581 | $6.0M | Add +4.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.37% | 58,641 | $5.5M | Reduce -3.6% |
| NSRGY Nestle SA-Spons ADR | 0.36% | 54,799 | $5.4M | Reduce -1.6% |
| ZTS Zoetis Inc. | 0.36% | 34,415 | $5.4M | Add +3.5% |
| TER Teradyne Inc. | 0.35% | 58,979 | $5.3M | Reduce -16.2% |
| IBTG iShares Ibonds Dec 2026 Term | 0.34% | 226,379 | $5.2M | Add +12.7% |
| ADI Analog Devices Inc. | 0.33% | 21,109 | $5.0M | Reduce -4.7% |
| BSV Vanguard Short-Term Bond ETF | 0.33% | 63,773 | $5.0M | Reduce -9.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.33% | 221,879 | $5.0M | Add +14.2% |
| TT Trane Technologies PLC | 0.33% | 11,296 | $4.9M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 8,693 | $4.8M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 34,105 | $4.6M | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.29% | 19,975 | $4.4M | Reduce -3.4% |
| HUBB Hubbell Inc. | 0.29% | 10,618 | $4.3M | Reduce -0.7% |
| VCRB Vanguard Core Bond ETF | 0.29% | 55,546 | $4.3M | Add +84.3% |
| AXP American Express Co. | 0.28% | 13,130 | $4.2M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 0.27% | 6,607 | $4.1M | Add +0.6% |
| WM Waste Management Inc. | 0.27% | 17,697 | $4.0M | Add +0.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.27% | 180,163 | $4.0M | Add +36.0% |
| MRK Merck & Co. Inc. | 0.26% | 50,120 | $4.0M | Reduce -0.7% |
| WELL Welltower Inc. | 0.26% | 25,753 | $4.0M | Reduce -0.3% |
| VGSH Vanguard Short-Term Treasury | 0.25% | 65,137 | $3.8M | Reduce -7.3% |
| XOM Exxon Mobil Corp. | 0.24% | 34,122 | $3.7M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.24% | 4,835 | $3.6M | Add +23.1% |
| GIS General Mills Inc. | 0.23% | 65,701 | $3.4M | Reduce -2.0% |
| RPM RPM International Inc. | 0.22% | 30,585 | $3.4M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 53,674 | $3.3M | Reduce -1.7% |
| JPST JPMorgan Ultra-Short Income | 0.22% | 64,313 | $3.3M | Reduce -14.2% |
| KO The Coca-Cola Co. | 0.21% | 45,527 | $3.2M | Reduce -1.0% |
| ORCL Oracle Corp. | 0.21% | 14,532 | $3.2M | Add +0.8% |
| IVW iShares S&P 500 Growth ETF | 0.20% | 27,399 | $3.0M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 10,350 | $3.0M | No change |
| ITW Illinois Tool Works | 0.19% | 11,521 | $2.9M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 49,662 | $2.8M | Add +4.0% |
| QCOM Qualcomm Inc. | 0.18% | 17,275 | $2.8M | Reduce -1.1% |
| SNPS Synopsys Inc. | 0.18% | 5,357 | $2.7M | Add +20.4% |
| CLX Clorox Company | 0.18% | 22,156 | $2.7M | Reduce -0.5% |
Portfolio Sells Q1 2025 → Q2 2025
| IQV Iqvia Holdings Inc. | Reduce -7.6% | 1.30% | −0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 1.90% | −0.34 |
| MRSH Marsh & McLennan Cos | Reduce -0.2% | 1.53% | −0.29 |
| JNJ Johnson & Johnson | Reduce -9.1% | 0.79% | −0.21 |
| APD Air Products & Chemicals Inc. | Reduce -1.5% | 1.56% | −0.21 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.89% | −0.19 |
| UNP Union Pacific Corp. | Reduce -0.2% | 1.94% | −0.19 |
| ROP Roper Technologies Inc. | Reduce -1.6% | 1.34% | −0.17 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.2% | 0.99% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -2.1% | 0.64% | −0.11 |
| AMT American Tower Corp. | Reduce -0.6% | 1.85% | −0.10 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.10 |
| EOG EOG Resources Inc. | Reduce -1.1% | 0.58% | −0.09 |
| ADBE Adobe Inc. | Reduce -2.8% | 1.03% | −0.09 |
| CRM Salesforce Inc. | Reduce -0.1% | 1.63% | −0.08 |
| BIV Vanguard Intermediate-Term B | Reduce -30.6% | 0.15% | −0.08 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.51% | −0.08 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -8.2% | 1.07% | −0.07 |
| TER Teradyne Inc. | Reduce -16.2% | 0.35% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -9.8% | 0.33% | −0.06 |
| GIS General Mills Inc. | Reduce -2.0% | 0.23% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.26% | −0.06 |
| CLX Clorox Company | Reduce -0.5% | 0.18% | −0.06 |
| ATR Aptargroup Inc. | Reduce -2.0% | 1.69% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -1.3% | 0.55% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -14.2% | 0.22% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -3.4% | 0.29% | −0.05 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -33.8% | 0.08% | −0.05 |
| FDX FedEx Corp. | Reduce -24.6% | 0.08% | −0.04 |
| HD Home Depot Inc. | Reduce -1.6% | 0.50% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -7.3% | 0.25% | −0.04 |
| NSRGY Nestle SA-Spons ADR | Reduce -1.6% | 0.36% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.7% | 0.76% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.0% | 0.08% | −0.03 |
| NEOG Neogen Corp. | Reduce -38.0% | 0.02% | −0.03 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -31.4% | 0.06% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -8.3% | 0.06% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -19.1% | 0.14% | −0.03 |
| RPM RPM International Inc. | Reduce -0.5% | 0.22% | −0.03 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.02 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.8% | 0.16% | −0.02 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.8% | 0.16% | −0.02 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.02 |
| FANG Diamondback Energy Inc. | Reduce -10.3% | 0.05% | −0.02 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.02 |
| AFL Aflac Inc. | Reduce -0.9% | 0.15% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.0% | 0.21% | −0.02 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +1.2% | 4.63% | +0.95 |
| AMZN Amazon.com Inc. | Add +3.9% | 3.75% | +0.42 |
| NVDA Nvidia Corp. | Add +1.0% | 1.34% | +0.37 |
| NOW ServiceNow Inc. | Add +1.7% | 1.76% | +0.33 |
| ROK Rockwell Automation Inc. | Add +0.7% | 1.68% | +0.30 |
| PANW Palo Alto Networks Inc. | Add +3.6% | 1.50% | +0.21 |
| NFLX Netflix Inc. | Add +26.0% | 0.49% | +0.20 |
| ETN Eaton Corp. PLC | Add +0.5% | 0.99% | +0.19 |
| VTI VG Morningstar TS MKT ETF-US | Add +33.0% | 0.62% | +0.17 |
| LLY Eli Lilly & Co. | Add +71.1% | 0.47% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 2.46% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +3.8% | 2.15% | +0.15 |
| VCRB Vanguard Core Bond ETF | Add +84.3% | 0.29% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +177.5% | 0.16% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +0.3% | 0.31% | +0.11 |
| VGUS Vanguard Ultra SHRT Treasury | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +7.4% | 0.69% | +0.09 |
| VXF Vanguard Extended Market ETF | Add +5.5% | 0.84% | +0.08 |
| META Meta Platforms Inc. Class A | Add +23.1% | 0.24% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.6% | 0.42% | +0.07 |
| ORCL Oracle Corp. | Add +0.8% | 0.21% | +0.07 |
| IBTI iShares Ibonds Dec 2028 Term | Add +36.0% | 0.27% | +0.06 |
| ROOT Root Inc./Oh Class A | New | 0.06% | +0.06 |
| SNPS Synopsys Inc. | Add +20.4% | 0.18% | +0.05 |
| SYK Stryker Corp. | Add +2.9% | 1.74% | +0.04 |
| LIN Linde PLC | Add +154.2% | 0.07% | +0.04 |
| XYL Xylem Inc. | Add +3.7% | 0.77% | +0.04 |
| FISV Fiserv Inc. | Add +80.9% | 0.15% | +0.04 |
| CB Chubb Ltd. | New | 0.04% | +0.04 |
| VTIP Vanguard Short-Term Tips | Add +10.1% | 0.84% | +0.03 |
| AMAT Applied Materials Inc. | Add +20.0% | 0.10% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.32% | +0.03 |
| RTX RTX Corp. | Add +20.1% | 0.15% | +0.03 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +30.1% | 0.16% | +0.03 |
| FSLR First Solar Inc. | Add +12.0% | 0.10% | +0.03 |
| JMST JPM Ultra-Short Muni Income | Add +103.3% | 0.06% | +0.03 |
| AVGO Broadcom Inc. | Add +23.7% | 0.05% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.8% | 0.08% | +0.02 |
| WSO Watsco Inc. | New | 0.02% | +0.02 |
| AJG Arthur J Gallagher & Co. | New | 0.02% | +0.02 |
| IBTH iShares Ibonds Dec 2027 Term | Add +14.2% | 0.33% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +166.7% | 0.04% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.1% | 0.17% | +0.02 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +24.5% | 0.13% | +0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Add +12.7% | 0.34% | +0.02 |
| FERG Ferguson Enterprises Inc. | New | 0.02% | +0.02 |
| IBTL iShares Ibonds Dec 2031 Term | Add +22.6% | 0.13% | +0.02 |
| LHX L3HARRIS Technologies Inc. | New | 0.02% | +0.02 |
| TRNO Terreno Realty Corp. | New | 0.02% | +0.02 |
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 |