Boston Family Office LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Boston Family Office LLC reported 296 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Amazon.com (AMZN, 3.6%). Compared with Q2 2025, it opened 17 new positions, sold out of 6, added to 80 and reduced 93. The biggest buy was Synopsys (SNPS, shares +551%) and the biggest sale an exit from Ansys (ANSS).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001039807-25-000013 ↗ filed Nov 12, 2025
Holdings Value
Holdings 296 stocks · $1.6B
| AAPL Apple Inc. | 4.78% | 294,833 | $75.1M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.60% | 139,568 | $72.3M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 3.59% | 256,718 | $56.4M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 3.23% | 208,261 | $50.7M | Reduce -0.3% |
| V Visa Inc. Class A | 3.00% | 137,973 | $47.1M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 2.24% | 57,429 | $35.2M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.08% | 48,992 | $32.6M | Reduce -0.2% |
| UNP Union Pacific Corp. | 1.90% | 126,509 | $29.9M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.89% | 58,964 | $29.6M | Reduce -0.1% |
| SPGI S&P Global Inc. | 1.70% | 54,967 | $26.8M | Add +3.4% |
| NVDA Nvidia Corp. | 1.67% | 140,985 | $26.3M | Add +10.8% |
| ROK Rockwell Automation Inc. | 1.66% | 74,548 | $26.1M | Reduce -2.0% |
| ECL Ecolab Inc. | 1.65% | 94,546 | $25.9M | Reduce -2.1% |
| SYK Stryker Corp. | 1.56% | 66,385 | $24.5M | Reduce -0.0% |
| PANW Palo Alto Networks Inc. | 1.54% | 118,659 | $24.2M | Add +7.4% |
| NOW ServiceNow Inc. | 1.53% | 26,099 | $24.0M | Add +1.0% |
| AMT American Tower Corp. | 1.51% | 123,305 | $23.7M | Reduce -2.0% |
| IQV Iqvia Holdings Inc. | 1.45% | 120,228 | $22.8M | Reduce -3.0% |
| APD Air Products & Chemicals Inc. | 1.42% | 81,551 | $22.2M | Reduce -2.4% |
| MRSH Marsh & McLennan Cos | 1.40% | 108,928 | $21.9M | Add +3.5% |
| ADP Automatic Data Processing | 1.38% | 73,920 | $21.7M | Add +0.3% |
| ATR Aptargroup Inc. | 1.35% | 159,285 | $21.3M | Reduce -2.4% |
| CRM Salesforce Inc. | 1.35% | 89,171 | $21.1M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 1.33% | 277,254 | $20.9M | Reduce -0.4% |
| ROP Roper Technologies Inc. | 1.31% | 41,149 | $20.5M | Add +16.0% |
| TMO Thermo Fisher Scientific Inc. | 1.26% | 40,984 | $19.9M | Reduce -0.5% |
| IDXX Idexx Laboratories Inc. | 1.12% | 27,667 | $17.7M | Reduce -0.9% |
| CVX Chevron Corp. | 1.12% | 112,854 | $17.5M | Reduce -1.1% |
| ABBV Abbvie Inc. | 1.11% | 75,095 | $17.4M | Add +4.3% |
| SNPS Synopsys Inc. | 1.10% | 34,892 | $17.2M | Add +551.3% |
| ETN Eaton Corp. PLC | 0.99% | 41,455 | $15.5M | Reduce -0.9% |
| ZBRA Zebra Technologies Corp. Class A | 0.99% | 52,116 | $15.5M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.92% | 59,700 | $14.5M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.92% | 45,962 | $14.5M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.92% | 18,924 | $14.4M | Add +109.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.89% | 209,383 | $14.0M | Add +6.2% |
| JNJ Johnson & Johnson | 0.88% | 74,931 | $13.9M | Reduce -3.3% |
| VTIP Vanguard Short-Term Tips | 0.86% | 265,645 | $13.4M | Add +5.9% |
| VXF Vanguard Extended Market ETF | 0.85% | 63,985 | $13.4M | Reduce -2.5% |
| ADBE Adobe Inc. | 0.85% | 37,960 | $13.4M | Reduce -5.1% |
| XYL Xylem Inc. | 0.85% | 90,088 | $13.3M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.76% | 55,375 | $11.9M | Add +1.4% |
| COST Costco Wholesale Corp. | 0.75% | 12,659 | $11.7M | Reduce -0.2% |
| ABT Abbott Laboratories | 0.74% | 87,389 | $11.7M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 31,597 | $10.4M | Add +2.8% |
| META Meta Platforms Inc. Class A | 0.61% | 13,055 | $9.6M | Add +170.0% |
| PG The Procter & Gamble Co. | 0.59% | 60,279 | $9.3M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.58% | 65,440 | $9.2M | Add +0.6% |
| NKE Nike Inc. Class B | 0.58% | 130,763 | $9.1M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.58% | 79,201 | $9.1M | Add +0.4% |
| PH Parker Hannifin Corp. | 0.55% | 11,334 | $8.6M | Add +0.8% |
| TEL Te Connectivity PLC | 0.55% | 39,058 | $8.6M | No change |
| HD Home Depot Inc. | 0.53% | 20,431 | $8.3M | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.53% | 23,825 | $8.3M | Reduce -1.6% |
| LECO Lincoln Electric Holdings | 0.52% | 34,477 | $8.1M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.51% | 26,283 | $8.0M | Add +0.1% |
| DHR Danaher Corp. | 0.51% | 40,164 | $8.0M | Reduce -0.2% |
| EOG EOG Resources Inc. | 0.51% | 70,769 | $7.9M | Reduce -3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 54,289 | $7.8M | Add +5.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.49% | 7,923 | $7.7M | Add +0.8% |
| MDY State Street SPDR S&P Midcap | 0.48% | 12,720 | $7.6M | Reduce -1.6% |
| NFLX Netflix Inc. | 0.45% | 5,954 | $7.1M | Add +8.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.45% | 88,660 | $7.1M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 58,317 | $6.9M | Reduce -1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.44% | 37,855 | $6.9M | Add +11.0% |
| VRP Invesco Variable Rate Prefer | 0.38% | 239,429 | $5.9M | Reduce -1.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.37% | 57,979 | $5.7M | Reduce -1.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.35% | 238,581 | $5.5M | Add +5.4% |
| ADI Analog Devices Inc. | 0.34% | 21,638 | $5.3M | Add +2.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.34% | 235,875 | $5.3M | Add +6.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 8,674 | $5.2M | Reduce -0.2% |
| ZTS Zoetis Inc. | 0.33% | 35,181 | $5.1M | Add +2.2% |
| LOW Lowe's Cos Inc. | 0.31% | 19,650 | $4.9M | Reduce -1.6% |
| VCRB Vanguard Core Bond ETF | 0.31% | 62,906 | $4.9M | Add +13.3% |
| IBTI iShares Ibonds Dec 2028 Term | 0.31% | 214,224 | $4.8M | Add +18.9% |
| NSRGY Nestle SA-Spons ADR | 0.31% | 52,232 | $4.8M | Reduce -4.7% |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 60,488 | $4.8M | Reduce -5.2% |
| TT Trane Technologies PLC | 0.30% | 11,296 | $4.8M | No change |
| HUBB Hubbell Inc. | 0.29% | 10,618 | $4.6M | No change |
| WELL Welltower Inc. | 0.29% | 25,659 | $4.6M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.28% | 6,609 | $4.4M | Add +0.0% |
| AXP American Express Co. | 0.28% | 13,105 | $4.4M | Reduce -0.2% |
| WM Waste Management Inc. | 0.26% | 18,374 | $4.1M | Add +3.8% |
| ORCL Oracle Corp. | 0.26% | 14,335 | $4.0M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.26% | 35,622 | $4.0M | Add +4.4% |
| MRK Merck & Co. Inc. | 0.24% | 45,788 | $3.8M | Reduce -8.6% |
| VGSH Vanguard Short-Term Treasury | 0.24% | 65,202 | $3.8M | Add +0.1% |
| RPM RPM International Inc. | 0.22% | 29,985 | $3.5M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 53,960 | $3.5M | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 27,399 | $3.3M | No change |
| GIS General Mills Inc. | 0.21% | 65,466 | $3.3M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 51,135 | $3.1M | Add +3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 10,865 | $3.0M | Add +4.1% |
| CLX Clorox Company | 0.19% | 24,463 | $3.0M | Add +10.4% |
| ITW Illinois Tool Works | 0.19% | 11,521 | $3.0M | No change |
| MPWR Monolithic Power Systems Inc. | 0.19% | 3,247 | $3.0M | Add +29.2% |
| RTX RTX Corp. | 0.19% | 17,803 | $3.0M | Add +14.8% |
| KO The Coca-Cola Co. | 0.19% | 44,489 | $3.0M | Reduce -2.3% |
| JPST JPMorgan Ultra-Short Income | 0.19% | 57,639 | $2.9M | Reduce -10.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 9,340 | $2.9M | Reduce -9.8% |
Portfolio Sells Q2 2025 → Q3 2025
| ANSS Ansys Inc. | Sold out | 0.00% | −2.15 |
| ATR Aptargroup Inc. | Reduce -2.4% | 1.35% | −0.34 |
| AMT American Tower Corp. | Reduce -2.0% | 1.51% | −0.34 |
| TER Teradyne Inc. | Reduce -89.5% | 0.05% | −0.30 |
| CRM Salesforce Inc. | Reduce -0.8% | 1.35% | −0.28 |
| V Visa Inc. Class A | Reduce -0.5% | 3.00% | −0.27 |
| SYK Stryker Corp. | Reduce -0.0% | 1.56% | −0.18 |
| ADBE Adobe Inc. | Reduce -5.1% | 0.85% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 3.59% | −0.17 |
| APD Air Products & Chemicals Inc. | Reduce -2.4% | 1.42% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.75% | −0.09 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -0.2% | 0.99% | −0.08 |
| ECL Ecolab Inc. | Reduce -2.1% | 1.65% | −0.08 |
| EOG EOG Resources Inc. | Reduce -3.6% | 0.51% | −0.08 |
| NSRGY Nestle SA-Spons ADR | Reduce -4.7% | 0.31% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.59% | −0.05 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -42.6% | 0.04% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.1% | 1.90% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -10.4% | 0.19% | −0.03 |
| ACN Accenture PLC Class A | Reduce -11.1% | 0.07% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.2% | 0.30% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -1.6% | 0.53% | −0.03 |
| MSFT Microsoft Corp. | Reduce -0.4% | 4.60% | −0.03 |
| KO The Coca-Cola Co. | Reduce -2.3% | 0.19% | −0.03 |
| PM Philip Morris International | Reduce -4.7% | 0.11% | −0.02 |
| TYL Tyler Technologies Inc. | Reduce -0.7% | 0.13% | −0.02 |
| DHR Danaher Corp. | Reduce -0.2% | 0.51% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.9% | 0.45% | −0.02 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.02 |
| VRP Invesco Variable Rate Prefer | Reduce -1.7% | 0.38% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -2.0% | 1.66% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -8.6% | 0.24% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.89% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -22.7% | 0.03% | −0.02 |
| GIS General Mills Inc. | Reduce -0.4% | 0.21% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -2.9% | 0.07% | −0.02 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -7.3% | 0.13% | −0.02 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.01 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.01 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -9.8% | 0.18% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -9.0% | 0.07% | −0.01 |
| DE Deere & Co. | Reduce -3.2% | 0.04% | −0.01 |
| EMR Emerson Electric Co. | Reduce -4.5% | 0.07% | −0.01 |
| STWD Starwood Property Trust Inc. | Reduce -1.6% | 0.07% | −0.01 |
| SBUX Starbucks Corp. | Reduce -4.3% | 0.03% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -2.9% | 0.18% | −0.01 |
| WAT Waters Corp. | Reduce -4.9% | 0.02% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.3% | 0.02% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| SNPS Synopsys Inc. | Add +551.3% | 1.10% | +0.91 |
| LLY Eli Lilly & Co. | Add +109.4% | 0.92% | +0.45 |
| META Meta Platforms Inc. Class A | Add +170.0% | 0.61% | +0.37 |
| NVDA Nvidia Corp. | Add +10.8% | 1.67% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.92% | +0.23 |
| ABBV Abbvie Inc. | Add +4.3% | 1.11% | +0.22 |
| PLTR Palantir Technologies Inc. Class A | Add +11.0% | 0.44% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 2.24% | +0.09 |
| TJX TJX Companies Inc. | Add +5.7% | 0.50% | +0.08 |
| XYL Xylem Inc. | Add +0.0% | 0.85% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.8% | 0.49% | +0.07 |
| MPWR Monolithic Power Systems Inc. | Add +29.2% | 0.19% | +0.07 |
| FLEX Flex Ltd. | Add +157.2% | 0.10% | +0.06 |
| VSDM Vanguard Short Tax-Ex Bond | New | 0.05% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 0.66% | +0.04 |
| RTX RTX Corp. | Add +14.8% | 0.19% | +0.04 |
| IBTI iShares Ibonds Dec 2028 Term | Add +18.9% | 0.31% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +7.4% | 1.54% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.1% | 0.19% | +0.04 |
| HELO JPMorgan Hedged Equity ETF | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +14.5% | 0.11% | +0.03 |
| VCRB Vanguard Core Bond ETF | Add +13.3% | 0.31% | +0.03 |
| PH Parker Hannifin Corp. | Add +0.8% | 0.55% | +0.03 |
| VGUS Vanguard Ultra SHRT Treasury | Add +29.3% | 0.12% | +0.02 |
| NXT Nextpower Inc. | New | 0.02% | +0.02 |
| CPK Chesapeake Utilities Corp. | New | 0.02% | +0.02 |
| AWK American Water Works Co. Inc. | Add +26.1% | 0.12% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.02% | +0.02 |
| NJR New Jersey Resources Corp. | New | 0.02% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +5.9% | 0.86% | +0.02 |
| ICE Intercontinental Exchange Inc. | New | 0.02% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +1.4% | 0.76% | +0.02 |
| TFLO iShares Treasury Floating Ra | Add +18.3% | 0.15% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.02% | +0.02 |
| GSAT Globalstar Inc. | New | 0.02% | +0.02 |
| CLX Clorox Company | Add +10.4% | 0.19% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.3% | 0.18% | +0.02 |
| STX Seagate Technology Holdings | New | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +0.6% | 0.58% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +5.0% | 0.14% | +0.01 |
| JHG Janus Henderson Group PLC | New | 0.01% | +0.01 |
| TRMB Trimble Inc. | Add +63.8% | 0.03% | +0.01 |
| VMC Vulcan Materials Co. | New | 0.01% | +0.01 |
| LDOS Leidos Holdings Inc. | New | 0.01% | +0.01 |
| AME Ametek Inc. | New | 0.01% | +0.01 |
| XLE SS Energy Select Sector | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +4.4% | 0.26% | +0.01 |
| HIG Hartford Insurance Group Inc. | Add +67.3% | 0.03% | +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 |