Boston Family Office LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Boston Family Office LLC reported 310 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Alphabet Class C (GOOG, 4.0%). Compared with Q3 2025, it opened 27 new positions, sold out of 13, added to 83 and reduced 111. The biggest buy was Eli Lilly (LLY, shares +0%) and the biggest sale Synopsys (SNPS, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.6B (Q4 2025)
- SEC Filing
- 0001039807-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 310 stocks · $1.6B
| AAPL Apple Inc. | 4.94% | 286,427 | $77.9M | Reduce -2.9% |
| MSFT Microsoft Corp. | 4.23% | 137,970 | $66.7M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 4.04% | 202,884 | $63.7M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 3.79% | 258,650 | $59.7M | Add +0.8% |
| V Visa Inc. Class A | 3.07% | 138,224 | $48.5M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 2.43% | 61,006 | $38.3M | Add +6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.19% | 50,693 | $34.6M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.93% | 60,552 | $30.4M | Add +2.7% |
| SPGI S&P Global Inc. | 1.85% | 55,702 | $29.1M | Add +1.3% |
| UNP Union Pacific Corp. | 1.82% | 123,909 | $28.7M | Reduce -2.1% |
| ROK Rockwell Automation Inc. | 1.78% | 71,984 | $28.0M | Reduce -3.4% |
| IQV Iqvia Holdings Inc. | 1.72% | 120,218 | $27.1M | Reduce -0.0% |
| NVDA Nvidia Corp. | 1.70% | 144,130 | $26.9M | Add +2.2% |
| ECL Ecolab Inc. | 1.57% | 94,129 | $24.7M | Reduce -0.4% |
| SYK Stryker Corp. | 1.55% | 69,380 | $24.4M | Add +4.5% |
| CRM Salesforce Inc. | 1.50% | 89,437 | $23.7M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.47% | 40,109 | $23.2M | Reduce -2.1% |
| PANW Palo Alto Networks Inc. | 1.44% | 123,489 | $22.7M | Add +4.1% |
| NOW ServiceNow Inc. | 1.43% | 146,977 | $22.5M | Add +12.6% |
| NEE Nextera Energy Inc. | 1.38% | 271,281 | $21.8M | Reduce -2.1% |
| AMT American Tower Corp. | 1.36% | 122,175 | $21.4M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 1.29% | 18,941 | $20.4M | Add +0.1% |
| ATR Aptargroup Inc. | 1.22% | 157,619 | $19.2M | Reduce -1.1% |
| ADP Automatic Data Processing | 1.20% | 73,645 | $18.9M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 1.18% | 59,473 | $18.6M | Reduce -0.4% |
| IDXX Idexx Laboratories Inc. | 1.16% | 27,055 | $18.3M | Reduce -2.2% |
| MRSH Marsh & McLennan Cos | 1.15% | 98,027 | $18.2M | Reduce -10.0% |
| APD Air Products & Chemicals Inc. | 1.14% | 72,926 | $18.0M | Reduce -10.6% |
| ROP Roper Technologies Inc. | 1.14% | 40,221 | $17.9M | Reduce -2.3% |
| CVX Chevron Corp. | 1.06% | 109,989 | $16.8M | Reduce -2.5% |
| ABBV Abbvie Inc. | 1.03% | 71,223 | $16.3M | Reduce -5.2% |
| JNJ Johnson & Johnson | 0.96% | 73,462 | $15.2M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.92% | 44,958 | $14.5M | Reduce -2.2% |
| VTIP Vanguard Short-Term Tips | 0.89% | 283,269 | $14.0M | Add +6.6% |
| VXF Vanguard Extended Market ETF | 0.88% | 66,251 | $13.9M | Add +3.5% |
| ETN Eaton Corp. PLC | 0.84% | 41,446 | $13.2M | Reduce -0.0% |
| ZBRA Zebra Technologies Corp. Class A | 0.80% | 51,984 | $12.6M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.80% | 57,233 | $12.6M | Add +3.4% |
| XYL Xylem Inc. | 0.76% | 88,586 | $12.1M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.74% | 13,536 | $11.7M | Add +6.9% |
| META Meta Platforms Inc. Class A | 0.73% | 17,411 | $11.5M | Add +33.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 32,342 | $10.8M | Add +2.4% |
| ABT Abbott Laboratories | 0.66% | 82,625 | $10.4M | Reduce -5.5% |
| PH Parker Hannifin Corp. | 0.63% | 11,259 | $9.9M | Reduce -0.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.61% | 142,150 | $9.7M | Reduce -32.1% |
| PEP Pepsico Inc. | 0.58% | 63,433 | $9.1M | Reduce -3.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.57% | 79,272 | $9.0M | Add +0.1% |
| DHR Danaher Corp. | 0.57% | 39,323 | $9.0M | Reduce -2.1% |
| MCD McDonald's Corp. | 0.55% | 28,225 | $8.6M | Add +7.4% |
| PG The Procter & Gamble Co. | 0.55% | 60,013 | $8.6M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.54% | 55,761 | $8.6M | Add +2.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.53% | 7,771 | $8.3M | Reduce -1.9% |
| LECO Lincoln Electric Holdings | 0.52% | 34,477 | $8.3M | No change |
| TEL Te Connectivity PLC | 0.52% | 36,088 | $8.2M | Reduce -7.6% |
| NKE Nike Inc. Class B | 0.51% | 127,177 | $8.1M | Reduce -2.7% |
| SHW The Sherwin-Williams Co. | 0.49% | 23,726 | $7.7M | Reduce -0.4% |
| EOG EOG Resources Inc. | 0.47% | 70,736 | $7.4M | Reduce -0.1% |
| HD Home Depot Inc. | 0.46% | 21,165 | $7.3M | Add +3.6% |
| MDY State Street SPDR S&P Midcap | 0.44% | 11,555 | $7.0M | Reduce -9.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 86,967 | $6.9M | Reduce -1.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.43% | 66,197 | $6.9M | Add +14.2% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 56,056 | $6.7M | Reduce -3.9% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 37,730 | $6.7M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.42% | 18,885 | $6.6M | Reduce -50.3% |
| NFLX Netflix Inc. | 0.41% | 69,357 | $6.5M | Add +16.5% |
| VRP Invesco Variable Rate Prefer | 0.38% | 248,177 | $6.0M | Add +3.6% |
| ADI Analog Devices Inc. | 0.37% | 21,763 | $5.9M | Add +0.6% |
| IBTH iShares Ibonds Dec 2027 Term | 0.37% | 259,199 | $5.8M | Add +9.9% |
| IBTI iShares Ibonds Dec 2028 Term | 0.36% | 251,654 | $5.6M | Add +17.5% |
| VCRB Vanguard Core Bond ETF | 0.35% | 71,637 | $5.6M | Add +13.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 8,919 | $5.5M | Add +2.8% |
| NSRGY Nestle SA-Spons ADR | 0.32% | 51,413 | $5.1M | Reduce -1.6% |
| IBTG iShares Ibonds Dec 2026 Term | 0.32% | 220,514 | $5.0M | Reduce -7.6% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 62,941 | $5.0M | Add +4.1% |
| MRK Merck & Co. Inc. | 0.31% | 46,424 | $4.9M | Add +1.4% |
| AXP American Express Co. | 0.30% | 12,910 | $4.8M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.30% | 19,625 | $4.7M | Reduce -0.1% |
| HUBB Hubbell Inc. | 0.30% | 10,618 | $4.7M | No change |
| IVV iShares Core S&P 500 ETF | 0.28% | 6,548 | $4.5M | Reduce -0.9% |
| TT Trane Technologies PLC | 0.28% | 11,296 | $4.4M | No change |
| XOM Exxon Mobil Corp. | 0.27% | 35,597 | $4.3M | Reduce -0.1% |
| MPWR Monolithic Power Systems Inc. | 0.27% | 4,653 | $4.2M | Add +43.3% |
| VGSH Vanguard Short-Term Treasury | 0.26% | 70,832 | $4.2M | Add +8.6% |
| WELL Welltower Inc. | 0.26% | 22,043 | $4.1M | Reduce -14.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 5 | $3.8M | Add +66.7% |
| WM Waste Management Inc. | 0.24% | 17,117 | $3.8M | Reduce -6.8% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 54,816 | $3.6M | Add +1.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 11,627 | $3.5M | Add +7.0% |
| CAT Caterpillar Inc. | 0.22% | 5,983 | $3.4M | Add +61.1% |
| SNPS Synopsys Inc. | 0.22% | 7,253 | $3.4M | Reduce -79.2% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 27,399 | $3.4M | No change |
| RTX RTX Corp. | 0.21% | 17,857 | $3.3M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 50,725 | $3.2M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.20% | 44,673 | $3.1M | Add +0.4% |
| AMGN Amgen Inc. | 0.19% | 9,167 | $3.0M | Reduce -0.1% |
| GIS General Mills Inc. | 0.19% | 63,666 | $3.0M | Reduce -2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 9,964 | $2.9M | Add +2.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 9,166 | $2.9M | Reduce -1.9% |
| RPM RPM International Inc. | 0.18% | 27,535 | $2.9M | Reduce -8.2% |
| GLW Corning Inc. | 0.18% | 32,555 | $2.9M | Add +31.1% |
Portfolio Sells Q3 2025 → Q4 2025
| SNPS Synopsys Inc. | Reduce -79.2% | 0.22% | −0.88 |
| ADBE Adobe Inc. | Reduce -50.3% | 0.42% | −0.43 |
| MSFT Microsoft Corp. | Reduce -1.1% | 4.23% | −0.37 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.33 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -32.1% | 0.61% | −0.28 |
| APD Air Products & Chemicals Inc. | Reduce -10.6% | 1.14% | −0.27 |
| MRSH Marsh & McLennan Cos | Reduce -10.0% | 1.15% | −0.24 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -0.3% | 0.80% | −0.19 |
| ADP Automatic Data Processing | Reduce -0.4% | 1.20% | −0.18 |
| ROP Roper Technologies Inc. | Reduce -2.3% | 1.14% | −0.17 |
| ETN Eaton Corp. PLC | Reduce -0.0% | 0.84% | −0.15 |
| AMT American Tower Corp. | Reduce -0.9% | 1.36% | −0.15 |
| ATR Aptargroup Inc. | Reduce -1.1% | 1.22% | −0.14 |
| ABT Abbott Laboratories | Reduce -5.5% | 0.66% | −0.09 |
| FISV Fiserv Inc. | Reduce -61.4% | 0.02% | −0.09 |
| UNP Union Pacific Corp. | Reduce -2.1% | 1.82% | −0.09 |
| ORCL Oracle Corp. | Reduce -1.5% | 0.17% | −0.08 |
| CLX Clorox Company | Reduce -29.7% | 0.11% | −0.08 |
| ECL Ecolab Inc. | Reduce -0.4% | 1.57% | −0.08 |
| XYL Xylem Inc. | Reduce -1.7% | 0.76% | −0.08 |
| ABBV Abbvie Inc. | Reduce -5.2% | 1.03% | −0.07 |
| NKE Nike Inc. Class B | Reduce -2.7% | 0.51% | −0.07 |
| CVX Chevron Corp. | Reduce -2.5% | 1.06% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -24.5% | 0.11% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.55% | −0.04 |
| K Kellanova | Sold out | 0.00% | −0.04 |
| RPM RPM International Inc. | Reduce -8.2% | 0.18% | −0.04 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -9.2% | 0.44% | −0.04 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -0.4% | 0.49% | −0.04 |
| EOG EOG Resources Inc. | Reduce -0.1% | 0.47% | −0.03 |
| HOLX Hologic Inc. | Reduce -45.2% | 0.05% | −0.03 |
| WELL Welltower Inc. | Reduce -14.1% | 0.26% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.5% | 0.09% | −0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -7.6% | 0.32% | −0.03 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -20.6% | 0.11% | −0.03 |
| TEL Te Connectivity PLC | Reduce -7.6% | 0.52% | −0.03 |
| GIS General Mills Inc. | Reduce -2.8% | 0.19% | −0.02 |
| DUOL Duolingo | Sold out | 0.00% | −0.02 |
| ITW Illinois Tool Works | Reduce -5.0% | 0.17% | −0.02 |
| WM Waste Management Inc. | Reduce -6.8% | 0.24% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -9.9% | 0.17% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.02 |
| RACE Ferrari NV | Sold out | 0.00% | −0.02 |
| USB US Bancorp | Sold out | 0.00% | −0.02 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -20.6% | 0.09% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -16.6% | 0.06% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.3% | 0.43% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +0.1% | 1.29% | +0.37 |
| AMZN Amazon.com Inc. | Add +0.8% | 3.79% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +6.2% | 2.43% | +0.19 |
| CRM Salesforce Inc. | Add +0.3% | 1.50% | +0.16 |
| SPGI S&P Global Inc. | Add +1.3% | 1.85% | +0.14 |
| META Meta Platforms Inc. Class A | Add +33.4% | 0.73% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.5% | 2.19% | +0.11 |
| BSX Boston Scientific Corp. | Add +151.9% | 0.18% | +0.11 |
| CAT Caterpillar Inc. | Add +61.1% | 0.22% | +0.10 |
| SNDK Sandisk Corp. | New | 0.10% | +0.10 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +66.7% | 0.24% | +0.10 |
| STT State Street Corp. | New | 0.08% | +0.08 |
| MPWR Monolithic Power Systems Inc. | Add +43.3% | 0.27% | +0.08 |
| V Visa Inc. Class A | Add +0.2% | 3.07% | +0.08 |
| VCRM Vanguard Core Tax-Ex Bond | New | 0.07% | +0.07 |
| MOAT Vaneck Morningstar Wide Moat | Add +14.2% | 0.43% | +0.07 |
| MRK Merck & Co. Inc. | Add +1.4% | 0.31% | +0.07 |
| GLW Corning Inc. | Add +31.1% | 0.18% | +0.05 |
| IBTI iShares Ibonds Dec 2028 Term | Add +17.5% | 0.36% | +0.05 |
| TJX TJX Companies Inc. | Add +2.7% | 0.54% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.7% | 1.93% | +0.04 |
| INFQ Infleqtion Inc. | New | 0.04% | +0.04 |
| VCRB Vanguard Core Bond ETF | Add +13.9% | 0.35% | +0.04 |
| MCD McDonald's Corp. | Add +7.4% | 0.55% | +0.04 |
| SHOP Shopify Inc. Class A | Add +120.8% | 0.06% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +3.4% | 0.80% | +0.04 |
| ADI Analog Devices Inc. | Add +0.6% | 0.37% | +0.04 |
| FTPA Franklin Pennsylvania Mi ETF | New | 0.04% | +0.04 |
| MAR Marriott International Class A | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +6.6% | 0.89% | +0.03 |
| IBTH iShares Ibonds Dec 2027 Term | Add +9.9% | 0.37% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.0% | 0.22% | +0.03 |
| NVDA Nvidia Corp. | Add +2.2% | 1.70% | +0.03 |
| ACN Accenture PLC Class A | Add +30.9% | 0.10% | +0.03 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.4% | 0.69% | +0.03 |
| TLT iShares 20+ Year Treasury BD | New | 0.03% | +0.03 |
| VSDM Vanguard Short Tax-Ex Bond | Add +59.0% | 0.07% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +3.5% | 0.88% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +10.7% | 0.10% | +0.02 |
| DG Dollar General Corp. | New | 0.02% | +0.02 |
| VFC VF Corp. | New | 0.02% | +0.02 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +14.9% | 0.18% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +32.5% | 0.10% | +0.02 |
| PLD Prologis Inc. | New | 0.02% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +8.6% | 0.26% | +0.02 |
| VDC Vanguard Consumer Staple ETF | New | 0.02% | +0.02 |
| FTNY FR New York Muni Inc. ETF | New | 0.02% | +0.02 |
| INTU Intuit Inc. | Add +30.5% | 0.09% | +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 |