Boston Family Office LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Boston Family Office LLC reported 310 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Alphabet Class C (GOOG, 3.5%) and Amazon.com (AMZN, 3.5%). Compared with Q4 2025, it opened 13 new positions, sold out of 13, added to 106 and reduced 108. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +31%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001039807-26-000004 ↗ filed May 13, 2026
Holdings Value
Holdings 310 stocks · $1.5B
| AAPL Apple Inc. | 4.85% | 286,939 | $72.8M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 3.47% | 181,865 | $52.2M | Reduce -10.4% |
| AMZN Amazon.com Inc. | 3.47% | 250,179 | $52.1M | Reduce -3.3% |
| MSFT Microsoft Corp. | 3.37% | 136,974 | $50.7M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 3.17% | 79,715 | $47.6M | Add +30.7% |
| V Visa Inc. Class A | 2.68% | 133,083 | $40.2M | Reduce -3.7% |
| UNP Union Pacific Corp. | 1.98% | 122,497 | $29.7M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.92% | 165,659 | $28.9M | Add +14.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.91% | 44,183 | $28.7M | Reduce -12.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.81% | 56,634 | $27.1M | Reduce -6.5% |
| NEE Nextera Energy Inc. | 1.64% | 265,125 | $24.6M | Reduce -2.3% |
| SPGI S&P Global Inc. | 1.63% | 57,457 | $24.4M | Add +3.1% |
| SYK Stryker Corp. | 1.62% | 73,919 | $24.3M | Add +6.5% |
| ECL Ecolab Inc. | 1.58% | 89,427 | $23.8M | Reduce -5.0% |
| ROK Rockwell Automation Inc. | 1.55% | 64,894 | $23.3M | Reduce -9.8% |
| PANW Palo Alto Networks Inc. | 1.47% | 137,689 | $22.1M | Add +11.5% |
| CVX Chevron Corp. | 1.43% | 103,685 | $21.5M | Reduce -5.7% |
| APD Air Products & Chemicals Inc. | 1.40% | 72,226 | $21.0M | Reduce -1.0% |
| AMT American Tower Corp. | 1.38% | 119,861 | $20.7M | Reduce -1.9% |
| IQV Iqvia Holdings Inc. | 1.32% | 116,617 | $19.9M | Reduce -3.0% |
| TMO Thermo Fisher Scientific Inc. | 1.32% | 40,308 | $19.8M | Add +0.5% |
| ATR Aptargroup Inc. | 1.26% | 149,972 | $18.9M | Reduce -4.8% |
| LLY Eli Lilly & Co. | 1.15% | 18,845 | $17.3M | Reduce -0.5% |
| MRSH Marsh & McLennan Cos | 1.12% | 97,181 | $16.9M | Reduce -0.9% |
| JNJ Johnson & Johnson | 1.12% | 68,879 | $16.8M | Reduce -6.2% |
| GOOGL Alphabet Inc. Class A | 1.09% | 57,134 | $16.4M | Reduce -3.9% |
| CRM Salesforce Inc. | 1.05% | 84,239 | $15.7M | Reduce -5.8% |
| ABBV Abbvie Inc. | 1.03% | 71,162 | $15.5M | Reduce -0.1% |
| NOW ServiceNow Inc. | 1.01% | 144,832 | $15.1M | Reduce -1.5% |
| VXF Vanguard Extended Market ETF | 1.00% | 73,155 | $15.1M | Add +10.4% |
| VTIP Vanguard Short-Term Tips | 1.00% | 301,326 | $15.1M | Add +6.4% |
| IDXX Idexx Laboratories Inc. | 0.98% | 26,344 | $14.8M | Reduce -2.6% |
| ETN Eaton Corp. PLC | 0.98% | 41,157 | $14.7M | Reduce -0.7% |
| ADP Automatic Data Processing | 0.97% | 71,514 | $14.5M | Reduce -2.9% |
| VIG Vanguard Dividend Apprec ETF | 0.91% | 63,914 | $13.7M | Add +11.7% |
| JPM JPMorgan Chase & Co. | 0.91% | 46,693 | $13.7M | Add +3.9% |
| PH Parker Hannifin Corp. | 0.87% | 14,545 | $13.0M | Add +29.2% |
| ROP Roper Technologies Inc. | 0.86% | 36,675 | $13.0M | Reduce -8.8% |
| COST Costco Wholesale Corp. | 0.86% | 12,948 | $12.9M | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 0.84% | 22,027 | $12.6M | Add +26.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 36,033 | $11.6M | Add +11.4% |
| XYL Xylem Inc. | 0.71% | 89,099 | $10.6M | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.68% | 7,789 | $10.3M | Add +0.2% |
| ZBRA Zebra Technologies Corp. Class A | 0.68% | 48,827 | $10.2M | Reduce -6.1% |
| PEP Pepsico Inc. | 0.64% | 61,826 | $9.6M | Reduce -2.5% |
| EOG EOG Resources Inc. | 0.63% | 65,564 | $9.5M | Reduce -7.3% |
| MCD McDonald's Corp. | 0.62% | 29,788 | $9.3M | Add +5.5% |
| NFLX Netflix Inc. | 0.60% | 93,366 | $9.0M | Add +34.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.57% | 53,732 | $8.6M | Reduce -3.6% |
| LECO Lincoln Electric Holdings | 0.57% | 34,241 | $8.5M | Reduce -0.7% |
| ABT Abbott Laboratories | 0.55% | 81,024 | $8.3M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.53% | 55,462 | $8.0M | Reduce -7.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 82,363 | $7.9M | Add +3.9% |
| TEL Te Connectivity PLC | 0.52% | 37,193 | $7.8M | Add +3.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.50% | 147,687 | $7.4M | Add +3.9% |
| SHW The Sherwin-Williams Co. | 0.49% | 23,068 | $7.4M | Reduce -2.8% |
| DHR Danaher Corp. | 0.49% | 38,987 | $7.4M | Reduce -0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.48% | 91,179 | $7.2M | Add +4.8% |
| HD Home Depot Inc. | 0.47% | 21,362 | $7.0M | Add +0.9% |
| ADI Analog Devices Inc. | 0.46% | 21,855 | $7.0M | Add +0.4% |
| VCRB Vanguard Core Bond ETF | 0.46% | 89,433 | $6.9M | Add +24.8% |
| MDY State Street SPDR S&P Midcap | 0.45% | 11,081 | $6.8M | Reduce -4.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.43% | 67,155 | $6.5M | Add +1.4% |
| NKE Nike Inc. Class B | 0.43% | 122,406 | $6.5M | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 51,472 | $6.4M | Reduce -8.2% |
| VRP Invesco Variable Rate Prefer | 0.41% | 256,877 | $6.2M | Add +3.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.41% | 272,733 | $6.1M | Add +5.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.39% | 265,984 | $5.9M | Add +5.7% |
| XOM Exxon Mobil Corp. | 0.39% | 34,534 | $5.9M | Reduce -3.0% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 39,985 | $5.8M | Add +6.0% |
| MRK Merck & Co. Inc. | 0.36% | 45,466 | $5.5M | Reduce -2.1% |
| HUBB Hubbell Inc. | 0.35% | 10,618 | $5.2M | No change |
| AXP American Express Co. | 0.34% | 16,935 | $5.1M | Add +31.2% |
| MPWR Monolithic Power Systems Inc. | 0.33% | 4,544 | $5.0M | Reduce -2.3% |
| NSRGY Nestle SA-Spons ADR | 0.32% | 49,060 | $4.9M | Reduce -4.6% |
| VGSH Vanguard Short-Term Treasury | 0.32% | 80,957 | $4.7M | Add +14.3% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 59,390 | $4.7M | Reduce -5.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 7,965 | $4.6M | Reduce -10.7% |
| WELL Welltower Inc. | 0.30% | 23,091 | $4.6M | Add +4.8% |
| IVV iShares Core S&P 500 ETF | 0.28% | 6,537 | $4.3M | Reduce -0.2% |
| TT Trane Technologies PLC | 0.28% | 10,221 | $4.3M | Reduce -9.5% |
| WM Waste Management Inc. | 0.28% | 18,526 | $4.3M | Add +8.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 12,341 | $4.2M | Add +6.1% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 65,036 | $4.2M | Add +28.2% |
| ADBE Adobe Inc. | 0.27% | 16,792 | $4.1M | Reduce -11.1% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 55,834 | $3.8M | Add +1.9% |
| AMGN Amgen Inc. | 0.24% | 10,401 | $3.7M | Add +13.5% |
| LOW Lowe's Cos Inc. | 0.24% | 15,457 | $3.7M | Reduce -21.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 5 | $3.6M | No change |
| RTX RTX Corp. | 0.23% | 17,906 | $3.5M | Add +0.3% |
| KO The Coca-Cola Co. | 0.22% | 44,147 | $3.4M | Reduce -1.2% |
| GLW Corning Inc. | 0.22% | 24,487 | $3.3M | Reduce -24.8% |
| ITW Illinois Tool Works | 0.22% | 12,541 | $3.3M | Add +14.6% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.22% | 148,083 | $3.2M | Add +17.3% |
| CAT Caterpillar Inc. | 0.21% | 4,562 | $3.2M | Reduce -23.8% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 27,424 | $3.1M | Add +0.1% |
| RPM RPM International Inc. | 0.20% | 29,532 | $2.9M | Add +7.3% |
| SPOT Spotify Technology SA | 0.20% | 6,053 | $2.9M | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.19% | 126,260 | $2.9M | Reduce -42.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 9,964 | $2.9M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.7% | 3.37% | −0.86 |
| GOOG Alphabet Inc. Class C | Reduce -10.4% | 3.47% | −0.57 |
| CRM Salesforce Inc. | Reduce -5.8% | 1.05% | −0.46 |
| NOW ServiceNow Inc. | Reduce -1.5% | 1.01% | −0.42 |
| V Visa Inc. Class A | Reduce -3.7% | 2.68% | −0.40 |
| IQV Iqvia Holdings Inc. | Reduce -3.0% | 1.32% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -3.3% | 3.47% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.8% | 1.91% | −0.28 |
| ROP Roper Technologies Inc. | Reduce -8.8% | 0.86% | −0.27 |
| ADP Automatic Data Processing | Reduce -2.9% | 0.97% | −0.23 |
| ROK Rockwell Automation Inc. | Reduce -9.8% | 1.55% | −0.23 |
| IDXX Idexx Laboratories Inc. | Reduce -2.6% | 0.98% | −0.18 |
| ADBE Adobe Inc. | Reduce -11.1% | 0.27% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 1.15% | −0.14 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -42.7% | 0.19% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.5% | 1.81% | −0.12 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -6.1% | 0.68% | −0.12 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.55% | −0.10 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -3.9% | 1.09% | −0.09 |
| NKE Nike Inc. Class B | Reduce -3.8% | 0.43% | −0.08 |
| DHR Danaher Corp. | Reduce -0.8% | 0.49% | −0.08 |
| STT State Street Corp. | Sold out | 0.00% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -16.8% | 0.12% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -21.2% | 0.24% | −0.06 |
| ORCL Oracle Corp. | Reduce -7.4% | 0.13% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.7% | 0.31% | −0.04 |
| INFQ Infleqtion Inc. | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.6% | 0.09% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -0.9% | 1.12% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -11.4% | 0.10% | −0.03 |
| ROOT Root Inc./Oh Class A | Sold out | 0.00% | −0.03 |
| SNPS Synopsys Inc. | Reduce -2.0% | 0.19% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -15.3% | 0.15% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.02 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −0.02 |
| AME Ametek Inc. | Sold out | 0.00% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -15.5% | 0.04% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -14.3% | 0.11% | −0.01 |
| LAMR Lamar Advertising Co. Class A | Sold out | 0.00% | −0.01 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.01 |
| QQQX Nuveen Nasdaq 100 DYN Overwr | Sold out | 0.00% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Sold out | 0.00% | −0.01 |
| CEG Constellation Energy | Sold out | 0.00% | −0.01 |
| TOTL SS Doubleline TR Tact ETF | Sold out | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -7.6% | 0.53% | −0.01 |
| MDT Medtronic PLC | Reduce -0.7% | 0.16% | −0.01 |
| FISV Fiserv Inc. | Reduce -23.2% | 0.01% | −0.01 |
| FTNY FR New York Muni Inc. ETF | Reduce -35.3% | 0.01% | −0.01 |
| PNC PNC Financial Services Group | Reduce -15.1% | 0.04% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +30.7% | 3.17% | +0.74 |
| PH Parker Hannifin Corp. | Add +29.2% | 0.87% | +0.24 |
| NVDA Nvidia Corp. | Add +14.9% | 1.92% | +0.22 |
| SPOT Spotify Technology SA | New | 0.20% | +0.20 |
| NFLX Netflix Inc. | Add +34.6% | 0.60% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.2% | 0.68% | +0.16 |
| VXF Vanguard Extended Market ETF | Add +10.4% | 1.00% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | Add +11.7% | 0.91% | +0.12 |
| VTIP Vanguard Short-Term Tips | Add +6.4% | 1.00% | +0.11 |
| META Meta Platforms Inc. Class A | Add +26.5% | 0.84% | +0.11 |
| IBDY iShares Ibonds Dec 2033 Corp. | New | 0.11% | +0.11 |
| VCRB Vanguard Core Bond ETF | Add +24.8% | 0.46% | +0.11 |
| GE General Electric | Add +284.9% | 0.14% | +0.10 |
| ADI Analog Devices Inc. | Add +0.4% | 0.46% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.4% | 0.77% | +0.08 |
| GEV GE Vernova Inc. | Add +138.5% | 0.11% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +28.2% | 0.28% | +0.08 |
| SYK Stryker Corp. | Add +6.5% | 1.62% | +0.07 |
| MCD McDonald's Corp. | Add +5.5% | 0.62% | +0.07 |
| PLD Prologis Inc. | Add +303.8% | 0.09% | +0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.07% | +0.07 |
| ANET Arista Networks Inc. | New | 0.06% | +0.06 |
| VNQ Vanguard Real Estate ETF | Add +42.1% | 0.17% | +0.06 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.19% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.1% | 0.28% | +0.05 |
| AMGN Amgen Inc. | Add +13.5% | 0.24% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Add +14.3% | 0.32% | +0.05 |
| ITW Illinois Tool Works | Add +14.6% | 0.22% | +0.05 |
| WM Waste Management Inc. | Add +8.2% | 0.28% | +0.04 |
| WELL Welltower Inc. | Add +4.8% | 0.30% | +0.04 |
| AMP Ameriprise Financial Inc. | New | 0.04% | +0.04 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +23.5% | 0.19% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.8% | 0.48% | +0.04 |
| WEC WEC Energy Group Inc. | New | 0.04% | +0.04 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +17.3% | 0.22% | +0.04 |
| AXP American Express Co. | Add +31.2% | 0.34% | +0.04 |
| IBTH iShares Ibonds Dec 2027 Term | Add +5.2% | 0.41% | +0.04 |
| IBTI iShares Ibonds Dec 2028 Term | Add +5.7% | 0.39% | +0.04 |
| ORLY O'reilly Automotive Inc. | Add +62.2% | 0.08% | +0.04 |
| MA Mastercard Inc. Class A | Add +77.3% | 0.09% | +0.03 |
| ACWI iShares MSCI Acwi ETF | Add +223.4% | 0.05% | +0.03 |
| VZ Verizon Communications Inc. | Add +1.1% | 0.14% | +0.03 |
| MPC Marathon Petroleum Corp. | New | 0.03% | +0.03 |
| IBTL iShares Ibonds Dec 2031 Term | Add +17.2% | 0.17% | +0.03 |
| COP Conocophillips | Add +5.0% | 0.08% | +0.03 |
| IAU iShares Gold Trust | Add +47.5% | 0.07% | +0.03 |
| INFQ Infleqtion Inc. | New | 0.03% | +0.03 |
| VRP Invesco Variable Rate Prefer | Add +3.5% | 0.41% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +11.5% | 1.47% | +0.03 |
| WMT Walmart Inc. | Add +1.0% | 0.17% | +0.03 |
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 |