BostonPremier Wealth LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), BostonPremier Wealth LLC reported 79 stock positions worth $235.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 27.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 15.4%) and iShares Core S&P Midcap ETF (IJH, 9.3%). Compared with Q1 2026, it opened 9 new positions, added to 40 and reduced 17. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +3%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, MA
- CIK
- 0002053783
- Portfolio Value
- $235.5M (Q2 2026)
- SEC Filing
- 0001951757-26-001040 ↗ filed Jul 24, 2026
Holdings Value
Holdings 79 stocks · $235.5M
| VTI VG Morningstar TS MKT ETF-US | 27.42% | 174,496 | $64.6M | Add +2.8% |
| QQQ Invesco QQQ Trust Series 1 | 15.44% | 49,385 | $36.4M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 9.25% | 282,564 | $21.8M | Add +3.2% |
| AVLV Avantis US Large Cap Value | 7.87% | 203,126 | $18.5M | Add +3.7% |
| DFUS Dimensional US Eq MKT ETF | 5.35% | 153,731 | $12.6M | Add +5.2% |
| IJR iShares Core S&P Small-Cap E | 4.10% | 65,072 | $9.7M | Add +3.1% |
| AAPL Apple Inc. | 3.82% | 31,066 | $9.0M | Reduce -0.4% |
| ARTY iShares Future AI & Tech ETF | 3.12% | 96,515 | $7.4M | Add +0.4% |
| NVDA Nvidia Corp. | 2.37% | 27,867 | $5.6M | Add +8.4% |
| UTES Virtus Reaves Utilities ETF | 1.98% | 57,076 | $4.7M | Add +4.9% |
| RSP Invesco S&P 500 Equal Weight | 1.62% | 17,943 | $3.8M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.38% | 13,677 | $3.3M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.26% | 8,416 | $3.0M | Reduce -0.3% |
| QQXT First Trust Nasdaq-100 Ex-Te | 0.94% | 22,739 | $2.2M | Add +1.1% |
| VXF Vanguard Extended Market ETF | 0.81% | 7,761 | $1.9M | Add +5.2% |
| TSLA Tesla Inc. | 0.66% | 3,713 | $1.6M | Add +0.3% |
| VRT Vertiv Holdings Co. Class A | 0.57% | 4,018 | $1.3M | Add +5.0% |
| MSFT Microsoft Corp. | 0.52% | 3,308 | $1.2M | Add +14.2% |
| AMD Advanced Micro Devices | 0.51% | 2,058 | $1.2M | No change |
| GLD SPDR Gold Shares | 0.43% | 2,724 | $1.0M | Reduce -1.8% |
| AVGO Broadcom Inc. | 0.42% | 2,627 | $992K | Add +10.8% |
| IVV iShares Core S&P 500 ETF | 0.39% | 1,241 | $929K | No change |
| NBIS Nebius Group NV | 0.36% | 3,096 | $855K | Add +17.1% |
| FVD First Trust Value Line DVD | 0.35% | 17,135 | $826K | Reduce -7.5% |
| LMBS First Trust Low Duration Opp | 0.33% | 15,704 | $782K | Reduce -8.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 958 | $715K | Add +0.2% |
| PM Philip Morris International | 0.29% | 3,797 | $687K | Add +0.0% |
| DFAC Dimensional US Core Equity 2 | 0.29% | 15,354 | $681K | Add +0.3% |
| JNJ Johnson & Johnson | 0.28% | 2,620 | $665K | Add +0.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 6,829 | $659K | Reduce -4.5% |
| VLUE iShares MSCI USA Value Facto | 0.28% | 3,281 | $656K | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.27% | 1,136 | $640K | Add +5.7% |
| ANET Arista Networks Inc. | 0.26% | 3,603 | $612K | No change |
| XOM Exxon Mobil Corp. | 0.25% | 4,360 | $596K | Reduce -18.9% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.25% | 7,065 | $584K | Reduce -4.4% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 2,456 | $581K | Add +28.9% |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,561 | $558K | Add +29.0% |
| MU Micron Technology Inc. | 0.23% | 470 | $543K | New |
| OEF iShares S&P 100 ETF | 0.22% | 1,413 | $517K | Add +2.7% |
| FNY First Trust Mid Cap Growth | 0.22% | 4,589 | $509K | Reduce -1.0% |
| STT State Street Corp. | 0.21% | 2,966 | $503K | Add +0.4% |
| IAU iShares Gold Trust | 0.21% | 6,600 | $498K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.21% | 1,747 | $496K | No change |
| MAIN Main Street Capital Corp. | 0.18% | 8,250 | $428K | No change |
| OCTM FT Vest US Eq Max Buf Oct | 0.18% | 12,508 | $420K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.18% | 1,380 | $418K | Add +1.9% |
| CB Chubb Ltd. | 0.18% | 1,223 | $417K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 3,339 | $390K | Add +14.4% |
| SCHB Schwab US Broad Market ETF | 0.15% | 12,319 | $357K | Add +0.3% |
| BE Bloom Energy Corp. Class A | 0.15% | 1,176 | $356K | Reduce -23.6% |
| GLTR Abrdn Precious Metals Basket | 0.14% | 1,880 | $341K | Add +17.4% |
| IWV iShares Russell 3000 ETF | 0.14% | 784 | $334K | Add +22.9% |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | 0.14% | 6,561 | $331K | Reduce -0.8% |
| IWP iShares Russell Mid-Cap Grow | 0.14% | 2,213 | $324K | Reduce -0.2% |
| GEV GE Vernova Inc. | 0.13% | 267 | $314K | New |
| PG The Procter & Gamble Co. | 0.13% | 2,079 | $305K | Add +0.2% |
| JPST JPMorgan Ultra-Short Income | 0.13% | 5,893 | $298K | Reduce -5.7% |
| DMAR FT Vest US Equity Deep Buffe | 0.12% | 6,478 | $290K | No change |
| MO Altria Group Inc. | 0.12% | 3,915 | $282K | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.12% | 1,696 | $279K | Add +0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.12% | 1,656 | $273K | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 3,360 | $271K | No change |
| RECS Columbia Resear Enh Cor ETF | 0.11% | 5,759 | $249K | Reduce -4.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.10% | 717 | $246K | New |
| RITM Rithm Capital Corp. | 0.10% | 25,550 | $240K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 2,840 | $238K | Add +6.4% |
| HACK Amplify Cybersecurity ETF | 0.10% | 2,223 | $233K | New |
| VZ Verizon Communications Inc. | 0.10% | 5,494 | $233K | Add +0.7% |
| SCHF Schwab Intl Equity ETF | 0.10% | 8,319 | $230K | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.09% | 313 | $220K | New |
| GMAR FT Vest US Equity Moderate B | 0.09% | 4,919 | $218K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.09% | 1,578 | $209K | New |
| T AT&T Inc. | 0.09% | 9,921 | $205K | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 268 | $205K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 407 | $204K | Reduce -9.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.09% | 2,273 | $202K | New |
| MSIF MSC Income Fund Inc. | 0.07% | 15,033 | $174K | Add +1.2% |
| OXSQ Oxford Square Capital Corp. | 0.01% | 26,026 | $34K | No change |
| CTXR Citius Pharmaceuticals Inc. | 0.01% | 28,000 | $17K | New |
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -0.4% | 3.82% | −0.27 |
| XOM Exxon Mobil Corp. | Reduce -18.9% | 0.25% | −0.22 |
| GLD SPDR Gold Shares | Reduce -1.8% | 0.43% | −0.19 |
| LMBS First Trust Low Duration Opp | Reduce -8.4% | 0.33% | −0.11 |
| FVD First Trust Value Line DVD | Reduce -7.5% | 0.35% | −0.10 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.5% | 0.28% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.7% | 0.13% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.8% | 0.09% | −0.03 |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | Reduce -0.8% | 0.14% | −0.02 |
| RECS Columbia Resear Enh Cor ETF | Reduce -4.2% | 0.11% | −0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -4.4% | 0.25% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.3% | 0.12% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.2% | 0.14% | −0.01 |
| FNY First Trust Mid Cap Growth | Reduce -1.0% | 0.22% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 1.26% | +0.01 |
| VLUE iShares MSCI USA Value Facto | Reduce -3.8% | 0.28% | +0.03 |
| BE Bloom Energy Corp. Class A | Reduce -23.6% | 0.15% | +0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +2.9% | 15.44% | +1.13 |
| ARTY iShares Future AI & Tech ETF | Add +0.4% | 3.12% | +0.81 |
| MU Micron Technology Inc. | New | 0.23% | +0.23 |
| NBIS Nebius Group NV | Add +17.1% | 0.36% | +0.22 |
| GEV GE Vernova Inc. | New | 0.13% | +0.13 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.10% | +0.10 |
| HACK Amplify Cybersecurity ETF | New | 0.10% | +0.10 |
| MDY State Street SPDR S&P Midcap | New | 0.09% | +0.09 |
| ESGV Vanguard ESG US Stock ETF | New | 0.09% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.09% | +0.09 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.09% | +0.09 |
| VRT Vertiv Holdings Co. Class A | Add +5.0% | 0.57% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +29.0% | 0.24% | +0.06 |
| NVDA Nvidia Corp. | Add +8.4% | 2.37% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +3.1% | 4.10% | +0.04 |
| AVGO Broadcom Inc. | Add +10.8% | 0.42% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +28.9% | 0.25% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +5.2% | 0.81% | +0.03 |
| STT State Street Corp. | Add +0.4% | 0.21% | +0.02 |
| IWV iShares Russell 3000 ETF | Add +22.9% | 0.14% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | Add +1.9% | 0.18% | +0.01 |
| CTXR Citius Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +6.4% | 0.10% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.2% | 0.12% | −0.01 |
| OEF iShares S&P 100 ETF | Add +2.7% | 0.22% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +5.2% | 5.35% | −0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.15% | −0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.4% | 0.10% | −0.01 |
| MO Altria Group Inc. | Add +0.1% | 0.12% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.30% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.29% | −0.02 |
| MSIF MSC Income Fund Inc. | Add +1.2% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Add +0.2% | 0.13% | −0.03 |
| MSFT Microsoft Corp. | Add +14.2% | 0.52% | −0.03 |
| PM Philip Morris International | Add +0.0% | 0.29% | −0.03 |
| GLTR Abrdn Precious Metals Basket | Add +17.4% | 0.14% | −0.04 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.10% | −0.04 |
| META Meta Platforms Inc. Class A | Add +5.7% | 0.27% | −0.05 |
| JNJ Johnson & Johnson | Add +0.3% | 0.28% | −0.05 |
| TSLA Tesla Inc. | Add +0.3% | 0.66% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +14.4% | 0.17% | −0.06 |
| T AT&T Inc. | Add +0.3% | 0.09% | −0.06 |
| AMZN Amazon.com Inc. | Add +0.8% | 1.38% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +1.6% | 1.62% | −0.13 |
| QQXT First Trust Nasdaq-100 Ex-Te | Add +1.1% | 0.94% | −0.19 |
| UTES Virtus Reaves Utilities ETF | Add +4.9% | 1.98% | −0.26 |
| AVLV Avantis US Large Cap Value | Add +3.7% | 7.87% | −0.29 |
| IJH iShares Core S&P Midcap ETF | Add +3.2% | 9.25% | −0.30 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 27.42% | −0.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $235.5M | VTI, QQQ, IJH, AVLV, DFUS |
| Q1 2026 | 70 | $193.5M | VTI, QQQ, IJH, AVLV, DFUS |
| Q4 2025 | 69 | $195.2M | VTI, QQQ, IJH, AVLV, DFUS |
| Q3 2025 | 73 | $201.3M | VTI, QQQ, IJH, FVD, AVLV |
| Q2 2025 | 63 | $180.3M | VTI, QQQ, FVD, IJH, AVLV |
| Q1 2025 | 58 | $161.1M | VTI, QQQ, FVD, IJH, AVLV |
| Q4 2024 | 59 | $165.0M | VTI, QQQ, IJH, FVD, AVLV |