BostonPremier Wealth LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), BostonPremier Wealth LLC reported 63 stock positions worth $180.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 26.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 11.1%) and First Trust Value Line DVD (FVD, 8.8%). Compared with Q1 2025, it opened 8 new positions, sold out of 3, added to 30 and reduced 13. The biggest buy was a new position in iShares Future AI & Tech ETF (ARTY) and the biggest sale iShares Cybersecurity & Tech (IHAK, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, MA
- CIK
- 0002053783
- Portfolio Value
- $180.3M (Q2 2025)
- SEC Filing
- 0001951757-25-000838 ↗ filed Jul 15, 2025
Holdings Value
Holdings 63 stocks · $180.3M
| VTI VG Morningstar TS MKT ETF-US | 26.67% | 158,233 | $48.1M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 11.11% | 36,307 | $20.0M | Add +1.6% |
| FVD First Trust Value Line DVD | 8.76% | 353,372 | $15.8M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 8.56% | 248,815 | $15.4M | Add +2.8% |
| AVLV Avantis US Large Cap Value | 5.76% | 152,346 | $10.4M | Add +2.3% |
| IJR iShares Core S&P Small-Cap E | 4.26% | 70,298 | $7.7M | Add +1.2% |
| DFUS Dimensional US Eq MKT ETF | 4.06% | 109,322 | $7.3M | Reduce -0.7% |
| RSP Invesco S&P 500 Equal Weight | 3.89% | 38,630 | $7.0M | Reduce -0.1% |
| AAPL Apple Inc. | 3.76% | 33,017 | $6.8M | Add +19.6% |
| LMBS First Trust Low Duration Opp | 3.15% | 115,343 | $5.7M | Add +1.9% |
| NVDA Nvidia Corp. | 2.07% | 23,660 | $3.7M | Add +40.8% |
| ARTY iShares Future AI & Tech ETF | 2.06% | 90,563 | $3.7M | New |
| AMZN Amazon.com Inc. | 1.66% | 13,673 | $3.0M | Add +42.0% |
| QQXT First Trust Nasdaq-100 Ex-Te | 1.30% | 23,769 | $2.3M | Reduce -0.7% |
| VXF Vanguard Extended Market ETF | 0.89% | 8,295 | $1.6M | Reduce -3.0% |
| MSFT Microsoft Corp. | 0.81% | 2,942 | $1.5M | Add +22.4% |
| GOOG Alphabet Inc. Class C | 0.76% | 7,774 | $1.4M | Add +9.9% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.70% | 19,308 | $1.3M | Add +0.6% |
| GLD SPDR Gold Shares | 0.52% | 3,096 | $944K | Reduce -5.6% |
| TSLA Tesla Inc. | 0.50% | 2,830 | $899K | Add +35.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.44% | 8,424 | $791K | Reduce -3.0% |
| PM Philip Morris International | 0.37% | 3,696 | $673K | No change |
| XOM Exxon Mobil Corp. | 0.37% | 6,230 | $672K | Reduce -68.9% |
| IWV iShares Russell 3000 ETF | 0.37% | 1,882 | $660K | Add +0.3% |
| AVGO Broadcom Inc. | 0.36% | 2,350 | $648K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 932 | $576K | Add +3.1% |
| MAIN Main Street Capital Corp. | 0.31% | 9,550 | $564K | No change |
| DFAC Dimensional US Core Equity 2 | 0.30% | 15,201 | $545K | Add +0.3% |
| JNJ Johnson & Johnson | 0.29% | 3,470 | $530K | Add +0.5% |
| RITM Rithm Capital Corp. | 0.23% | 36,400 | $411K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 2,892 | $394K | Reduce -8.6% |
| OCTM FT Vest US Eq Max Buf Oct | 0.22% | 12,508 | $393K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 1,906 | $390K | No change |
| FNY First Trust Mid Cap Growth | 0.21% | 4,676 | $386K | Add +0.0% |
| VLUE iShares MSCI USA Value Facto | 0.21% | 3,399 | $385K | Reduce -5.5% |
| CB Chubb Ltd. | 0.21% | 1,323 | $383K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.20% | 1,671 | $352K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 7,356 | $348K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.18% | 447 | $330K | Add +2.8% |
| NOW ServiceNow Inc. | 0.18% | 312 | $321K | Reduce -24.1% |
| JPST JPMorgan Ultra-Short Income | 0.18% | 6,305 | $320K | Add +0.8% |
| STT State Street Corp. | 0.17% | 2,915 | $310K | Add +0.6% |
| FTNT Fortinet Inc. | 0.17% | 2,925 | $309K | New |
| IWP iShares Russell Mid-Cap Grow | 0.17% | 2,226 | $309K | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.17% | 12,643 | $301K | Reduce -2.9% |
| AMD Advanced Micro Devices | 0.16% | 2,058 | $292K | New |
| T AT&T Inc. | 0.16% | 10,087 | $292K | Add +0.3% |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | 0.16% | 6,592 | $289K | Add +0.4% |
| BSX Boston Scientific Corp. | 0.15% | 2,528 | $272K | No change |
| VRT Vertiv Holdings Co. Class A | 0.15% | 2,091 | $268K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.15% | 3,106 | $263K | Reduce -1.9% |
| GMAR FT Vest US Equity Moderate B | 0.14% | 6,646 | $259K | No change |
| DMAR FT Vest US Equity Deep Buffe | 0.14% | 6,478 | $256K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 527 | $256K | No change |
| NFLX Netflix Inc. | 0.14% | 185 | $248K | New |
| IAU iShares Gold Trust | 0.13% | 3,785 | $236K | No change |
| ITOT iShares Core S&P Total U.S. | 0.13% | 1,728 | $233K | Add +0.3% |
| IHAK iShares Cybersecurity & Tech | 0.13% | 4,370 | $233K | Reduce -93.9% |
| PG The Procter & Gamble Co. | 0.13% | 1,448 | $231K | New |
| MO Altria Group Inc. | 0.13% | 3,901 | $229K | Add +0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 1,711 | $226K | Add +0.3% |
| HACK Amplify Cybersecurity ETF | 0.12% | 2,479 | $214K | New |
| OXSQ Oxford Square Capital Corp. | 0.08% | 61,526 | $137K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| IHAK iShares Cybersecurity & Tech | Reduce -93.9% | 0.13% | −1.95 |
| XOM Exxon Mobil Corp. | Reduce -68.9% | 0.37% | −1.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.1% | 3.89% | −0.27 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.15 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.13 |
| CIM Chimera Investment Corp. | Sold out | 0.00% | −0.10 |
| QQXT First Trust Nasdaq-100 Ex-Te | Reduce -0.7% | 1.30% | −0.09 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.7% | 4.06% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.0% | 0.44% | −0.07 |
| GLD SPDR Gold Shares | Reduce -5.6% | 0.52% | −0.06 |
| VXF Vanguard Extended Market ETF | Reduce -3.0% | 0.89% | −0.03 |
| NOW ServiceNow Inc. | Reduce -24.1% | 0.18% | −0.03 |
| VLUE iShares MSCI USA Value Facto | Reduce -5.5% | 0.21% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -2.9% | 0.17% | −0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.9% | 0.15% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.6% | 0.22% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| ARTY iShares Future AI & Tech ETF | New | 2.06% | +2.06 |
| NVDA Nvidia Corp. | Add +40.8% | 2.07% | +0.94 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 11.11% | +0.70 |
| AMZN Amazon.com Inc. | Add +42.0% | 1.66% | +0.53 |
| AVGO Broadcom Inc. | New | 0.36% | +0.36 |
| MSFT Microsoft Corp. | Add +22.4% | 0.81% | +0.25 |
| FTNT Fortinet Inc. | New | 0.17% | +0.17 |
| TSLA Tesla Inc. | Add +35.6% | 0.50% | +0.16 |
| AMD Advanced Micro Devices | New | 0.16% | +0.16 |
| VRT Vertiv Holdings Co. Class A | New | 0.15% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 26.67% | +0.14 |
| NFLX Netflix Inc. | New | 0.14% | +0.14 |
| PG The Procter & Gamble Co. | New | 0.13% | +0.13 |
| HACK Amplify Cybersecurity ETF | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +9.9% | 0.76% | +0.08 |
| XAR SS SPDR S&P Aerospace Def | Add +0.1% | 0.20% | +0.03 |
| META Meta Platforms Inc. Class A | Add +2.8% | 0.18% | +0.03 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +0.6% | 0.70% | +0.01 |
| STT State Street Corp. | Add +0.6% | 0.17% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.17% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.1% | 0.32% | +0.01 |
| BAC Bank of America Corp. | Add +0.2% | 0.19% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 0.13% | −0.00 |
| FNY First Trust Mid Cap Growth | Add +0.0% | 0.21% | −0.00 |
| IWV iShares Russell 3000 ETF | Add +0.3% | 0.37% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 0.13% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.30% | −0.01 |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | Add +0.4% | 0.16% | −0.01 |
| T AT&T Inc. | Add +0.3% | 0.16% | −0.01 |
| MO Altria Group Inc. | Add +0.1% | 0.13% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Add +0.8% | 0.18% | −0.02 |
| AAPL Apple Inc. | Add +19.6% | 3.76% | −0.05 |
| JNJ Johnson & Johnson | Add +0.5% | 0.29% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 8.56% | −0.21 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 4.26% | −0.25 |
| AVLV Avantis US Large Cap Value | Add +2.3% | 5.76% | −0.27 |
| LMBS First Trust Low Duration Opp | Add +1.9% | 3.15% | −0.30 |
| FVD First Trust Value Line DVD | Add +2.8% | 8.76% | −0.76 |
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 |