BostonPremier Wealth LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), BostonPremier Wealth LLC reported 73 stock positions worth $201.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 26.5% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 11.1%) and iShares Core S&P Midcap ETF (IJH, 8.3%). Compared with Q2 2025, it opened 11 new positions, sold out of 1, added to 34 and reduced 12. The biggest buy was a new position in Virtus Reaves Utilities ETF (UTES) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, MA
- CIK
- 0002053783
- Portfolio Value
- $201.3M (Q3 2025)
- SEC Filing
- 0001951757-25-001213 ↗ filed Oct 28, 2025
Holdings Value
Holdings 73 stocks · $201.3M
| VTI VG Morningstar TS MKT ETF-US | 26.48% | 162,457 | $53.3M | Add +2.7% |
| QQQ Invesco QQQ Trust Series 1 | 11.07% | 37,109 | $22.3M | Add +2.2% |
| IJH iShares Core S&P Midcap ETF | 8.28% | 255,579 | $16.7M | Add +2.7% |
| FVD First Trust Value Line DVD | 8.26% | 359,593 | $16.6M | Add +1.8% |
| AVLV Avantis US Large Cap Value | 5.68% | 158,140 | $11.4M | Add +3.8% |
| IJR iShares Core S&P Small-Cap E | 4.31% | 73,053 | $8.7M | Add +3.9% |
| AAPL Apple Inc. | 4.22% | 33,336 | $8.5M | Add +1.0% |
| DFUS Dimensional US Eq MKT ETF | 4.10% | 113,932 | $8.3M | Add +4.2% |
| LMBS First Trust Low Duration Opp | 2.85% | 115,423 | $5.7M | Add +0.1% |
| NVDA Nvidia Corp. | 2.43% | 26,195 | $4.9M | Add +10.7% |
| ARTY iShares Future AI & Tech ETF | 2.19% | 96,432 | $4.4M | Add +6.5% |
| UTES Virtus Reaves Utilities ETF | 1.91% | 46,073 | $3.8M | New |
| RSP Invesco S&P 500 Equal Weight | 1.72% | 18,259 | $3.5M | Reduce -52.7% |
| AMZN Amazon.com Inc. | 1.53% | 14,009 | $3.1M | Add +2.5% |
| QQXT First Trust Nasdaq-100 Ex-Te | 1.15% | 23,312 | $2.3M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.97% | 8,028 | $2.0M | Add +3.3% |
| VXF Vanguard Extended Market ETF | 0.80% | 7,668 | $1.6M | Reduce -7.6% |
| MSFT Microsoft Corp. | 0.78% | 3,034 | $1.6M | Add +3.1% |
| TSLA Tesla Inc. | 0.70% | 3,163 | $1.4M | Add +11.8% |
| GLD SPDR Gold Shares | 0.57% | 3,208 | $1.1M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 0.50% | 1,495 | $1.0M | New |
| USMV iShares MSCI USA Min Vol Fac | 0.40% | 8,435 | $803K | Add +0.1% |
| AVGO Broadcom Inc. | 0.39% | 2,350 | $775K | No change |
| XOM Exxon Mobil Corp. | 0.35% | 6,230 | $702K | No change |
| JNJ Johnson & Johnson | 0.32% | 3,486 | $646K | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 949 | $632K | Add +1.8% |
| MAIN Main Street Capital Corp. | 0.30% | 9,550 | $607K | No change |
| PM Philip Morris International | 0.30% | 3,696 | $599K | No change |
| DFAC Dimensional US Core Equity 2 | 0.29% | 15,243 | $588K | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 2,863 | $522K | Reduce -1.0% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.26% | 7,200 | $518K | Reduce -62.7% |
| META Meta Platforms Inc. Class A | 0.25% | 673 | $494K | Add +50.6% |
| ANET Arista Networks Inc. | 0.24% | 3,324 | $484K | New |
| VRT Vertiv Holdings Co. Class A | 0.23% | 3,062 | $462K | Add +46.4% |
| OEF iShares S&P 100 ETF | 0.22% | 1,304 | $434K | New |
| VLUE iShares MSCI USA Value Facto | 0.21% | 3,405 | $426K | Add +0.2% |
| FNY First Trust Mid Cap Growth | 0.21% | 4,647 | $426K | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,906 | $411K | No change |
| OCTM FT Vest US Eq Max Buf Oct | 0.20% | 12,508 | $403K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.20% | 1,673 | $393K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 7,370 | $380K | Add +0.2% |
| CB Chubb Ltd. | 0.19% | 1,323 | $373K | No change |
| RITM Rithm Capital Corp. | 0.17% | 30,650 | $349K | Reduce -15.8% |
| JPST JPMorgan Ultra-Short Income | 0.17% | 6,854 | $348K | Add +8.7% |
| STT State Street Corp. | 0.17% | 2,928 | $340K | Add +0.5% |
| AMD Advanced Micro Devices | 0.17% | 2,058 | $333K | No change |
| SCHB Schwab US Broad Market ETF | 0.16% | 12,680 | $326K | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 2,228 | $317K | Add +0.1% |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | 0.15% | 6,621 | $305K | Add +0.4% |
| IAU iShares Gold Trust | 0.15% | 4,049 | $295K | Add +7.0% |
| T AT&T Inc. | 0.14% | 10,121 | $286K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,159 | $282K | New |
| OKLO Oklo Inc. | 0.14% | 2,517 | $281K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.14% | 3,106 | $279K | No change |
| GMAR FT Vest US Equity Moderate B | 0.13% | 6,646 | $267K | No change |
| DMAR FT Vest US Equity Deep Buffe | 0.13% | 6,478 | $264K | No change |
| MO Altria Group Inc. | 0.13% | 3,904 | $258K | Add +0.1% |
| BSX Boston Scientific Corp. | 0.12% | 2,528 | $247K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 840 | $247K | New |
| FTNT Fortinet Inc. | 0.12% | 2,925 | $246K | No change |
| ITOT iShares Core S&P Total U.S. | 0.12% | 1,682 | $245K | Reduce -2.7% |
| GLTR Abrdn Precious Metals Basket | 0.12% | 1,462 | $242K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.12% | 978 | $242K | New |
| IWV iShares Russell 3000 ETF | 0.12% | 635 | $240K | Reduce -66.3% |
| IWS iShares Russell Mid-Cap Valu | 0.12% | 1,717 | $240K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.12% | 5,342 | $235K | New |
| NOW ServiceNow Inc. | 0.12% | 252 | $232K | Reduce -19.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 451 | $227K | Reduce -14.4% |
| PG The Procter & Gamble Co. | 0.11% | 1,448 | $222K | No change |
| NFLX Netflix Inc. | 0.11% | 185 | $222K | No change |
| HACK Amplify Cybersecurity ETF | 0.11% | 2,479 | $215K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.11% | 832 | $213K | New |
| OXSQ Oxford Square Capital Corp. | 0.03% | 35,226 | $56K | Reduce -42.8% |
Portfolio Sells Q2 2025 → Q3 2025
| RSP Invesco S&P 500 Equal Weight | Reduce -52.7% | 1.72% | −2.17 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -62.7% | 0.26% | −0.44 |
| IWV iShares Russell 3000 ETF | Reduce -66.3% | 0.12% | −0.25 |
| QQXT First Trust Nasdaq-100 Ex-Te | Reduce -1.9% | 1.15% | −0.16 |
| IHAK iShares Cybersecurity & Tech | Sold out | 0.00% | −0.13 |
| VXF Vanguard Extended Market ETF | Reduce -7.6% | 0.80% | −0.09 |
| NOW ServiceNow Inc. | Reduce -19.2% | 0.12% | −0.06 |
| RITM Rithm Capital Corp. | Reduce -15.8% | 0.17% | −0.05 |
| OXSQ Oxford Square Capital Corp. | Reduce -42.8% | 0.03% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.4% | 0.11% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.7% | 0.12% | −0.01 |
| FNY First Trust Mid Cap Growth | Reduce -0.6% | 0.21% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.0% | 0.26% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| UTES Virtus Reaves Utilities ETF | New | 1.91% | +1.91 |
| IVV iShares Core S&P 500 ETF | New | 0.50% | +0.50 |
| AAPL Apple Inc. | Add +1.0% | 4.22% | +0.46 |
| NVDA Nvidia Corp. | Add +10.7% | 2.43% | +0.35 |
| ANET Arista Networks Inc. | New | 0.24% | +0.24 |
| OEF iShares S&P 100 ETF | New | 0.22% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.97% | +0.21 |
| TSLA Tesla Inc. | Add +11.8% | 0.70% | +0.20 |
| GOOGL Alphabet Inc. Class A | New | 0.14% | +0.14 |
| OKLO Oklo Inc. | New | 0.14% | +0.14 |
| ARTY iShares Future AI & Tech ETF | Add +6.5% | 2.19% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.12% | +0.12 |
| GLTR Abrdn Precious Metals Basket | New | 0.12% | +0.12 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.12% | +0.12 |
| VZ Verizon Communications Inc. | New | 0.12% | +0.12 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.11% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +46.4% | 0.23% | +0.08 |
| META Meta Platforms Inc. Class A | Add +50.6% | 0.25% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +3.9% | 4.31% | +0.05 |
| GLD SPDR Gold Shares | Add +3.6% | 0.57% | +0.04 |
| DFUS Dimensional US Eq MKT ETF | Add +4.2% | 4.10% | +0.04 |
| JNJ Johnson & Johnson | Add +0.5% | 0.32% | +0.03 |
| IAU iShares Gold Trust | Add +7.0% | 0.15% | +0.02 |
| MO Altria Group Inc. | Add +0.1% | 0.13% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Add +0.1% | 0.20% | −0.00 |
| VLUE iShares MSCI USA Value Facto | Add +0.2% | 0.21% | −0.00 |
| STT State Street Corp. | Add +0.5% | 0.17% | −0.00 |
| BAC Bank of America Corp. | Add +0.2% | 0.19% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Add +8.7% | 0.17% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.16% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.8% | 0.31% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 0.12% | −0.01 |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | Add +0.4% | 0.15% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.29% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.16% | −0.01 |
| T AT&T Inc. | Add +0.3% | 0.14% | −0.02 |
| MSFT Microsoft Corp. | Add +3.1% | 0.78% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 0.40% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 11.07% | −0.04 |
| AVLV Avantis US Large Cap Value | Add +3.8% | 5.68% | −0.09 |
| AMZN Amazon.com Inc. | Add +2.5% | 1.53% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.7% | 26.48% | −0.19 |
| IJH iShares Core S&P Midcap ETF | Add +2.7% | 8.28% | −0.27 |
| LMBS First Trust Low Duration Opp | Add +0.1% | 2.85% | −0.30 |
| FVD First Trust Value Line DVD | Add +1.8% | 8.26% | −0.50 |
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 |