BostonPremier Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), BostonPremier Wealth LLC reported 69 stock positions worth $195.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 28.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 14.7%) and iShares Core S&P Midcap ETF (IJH, 9.2%). Compared with Q3 2025, it opened 1 new position, sold out of 5, added to 31 and reduced 23. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +26%) and the biggest sale First Trust Value Line DVD (FVD, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, MA
- CIK
- 0002053783
- Portfolio Value
- $195.2M (Q4 2025)
- SEC Filing
- 0001951757-26-000058 ↗ filed Jan 13, 2026
Holdings Value
Holdings 69 stocks · $195.2M
| VTI VG Morningstar TS MKT ETF-US | 28.69% | 166,995 | $56.0M | Add +2.8% |
| QQQ Invesco QQQ Trust Series 1 | 14.70% | 46,701 | $28.7M | Add +25.9% |
| IJH iShares Core S&P Midcap ETF | 9.16% | 270,849 | $17.9M | Add +6.0% |
| AVLV Avantis US Large Cap Value | 7.33% | 188,881 | $14.3M | Add +19.4% |
| DFUS Dimensional US Eq MKT ETF | 5.34% | 140,570 | $10.4M | Add +23.4% |
| AAPL Apple Inc. | 4.37% | 31,392 | $8.5M | Reduce -5.8% |
| IJR iShares Core S&P Small-Cap E | 3.78% | 61,455 | $7.4M | Reduce -15.9% |
| NVDA Nvidia Corp. | 2.48% | 25,976 | $4.8M | Reduce -0.8% |
| ARTY iShares Future AI & Tech ETF | 2.27% | 91,998 | $4.4M | Reduce -4.6% |
| UTES Virtus Reaves Utilities ETF | 2.10% | 51,843 | $4.1M | Add +12.5% |
| AMZN Amazon.com Inc. | 1.68% | 14,230 | $3.3M | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 1.65% | 16,807 | $3.2M | Reduce -8.0% |
| GOOG Alphabet Inc. Class C | 1.32% | 8,186 | $2.6M | Add +2.0% |
| QQXT First Trust Nasdaq-100 Ex-Te | 1.13% | 22,145 | $2.2M | Reduce -5.0% |
| TSLA Tesla Inc. | 0.82% | 3,577 | $1.6M | Add +13.1% |
| VXF Vanguard Extended Market ETF | 0.81% | 7,539 | $1.6M | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.79% | 3,186 | $1.5M | Add +5.0% |
| GLD SPDR Gold Shares | 0.56% | 2,774 | $1.1M | Reduce -13.5% |
| LMBS First Trust Low Duration Opp | 0.51% | 20,001 | $1000K | Reduce -82.7% |
| FVD First Trust Value Line DVD | 0.49% | 20,863 | $961K | Reduce -94.2% |
| IVV iShares Core S&P 500 ETF | 0.44% | 1,240 | $850K | Reduce -17.1% |
| AVGO Broadcom Inc. | 0.42% | 2,369 | $820K | Add +0.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.36% | 7,465 | $703K | Reduce -11.5% |
| META Meta Platforms Inc. Class A | 0.33% | 984 | $650K | Add +46.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 948 | $647K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.32% | 5,249 | $632K | Reduce -15.8% |
| VRT Vertiv Holdings Co. Class A | 0.32% | 3,828 | $620K | Add +25.0% |
| DFAC Dimensional US Core Equity 2 | 0.31% | 15,278 | $605K | Add +0.2% |
| PM Philip Morris International | 0.30% | 3,696 | $593K | No change |
| MAIN Main Street Capital Corp. | 0.30% | 9,550 | $577K | No change |
| JNJ Johnson & Johnson | 0.27% | 2,576 | $533K | Reduce -26.1% |
| IAU iShares Gold Trust | 0.27% | 6,470 | $525K | Add +59.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.26% | 7,409 | $517K | Add +2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 2,818 | $501K | Reduce -1.6% |
| ANET Arista Networks Inc. | 0.24% | 3,603 | $472K | Add +8.4% |
| OEF iShares S&P 100 ETF | 0.24% | 1,373 | $471K | Add +5.3% |
| VLUE iShares MSCI USA Value Facto | 0.24% | 3,408 | $466K | Add +0.1% |
| AMD Advanced Micro Devices | 0.23% | 2,058 | $441K | No change |
| FNY First Trust Mid Cap Growth | 0.22% | 4,637 | $423K | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,906 | $419K | No change |
| OCTM FT Vest US Eq Max Buf Oct | 0.21% | 12,508 | $408K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.21% | 1,673 | $404K | No change |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,222 | $383K | Add +5.4% |
| CB Chubb Ltd. | 0.20% | 1,223 | $382K | Reduce -7.6% |
| STT State Street Corp. | 0.19% | 2,942 | $380K | Add +0.5% |
| GLTR Abrdn Precious Metals Basket | 0.18% | 1,690 | $347K | Add +15.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.18% | 1,353 | $342K | Add +38.3% |
| RITM Rithm Capital Corp. | 0.17% | 30,650 | $334K | No change |
| SCHB Schwab US Broad Market ETF | 0.17% | 12,505 | $328K | Reduce -1.4% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 2,230 | $305K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.15% | 2,070 | $297K | Add +43.0% |
| JPST JPMorgan Ultra-Short Income | 0.15% | 5,814 | $294K | Reduce -15.2% |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | 0.15% | 6,287 | $292K | Reduce -5.0% |
| DMAR FT Vest US Equity Deep Buffe | 0.14% | 6,478 | $270K | No change |
| T AT&T Inc. | 0.13% | 10,153 | $252K | Add +0.3% |
| ITOT iShares Core S&P Total U.S. | 0.13% | 1,688 | $251K | Add +0.4% |
| IWV iShares Russell 3000 ETF | 0.13% | 636 | $246K | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 840 | $244K | No change |
| BSX Boston Scientific Corp. | 0.12% | 2,528 | $241K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.12% | 1,667 | $235K | Reduce -2.9% |
| FTNT Fortinet Inc. | 0.12% | 2,925 | $232K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 451 | $227K | No change |
| RECS Columbia Resear Enh Cor ETF | 0.12% | 5,544 | $226K | New |
| MO Altria Group Inc. | 0.12% | 3,908 | $225K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.11% | 5,386 | $219K | Add +0.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.11% | 3,106 | $212K | No change |
| NOW ServiceNow Inc. | 0.11% | 1,365 | $209K | Add +8.3% |
| GMAR FT Vest US Equity Moderate B | 0.10% | 4,919 | $201K | Reduce -26.0% |
| OXSQ Oxford Square Capital Corp. | 0.03% | 35,226 | $62K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| FVD First Trust Value Line DVD | Reduce -94.2% | 0.49% | −7.77 |
| LMBS First Trust Low Duration Opp | Reduce -82.7% | 0.51% | −2.34 |
| IJR iShares Core S&P Small-Cap E | Reduce -15.9% | 3.78% | −0.53 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.19 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.14 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.11 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | −0.11 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -8.0% | 1.65% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -17.1% | 0.44% | −0.06 |
| JNJ Johnson & Johnson | Reduce -26.1% | 0.27% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -11.5% | 0.36% | −0.04 |
| GMAR FT Vest US Equity Moderate B | Reduce -26.0% | 0.10% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -15.8% | 0.32% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -15.2% | 0.15% | −0.02 |
| QQXT First Trust Nasdaq-100 Ex-Te | Reduce -5.0% | 1.13% | −0.02 |
| GLD SPDR Gold Shares | Reduce -13.5% | 0.56% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.6% | 0.26% | −0.00 |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | Reduce -5.0% | 0.15% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.9% | 0.12% | +0.00 |
| FNY First Trust Mid Cap Growth | Reduce -0.2% | 0.22% | +0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -1.4% | 0.17% | +0.01 |
| CB Chubb Ltd. | Reduce -7.6% | 0.20% | +0.01 |
| VXF Vanguard Extended Market ETF | Reduce -1.7% | 0.81% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.33% | +0.02 |
| NVDA Nvidia Corp. | Reduce -0.8% | 2.48% | +0.06 |
| ARTY iShares Future AI & Tech ETF | Reduce -4.6% | 2.27% | +0.08 |
| AAPL Apple Inc. | Reduce -5.8% | 4.37% | +0.16 |
Portfolio Buys Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Add +25.9% | 14.70% | +3.64 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 28.69% | +2.21 |
| AVLV Avantis US Large Cap Value | Add +19.4% | 7.33% | +1.66 |
| DFUS Dimensional US Eq MKT ETF | Add +23.4% | 5.34% | +1.24 |
| IJH iShares Core S&P Midcap ETF | Add +6.0% | 9.16% | +0.88 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 1.32% | +0.35 |
| UTES Virtus Reaves Utilities ETF | Add +12.5% | 2.10% | +0.19 |
| AMZN Amazon.com Inc. | Add +1.6% | 1.68% | +0.16 |
| TSLA Tesla Inc. | Add +13.1% | 0.82% | +0.13 |
| IAU iShares Gold Trust | Add +59.8% | 0.27% | +0.12 |
| RECS Columbia Resear Enh Cor ETF | New | 0.12% | +0.12 |
| VRT Vertiv Holdings Co. Class A | Add +25.0% | 0.32% | +0.09 |
| META Meta Platforms Inc. Class A | Add +46.2% | 0.33% | +0.09 |
| GLTR Abrdn Precious Metals Basket | Add +15.6% | 0.18% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 0.20% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | Add +38.3% | 0.18% | +0.06 |
| PG The Procter & Gamble Co. | Add +43.0% | 0.15% | +0.04 |
| AVGO Broadcom Inc. | Add +0.8% | 0.42% | +0.04 |
| VLUE iShares MSCI USA Value Facto | Add +0.1% | 0.24% | +0.03 |
| OEF iShares S&P 100 ETF | Add +5.3% | 0.24% | +0.03 |
| STT State Street Corp. | Add +0.5% | 0.19% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Add +0.2% | 0.31% | +0.02 |
| MSFT Microsoft Corp. | Add +5.0% | 0.79% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +2.9% | 0.26% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.4% | 0.13% | +0.01 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 0.13% | +0.01 |
| ANET Arista Networks Inc. | Add +8.4% | 0.24% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.16% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.8% | 0.11% | −0.00 |
| NOW ServiceNow Inc. | Add +8.3% | 0.11% | −0.01 |
| MO Altria Group Inc. | Add +0.1% | 0.12% | −0.01 |
| T AT&T Inc. | Add +0.3% | 0.13% | −0.01 |
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 |