BostonPremier Wealth LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), BostonPremier Wealth LLC reported 70 stock positions worth $193.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 28.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 14.3%) and iShares Core S&P Midcap ETF (IJH, 9.6%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 35 and reduced 18. The biggest buy was Avantis US Large Cap Value (AVLV, shares +4%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, MA
- CIK
- 0002053783
- Portfolio Value
- $193.5M (Q1 2026)
- SEC Filing
- 0001951757-26-000580 ↗ filed Apr 10, 2026
Holdings Value
Holdings 70 stocks · $193.5M
| VTI VG Morningstar TS MKT ETF-US | 28.13% | 169,681 | $54.4M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 14.31% | 47,981 | $27.7M | Add +2.7% |
| IJH iShares Core S&P Midcap ETF | 9.55% | 273,795 | $18.5M | Add +1.1% |
| AVLV Avantis US Large Cap Value | 8.16% | 195,848 | $15.8M | Add +3.7% |
| DFUS Dimensional US Eq MKT ETF | 5.36% | 146,202 | $10.4M | Add +4.0% |
| AAPL Apple Inc. | 4.09% | 31,179 | $7.9M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 4.05% | 63,123 | $7.8M | Add +2.7% |
| NVDA Nvidia Corp. | 2.32% | 25,698 | $4.5M | Reduce -1.1% |
| ARTY iShares Future AI & Tech ETF | 2.31% | 96,120 | $4.5M | Add +4.5% |
| UTES Virtus Reaves Utilities ETF | 2.25% | 54,402 | $4.3M | Add +4.9% |
| RSP Invesco S&P 500 Equal Weight | 1.75% | 17,667 | $3.4M | Add +5.1% |
| AMZN Amazon.com Inc. | 1.46% | 13,573 | $2.8M | Reduce -4.6% |
| GOOG Alphabet Inc. Class C | 1.25% | 8,443 | $2.4M | Add +3.1% |
| QQXT First Trust Nasdaq-100 Ex-Te | 1.13% | 22,494 | $2.2M | Add +1.6% |
| VXF Vanguard Extended Market ETF | 0.78% | 7,381 | $1.5M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.71% | 3,700 | $1.4M | Add +3.4% |
| GLD SPDR Gold Shares | 0.62% | 2,774 | $1.2M | No change |
| MSFT Microsoft Corp. | 0.55% | 2,898 | $1.1M | Reduce -9.0% |
| VRT Vertiv Holdings Co. Class A | 0.50% | 3,828 | $959K | No change |
| XOM Exxon Mobil Corp. | 0.47% | 5,376 | $912K | Add +2.4% |
| FVD First Trust Value Line DVD | 0.45% | 18,516 | $871K | Reduce -11.3% |
| LMBS First Trust Low Duration Opp | 0.44% | 17,145 | $854K | Reduce -14.3% |
| IVV iShares Core S&P 500 ETF | 0.42% | 1,241 | $810K | Add +0.1% |
| AVGO Broadcom Inc. | 0.38% | 2,370 | $734K | Add +0.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.34% | 7,151 | $663K | Reduce -4.2% |
| JNJ Johnson & Johnson | 0.33% | 2,612 | $639K | Add +1.4% |
| PM Philip Morris International | 0.32% | 3,796 | $628K | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 956 | $622K | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.32% | 1,075 | $615K | Add +9.3% |
| DFAC Dimensional US Core Equity 2 | 0.31% | 15,316 | $595K | Add +0.3% |
| IAU iShares Gold Trust | 0.30% | 6,600 | $582K | Add +2.0% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.26% | 7,393 | $504K | Reduce -0.2% |
| VLUE iShares MSCI USA Value Facto | 0.25% | 3,412 | $485K | Add +0.1% |
| XAR SS SPDR S&P Aerospace Def | 0.23% | 1,747 | $444K | Add +4.4% |
| ANET Arista Networks Inc. | 0.23% | 3,603 | $442K | No change |
| OEF iShares S&P 100 ETF | 0.23% | 1,376 | $438K | Add +0.2% |
| MAIN Main Street Capital Corp. | 0.23% | 8,250 | $437K | Reduce -13.6% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 2,919 | $427K | Add +3.6% |
| FNY First Trust Mid Cap Growth | 0.22% | 4,637 | $420K | No change |
| AMD Advanced Micro Devices | 0.22% | 2,058 | $419K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,906 | $410K | No change |
| OCTM FT Vest US Eq Max Buf Oct | 0.21% | 12,508 | $407K | No change |
| CB Chubb Ltd. | 0.21% | 1,223 | $399K | No change |
| STT State Street Corp. | 0.19% | 2,954 | $374K | Add +0.4% |
| GLTR Abrdn Precious Metals Basket | 0.18% | 1,601 | $350K | Reduce -5.3% |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,210 | $348K | Reduce -1.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 1,355 | $322K | Add +0.1% |
| JPST JPMorgan Ultra-Short Income | 0.16% | 6,248 | $316K | Add +7.5% |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | 0.16% | 6,611 | $314K | Add +5.2% |
| SCHB Schwab US Broad Market ETF | 0.16% | 12,286 | $308K | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.15% | 2,074 | $300K | Add +0.2% |
| T AT&T Inc. | 0.15% | 9,893 | $287K | Reduce -2.6% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 2,217 | $284K | Reduce -0.6% |
| DMAR FT Vest US Equity Deep Buffe | 0.14% | 6,478 | $275K | No change |
| NBIS Nebius Group NV | 0.14% | 2,645 | $274K | New |
| VZ Verizon Communications Inc. | 0.14% | 5,456 | $274K | Add +1.3% |
| MO Altria Group Inc. | 0.13% | 3,912 | $258K | Add +0.1% |
| RITM Rithm Capital Corp. | 0.13% | 25,550 | $242K | Reduce -16.6% |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 1,661 | $242K | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 840 | $241K | No change |
| ITOT iShares Core S&P Total U.S. | 0.12% | 1,692 | $241K | Add +0.2% |
| IWV iShares Russell 3000 ETF | 0.12% | 638 | $236K | Add +0.3% |
| RECS Columbia Resear Enh Cor ETF | 0.12% | 6,009 | $234K | Add +8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 451 | $216K | No change |
| BE Bloom Energy Corp. Class A | 0.11% | 1,539 | $209K | New |
| GMAR FT Vest US Equity Moderate B | 0.11% | 4,919 | $205K | No change |
| SCHF Schwab Intl Equity ETF | 0.11% | 8,285 | $205K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 2,670 | $201K | New |
| MSIF MSC Income Fund Inc. | 0.09% | 14,856 | $181K | New |
| OXSQ Oxford Square Capital Corp. | 0.02% | 26,026 | $46K | Reduce -26.1% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -0.7% | 4.09% | −0.28 |
| MSFT Microsoft Corp. | Reduce -9.0% | 0.55% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -4.6% | 1.46% | −0.22 |
| NVDA Nvidia Corp. | Reduce -1.1% | 2.32% | −0.17 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.12 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.12 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.11 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.11 |
| LMBS First Trust Low Duration Opp | Reduce -14.3% | 0.44% | −0.07 |
| MAIN Main Street Capital Corp. | Reduce -13.6% | 0.23% | −0.07 |
| RITM Rithm Capital Corp. | Reduce -16.6% | 0.13% | −0.05 |
| FVD First Trust Value Line DVD | Reduce -11.3% | 0.45% | −0.04 |
| VXF Vanguard Extended Market ETF | Reduce -2.1% | 0.78% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.2% | 0.34% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 0.18% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.6% | 0.15% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -1.8% | 0.16% | −0.01 |
| OXSQ Oxford Square Capital Corp. | Reduce -26.1% | 0.02% | −0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -0.2% | 0.26% | −0.00 |
| GLTR Abrdn Precious Metals Basket | Reduce -5.3% | 0.18% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.4% | 0.13% | +0.00 |
| T AT&T Inc. | Reduce -2.6% | 0.15% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| AVLV Avantis US Large Cap Value | Add +3.7% | 8.16% | +0.82 |
| IJH iShares Core S&P Midcap ETF | Add +1.1% | 9.55% | +0.39 |
| IJR iShares Core S&P Small-Cap E | Add +2.7% | 4.05% | +0.27 |
| UTES Virtus Reaves Utilities ETF | Add +4.9% | 2.25% | +0.15 |
| XOM Exxon Mobil Corp. | Add +2.4% | 0.47% | +0.15 |
| NBIS Nebius Group NV | New | 0.14% | +0.14 |
| BE Bloom Energy Corp. Class A | New | 0.11% | +0.11 |
| SCHF Schwab Intl Equity ETF | New | 0.11% | +0.11 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.10% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +5.1% | 1.75% | +0.10 |
| MSIF MSC Income Fund Inc. | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | Add +1.4% | 0.33% | +0.06 |
| ARTY iShares Future AI & Tech ETF | Add +4.5% | 2.31% | +0.04 |
| IAU iShares Gold Trust | Add +2.0% | 0.30% | +0.03 |
| VZ Verizon Communications Inc. | Add +1.3% | 0.14% | +0.03 |
| XAR SS SPDR S&P Aerospace Def | Add +4.4% | 0.23% | +0.02 |
| PM Philip Morris International | Add +2.7% | 0.32% | +0.02 |
| MO Altria Group Inc. | Add +0.1% | 0.13% | +0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +4.0% | 5.36% | +0.01 |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | Add +5.2% | 0.16% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +7.5% | 0.16% | +0.01 |
| VLUE iShares MSCI USA Value Facto | Add +0.1% | 0.25% | +0.01 |
| QQXT First Trust Nasdaq-100 Ex-Te | Add +1.6% | 1.13% | +0.01 |
| RECS Columbia Resear Enh Cor ETF | Add +8.4% | 0.12% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.2% | 0.15% | +0.00 |
| STT State Street Corp. | Add +0.4% | 0.19% | −0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.31% | −0.00 |
| IWV iShares Russell 3000 ETF | Add +0.3% | 0.12% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.2% | 0.12% | −0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +0.1% | 0.17% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 0.32% | −0.01 |
| META Meta Platforms Inc. Class A | Add +9.3% | 0.32% | −0.02 |
| OEF iShares S&P 100 ETF | Add +0.2% | 0.23% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.42% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +3.6% | 0.22% | −0.04 |
| AVGO Broadcom Inc. | Add +0.0% | 0.38% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +3.1% | 1.25% | −0.06 |
| TSLA Tesla Inc. | Add +3.4% | 0.71% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.7% | 14.31% | −0.39 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 28.13% | −0.56 |
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 |