Investor
BostonPremier Wealth LLC
CIK 0002053783 · filed 2026-04-10 · SEC filing
13F book
$193.5M
Positions
70
5 new · 4 sold
Largest name
28.1%
Vanguard Index Fds
Est. mark
−$4.8M
Price effect on 65 names still held. Flow $3.17M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 169.7K | $54.4M | 28.1% | −$2.41M | Added−$1.55M |
| Invesco Qqq Tr | — | 48K | $27.7M | 14.3% | −$1.73M | Added−$995.2K |
| Ishares Tr | — | 273.8K | $18.5M | 9.6% | $414.3K | Added$613.3K |
| American Centy Etf Tr | — | 195.8K | $15.8M | 8.2% | $914.2K | Added$1.48M |
| Dimensional Etf Trust | — | 146.2K | $10.4M | 5.4% | −$458.3K | Added−$58.9K |
| Apple Inc. | AAPL | 31.2K | $7.91M | 4.1% | −$563.3K | Cut−$621.2K |
| Ishares Tr | — | 63.1K | $7.85M | 4.1% | $253.9K | Added$461.2K |
| Nvidia Corp | NVDA | 25.7K | $4.48M | 2.3% | −$311K | Cut−$362.8K |
| Ishares Tr | — | 96.1K | $4.47M | 2.3% | −$151.8K | Added$40K |
| Etfis Ser Tr I | — | 54.4K | $4.35M | 2.2% | $49.3K | Added$253.8K |
| Invesco Exchange Traded Fd T | — | 17.7K | $3.39M | 1.8% | $6.16K | Added$171.2K |
| Amazon Com Inc | AMZN | 13.6K | $2.83M | 1.5% | −$306.1K | Cut−$457.7K |
| Alphabet Inc | — | 8.44K | $2.42M | 1.3% | −$220.8K | Added−$147.1K |
| First Tr Exchange-Traded Fd | — | 22.5K | $2.2M | 1.1% | −$38.6K | Added−$4.5K |
| Vanguard Index Fds | — | 7.38K | $1.52M | 0.8% | −$24.4K | Cut−$57.5K |
| Tesla, Inc. | TSLA | 3.7K | $1.38M | 0.7% | −$278.9K | Added−$233.2K |
| Spdr Gold Tr | — | 2.77K | $1.19M | 0.6% | $94.3K | Held |
| Microsoft Corp | MSFT | 2.9K | $1.07M | 0.6% | −$328.8K | Cut−$468.1K |
| Vertiv Holdings Co | VRT | 3.83K | $959.3K | 0.5% | $339.1K | Held |
| Exxon Mobil Corp | — | 5.38K | $912.1K | 0.5% | $258.9K | Added$280.4K |
| First Tr Exchange-Traded Fd | — | 18.5K | $870.8K | 0.4% | $17.6K | Cut−$90.5K |
| First Tr Exchange-Traded Fd | — | 17.1K | $854K | 0.4% | −$3.04K | Cut−$145.8K |
| Ishares Tr | — | 1.24K | $810.4K | 0.4% | −$39.9K | Added−$39.2K |
| Broadcom Inc. | AVGO | 2.37K | $733.6K | 0.4% | −$86.4K | Added−$86.1K |
| Ishares Tr | — | 7.15K | $663.2K | 0.3% | −$10.2K | Cut−$39.7K |
| Johnson & Johnson | JNJ | 2.61K | $638.5K | 0.3% | $96.7K | Added$105.5K |
| Philip Morris Intl Inc | — | 3.8K | $627.6K | 0.3% | $18.3K | Added$34.8K |
| Spdr S&P 500 Etf Tr | — | 956 | $622K | 0.3% | −$29.7K | Added−$24.5K |
| Meta Platforms, Inc. | META | 1.07K | $615.1K | 0.3% | −$86.7K | Added−$34.7K |
| Dimensional Etf Trust | — | 15.3K | $595.2K | 0.3% | −$11.1K | Added−$9.66K |
| Ishares Gold Tr | — | 6.6K | $581.9K | 0.3% | $45.2K | Added$56.7K |
| Ishares Tr | — | 7.39K | $503.8K | 0.3% | −$11.8K | Cut−$12.9K |
| Ishares Tr | — | 3.41K | $485.2K | 0.3% | $18.6K | Added$19.2K |
| Spdr Series Trust | — | 1.75K | $443.6K | 0.2% | $21.2K | Added$40K |
| Arista Networks, Inc. | ANET | 3.6K | $442.4K | 0.2% | −$29.7K | Held |
| Ishares Tr | — | 1.38K | $437.7K | 0.2% | −$34.3K | Added−$33.4K |
| Main Str Cap Corp | — | 8.25K | $436.9K | 0.2% | −$61.3K | Cut−$139.8K |
| Palantir Technologies Inc. | PLTR | 2.92K | $427K | 0.2% | −$88.7K | Added−$73.9K |
| First Tr Exchange-Traded Alp | — | 4.64K | $419.6K | 0.2% | −$3.28K | Held |
| Advanced Micro Devices Inc | AMD | 2.06K | $418.7K | 0.2% | −$22.1K | Held |
| Vanguard Specialized Funds | — | 1.91K | $410K | 0.2% | −$9K | Held |
| First Tr Exchng Traded Fd Vi | — | 12.5K | $406.9K | 0.2% | −$1.57K | Held |
| Chubb Limited | — | 1.22K | $398.6K | 0.2% | $16.9K | Held |
| State Str Corp | — | 2.95K | $373.9K | 0.2% | −$7.2K | Added−$5.68K |
| Abrdn Precious Metals Basket | — | 1.6K | $350.2K | 0.2% | $21K | Cut$2.71K |
| Alphabet Inc | — | 1.21K | $348K | 0.2% | −$30.8K | Cut−$34.5K |
| Invesco Exch Traded Fd Tr Ii | — | 1.35K | $321.9K | 0.2% | −$20.6K | Added−$20.2K |
| J P Morgan Exchange Traded F | — | 6.25K | $316.2K | 0.2% | $159 | Added$22.1K |
| Alps Etf Tr | — | 6.61K | $314.4K | 0.2% | $7.45K | Added$22.9K |
| Schwab Strategic Tr | — | 12.3K | $308.4K | 0.2% | −$13.9K | Cut−$19.6K |
| Procter And Gamble Co | PG | 2.07K | $299.6K | 0.2% | $2.35K | Added$2.93K |
| At&T Inc | — | 9.89K | $286.8K | 0.1% | $41K | Cut$34.6K |
| Ishares Tr | — | 2.22K | $284K | 0.1% | −$19.6K | Cut−$21.4K |
| First Tr Exchng Traded Fd Vi | — | 6.48K | $274.7K | 0.1% | $4.83K | Held |
| Nebius Group N.V. | NBIS | 2.65K | $274.4K | 0.1% | — | New |
| Verizon Communications Inc | VZ | 5.46K | $273.9K | 0.1% | $51K | Added$54.5K |
| Altria Group, Inc. | MO | 3.91K | $258.1K | 0.1% | $32.6K | Added$32.8K |
| Rithm Capital Corp | — | 25.6K | $242.2K | 0.1% | −$36.3K | Cut−$91.9K |
| Ishares Tr | — | 1.66K | $242.1K | 0.1% | $7.74K | Cut$6.9K |
| Vanguard Index Fds | — | 840 | $241.2K | 0.1% | −$2.55K | Held |
| Ishares Tr | — | 1.69K | $240.9K | 0.1% | −$10.6K | Added−$10K |
| Ishares Tr | — | 638 | $236.3K | 0.1% | −$10.6K | Added−$9.81K |
| Columbia Etf Tr I | — | 6.01K | $234.2K | 0.1% | −$10.3K | Added$7.81K |
| Berkshire Hathaway Inc Del | — | 451 | $216.1K | 0.1% | −$10.6K | Held |
| Bloom Energy Corp | BE | 1.54K | $208.5K | 0.1% | — | New |
| First Tr Exchng Traded Fd Vi | — | 4.92K | $205.1K | 0.1% | $3.69K | Held |
| Schwab Strategic Tr | — | 8.29K | $205.1K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 2.67K | $200.5K | 0.1% | — | New |
| Msc Income Fund, Inc. | MSIF | 14.9K | $180.9K | 0.1% | — | New |
| Oxford Square Cap Corp | — | 26K | $46.1K | 0.0% | $260 | Cut−$15.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.