What does BostonPremier Wealth LLC hold?

BostonPremier Wealth LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include QQQ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2053783.

What is BostonPremier Wealth LLC's AUM?

BostonPremier Wealth LLC reported approximately $245.1M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $525.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source BostonPremier Wealth LLC's holdings?

All BostonPremier Wealth LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2053783. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is BostonPremier Wealth LLC's 13F data updated on 13F Pro?

BostonPremier Wealth LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

BostonPremier Wealth LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2053783

Institutional-grade research for retail investors

Sector Allocation

Other80.9%$198.3M
Technology11.8%$29.0M
Financials3.0%$7.5M
Consumer Discretionary1.9%$4.8M
Consumer Staples1.0%$2.5M
Healthcare0.5%$1.3M
Energy0.3%$689,428
Communication Services0.2%$494,323
Industrials0.1%$256,873
Real Estate0.1%$228,162

AUM History

13fpro.ai/research/fund/bostonpremier-wealth-llc-2053783

Conviction and streaks

Stable · top 10 = 80.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold27.6% weight · held 8 quarters

$QQQConviction hold15.4% weight · held 8 quarters

$Conviction hold8.6% weight · held 8 quarters

$Conviction hold7.8% weight · held 8 quarters

$Conviction hold5.5% weight · held 8 quarters

$Accumulating+17% shares · 7 quarters running

$QQQAccumulating+60% shares · 7 quarters running

$Accumulating+23% shares · 7 quarters running

$Accumulating+45% shares · 7 quarters running

$TSLAAccumulating+110% shares · 7 quarters running

$Trimming-87% shares · 4 quarters running

$Trimming-5% shares · 4 quarters running

$Trimming-7% shares · 3 quarters running

$GOOGTrimming-19% shares · 2 quarters running

$Trimming-5% shares · 2 quarters running

Largest positions — Q3 2026

VANGUARD
$67.7M
QQQ
$37.7M
ISHARES
$21.1M
AMERICAN
$19.1M
DIMENSIONAL
$13.5M
AAPL
$10.5M
ISHARES
$9.2M
ISHARES
$7.6M
NVDA
$6.3M
ETFIS
$4.3M
IVZ
$3.8M
AMZN
$3.4M
GOOG
$2.3M
FIRST
$2.1M
VANGUARD
$1.9M
MSFT
$1.6M
PM
$1.4M
TSLA
$1.3M
AMD
$1.3M
GLD
$1.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/bostonpremier-wealth-llc-2053783

BostonPremier Wealth LLC 13F holdings — Q3 2026

$245.1M portfolio (+4.1% QoQ) · 85 holdings · Q3 2026 13F · top 10 are 80% of the stock portfolio

1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$67.7M
27.6% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
2
INVESCO QQQ TRUST, SERIES 1
$QQQ
$37.7M
15.4% of stocks
+3%This quarter+0.3%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 7 qtrs in a row
3
ISHARES TR - CORE S&P MCP ETF
$21.1M
8.6% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
4
AMERICAN CENTY ETF TR - US LARGE CAP VLU
$19.1M
7.8% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
5
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$13.5M
5.5% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Apple Inc.
$AAPL
$10.5M
4.3% of stocks
+1%This quarter+0.1%Since filed8+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
7
ISHARES TR - CORE S&P SCP ETF
$9.2M
3.7% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - FUTU AI TECH ETF
$7.6M
3.1% of stocks
+0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
9
NVIDIA CORP
$NVDA
$6.3M
2.6% of stocks
-0.7%This quarter+0.9%Since filed8+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
10
ETFIS SER TR I - VIRTUS REAVES UT
$4.3M
1.8% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - MRNGSTR TTL STK	$67.7M	27.6%	+4%	—	—	—	—
2	INVESCO QQQ TRUST, SERIES 1$QQQ	$37.7M	15.4%	+3%	+0.3%	8+ qtrsAdded 7 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
3	ISHARES TR - CORE S&P MCP ETF	$21.1M	8.6%	+4%	—	—	—	—
4	AMERICAN CENTY ETF TR - US LARGE CAP VLU	$19.1M	7.8%	+4%	—	—	—	—
5	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$13.5M	5.5%	+6%	—	—	—	—
6	Apple Inc.$AAPL	$10.5M	4.3%	+1%	+0.1%	8+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
7	ISHARES TR - CORE S&P SCP ETF	$9.2M	3.7%	+4%	—	—	—	—
8	ISHARES TR - FUTU AI TECH ETF	$7.6M	3.1%	+0.6%	—	—	—	—
9	NVIDIA CORP$NVDA	$6.3M	2.6%	-0.7%	+0.9%	8+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
10	ETFIS SER TR I - VIRTUS REAVES UT	$4.3M	1.8%	+7%	—	—	—	—

All holdings — BostonPremier Wealth LLC (Q3 2026)

Sort

85 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$IVZ	Invesco Ltd.	Financials	$3.8M	1.6%	18K	+2%	8+ qtrsAdded 3 qtrs in a row	—	13F
12	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.4M	1.4%	14K	+0.4%	8+ qtrs	67.5	13F
13	$GOOG	Alphabet Inc.	Technology	$2.3M	0.9%	6,839	-19%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
14	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ 100 EX	—	$2.1M	0.9%	22K	-3%	—	—	13F
15	—	VANGUARD INDEX FDS - EXTEND MKT ETFetf/fund	—	$1.9M	0.8%	8,063	+4%	—	—	13F
16	$MSFT	MICROSOFT CORP	Technology	$1.6M	0.6%	3,049	-8%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$PM	Philip Morris International Inc.	Consumer Staples	$1.4M	0.6%	7,494	+97%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.3M	0.6%	3,765	+1%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.3M	0.5%	2,058	—	6 qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$1.1M	0.4%	2,782	+2%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$VRT	Vertiv Holdings Co	Technology	$983K	0.4%	4,075	+1%	6 qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$950K	0.4%	1,241	—	—	—	13F
23	$AVGO	Broadcom Inc.	Technology	$924K	0.4%	2,630	+0.1%	6 qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$META	Meta Platforms, Inc.	Technology	$807K	0.3%	1,113	-2%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$805K	0.3%	17K	+0.2%	—	—	13F
26	$SPY	SPDR S&P 500 ETF TRUST	—	$752K	0.3%	986	+3%
27	$JNJ	JOHNSON & JOHNSON	Healthcare	$748K	0.3%	2,824	+8%
28	$IAU	ISHARES GOLD TRUST	Financials	$743K	0.3%	9,513	+44%
29	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$740K	0.3%	15K	-3%
30	$ANET	Arista Networks, Inc.	Technology	$734K	0.3%	3,603	—
31	$XOM.R34088	EXXON MOBIL CORP	Energy	$689K	0.3%	4,236	-3%
32	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$682K	0.3%	15K	—
33	—	ISHARES TR - MSCI USA MIN ETF	—	$681K	0.3%	6,987	+2%
34	—	ISHARES TR - MSCI USA VALUE	—	$641K	0.3%	3,238	-1%
35	$PLTR	Palantir Technologies Inc.	Technology	$625K	0.3%	3,339	—
36	$NBIS	Nebius Group N.V.	Technology	$612K	0.3%	2,594	-16%
37	—	ISHARES TR - FUTU EXPO TE ETF	—	$589K	0.2%	7,065	—
38	—	ISHARES TR - S&P 100 ETF	—	$580K	0.2%	1,517	+7%
39	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$573K	0.2%	2,458	+0.1%
40	$MU	MICRON TECHNOLOGY INC	Technology	$548K	0.2%	514	+9%
41	$GOOGL	Alphabet Inc.	Technology	$537K	0.2%	1,561	—
42	$STT	STATE STREET CORP	Financials	$519K	0.2%	2,975	+0.3%
43	$MO	ALTRIA GROUP, INC.	Consumer Staples	$513K	0.2%	7,614	+94%
44	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$456K	0.2%	3,021	New
45	$MAIN	Main Street Capital CORP	Other	$454K	0.2%	8,250	—
46	—	FIRST TR EXCHANGE-TRADED ALP - MID CP GR ALPH	—	$454K	0.2%	4,589	—
47	$IVZ	Invesco Ltd.	Financials	$451K	0.2%	1,481	+7%
48	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT	—	$428K	0.2%	13K	—
49	—	SPDR SERIES TRUST - ST STR SP AERO	—	$409K	0.2%	1,767	+1%
50	—	ISHARES TR - RUSSELL 3000 ETF	—	$387K	0.2%	895	+14%
51	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$362K	0.1%	12K	+0.3%
52	$GLTR	abrdn Precious Metals Basket ETF Trust	Financials	$350K	0.1%	1,880	—
53	$CB	Chubb Ltd	Financials	$325K	0.1%	1,000	-18%
54	$ALPS	Alps Group Inc	Healthcare	$315K	0.1%	6,283	-4%
55	$CRWD	CrowdStrike Holdings, Inc.	Technology	$309K	0.1%	1,166	+335%
56	$PG	PROCTER & GAMBLE Co	Consumer Staples	$303K	0.1%	2,084	+0.2%
57	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$299K	0.1%	5,934	+0.7%
58	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$296K	0.1%	6,478	—
59	$MDLZ	Mondelez International, Inc.	Consumer Staples	$296K	0.1%	5,116	New
60	$BE	Bloom Energy Corp	Technology	$289K	0.1%	1,045	-11%
61	—	ISHARES TR - RUS MD CP GR ETF	—	$285K	0.1%	2,070	-6%
62	—	ISHARES TR - CORE S&P TTL STK	—	$283K	0.1%	1,701	+0.3%
63	—	AMPLIFY ETF TR - AMPLIFY CYBERSEC	—	$269K	0.1%	2,223	—
64	$APH	AMPHENOL CORP /DE/	Technology	$264K	0.1%	3,126	New
65	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$263K	0.1%	3,360	—
66	—	ISHARES TR - RUS MDCP VAL ETF	—	$262K	0.1%	1,633	-1%
67	—	COLUMBIA ETF TR I - RESH ENHNC COR	—	$260K	0.1%	5,759	—
68	$GEV	GE Vernova Inc.	Industrials	$257K	0.1%	270	+1%
69	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$252K	0.1%	5,504	+0.2%
70	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$244K	0.1%	8,898	+7%
71	$T	AT&T INC.	Communication Services	$242K	0.1%	9,913	-0.1%
72	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$236K	0.1%	2,845	+0.2%
73	—	ISHARES TR - MSCI USA MMENTM	—	$234K	0.1%	738	+3%
74	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$234K	0.1%	2,267	New
75	$RITM	Rithm Capital Corp.	Real Estate	$228K	0.1%	26K	—
76	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$223K	0.1%	4,919	—
77	$MRK	Merck & Co., Inc.	Healthcare	$218K	0.1%	1,499	New
78	—	VANGUARD WORLD FD - ESG US STK ETF	—	$214K	0.1%	1,582	+0.3%
79	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$207K	0.1%	3,498	New
80	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$206K	0.1%	295	New
81	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$206K	0.1%	313	—
82	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$205K	0.1%	412	+1%
83	—	ISHARES TR - CORE MSCI INTL	—	$203K	0.1%	2,273	—
84	$MSIF	MSC INCOME FUND, INC.	Other	$179K	0.1%	15K	+1%
85	$OXSQ	Oxford Square Capital Corp.	Other	$32K	0.0%	25K	-3%

What changed in Q3 2026

Against the previous quarter's 13F: 7 new, 43 added to, 16 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (7)

$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$456K
first bought this quarter
$MDLZMondelez International, Inc.$296K
first bought this quarter
$APHAMPHENOL CORP /DE/$264K
first bought this quarter
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$234K
first bought this quarter
$MRKMerck & Co., Inc.$218K
first bought this quarter
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$207K
first bought this quarter

+1 more in the Excel export

Added to (43)

VANGUARD INDEX FDS - MRNGSTR TTL STK+4%
now $67.7M
$QQQINVESCO QQQ TRUST, SERIES 1+3%
now $37.7M · held 8+ qtrs, 7 adds in a row
ISHARES TR - CORE S&P MCP ETF+4%
now $21.1M
DIMENSIONAL ETF TRUST - US EQUI MARK ETF+6%
now $13.5M
$PMPhilip Morris International Inc.+97%
now $1.4M · held 8+ qtrs
AMERICAN CENTY ETF TR - US LARGE CAP VLU+4%
now $19.1M

+37 more in the Excel export

Trimmed (16)

$GOOGAlphabet Inc.-19%
now $2.3M · held 8+ qtrs
$MSFTMICROSOFT CORP-8%
now $1.6M · held 8+ qtrs
$NBISNebius Group N.V.-16%
now $612K · held 3 qtrs
$CBChubb Ltd-18%
now $325K · held 7 qtrs
FIRST TR EXCHANGE-TRADED FD - NASDAQ 100 EX-3%
now $2.1M
$NVDANVIDIA CORP-0.7%
now $6.3M · held 8+ qtrs

+10 more in the Excel export

Sold out (1)

$CTXRCitius Pharmaceuticals, Inc.was $17K
held 1 qtr

Firm AUM (Form ADV): $525.2M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F BostonPremier Wealth LLC has filed, 7 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow BostonPremier Wealth?

Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of BostonPremier Wealth's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+0.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 9% over the last 4

Top 10 weight

80%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

BostonPremier Wealth LLC disclosed 85 positions worth $245.1M in its Form 13F-HR for Q3 2026, followed by $QQQ. During the quarter the fund opened 7 new positions and exited 1 — including a new stake in $SPCX and a full exit from $CTXR. The portfolio is most concentrated in Other (80.9% of disclosed assets). All figures are sourced directly from BostonPremier Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2053783.

Funds like this

managers whose biggest positions overlap BostonPremier Wealth's

Foundations Investment Advisors, LLC$9.72B 13F book · 4 shared top holdingsVRTPMIAUMO Faithward Advisors, LLC$819.40M 13F book · 6 shared top holdingsVRTNBISANETIAU CVFG LLC$952.10M 13F book · 5 shared top holdingsVRTANETSTTCB IBEX WEALTH ADVISORS$1.28B 13F book · 5 shared top holdingsVRTANETPLTRVZ Knollwood Investment Advisory, LLC$1.12B 13F book · 5 shared top holdingsVRTANETIAUPLTR THAMES CAPITAL MANAGEMENT LLC$1.22B 13F book · 3 shared top holdingsVRTNBISSTT

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: BostonPremier Wealth LLC

13F Pro is an AI hedge fund tracker and stock research platform. For BostonPremier Wealth LLC (SEC CIK: 2053783), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in BostonPremier Wealth LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.