BOSTON FAMILY OFFICE LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1039807
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.6B
Holdings
314
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BOSTON FAMILY OFFICE LLC disclosed 314 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.0% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 12 and a full exit from $SPOT. The portfolio is most concentrated in Technology (31.8% of disclosed assets). All figures are sourced directly from BOSTON FAMILY OFFICE LLC’s Form 13F-HR filing with the SEC under CIK 1039807.
AI Fund Analysis
Concentrating
$AAPL5.0% weight
Held 10 quarters
Vanguard S&P 500 ETF - S&P
4.0% weight
Held 10 quarters
$GOOG3.6% weight
Held 10 quarters
$AMZN3.4% weight
Held 10 quarters
$MSFT3.3% weight
Held 10 quarters
Vanguard S&P 500 ETF - S&P
9 quarters accumulating
Vanguard Short-Term Inflat
9 quarters accumulating
$META8 quarters accumulating
iShares iBonds Treasury 20
8 quarters accumulating
iShares iBonds Treasury 20
8 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$82.3M284,321 sh Vanguard S&P 500 ETF - S&P 500 ETF SHS
—Quality
$65.2M94,960 sh- 78.2#57
Quality
$59.1M167,341 sh - 68.7
Quality
$56.3M236,311 sh - 79.8
Quality
$53.7M143,994 sh - 65.5
Quality
$46.1M135,164 sh - 82.9
Quality
$45.1M131,573 sh - 85.9
Quality
$38.4M191,826 sh - —
Quality
$33.7M45,064 sh - 69.7
Quality
$32.4M119,221 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $82.3M | 284,321 |
| Vanguard S&P 500 ETF - S&P 500 ETF SHS | — | $65.2M | 94,960 |
 Alphabet Inc.$GOOGL | 78.2#57 | $59.1M | 167,341 |
| AMAZON COM INC$AMZN | 68.7 | $56.3M | 236,311 |
| MICROSOFT CORP$MSFT | 79.8 | $53.7M | 143,994 |
 Palo Alto Networks Inc$PANW | 65.5 | $46.1M | 135,164 |
 VISA INC.$V | 82.9 | $45.1M | 131,573 |
 NVIDIA CORP$NVDA | 85.9 | $38.4M | 191,826 |
 SPDR S&P 500 ETF TRUST$SPY | — | $33.7M | 45,064 |
 UNION PACIFIC CORP$UNP | 69.7 | $32.4M | 119,221 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BOSTON FAMILY OFFICE LLC's 314 positions.
Showing top 10 of 314 holdings.
Sector Allocation
Technology
$524.1M
Other
$328.4M
Financials
$161.5M
Healthcare
$152.5M
Industrials
$136.5M
Consumer Discretionary
$124.6M
Materials
$70.7M
Energy
$36.4M
Top Holdings — BOSTON FAMILY OFFICE LLC (Q2 2026)
Top 150 of 314 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $82.3M | 5.0% | -1% | 76.4 |
| 2 | — | Vanguard S&P 500 ETF - S&P 500 ETF SHS | $65.2M | 4.0% | +19% | — |
| 3 | $GOOGL | Alphabet Inc. | $59.1M | 3.6% | -8% | 78.2 |
| 4 | $AMZN | AMAZON COM INC | $56.3M | 3.4% | -6% | 68.7 |
| 5 | $MSFT | MICROSOFT CORP | $53.7M | 3.3% | +5% | 79.8 |
| 6 | $PANW | Palo Alto Networks Inc | $46.1M | 2.8% | -2% | 65.5 |
| 7 | $V | VISA INC. | $45.1M | 2.7% | -1% | 82.9 |
| 8 | $NVDA | NVIDIA CORP | $38.4M | 2.3% | +16% | 85.9 |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $33.7M | 2.0% | +2% | — |
| 10 | $UNP | UNION PACIFIC CORP | $32.4M | 2.0% | -3% | 69.7 |
| 11 |  $ROK | ROCKWELL AUTOMATION, INC | $30.8M | 1.9% | -4% | 63.6 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $28.8M | 1.8% | +2% | 73.8 |
| 13 |  $ECL | ECOLAB INC. | $24.7M | 1.5% | -1% | 63.3 |
| 14 |  $SPGI | S&P Global Inc. | $23.2M | 1.4% | -1% | 76.1 |
| 15 |  $SYK | STRYKER CORP | $23.2M | 1.4% | -0% | 72.1 |
| 16 |  $NEE | NEXTERA ENERGY INC | $22.9M | 1.4% | -2% | 64.6 |
| 17 |  $LLY | ELI LILLY & Co | $22.0M | 1.3% | -3% | 87.5 |
| 18 | — | Vanguard Extended Market ETF - EXTEND MKT ETF | $20.9M | 1.3% | +16% | — |
| 19 |  $IQV | IQVIA HOLDINGS INC. | $20.7M | 1.3% | -8% | 61.4 |
| 20 |  $APD | Air Products & Chemicals, Inc. | $20.3M | 1.2% | -4% | 46.4 |
| 21 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $19.9M | 1.2% | -2% | 65.1 |
| 22 | $GOOG | Alphabet Inc. | $19.5M | 1.2% | -4% | 78.2 |
| 23 |  $AMT | AMERICAN TOWER CORP /MA/ | $19.3M | 1.2% | -1% | 66.3 |
| 24 |  $ABBV | AbbVie Inc. | $17.5M | 1.1% | -2% | 72.6 |
| 25 |  $ETN | Eaton Corp plc | $17.5M | 1.1% | -0% | — |
| 26 |  $JNJ | JOHNSON & JOHNSON | $17.3M | 1.1% | -1% | 69 |
| 27 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $17.0M | 1.0% | +5% | 66.2 |
| 28 |  $CVX | CHEVRON CORP | $16.8M | 1.0% | -2% | 62.8 |
| 29 | — | Vanguard Short-Term Inflation-Protected ETF - STRM INFPROIDX | $16.6M | 1.0% | +10% | — |
| 30 |  $ASML | ASML HOLDING NV | $15.9M | 1.0% | +3% | — |
| 31 |  $ADP | AUTOMATIC DATA PROCESSING INC | $15.8M | 1.0% | -1% | 69.8 |
| 32 |  $COST | COSTCO WHOLESALE CORP /NEW | $15.1M | 0.9% | +25% | 66.2 |
| 33 |  $JPM | JPMORGAN CHASE & CO | $15.0M | 0.9% | -2% | 70.7 |
| 34 |  $NOW | ServiceNow, Inc. | $14.7M | 0.9% | +2% | 72.9 |
| 35 |  $IDXX | IDEXX LABORATORIES INC /DE | $14.5M | 0.9% | +5% | 73.8 |
| 36 |  $PH | Parker-Hannifin Corp | $14.2M | 0.9% | -0% | 65.8 |
| 37 | — | Vanguard Dividend Appreciation ETF - DIV APP ETF | $13.9M | 0.8% | -8% | — |
| 38 | — | Vanguard Total Stock Market ETF - TOTAL STK MKT | $13.9M | 0.8% | +4% | — |
| 39 |  $ATR | APTARGROUP, INC. | $12.7M | 0.8% | -33% | 57.5 |
| 40 | $META | Meta Platforms, Inc. | $12.5M | 0.8% | +0% | 79.6 |
| 41 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $11.5M | 0.7% | -11% | 67.5 |
| 42 |  $XYL | Xylem Inc. | $10.8M | 0.7% | +3% | 65.8 |
| 43 |  $PEP | PEPSICO INC | $10.5M | 0.6% | +26% | 63.4 |
| 44 |  $TJX | TJX COMPANIES INC /DE/ | $10.0M | 0.6% | +23% | 68.7 |
| 45 |  $CRM | Salesforce, Inc. | $9.6M | 0.6% | -27% | 77 |
| 46 |  $PG | PROCTER & GAMBLE Co | $9.6M | 0.6% | +18% | 64.6 |
| 47 | — | VanEck Morningstar Wide Moat ETF - MORNINGSTAR WIDE | $9.4M | 0.6% | +35% | — |
| 48 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $9.1M | 0.6% | -0% | 60.1 |
| 49 |  $ROP | ROPER TECHNOLOGIES INC | $8.8M | 0.5% | -29% | 71.9 |
| 50 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $8.7M | 0.5% | +39% | 73.3 |
| 51 |  $ADI | ANALOG DEVICES INC | $8.4M | 0.5% | -3% | 79.2 |
| 52 |  $EOG | EOG RESOURCES INC | $8.3M | 0.5% | -2% | 71.9 |
| 53 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.9M | 0.5% | +1% | — |
| 54 |  $SHW | SHERWIN WILLIAMS CO | $7.9M | 0.5% | -1% | 61.3 |
| 55 |  $DIS | Walt Disney Co | $7.7M | 0.5% | -3% | 60.1 |
| 56 |  $HD | HOME DEPOT, INC. | $7.6M | 0.5% | +0% | 60.3 |
| 57 |  $MCD | MCDONALDS CORP | $7.6M | 0.5% | -6% | 69 |
| 58 | — | iShares Core S&P Small Cap ETF - CORE S&P SCP ETF | $7.5M | 0.5% | -2% | — |
| 59 | — | Vanguard Core Bond ETF - CORE BD ETF | $7.5M | 0.5% | +9% | — |
| 60 |  $TEL | TE Connectivity plc | $7.4M | 0.5% | -1% | — |
| 61 |  $ABT | ABBOTT LABORATORIES | $7.3M | 0.5% | -0% | 65.5 |
| 62 | — | Vanguard Short-Term Corporate Bond ETF - SHRT TRM CORP BD | $7.2M | 0.4% | +0% | — |
| 63 |  $NFLX | NETFLIX INC | $7.2M | 0.4% | +8% | 78.8 |
| 64 |  $DHR | DANAHER CORP /DE/ | $6.6M | 0.4% | -11% | 64.8 |
| 65 |  $IVZ | Invesco Ltd. | $6.5M | 0.4% | +4% | — |
| 66 | — | iShares iBonds Treasury 2028 - IBONDS 28 TRM TS | $6.4M | 0.4% | +9% | — |
| 67 | — | iShares iBonds Treasury 2027 - IBONDS 27 TRM TS | $6.3M | 0.4% | +3% | — |
| 68 |  $GLW | CORNING INC /NY | $6.2M | 0.4% | -1% | 73.7 |
| 69 |  $AXP | AMERICAN EXPRESS CO | $5.8M | 0.3% | +0% | 69.4 |
| 70 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.7M | 0.3% | -3% | — |
| 71 |  $HUBB | HUBBELL INC | $5.6M | 0.3% | +0% | 64.1 |
| 72 |  $MRK | Merck & Co., Inc. | $5.5M | 0.3% | -5% | 59.9 |
| 73 | — | Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT | $5.4M | 0.3% | +17% | — |
| 74 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.3M | 0.3% | -10% | — |
| 75 |  $AMAT | APPLIED MATERIALS INC /DE | $5.3M | 0.3% | -10% | 72.3 |
| 76 |  $WELL | WELLTOWER INC. | $5.1M | 0.3% | -3% | 59.8 |
| 77 |  $TT | Trane Technologies plc | $5.0M | 0.3% | -0% | — |
| 78 | — | Nestle S.A. Sponsored ADR - COM | $5.0M | 0.3% | -1% | — |
| 79 | $META | Meta Platforms, Inc. | $4.9M | 0.3% | +7% | 79.6 |
| 80 | — | Vanguard Short-Term Treasury ETF - SHORT TERM TREAS | $4.9M | 0.3% | +5% | — |
| 81 | — | iShares Core S&P 500 ETF - CORE S&P500 ETF | $4.9M | 0.3% | -0% | — |
| 82 |  $CAT | CATERPILLAR INC | $4.8M | 0.3% | -1% | 66.5 |
| 83 |  $XOM.R34088 | EXXON MOBIL CORP | $4.7M | 0.3% | -0% | 57.9 |
| 84 |  $PLTR | Palantir Technologies Inc. | $4.6M | 0.3% | -1% | 84.6 |
| 85 |  $ANET | Arista Networks, Inc. | $4.6M | 0.3% | +240% | 81.9 |
| 86 |  $MKC | MCCORMICK & CO INC | $4.5M | 0.3% | -39% | 67.6 |
| 87 |  $NKE | NIKE, Inc. | $4.4M | 0.3% | -12% | 49.3 |
| 88 |  $FLEX | FLEX LTD. | $4.2M | 0.3% | -0% | — |
| 89 |  $WM | WASTE MANAGEMENT INC | $4.2M | 0.3% | +2% | 67.6 |
| 90 | — | iShares Core S&P Mid-Cap ETF - CORE S&P MCP ETF | $4.1M | 0.3% | -5% | — |
| 91 | — | iShares iBonds Treasury 2029 - IBONDS 29 TRM TS | $4.0M | 0.2% | +24% | — |
| 92 | — | iShares S&P 500 Growth ETF - S&P 500 GRWT ETF | $3.8M | 0.2% | +0% | — |
| 93 |  $AMGN | AMGEN INC | $3.8M | 0.2% | -0% | 79.2 |
| 94 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.2% | +0% | 73.8 |
| 95 |  $KO | COCA COLA CO | $3.4M | 0.2% | -4% | 69.5 |
| 96 |  $ITW | ILLINOIS TOOL WORKS INC | $3.4M | 0.2% | +1% | 63.6 |
| 97 |  $LOW | LOWES COMPANIES INC | $3.4M | 0.2% | +0% | 60.8 |
| 98 |  $RTX | RTX Corp | $3.3M | 0.2% | -2% | 73.2 |
| 99 |  $RPM | RPM INTERNATIONAL INC/DE/ | $3.3M | 0.2% | -1% | 59.6 |
| 100 | — | Vanguard Mid-Cap ETF - MID CAP ETF | $3.2M | 0.2% | +300% | — |
| 101 | — | iShares iBonds Treasury 2030 - IBOND DEC 2030 | $3.2M | 0.2% | +15% | — |
| 102 | — | Vanguard Total International Stock ETF - VG TL INTL STK F | $3.2M | 0.2% | +9% | — |
| 103 | — | Vanguard Large-Cap ETF - LARGE CAP ETF | $3.1M | 0.2% | -0% | — |
| 104 | — | JPMorgan Ultra-Short Income ETF - ULTRA SHRT INC | $3.0M | 0.2% | +36% | — |
| 105 |  $SNPS | SYNOPSYS INC | $3.0M | 0.2% | -7% | 67.9 |
| 106 | — | Vanguard Real Estate ETF - REAL ESTATE ETF | $2.9M | 0.2% | +4% | — |
| 107 | — | iShares iBonds Treasury 2031 - IBONDS DEC 2031 | $2.8M | 0.2% | +13% | — |
| 108 |  $GE | GENERAL ELECTRIC CO | $2.8M | 0.2% | +4% | 73.8 |
| 109 |  $NSC | NORFOLK SOUTHERN CORP | $2.7M | 0.2% | +0% | 63.2 |
| 110 |  $APH | AMPHENOL CORP /DE/ | $2.6M | 0.2% | +3% | 79.3 |
| 111 | — | Vanguard Instl Index (FD Ultra-Short Trea) - ULTRA-SHORT TREA | $2.6M | 0.2% | +14% | — |
| 112 |  $QCOM | QUALCOMM INC/DE | $2.5M | 0.1% | +0% | 70.5 |
| 113 | — | Vanguard FTSE All-World ex-US ETF - ALLWRLD EX US | $2.5M | 0.1% | +3% | — |
| 114 |  $AFL | AFLAC INC | $2.5M | 0.1% | +2% | 61.3 |
| 115 |  $TER | TERADYNE, INC | $2.4M | 0.1% | -7% | 77.3 |
| 116 |  $GEV | GE Vernova Inc. | $2.4M | 0.1% | +3% | 81.1 |
| 117 | — | Vanguard Core Tax-Exempt Bond ETF - CORE TAX EXEMPT | $2.4M | 0.1% | +104% | — |
| 118 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.1% | -1% | 70.3 |
| 119 |  $CRWD | CrowdStrike Holdings, Inc. | $2.3M | 0.1% | -6% | 67.7 |
| 120 |  $WMT | Walmart Inc. | $2.3M | 0.1% | +1% | 60.2 |
| 121 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.3M | 0.1% | +81% | 67.4 |
| 122 |  $FSLR | FIRST SOLAR, INC. | $2.3M | 0.1% | +6% | 79.2 |
| 123 |  $NN | NEXTNAV INC. | $2.2M | 0.1% | +0% | 12.7 |
| 124 | — | iShares U.S. Technology ETF - U.S. TECH ETF | $2.1M | 0.1% | -11% | — |
| 125 | — | iShares Treasury Floating Rate Bond ETF - TRS FLT RT BD | $2.1M | 0.1% | -2% | — |
| 126 |  $MDT | Medtronic plc | $2.1M | 0.1% | -4% | 68.7 |
| 127 |  $UNH | UNITEDHEALTH GROUP INC | $2.0M | 0.1% | -13% | 62.7 |
| 128 |  $GILD | GILEAD SCIENCES, INC. | $2.0M | 0.1% | +0% | 57.4 |
| 129 |  $GIS | GENERAL MILLS INC | $2.0M | 0.1% | -10% | 50.7 |
| 130 | — | iShares Expanded Tech Sector ETF - EXPND TEC SC ETF | $2.0M | 0.1% | +0% | — |
| 131 |  $MMM | 3M CO | $2.0M | 0.1% | +0% | 64.9 |
| 132 |  $PM | Philip Morris International Inc. | $1.9M | 0.1% | +8% | 75.9 |
| 133 |  $AVGO | Broadcom Inc. | $1.9M | 0.1% | +43% | 84.5 |
| 134 | — | iShares Russell 2000 ETF - RUSSELL 2000 ETF | $1.9M | 0.1% | +0% | — |
| 135 |  $ORCL | ORACLE CORP | $1.9M | 0.1% | -2% | 66.2 |
| 136 |  $BNY | Bank of New York Mellon Corp | $1.9M | 0.1% | -4% | 74.1 |
| 137 | — | iShares iBonds Treasury 2032 - IBONDS DEC 2032 | $1.9M | 0.1% | +10% | — |
| 138 | — | iShares iBonds Treasury 2026 - IBONDS 26 TRM TS | $1.8M | 0.1% | -36% | — |
| 139 | — | iShares Russell Midcap ETF - RUS MID CAP ETF | $1.8M | 0.1% | -0% | — |
| 140 |  $AWK | American Water Works Company, Inc. | $1.8M | 0.1% | -2% | 58.1 |
| 141 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.8M | 0.1% | +0% | 70.4 |
| 142 |  $VZ | VERIZON COMMUNICATIONS INC | $1.8M | 0.1% | +1% | 65.8 |
| 143 | — | Vanguard Intermediate-Term Bond ETF - INTERMED TERM | $1.8M | 0.1% | +4% | — |
| 144 |  $NVO | NOVO NORDISK A S | $1.8M | 0.1% | +5% | — |
| 145 | — | iShares Russell 2000 Growth ETF - RUS 2000 GRW ETF | $1.8M | 0.1% | +0% | — |
| 146 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.1% | +13% | 70 |
| 147 |  $TGT | TARGET CORP | $1.7M | 0.1% | +0% | 60.7 |
| 148 | — | iShares iBonds Treasury 2033 - IBONDS DEC 2033 | $1.7M | 0.1% | NEW | — |
| 149 |  $TYL | TYLER TECHNOLOGIES INC | $1.7M | 0.1% | +35% | 64.3 |
| 150 |  $NVS | NOVARTIS AG | $1.7M | 0.1% | +0% | — |
New Positions (16)
iShares iBonds Treasury 2033 - IBONDS DEC 2033$1.7M
$DGX QUEST DIAGNOSTICS INC$510,000 The iShares Core Dividend Growth ETF - CORE DIV GRWTH$465,000
$HONA Honeywell Aerospace Inc.$431,000
$FDXF FedEx Freight Holding Company, Inc.$326,000
$BA BOEING CO$278,000 iShares PHLX Semiconductor ETF - ISHARES SEMICDTR$260,000
PIMCO Enhanced Short Maturity - ENHAN SHRT MA AC$258,000
iShares MSCI Emerging Markets ETF - MSCI EMG MKT ETF$245,000
$CM CANADIAN IMPERIAL BANK OF COMMERCE /CAN/$230,000
$AME AMETEK INC/$224,000
$QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund$216,000
$NVR NVR INC$211,000
$VMC Vulcan Materials CO$207,000
$LYV Live Nation Entertainment, Inc.$201,000Exited Positions (12)
$SPOT Spotify Technology S.A. iShares iBonds Treasury 2033
$HOLX HOLOGIC INC Franklin Pennsylvania Municipal Income ETF
$AVY Avery Dennison Corp Vanguard Intermediate-Term Treasury ETF
iShares TR MSCI USA (min Vol)
$KEYS Keysight Technologies, Inc.
$LHX L3HARRIS TECHNOLOGIES, INC. /DE/
$LH LABCORP HOLDINGS INC.
$FISV FISERV INC
$BRO BROWN & BROWN, INC.Browse Top Institutional Investors
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