BostonPremier Wealth LLC

CIK

2053783

Location

HANOVER, MA

Portfolio Value

Micro $72,606,030

Diversification

Highly concentrated

Filing Date

Global Rank

#6,474 / 8,517 ▲ 469

Top Industry

Consumer Electronics 26.9%

3Y Alpha vs SPY

+5.4%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+36.8%

SPY

+27.3%

Annualised alpha

+5.8%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

50.1%

+5.6 pts

Top 5

76.8%

+3.4 pts

Top 10

84.7%

+1.6 pts

HHI

2,770

Highly concentrated+505

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.9%	$39,145,059	6
Technology	27.0%	$19,582,260	9
Consumer Cyclical	6.6%	$4,821,463	2
Communication Services	3.4%	$2,490,752	5
Industrials	2.8%	$2,014,968	3
Financial Services	2.4%	$1,759,711	6
Consumer Defensive	1.8%	$1,273,463	3
Healthcare	0.9%	$682,341	2
Energy	0.8%	$596,099	1
Real Estate	0.3%	$239,914	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+2,169	27,867	$5,575,908
QQQ	Invesco Qqq Trust, Series 1	+1,404	49,385	$36,367,114
NBIS	Nebius Group N.V.	+451	3,096	$855,022
PLTR	Palantir Technologies Inc.	+420	3,339	$389,561
MSFT	Microsoft Corp	+410	3,308	$1,233,950
GLTR	abrdn Precious Metals Basket ETF Trust	+279	1,880	$340,562
AVGO	Broadcom Inc.	+257	2,627	$992,349
VRT	Vertiv Holdings Co	+190	4,018	$1,345,306
MSIF	Msc Income Fund, Inc.	+177	15,033	$173,931
AMZN	Amazon Com Inc	+104	13,677	$3,259,776
META	Meta Platforms, Inc.	+61	1,136	$639,897
VZ	Verizon Communications Inc	+38	5,494	$232,615
T	At&T Inc.	+28	9,921	$205,364
TSLA	Tesla, Inc.	+13	3,713	$1,561,687
STT	State Street Corp	+12	2,966	$503,033
JNJ	Johnson & Johnson	+8	2,620	$665,401
PG	PROCTER & GAMBLE Co	+5	2,079	$304,864
MO	Altria Group, Inc.	+3	3,915	$281,684
SPY	Spdr S&P 500 ETF Trust	+2	958	$715,405
PM	Philip Morris International Inc.	+1	3,797	$686,915
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−8,092	1,561	$557,854
XOM	ExxonMobil Holdings Corp	−1,016	4,360	$596,099
BE	Bloom Energy Corp	−363	1,176	$355,975
AAPL	Apple Inc.	−113	31,066	$8,989,257
GLD	Spdr Gold Trust	−50	2,724	$1,003,467
BRK-B	Berkshire Hathaway Inc	−44	407	$203,658
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	470	$542,516
GEV	GE Vernova Inc.	267	$313,687
MDY	Spdr S&P Midcap 400 ETF Trust	313	$220,145
CRWD	CrowdStrike Holdings, Inc.	268	$51,130
CTXR	Citius Pharmaceuticals, Inc.	28,000	$16,940
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VXF	Vanguard Extended Market ETF	7,381	$1,519,009
VIG	Vanguard Dividend Appreciation ETF	1,906	$409,904
VEU	Vanguard FTSE All-World Ex-US ETF	2,670	$200,517
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $72,606,030 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	49,385	+1,404	$36,367,114	+31.3%	50.09%
AAPL	Apple Inc. Technology	Reduced	31,066	-113	$8,989,257	+13.6%	12.38%
NVDA	Nvidia Corp Technology	Added	27,867	+2,169	$5,575,908	+24.4%	7.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,677	+104	$3,259,776	+15.3%	4.49%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,713	+13	$1,561,687	+13.5%	2.15%
VRT	Vertiv Holdings Co Industrials	Added	4,018	+190	$1,345,306	+40.2%	1.85%
MSFT	Microsoft Corp Technology	Added	3,308	+410	$1,233,950	+15.0%	1.70%
AMD	Advanced Micro Devices Inc Technology	Held	2,058	0	$1,195,512	+185.6%	1.65%
GLD	Spdr Gold Trust	Reduced	2,724	-50	$1,003,467	−15.9%	1.38%
AVGO	Broadcom Inc. Technology	Added	2,627	+257	$992,349	+35.3%	1.37%
NBIS	Nebius Group N.V. Communication Services	Added	3,096	+451	$855,022	+211.5%	1.18%
SPY	Spdr S&P 500 ETF Trust	Added	958	+2	$715,405	+15.1%	0.99%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,797	+1	$686,915	+9.4%	0.95%
JNJ	Johnson & Johnson Healthcare	Added	2,620	+8	$665,401	+4.2%	0.92%
META	Meta Platforms, Inc. Communication Services	Added	1,136	+61	$639,897	+4.0%	0.88%
ANET	Arista Networks, Inc. Technology	Held	3,603	0	$612,077	+38.4%	0.84%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,360	-1,016	$596,099	−34.6%	0.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,561	-8,092	$557,854	−79.9%	0.77%
MU	Micron Technology Inc Technology	NEW	470	NEW	$542,516	NEW	0.75%
STT	State Street Corp Financial Services	Added	2,966	+12	$503,033	+34.6%	0.69%
IAU	Ishares Gold Trust	Held	6,600	0	$498,366	−14.3%	0.69%
MAIN	Main Street Capital CORP Financial Services	Held	8,250	0	$428,010	−2.0%	0.59%
CB	Chubb Ltd Financial Services	Held	1,223	0	$416,725	+4.5%	0.57%
PLTR	Palantir Technologies Inc. Technology	Added	3,339	+420	$389,561	−8.8%	0.54%
BE	Bloom Energy Corp Industrials	Reduced	1,176	-363	$355,975	+70.7%	0.49%
GLTR	abrdn Precious Metals Basket ETF Trust	Added	1,880	+279	$340,562	−2.7%	0.47%
GEV	GE Vernova Inc. Industrials	NEW	267	NEW	$313,687	NEW	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,079	+5	$304,864	+1.8%	0.42%
MO	Altria Group, Inc. Consumer Defensive	Added	3,915	+3	$281,684	+9.1%	0.39%
RITM	Rithm Capital Corp. Real Estate	Held	25,550	0	$239,914	−0.9%	0.33%
VZ	Verizon Communications Inc Communication Services	Added	5,494	+38	$232,615	−15.1%	0.32%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	313	NEW	$220,145	NEW	0.30%
T	At&T Inc. Communication Services	Added	9,921	+28	$205,364	−28.4%	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	407	-44	$203,658	−5.8%	0.28%
MSIF	Msc Income Fund, Inc. Financial Services	Added	15,033	+177	$173,931	−3.9%	0.24%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	268	NEW	$51,130	NEW	0.07%
OXSQ	Oxford Square Capital Corp. Financial Services	Held	26,026	0	$34,354	−25.4%	0.05%
CTXR	Citius Pharmaceuticals, Inc. Healthcare	NEW	28,000	NEW	$16,940	NEW	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.