BostonPremier Wealth LLC

CIK

2053783

Location

HANOVER, MA

Portfolio Value

Small $235,468,815

Diversification

Diversified

Filing Date

Global Rank

#5,968 / 8,795 ▲ 400 · as of Jun 2026

Top Industry

Consumer Electronics 24.3%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

27.5%

−6.8 pts

Top 5

74.9%

+1.4 pts

Top 10

86.2%

+1.3 pts

HHI

1,468

Diversified−219

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.3%	$198,462,730	27
Technology	8.4%	$19,735,651	9
Communication Services	2.3%	$5,464,377	5
Consumer Cyclical	2.0%	$4,821,463	2
Financial Services	0.9%	$2,177,809	7
Industrials	0.9%	$2,014,968	3
Consumer Defensive	0.5%	$1,273,463	3
Healthcare	0.3%	$682,341	2
Energy	0.3%	$596,099	1
Real Estate	0.1%	$239,914	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+13,504	471,106	$43,467,950
DCOR	Dimensional US Core Equity 1 ETF	+7,567	169,085	$13,277,821
VB	Vanguard Morningstar Small-Cap ETF	+7,335	177,856	$64,841,214
ACSG	American Century Small Cap Growth Insights ETF	+7,278	203,126	$18,527,122
AMZA	InfraCap MLP ETF	+2,674	57,076	$4,665,392
NVDA	Nvidia Corp	+2,169	27,867	$5,575,908
QQQ	Invesco Qqq Trust, Series 1	+1,404	49,385	$36,367,114
VIG	Vanguard Dividend Appreciation ETF	+550	2,456	$581,138
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
—		+380	7,761	$1,910,835
GOOGL	Alphabet Inc.	+324	9,977	$3,531,479
GLTR	abrdn Precious Metals Basket ETF Trust	+279	1,880	$340,562
ABI	VictoryShares Pioneer Asset-Based Income ETF	+276	17,943	$3,817,732
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
VEU	Vanguard FTSE All-World Ex-US ETF	+170	2,840	$237,850
AMZN	Amazon Com Inc	+104	13,677	$3,259,776
FNDA	Schwab Fundamental U.S. Small Company ETF	+67	20,638	$587,194
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
IVZ	Invesco Ltd.	+25	1,380	$418,098
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
CAAA	First Trust AAA CMBS ETF	−1,441	15,704	$781,745
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−1,136	39,874	$3,045,345
XOM	ExxonMobil Holdings Corp	−1,016	4,360	$596,099
BE	Bloom Energy Corp	−363	1,176	$355,975
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−355	5,893	$298,009
AAAC	Columbia AAA CLO ETF	−250	5,759	$249,249
AAPL	Apple Inc.	−113	31,066	$8,989,257
GLD	Spdr Gold Trust	−50	2,724	$1,003,467
ACES	ALPS Clean Energy ETF	−50	6,561	$331,002
FAB	First Trust Multi Cap Value AlphaDEX Fund	−48	4,589	$508,690
BRK-B	Berkshire Hathaway Inc	−44	407	$203,658
—		−4	2,213	$324,005
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	470	$542,516
GEV	GE Vernova Inc.	267	$313,687
AIEQ	Amplify AI Powered Equity ETF	2,223	$233,259
MDY	Spdr S&P Midcap 400 ETF Trust	313	$220,145
EDV	Vanguard World Funds Extended Duration ETF	1,578	$208,674
CRWD	CrowdStrike Holdings, Inc.	268	$204,521
CTXR	Citius Pharmaceuticals, Inc.	28,000	$16,940
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

60 tracked positions · $235,468,815 total · filing declares 79 positions · $235,468,718 · as of Jun 30, 2026

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

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	177,856	+7,335	$64,841,214	+19.0%	27.54%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	471,106	+13,504	$43,467,950	—	18.46%
QQQ	Invesco Qqq Trust, Series 1	Added	49,385	+1,404	$36,367,114	+31.3%	15.44%
ACSG	American Century Small Cap Growth Insights ETF	Added	203,126	+7,278	$18,527,122	+17.4%	7.87%
DCOR	Dimensional US Core Equity 1 ETF	Added	169,085	+7,567	$13,277,821	+21.1%	5.64%
AAPL	Apple Inc. Technology	Reduced	31,066	-113	$8,989,257	+13.6%	3.82%
NVDA	Nvidia Corp Technology	Added	27,867	+2,169	$5,575,908	+24.4%	2.37%
AMZA	InfraCap MLP ETF	Added	57,076	+2,674	$4,665,392	+7.3%	1.98%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	17,943	+276	$3,817,732	+12.6%	1.62%
GOOGL	Alphabet Inc. Communication Services	Added	9,977	+324	$3,531,479	+27.5%	1.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,677	+104	$3,259,776	+15.3%	1.38%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	39,874	-1,136	$3,045,345	−0.7%	1.29%
		Added	7,761	+380	$1,910,835	+25.8%	0.81%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,713	+13	$1,561,687	+13.5%	0.66%
VRT	Vertiv Holdings Co Industrials	Added	4,018	+190	$1,345,306	+40.2%	0.57%
MSFT	Microsoft Corp Technology	Added	3,308	+410	$1,233,950	+15.0%	0.52%
AMD	Advanced Micro Devices Inc Technology	Held	2,058	0	$1,195,512	+185.6%	0.51%
GLD	Spdr Gold Trust	Reduced	2,724	-50	$1,003,467	−15.9%	0.43%
AVGO	Broadcom Inc. Technology	Added	2,627	+257	$992,349	+35.3%	0.42%
AFGR	First Trust Active Factor Large Cap Growth ETF	Held	23,905	0	$927,664	+4.6%	0.39%
NBIS	Nebius Group N.V. Communication Services	Added	3,096	+451	$855,022	+211.5%	0.36%
CAAA	First Trust AAA CMBS ETF	Reduced	15,704	-1,441	$781,745	−8.5%	0.33%
SPY	Spdr S&P 500 ETF Trust	Added	958	+2	$715,405	+15.1%	0.30%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,797	+1	$686,915	+9.4%	0.29%
JNJ	Johnson & Johnson Healthcare	Added	2,620	+8	$665,401	+4.2%	0.28%
META	Meta Platforms, Inc. Communication Services	Added	1,136	+61	$639,897	+4.0%	0.27%
ANET	Arista Networks, Inc. Technology	Held	3,603	0	$612,077	+38.4%	0.26%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,360	-1,016	$596,099	−34.6%	0.25%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	20,638	+67	$587,194	+14.4%	0.25%
VIG	Vanguard Dividend Appreciation ETF	Added	2,456	+550	$581,138	+41.8%	0.25%
MU	Micron Technology Inc Technology	NEW	470	NEW	$542,516	NEW	0.23%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	4,589	-48	$508,690	+21.2%	0.22%
STT	State Street Corp Financial Services	Added	2,966	+12	$503,033	+34.6%	0.21%
IAU	Ishares Gold Trust	Held	6,600	0	$498,366	−14.3%	0.21%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	1,747	0	$495,781	+11.7%	0.21%
MAIN	Main Street Capital CORP Financial Services	Held	8,250	0	$428,010	−2.0%	0.18%
IVZ	Invesco Ltd. Financial Services	Added	1,380	+25	$418,098	+29.9%	0.18%
CB	Chubb Ltd Financial Services	Held	1,223	0	$416,725	+4.5%	0.18%
PLTR	Palantir Technologies Inc. Technology	Added	3,339	+420	$389,561	−8.8%	0.17%
BE	Bloom Energy Corp Industrials	Reduced	1,176	-363	$355,975	+70.7%	0.15%
GLTR	abrdn Precious Metals Basket ETF Trust	Added	1,880	+279	$340,562	−2.7%	0.14%
ACES	ALPS Clean Energy ETF	Reduced	6,561	-50	$331,002	+5.3%	0.14%
		Reduced	2,213	-4	$324,005	+14.1%	0.14%
GEV	GE Vernova Inc. Industrials	NEW	267	NEW	$313,687	NEW	0.13%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,079	+5	$304,864	+1.8%	0.13%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	5,893	-355	$298,009	−5.8%	0.13%
MO	Altria Group, Inc. Consumer Defensive	Added	3,915	+3	$281,684	+9.1%	0.12%
AAAC	Columbia AAA CLO ETF	Reduced	5,759	-250	$249,249	+6.4%	0.11%
RITM	Rithm Capital Corp. Real Estate	Held	25,550	0	$239,914	−0.9%	0.10%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	2,840	+170	$237,850	+18.6%	0.10%

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.