BostonPremier Wealth LLC

CIK

2053783

Location

HANOVER, MA

Portfolio Value

Micro $56,816,756

Diversification

Highly concentrated

Filing Date

Global Rank

#6,658 / 8,603 ▲ 50 · as of Mar 2026

Top Industry

Consumer Electronics 30.0%

3Y Alpha vs SPY

+2.4%

Period ended 3 months ago

Filed Apr 10, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+28.8%

SPY

+24.4%

Annualised alpha

+3.0%

Max drawdown

−22.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

48.7%

+0.9 pts

Top 5

78.0%

−0.3 pts

Top 10

86.0%

−0.2 pts

HHI

2,687

Highly concentrated+70

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.6%	$30,441,048	5
Technology	27.3%	$15,488,964	7
Consumer Cyclical	7.4%	$4,202,323	2
Communication Services	3.2%	$1,798,120	5
Financial Services	2.9%	$1,652,521	6
Consumer Defensive	2.1%	$1,185,350	3
Industrials	2.1%	$1,167,739	2
Healthcare	1.1%	$638,477	1
Real Estate	0.4%	$242,214	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+1,280	47,981	$27,693,673
IAU	Ishares Gold Trust	+130	6,600	$581,856
TSLA	Tesla, Inc.	+123	3,700	$1,375,475
PLTR	Palantir Technologies Inc.	+101	2,919	$426,991
PM	Philip Morris International Inc.	+100	3,796	$627,630
META	Meta Platforms, Inc.	+91	1,075	$615,039
VZ	Verizon Communications Inc	+70	5,456	$273,891
JNJ	Johnson & Johnson	+36	2,612	$638,477
STT	State Street Corp	+12	2,954	$373,858
SPY	Spdr S&P 500 ETF Trust	+8	956	$621,725
PG	PROCTER & GAMBLE Co	+4	2,074	$299,568
MO	Altria Group, Inc.	+4	3,912	$258,152
AVGO	Broadcom Inc.	+1	2,370	$733,538
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
OXSQ	Oxford Square Capital Corp.	−9,200	26,026	$46,066
RITM	Rithm Capital Corp.	−5,100	25,550	$242,214
MAIN	Main Street Capital CORP	−1,300	8,250	$436,920
AMZN	Amazon Com Inc	−657	13,573	$2,826,848
MSFT	Microsoft Corp	−288	2,898	$1,072,752
NVDA	Nvidia Corp	−278	25,698	$4,481,731
T	At&T Inc.	−260	9,893	$286,798
AAPL	Apple Inc.	−213	31,179	$7,912,918
GLTR	abrdn Precious Metals Basket ETF Trust	−89	1,601	$350,170
GOOGL	Alphabet Inc.	−12	1,210	$347,947
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NBIS	Nebius Group N.V.	2,645	$274,445
BE	Bloom Energy Corp	1,539	$208,519
MSIF	Msc Income Fund, Inc.	14,856	$180,946
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	2,528	$241,044
FTNT	Fortinet, Inc.	2,925	$232,274
GBTC	Grayscale Bitcoin Trust ETF	3,106	$212,326
NOW	ServiceNow, Inc.	1,365	$209,104
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $56,816,756 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive 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	47,981	+1,280	$27,693,673	−3.5%	48.74%
AAPL	Apple Inc. Technology	Reduced	31,179	-213	$7,912,918	−7.3%	13.93%
NVDA	Nvidia Corp Technology	Reduced	25,698	-278	$4,481,731	−7.5%	7.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,573	-657	$2,826,848	−13.9%	4.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,700	+123	$1,375,475	−14.5%	2.42%
GLD	Spdr Gold Trust	Held	2,774	0	$1,193,624	+8.6%	2.10%
MSFT	Microsoft Corp Technology	Reduced	2,898	-288	$1,072,752	−30.4%	1.89%
VRT	Vertiv Holdings Co Industrials	Held	3,828	0	$959,220	+54.7%	1.69%
AVGO	Broadcom Inc. Technology	Added	2,370	+1	$733,538	−10.5%	1.29%
JNJ	Johnson & Johnson Healthcare	Added	2,612	+36	$638,477	+19.8%	1.12%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,796	+100	$627,630	+5.9%	1.10%
SPY	Spdr S&P 500 ETF Trust	Added	956	+8	$621,725	−3.8%	1.09%
META	Meta Platforms, Inc. Communication Services	Added	1,075	+91	$615,039	−5.3%	1.08%
IAU	Ishares Gold Trust	Added	6,600	+130	$581,856	+10.8%	1.02%
ANET	Arista Networks, Inc. Technology	Held	3,603	0	$442,376	−6.3%	0.78%
MAIN	Main Street Capital CORP Financial Services	Reduced	8,250	-1,300	$436,920	−24.2%	0.77%
PLTR	Palantir Technologies Inc. Technology	Added	2,919	+101	$426,991	−14.8%	0.75%
AMD	Advanced Micro Devices Inc Technology	Held	2,058	0	$418,658	−5.0%	0.74%
CB	Chubb Ltd Financial Services	Held	1,223	0	$398,612	+4.4%	0.70%
STT	State Street Corp Financial Services	Added	2,954	+12	$373,858	−1.5%	0.66%
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	1,601	-89	$350,170	+0.8%	0.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,210	-12	$347,947	−9.0%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,074	+4	$299,568	+1.0%	0.53%
T	At&T Inc. Communication Services	Reduced	9,893	-260	$286,798	+13.7%	0.50%
NBIS	Nebius Group N.V. Communication Services	NEW	2,645	NEW	$274,445	NEW	0.48%
VZ	Verizon Communications Inc Communication Services	Added	5,456	+70	$273,891	+24.9%	0.48%
MO	Altria Group, Inc. Consumer Defensive	Added	3,912	+4	$258,152	+14.6%	0.45%
RITM	Rithm Capital Corp. Real Estate	Reduced	25,550	-5,100	$242,214	−27.5%	0.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	451	0	$216,119	−4.7%	0.38%
BE	Bloom Energy Corp Industrials	NEW	1,539	NEW	$208,519	NEW	0.37%
MSIF	Msc Income Fund, Inc. Financial Services	NEW	14,856	NEW	$180,946	NEW	0.32%
OXSQ	Oxford Square Capital Corp. Financial Services	Reduced	26,026	-9,200	$46,066	−25.7%	0.08%