BostonPremier Wealth LLC
Long book
$193.5M
Q1 2026
Positions
70
Top-10 weight
81%
concentration
Last quarter
+16.4%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsBostonPremier Wealth LLC is a wealth-management firm allocating client money, specialised in technology (65% of the long book), running a $193.5M US long book across 70 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, INVESCO QQQ TRUST SERIES 1, ISHARES CORE S&P MIDCAP ETF, AVANTIS US LARGE CAP VALUE, DIMENSIONAL US EQ MKT ETF.
Over the last 6 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-4.4%
Q1 2025
+8.6%
Q2 2025
+8.1%
Q3 2025
+2.5%
Q4 2025
-2.4%
Q1 2026
+16.4%
Sector allocation
Technology 68%
Consumer discretionary 10%
Industrials 5%
Financials 3%
Other 3%
Energy 3%
Consumer staples 3%
Healthcare 2%
Long book by quarter
What does BostonPremier Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 31.2K | $7.9M | 4.1% | -0.7% |
| NVDA NVIDIA CORP | Technology | 25.7K | $4.5M | 2.3% | -1.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 13.6K | $2.8M | 1.5% | -4.6% |
| GOOG ALPHABET INC-CL C | Technology | 8.4K | $2.4M | 1.3% | +3.1% |
| TSLA TESLA INC | Industrials | 3.7K | $1.4M | 0.7% | +3.4% |
| MSFT MICROSOFT CORP | Technology | 2.9K | $1.1M | 0.6% | -9.0% |
| VRT VERTIV HOLDINGS CO-A | Technology | 3.8K | $959K | 0.5% | Held |
| XOM EXXON MOBIL CORP | Energy | 5.4K | $912K | 0.5% | +2.4% |
| AVGO BROADCOM INC | Technology | 2.4K | $734K | 0.4% | 0.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.6K | $639K | 0.3% | +1.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 3.8K | $628K | 0.3% | +2.7% |
| META META PLATFORMS INC-CLASS A | Technology | 1.1K | $615K | 0.3% | +9.2% |
| ANET ARISTA NETWORKS INC | Technology | 3.6K | $442K | 0.2% | Held |
| MAIN MAIN STREET CAPITAL CORP | — | 8.3K | $437K | 0.2% | -13.6% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.9K | $427K | 0.2% | +3.6% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.1K | $419K | 0.2% | Held |
| CB CHUBB LTD | Financials | 1.2K | $399K | 0.2% | Held |
| STT STATE STREET CORP | Financials | 3.0K | $374K | 0.2% | +0.4% |
| GOOGL ALPHABET INC-CL A | Technology | 1.2K | $348K | 0.2% | -1.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.1K | $300K | 0.2% | +0.2% |
| T AT&T INC | Communications | 9.9K | $287K | 0.1% | -2.6% |
| NBIS NEBIUS GROUP NV | Technology | 2.6K | $274K | 0.1% | New |
| VZ VERIZON COMMUNICATIONS INC | Communications | 5.5K | $274K | 0.1% | +1.3% |
| MO ALTRIA GROUP INC | Consumer staples | 3.9K | $258K | 0.1% | +0.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 451 | $216K | 0.1% | Held |
| BE BLOOM ENERGY CORP- A | Industrials | 1.5K | $209K | 0.1% | New |
| MSIF MSC INCOME FUND INC | — | 14.9K | $181K | 0.1% | New |
| OXSQ OXFORD SQUARE CAPITAL CORP | — | 26.0K | $46K | 0.0% | -26.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 10, 2026 | 70 | $193.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 69 | $195.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 73 | $201.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 63 | $180.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 58 | $161.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 59 | $165.0M | canonical | SEC ↗ |