BostonPremier Wealth

HANOVER, MAfiles as BostonPremier Wealth LLC

$235m in 79 US stocks at the end of 30 June 2026. The top 10 are 80.7% of the money. It changed about 3.9% of the portfolio this quarter.

Value

$235m

Stocks

Top 10 share

80.7%

Turnover

3.9%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.2% of the fund
GE VernovaGEV
0.1% of the fund
Ishares TRMTUM
0.1% of the fund
Amplify ETF TRHACK
<0.1% of the fund
State STR Spdr S&P Midcap 40MDY
<0.1% of the fund
Vanguard World FDESGV
<0.1% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund
Ishares TRIDEV
<0.1% of the fund
Citius PharmaceuticalsCTXR
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTI
27.4% of the fund
+3%
Invesco QQQ TRQQQ
15.4% of the fund
+3%
Ishares TRIJH
9.3% of the fund
+3%
American Centy ETF TRAVLV
7.9% of the fund
+4%
Dimensional ETF TrustDFUS
5.3% of the fund
+5%
Ishares TRIJR
4.1% of the fund
+3%
NvidiaNVDA
2.4% of the fund
+8%
Etfis SER TR IUTES
2.0% of the fund
+5%
Vanguard Index FDSVXF
0.8% of the fund
+5%
Vertiv HoldingsVRT
0.6% of the fund
+5%
MicrosoftMSFT
0.5% of the fund
+14%
BroadcomAVGO
0.4% of the fund
+11%
Nebius GroupNBIS
0.4% of the fund
+17%
Meta PlatformsMETA
0.3% of the fund
+6%
Vanguard Specialized FundsVIG
0.2% of the fund
+29%
AlphabetGOOGL
0.2% of the fund
+29%
Ishares TROEF
0.2% of the fund
+3%
Palantir TechnologiesPLTR
0.2% of the fund
+14%
Abrdn Precious Metals BasketGLTR
0.1% of the fund
+17%
Ishares TRIWV
0.1% of the fund
+23%
Vanguard Intl Equity Index FVEU
0.1% of the fund
+6%

Cut

Sold some of their stake.

First TR Exchange-Traded FDFVD
0.4% of the fund
-7%
First TR Exchange-Traded FDLMBS
0.3% of the fund
-8%
Ishares TRUSMV
0.3% of the fund
-5%
Ishares TRVLUE
0.3% of the fund
-4%
ExxonMobil HoldingsXOM
0.3% of the fund
-19%
Ishares TRXT
0.2% of the fund
-4%
Bloom EnergyBE
0.2% of the fund
-24%
J P Morgan Exchange Traded FJPST
0.1% of the fund
-6%
Columbia ETF TR IRECS
0.1% of the fund
-4%
Berkshire HathawayBRK-B
<0.1% of the fund
-10%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard Index FDSVTI
Share
27.4%
Value
$65m
Shares
174,496
+3%
Invesco QQQ TRQQQ
Share
15.4%
Value
$36m
Shares
49,385
+3%
Ishares TRIJH
Share
9.3%
Value
$22m
Shares
282,564
+3%
American Centy ETF TRAVLV
Share
7.9%
Value
$19m
Shares
203,126
+4%
Dimensional ETF TrustDFUS
Share
5.3%
Value
$13m
Shares
153,731
+5%
Ishares TRIJR
Share
4.1%
Value
$10m
Shares
65,072
+3%
AppleAAPL
Share
3.8%
Value
$9m
Shares
31,066
Held
Ishares TRARTY
Share
3.1%
Value
$7m
Shares
96,515
Held
NvidiaNVDA
Share
2.4%
Value
$6m
Shares
27,867
+8%
Etfis SER TR IUTES
Share
2.0%
Value
$5m
Shares
57,076
+5%
Invesco Exchange Traded FD TRSP
Share
1.6%
Value
$4m
Shares
17,943
Held
Amazon.comAMZN
Share
1.4%
Value
$3m
Shares
13,677
Held
AlphabetGOOG
Share
1.3%
Value
$3m
Shares
8,416
Held
First TR Exchange-Traded FDQQXT
Share
0.9%
Value
$2m
Shares
22,739
Held
Vanguard Index FDSVXF
Share
0.8%
Value
$2m
Shares
7,761
+5%
TeslaTSLA
Share
0.7%
Value
$2m
Shares
3,713
Held
Vertiv HoldingsVRT
Share
0.6%
Value
$1m
Shares
4,018
+5%
MicrosoftMSFT
Share
0.5%
Value
$1m
Shares
3,308
+14%
Advanced Micro DevicesAMD
Share
0.5%
Value
$1m
Shares
2,058
Held
Spdr Gold TRGLD
Share
0.4%
Value
$1m
Shares
2,724
Held
BroadcomAVGO
Share
0.4%
Value
$992,441
Shares
2,627
+11%
Ishares TRIVV
Share
0.4%
Value
$929,229
Shares
1,241
Held
Nebius GroupNBIS
Share
0.4%
Value
$855,022
Shares
3,096
+17%
First TR Exchange-Traded FDFVD
Share
0.4%
Value
$825,559
Shares
17,135
-7%
First TR Exchange-Traded FDLMBS
Share
0.3%
Value
$781,755
Shares
15,704
-8%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$715,298
Shares
958
Held
Philip Morris InternationalPM
Share
0.3%
Value
$686,901
Shares
3,797
Held
Dimensional ETF TrustDFAC
Share
0.3%
Value
$681,110
Shares
15,354
Held
Johnson & JohnsonJNJ
Share
0.3%
Value
$665,361
Shares
2,620
Held
Ishares TRUSMV
Share
0.3%
Value
$658,758
Shares
6,829
-5%
Ishares TRVLUE
Share
0.3%
Value
$655,623
Shares
3,281
-4%
Meta PlatformsMETA
Share
0.3%
Value
$639,900
Shares
1,136
+6%
Arista NetworksANET
Share
0.3%
Value
$612,078
Shares
3,603
Held
ExxonMobil HoldingsXOM
Share
0.3%
Value
$596,093
Shares
4,360
-19%
Ishares TRXT
Share
0.2%
Value
$583,820
Shares
7,065
-4%
Vanguard Specialized FundsVIG
Share
0.2%
Value
$581,031
Shares
2,456
+29%
AlphabetGOOGL
Share
0.2%
Value
$557,697
Shares
1,561
+29%
Micron TechnologyMU
Share
0.2%
Value
$542,516
Shares
470
New
Ishares TROEF
Share
0.2%
Value
$516,933
Shares
1,413
+3%
First TR Exchange-Traded ALPFNY
Share
0.2%
Value
$508,740
Shares
4,589
Held
State StreetSTT
Share
0.2%
Value
$502,983
Shares
2,966
Held
Ishares Gold TRIAU
Share
0.2%
Value
$498,366
Shares
6,600
Held
Spdr Series TrustXAR
Share
0.2%
Value
$495,762
Shares
1,747
Held
Main Street CapitalMAIN
Share
0.2%
Value
$428,010
Shares
8,250
Held
First TR Exchng Traded FD VIOCTM
Share
0.2%
Value
$420,265
Shares
12,508
Held
Invesco Exch Traded FD TR IIQQQM
Share
0.2%
Value
$418,056
Shares
1,380
Held
ChubbCB
Share
0.2%
Value
$416,725
Shares
1,223
Held
Palantir TechnologiesPLTR
Share
0.2%
Value
$389,561
Shares
3,339
+14%
Schwab Strategic TRSCHB
Share
0.2%
Value
$356,745
Shares
12,319
Held
Bloom EnergyBE
Share
0.2%
Value
$355,975
Shares
1,176
-24%
Abrdn Precious Metals BasketGLTR
Share
0.1%
Value
$340,562
Shares
1,880
+17%
Ishares TRIWV
Share
0.1%
Value
$334,375
Shares
784
+23%
Alps ETF TREQL
Share
0.1%
Value
$330,979
Shares
6,561
Held
Ishares TRIWP
Share
0.1%
Value
$323,977
Shares
2,213
Held
GE VernovaGEV
Share
0.1%
Value
$313,908
Shares
267
New
Procter & GamblePG
Share
0.1%
Value
$304,830
Shares
2,079
Held
J P Morgan Exchange Traded FJPST
Share
0.1%
Value
$298,028
Shares
5,893
-6%
First TR Exchng Traded FD VIDMAR
Share
0.1%
Value
$289,777
Shares
6,478
Held
Altria GroupMO
Share
0.1%
Value
$281,679
Shares
3,915
Held
Ishares TRITOT
Share
0.1%
Value
$278,586
Shares
1,696
Held
Ishares TRIWS
Share
0.1%
Value
$272,650
Shares
1,656
Held
Vanguard Index FDSVO
Share
0.1%
Value
$270,715
Shares
3,360
Held
Columbia ETF TR IRECS
Share
0.1%
Value
$249,265
Shares
5,759
-4%
Ishares TRMTUM
Share
0.1%
Value
$245,659
Shares
717
New
Rithm CapitalRITM
Share
0.1%
Value
$239,914
Shares
25,550
Held
Vanguard Intl Equity Index FVEU
Share
0.1%
Value
$237,808
Shares
2,840
+6%
Amplify ETF TRHACK
Share
<0.1%
Value
$233,241
Shares
2,223
New
Verizon CommunicationsVZ
Share
<0.1%
Value
$232,634
Shares
5,494
Held
Schwab Strategic TRSCHF
Share
<0.1%
Value
$230,432
Shares
8,319
Held
State STR Spdr S&P Midcap 40MDY
Share
<0.1%
Value
$219,929
Shares
313
New
First TR Exchng Traded FD VIGMAR
Share
<0.1%
Value
$217,617
Shares
4,919
Held
Vanguard World FDESGV
Share
<0.1%
Value
$208,725
Shares
1,578
New
AT&TT
Share
<0.1%
Value
$205,370
Shares
9,921
Held
CrowdStrike HoldingsCRWD
Share
<0.1%
Value
$204,522
Shares
268
New
Berkshire HathawayBRK-B
Share
<0.1%
Value
$203,659
Shares
407
-10%
Ishares TRIDEV
Share
<0.1%
Value
$202,320
Shares
2,273
New
MSC Income FundMSIF
Share
<0.1%
Value
$173,927
Shares
15,033
Held
Oxford Square CapitalOXSQ
Share
<0.1%
Value
$34,354
Shares
26,026
Held
Citius PharmaceuticalsCTXR
Share
<0.1%
Value
$16,926
Shares
28,000
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	27.4%	$65m	174,496	+3%
Invesco QQQ TRQQQ	15.4%	$36m	49,385	+3%
Ishares TRIJH	9.3%	$22m	282,564	+3%
American Centy ETF TRAVLV	7.9%	$19m	203,126	+4%
Dimensional ETF TrustDFUS	5.3%	$13m	153,731	+5%
Ishares TRIJR	4.1%	$10m	65,072	+3%
AppleAAPL	3.8%	$9m	31,066	Held
Ishares TRARTY	3.1%	$7m	96,515	Held
NvidiaNVDA	2.4%	$6m	27,867	+8%
Etfis SER TR IUTES	2.0%	$5m	57,076	+5%
Invesco Exchange Traded FD TRSP	1.6%	$4m	17,943	Held
Amazon.comAMZN	1.4%	$3m	13,677	Held
AlphabetGOOG	1.3%	$3m	8,416	Held
First TR Exchange-Traded FDQQXT	0.9%	$2m	22,739	Held
Vanguard Index FDSVXF	0.8%	$2m	7,761	+5%
TeslaTSLA	0.7%	$2m	3,713	Held
Vertiv HoldingsVRT	0.6%	$1m	4,018	+5%
MicrosoftMSFT	0.5%	$1m	3,308	+14%
Advanced Micro DevicesAMD	0.5%	$1m	2,058	Held
Spdr Gold TRGLD	0.4%	$1m	2,724	Held
BroadcomAVGO	0.4%	$992,441	2,627	+11%
Ishares TRIVV	0.4%	$929,229	1,241	Held
Nebius GroupNBIS	0.4%	$855,022	3,096	+17%
First TR Exchange-Traded FDFVD	0.4%	$825,559	17,135	-7%
First TR Exchange-Traded FDLMBS	0.3%	$781,755	15,704	-8%
State STR Spdr S&P 500 ETF TSPY	0.3%	$715,298	958	Held
Philip Morris InternationalPM	0.3%	$686,901	3,797	Held
Dimensional ETF TrustDFAC	0.3%	$681,110	15,354	Held
Johnson & JohnsonJNJ	0.3%	$665,361	2,620	Held
Ishares TRUSMV	0.3%	$658,758	6,829	-5%
Ishares TRVLUE	0.3%	$655,623	3,281	-4%
Meta PlatformsMETA	0.3%	$639,900	1,136	+6%
Arista NetworksANET	0.3%	$612,078	3,603	Held
ExxonMobil HoldingsXOM	0.3%	$596,093	4,360	-19%
Ishares TRXT	0.2%	$583,820	7,065	-4%
Vanguard Specialized FundsVIG	0.2%	$581,031	2,456	+29%
AlphabetGOOGL	0.2%	$557,697	1,561	+29%
Micron TechnologyMU	0.2%	$542,516	470	New
Ishares TROEF	0.2%	$516,933	1,413	+3%
First TR Exchange-Traded ALPFNY	0.2%	$508,740	4,589	Held
State StreetSTT	0.2%	$502,983	2,966	Held
Ishares Gold TRIAU	0.2%	$498,366	6,600	Held
Spdr Series TrustXAR	0.2%	$495,762	1,747	Held
Main Street CapitalMAIN	0.2%	$428,010	8,250	Held
First TR Exchng Traded FD VIOCTM	0.2%	$420,265	12,508	Held
Invesco Exch Traded FD TR IIQQQM	0.2%	$418,056	1,380	Held
ChubbCB	0.2%	$416,725	1,223	Held
Palantir TechnologiesPLTR	0.2%	$389,561	3,339	+14%
Schwab Strategic TRSCHB	0.2%	$356,745	12,319	Held
Bloom EnergyBE	0.2%	$355,975	1,176	-24%
Abrdn Precious Metals BasketGLTR	0.1%	$340,562	1,880	+17%
Ishares TRIWV	0.1%	$334,375	784	+23%
Alps ETF TREQL	0.1%	$330,979	6,561	Held
Ishares TRIWP	0.1%	$323,977	2,213	Held
GE VernovaGEV	0.1%	$313,908	267	New
Procter & GamblePG	0.1%	$304,830	2,079	Held
J P Morgan Exchange Traded FJPST	0.1%	$298,028	5,893	-6%
First TR Exchng Traded FD VIDMAR	0.1%	$289,777	6,478	Held
Altria GroupMO	0.1%	$281,679	3,915	Held
Ishares TRITOT	0.1%	$278,586	1,696	Held
Ishares TRIWS	0.1%	$272,650	1,656	Held
Vanguard Index FDSVO	0.1%	$270,715	3,360	Held
Columbia ETF TR IRECS	0.1%	$249,265	5,759	-4%
Ishares TRMTUM	0.1%	$245,659	717	New
Rithm CapitalRITM	0.1%	$239,914	25,550	Held
Vanguard Intl Equity Index FVEU	0.1%	$237,808	2,840	+6%
Amplify ETF TRHACK	<0.1%	$233,241	2,223	New
Verizon CommunicationsVZ	<0.1%	$232,634	5,494	Held
Schwab Strategic TRSCHF	<0.1%	$230,432	8,319	Held
State STR Spdr S&P Midcap 40MDY	<0.1%	$219,929	313	New
First TR Exchng Traded FD VIGMAR	<0.1%	$217,617	4,919	Held
Vanguard World FDESGV	<0.1%	$208,725	1,578	New
AT&TT	<0.1%	$205,370	9,921	Held
CrowdStrike HoldingsCRWD	<0.1%	$204,522	268	New
Berkshire HathawayBRK-B	<0.1%	$203,659	407	-10%
Ishares TRIDEV	<0.1%	$202,320	2,273	New
MSC Income FundMSIF	<0.1%	$173,927	15,033	Held
Oxford Square CapitalOXSQ	<0.1%	$34,354	26,026	Held
Citius PharmaceuticalsCTXR	<0.1%	$16,926	28,000	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.6% since 30 June 2025.

Where the money is

Technology8.7%

Retail & consumer2.0%

Media & telecom2.0%

Industrials0.9%

Everyday goods0.5%

Financial services0.5%

Health care0.3%

Energy0.3%

Real estate0.1%

Other84.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.