BostonPremier Wealth LLC

Est. AUM

$193.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$54.4M	169681	28.13%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$27.7M	47981	14.31%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$18.5M	273795	9.55%	SOLE
4	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$15.8M	195848	8.16%	SOLE
5	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$10.4M	146202	5.36%	SOLE
6	APPLE INC	COM	$7.9M	31179	4.09%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$7.8M	63123	4.05%	SOLE
8	NVIDIA CORPORATION	COM	$4.5M	25698	2.32%	SOLE
9	ISHARES TR	FUTURE AI & TECH	$4.5M	96120	2.31%	SOLE
10	ETFIS SER TR I	VIRTUS REAVES UT	$4.3M	54402	2.25%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.4M	17667	1.75%	SOLE
12	AMAZON COM INC	COM	$2.8M	13573	1.46%	SOLE
13	ALPHABET INC	CAP STK CL C	$2.4M	8443	1.25%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	NASDAQ 100 EX	$2.2M	22494	1.13%	SOLE
15	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.5M	7381	0.78%	SOLE
16	TESLA INC	COM	$1.4M	3700	0.71%	SOLE
17	SPDR GOLD TR	GOLD SHS	$1.2M	2774	0.62%	SOLE
18	MICROSOFT CORP	COM	$1.1M	2898	0.55%	SOLE
19	VERTIV HOLDINGS CO	COM CL A	$959K	3828	0.50%	SOLE
20	EXXON MOBIL CORP	COM	$912K	5376	0.47%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	SHS	$870K	18516	0.45%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$854K	17145	0.44%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$810K	1241	0.42%	SOLE
24	BROADCOM INC	COM	$733K	2370	0.38%	SOLE
25	ISHARES TR	MSCI USA MIN VOL	$663K	7151	0.34%	SOLE
26	JOHNSON & JOHNSON	COM	$638K	2612	0.33%	SOLE
27	PHILIP MORRIS INTL INC	COM	$627K	3796	0.32%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$622K	956	0.32%	SOLE
29	META PLATFORMS INC	CL A	$615K	1075	0.32%	SOLE
30	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$595K	15316	0.31%	SOLE
31	ISHARES GOLD TR	ISHARES NEW	$581K	6600	0.30%	SOLE
32	ISHARES TR	FUTURE EXPONENTI	$503K	7393	0.26%	SOLE
33	ISHARES TR	MSCI USA VALUE	$485K	3412	0.25%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$443K	1747	0.23%	SOLE
35	ARISTA NETWORKS INC	COM SHS	$442K	3603	0.23%	SOLE
36	ISHARES TR	S&P 100 ETF	$437K	1376	0.23%	SOLE
37	MAIN STR CAP CORP	COM	$436K	8250	0.23%	SOLE
38	PALANTIR TECHNOLOGIES INC	CL A	$426K	2919	0.22%	SOLE
39	FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$419K	4637	0.22%	SOLE
40	ADVANCED MICRO DEVICES INC	COM	$418K	2058	0.22%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$409K	1906	0.21%	SOLE
42	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$406K	12508	0.21%	SOLE
43	CHUBB LTD SWITZ	COM	$398K	1223	0.21%	SOLE
44	STATE STR CORP	COM	$373K	2954	0.19%	SOLE
45	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$350K	1601	0.18%	SOLE
46	ALPHABET INC	CAP STK CL A	$348K	1210	0.18%	SOLE
47	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$321K	1355	0.17%	SOLE
48	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$316K	6248	0.16%	SOLE
49	ALPS ETF TR	EQUAL SEC ETF	$314K	6611	0.16%	SOLE
50	SCHWAB STRATEGIC TR	US BRD MKT ETF	$308K	12286	0.16%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.