Institutional Fund
Bostonpremier Wealth LLC
Hanover, MACIK 20537835 filings on record
Portfolio Value
$193.53M
Q1 2026
Holdings
70
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.8%
from $195.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds28.1%
- Invesco Qqq Tr14.3%
- Ishares Tr9.6%
- American Centy ETF Tr8.2%
- Dimensional ETF Trust5.4%
- Apple Inc4.1%
- Other30.4%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 169.7K | $54.44M | 28.1% | +2.7K | Added |
| 2 | Invesco Qqq Tr | 48.0K | $27.69M | 14.3% | +1.3K | Added |
| 3 | Ishares Tr | 273.8K | $18.49M | 9.6% | +2.9K | Added |
| 4 | American Centy ETF Tr | 195.8K | $15.79M | 8.2% | +7.0K | Added |
| 5 | Dimensional ETF Trust | 146.2K | $10.37M | 5.4% | +5.6K | Added |
| 6 | Apple Inc | 31.2K | $7.91M | 4.1% | −213 | Reduced |
| 7 | Ishares Tr | 63.1K | $7.85M | 4.1% | +1.7K | Added |
| 8 | Nvidia Corporation | 25.7K | $4.48M | 2.3% | −278 | Reduced |
| 9 | Ishares Tr | 96.1K | $4.47M | 2.3% | +4.1K | Added |
| 10 | Etfis Ser Tr I | 54.4K | $4.35M | 2.2% | +2.6K | Added |
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