BostonPremier Wealth LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BostonPremier Wealth LLC 13F Holdings
CIK 0002053783 · HANOVER, MA
As of Sep 30, 2025, BostonPremier Wealth LLC reported
73 positions worth $201.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 162,457 | $53.3M | 26.48% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 37,109 | $22.3M | 11.07% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 255,579 |
|
6.7M8.28% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 359,593 |
6.6M | 8.26% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 158,140 |
1.4M | 5.68% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 73,053 | $8.7M | 4.31% |
| APPLE INC | AAPL | Technology | 33,336 | $8.5M | 4.22% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 113,932 | $8.3M | 4.10% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 115,423 | $5.7M | 2.85% |
| NVIDIA CORP | NVDA | Technology | 26,195 | $4.9M | 2.43% |
| ISHARES FUTURE AI & TECH ETF | ARTY | — | 96,432 | $4.4M | 2.19% |
| VIRTUS REAVES UTILITIES ETF | UTES | — | 46,073 | $3.8M | 1.91% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 18,259 | $3.5M | 1.72% |
| AMAZON.COM INC | AMZN | Equity | 14,009 | $3.1M | 1.53% |
| FIRST TR EXCHANGE-TRADED FD | — | — | 23,312 | $2.3M | 1.15% |
| ALPHABET INC | GOOG | Equity | 8,028 | $2.0M | 0.97% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 7,668 |
.6M | 0.80% |
| MICROSOFT CORP | MSFT | Technology | 3,034 |
.6M | 0.78% |
| TESLA INC | TSLA | Consumer Cyclical | 3,163 |
.4M | 0.70% |
| SPDR GOLD TRUST | GQ9 | — | 3,208 |
.1M | 0.57% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,495 |
.0M | 0.50% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 8,435 | $802.5K | 0.40% |
| BROADCOM INC | AVGO | Technology | 2,350 | $775.3K | 0.39% |
| EXXON MOBIL CORP | XOM | Energy | 6,230 | $702.4K | 0.35% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3,486 | $646.3K | 0.32% |