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Livermore
Livermore
ZHEN

Boston Family Office LLC

SEC CIK
0001039807
Latest filing
Aug 12, 2026

The latest 13F from Boston Family Office LLC covers Q2 2026 (filed Aug 12, 2026): 314 long positions worth $1.65B. The top 10 holdings make up 31.1% of the portfolio, and the largest is Apple Inc. (AAPL) at 5.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
17
Est. +$6.20M
Added
91
Est. +$58.3M
Reduced
118
Est. −$52.1M
Sold out
13
Est. −$9.16M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    5.0%$82.3MHistory
  2. Vanguard S&P 500 ETF922908363
    4.0%$65.2M
  3. GOOGAlphabet Inc.
    3.6%$59.1MHistory
  4. AMZNAmazon Com Inc
    3.4%$56.3MHistory
  5. MSFTMicrosoft Corp
    3.3%$53.7MHistory

Share of portfolio

Top 5 holdings and the other 309 positions, by share of portfolio value

  1. AAPL5.0%
  2. Vanguard S&P 500 ETF4.0%
  3. GOOG3.6%
  4. AMZN3.4%
  5. MSFT3.3%
  6. Other 309 positions80.8%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard S&P 500 ETF922908363
    +$10.5MAdded
  2. NVDANVIDIA Corp
    +$5.24MAddedHistory
  3. ANETArista Networks, Inc.
    +$3.23MAddedHistory
  4. COSTCostco Wholesale Corp
    +$3.02MAddedHistory
  5. Vanguard Index FDS922908652
    +$2.89MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard S&P 500 ETF922908363
    +0.79 pp3.2% → 4.0%
  2. NVDANVIDIA Corp
    +0.41 pp1.9% → 2.3%History
  3. ASMLASML Holding NV
    +0.28 pp0.7% → 1.0%History
  4. Vanguard Index FDS922908652
    +0.27 pp1.0% → 1.3%
  5. ANETArista Networks, Inc.
    +0.21 pp0.1% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ATRAptargroup, Inc.
    −$6.12MReducedHistory
  2. GOOGAlphabet Inc.
    −$5.13MReducedHistory
  3. ROPRoper Technologies Inc
    −$3.61MReducedHistory
  4. CRMSalesforce, Inc.
    −$3.59MReducedHistory
  5. AMZNAmazon Com Inc
    −$3.31MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ATRAptargroup, Inc.
    −0.49 pp1.3% → 0.8%History
  2. CRMSalesforce, Inc.
    −0.46 pp1.0% → 0.6%History
  3. CVXChevron Corp
    −0.41 pp1.4% → 1.0%History
  4. ROPRoper Technologies Inc
    −0.33 pp0.9% → 0.5%History
  5. NEENextera Energy Inc
    −0.25 pp1.6% → 1.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.65B
+$144.7M (+9.6%) vs. prior quarter
Positions
314
+4 vs. prior quarter
Top 10 concentration
31.1%
Top 10 as share of value
Turnover
3.9%
Q2 2026, one quarter
Average holding period
20.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.65B (Q2 2026)

Q1 2021: $1.33BQ2 2021: $1.40BQ3 2021: $1.38BQ4 2021: $1.54BQ1 2022: $1.41BQ2 2022: $1.20BQ3 2022: $1.13BQ4 2022: $1.20BQ1 2023: $1.25BQ2 2023: $1.30BQ3 2023: $1.22BQ4 2023: $1.33BQ1 2024: $1.39BQ2 2024: $1.39BQ3 2024: $1.48BQ4 2024: $1.46BQ1 2025: $1.41BQ2 2025: $1.51BQ3 2025: $1.57BQ4 2025: $1.58BQ1 2026: $1.50BQ2 2026: $1.65B
Q1 2021Q2 2026
13F filings of Boston Family Office LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026314$1.65BAAPLVanguard S&P 500 ETFGOOGvs. Q1 2026SEC
Q1 2026May 13, 2026310$1.50BAAPLGOOGAMZNvs. Q4 2025SEC
Q4 2025Feb 13, 2026310$1.58BAAPLMSFTGOOGvs. Q3 2025SEC
Q3 2025Nov 12, 2025296$1.57BAAPLMSFTAMZNvs. Q2 2025SEC
Q2 2025Aug 13, 2025285$1.51BMSFTAAPLAMZNvs. Q1 2025SEC
Q1 2025May 13, 2025280$1.41BAAPLMSFTVvs. Q4 2024SEC
Q4 2024Feb 12, 2025274$1.46BAAPLMSFTAMZNvs. Q3 2024SEC
Q3 2024Nov 13, 2024276$1.48BAAPLMSFTAMZNvs. Q2 2024SEC
Q2 2024Aug 12, 2024265$1.39BAAPLMSFTAMZNvs. Q1 2024SEC
Q1 2024May 13, 2024264$1.39BMSFTAAPLAMZNvs. Q4 2023SEC
Q4 2023Feb 12, 2024260$1.33BAAPLMSFTAMZNvs. Q3 2023SEC
Q3 2023Nov 13, 2023253$1.22BAAPLMSFTAMZNvs. Q2 2023SEC
Q2 2023Aug 14, 2023260$1.30BAAPLMSFTAMZNvs. Q1 2023SEC
Q1 2023May 10, 2023260$1.25BAAPLMSFTANSSvs. Q4 2022SEC
Q4 2022Feb 7, 2023267$1.20BAAPLMSFTVvs. Q3 2022SEC
Q3 2022Nov 8, 2022260$1.13BAAPLMSFTAMZNvs. Q2 2022SEC
Q2 2022Aug 11, 2022268$1.20BAAPLMSFTUNPvs. Q1 2022SEC
Q1 2022May 11, 2022286$1.41BAAPLMSFTAMZNvs. Q4 2021SEC
Q4 2021Feb 14, 2022282$1.54BAAPLMSFTZBRAvs. Q3 2021SEC
Q3 2021Nov 15, 2021279$1.38BAAPLMSFTAMZNvs. Q2 2021SEC
Q2 2021Aug 12, 2021278$1.40BAAPLAMZNMSFTvs. Q1 2021SEC
Q1 2021May 7, 2021266$1.33BAAPLAMZNZBRA–SEC