BostonPremier Wealth LLC
- SEC CIK
- 0002053783
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 24, 2026.SEC
- Positions
- 79
- +9 vs. Q1 2026
- Total value
- $235.47M
- +$41.94M (+21.7%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 174,496 | $64.57M | 27.42% | +4,815+2.8% | Added | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 49,385 | $36.37M | 15.44% | +1,404+2.9% | Added | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 282,564 | $21.79M | 9.25% | +8,769+3.2% | Added | – |
| AMERICAN CENTY ETF TR025072349 | US LARGE CAP VLU | 203,126 | $18.53M | 7.87% | +7,278+3.7% | Added | – |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 153,731 | $12.6M | 5.35% | +7,529+5.1% | Added | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 65,072 | $9.65M | 4.10% | +1,949+3.1% | Added | – |
| AAPLAPPLE INC COM | Stock | 31,066 | $8.99M | 3.82% | −113−0.4% | Reduced | View |
| ISHARES FUTURE AI & TECH ETF46435U556 | ETF | 96,515 | $7.35M | 3.12% | +395+0.4% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 27,867 | $5.58M | 2.37% | +2,169+8.4% | Added | View |
| ETFIS SER TR I26923G806 | VIRTUS REAVES UT | 57,076 | $4.67M | 1.98% | +2,674+4.9% | Added | – |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 17,943 | $3.82M | 1.62% | +276+1.6% | Added | – |
| AMZNAMAZON COM INC COM | Stock | 13,677 | $3.26M | 1.38% | +104+0.8% | Added | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 8,416 | $2.97M | 1.26% | −27−0.3% | Reduced | View |
| FIRST TR EXCHANGE-TRADED FD33733E401 | NASDAQ 100 EX | 22,739 | $2.22M | 0.94% | +245+1.1% | Added | – |
| VANGUARD INDEX FDS922908652 | EXTEND MKT ETF | 7,761 | $1.91M | 0.81% | +380+5.1% | Added | – |
| TSLATESLA INC COM | Stock | 3,713 | $1.56M | 0.66% | +13+0.4% | Added | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 4,018 | $1.35M | 0.57% | +190+5.0% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 3,308 | $1.23M | 0.52% | +410+14.1% | Added | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 2,058 | $1.2M | 0.51% | 00.0% | Unchanged | View |
| GLDSPDR GOLD SHARES | ETF | 2,724 | $1M | 0.43% | −50−1.8% | Reduced | View |
| AVGOBROADCOM INC COM | Stock | 2,627 | $992.44K | 0.42% | +257+10.8% | Added | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,241 | $929.23K | 0.39% | 00.0% | Unchanged | – |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 3,096 | $855.02K | 0.36% | +451+17.1% | Added | View |
| FIRST TR EXCHANGE-TRADED FD33734H106 | SHS | 17,135 | $825.56K | 0.35% | −1,381−7.5% | Reduced | – |
| FIRST TR EXCHANGE-TRADED FD33739Q200 | FST LOW OPPT EFT | 15,704 | $781.76K | 0.33% | −1,441−8.4% | Reduced | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 958 | $715.3K | 0.30% | +2+0.2% | Added | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 3,797 | $686.9K | 0.29% | +10.0% | Added | View |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 15,354 | $681.11K | 0.29% | +38+0.2% | Added | – |
| JNJJOHNSON & JOHNSON COM | Stock | 2,620 | $665.36K | 0.28% | +8+0.3% | Added | View |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 6,829 | $658.76K | 0.28% | −322−4.5% | Reduced | – |
| ISHARES TR46432F388 | MSCI USA VALUE | 3,281 | $655.62K | 0.28% | −131−3.8% | Reduced | – |
| METAMETA PLATFORMS INC CL A | Stock | 1,136 | $639.9K | 0.27% | +61+5.7% | Added | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 3,603 | $612.08K | 0.26% | 00.0% | Unchanged | View |
| XOMEXXON MOBIL CORP | COM | 4,360 | $596.09K | 0.25% | −1,016−18.9% | Reduced | View |
| ISHARES TR46434V381 | FUTU EXPO TE ETF | 7,065 | $583.82K | 0.25% | −328−4.4% | Reduced | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 2,456 | $581.03K | 0.25% | +550+28.9% | Added | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,561 | $557.7K | 0.24% | +351+29.0% | Added | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 470 | $542.52K | 0.23% | +470 | New | View |
| ISHARES S&P 100 ETF464287101 | ETF | 1,413 | $516.93K | 0.22% | +37+2.7% | Added | – |
| FIRST TR EXCHANGE-TRADED ALP33737M102 | MID CP GR ALPH | 4,589 | $508.74K | 0.22% | −48−1.0% | Reduced | – |
| STTSTATE STR CORP | COM | 2,966 | $502.98K | 0.21% | +12+0.4% | Added | View |
| IAUISHARES GOLD TRUST | ETF | 6,600 | $498.37K | 0.21% | 00.0% | Unchanged | View |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF78464A631 | ETF | 1,747 | $495.76K | 0.21% | 00.0% | Unchanged | – |
| MAINMAIN STR CAP CORP COM | CEF | 8,250 | $428.01K | 0.18% | 00.0% | Unchanged | View |
| FIRST TR EXCHNG TRADED FD VI33740F136 | FT VEST US EQUIT | 12,508 | $420.27K | 0.18% | 00.0% | Unchanged | – |
| INVESCO NASDAQ 100 ETF46138G649 | ETF | 1,380 | $418.06K | 0.18% | +25+1.8% | Added | – |
| CBCHUBB LIMITED COM | Stock | 1,223 | $416.73K | 0.18% | 00.0% | Unchanged | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 3,339 | $389.56K | 0.17% | +420+14.4% | Added | View |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 12,319 | $356.75K | 0.15% | +33+0.3% | Added | – |
| BEBLOOM ENERGY CORP | COM CL A | 1,176 | $355.98K | 0.15% | −363−23.6% | Reduced | View |
| GLTRABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 1,880 | $340.56K | 0.14% | +279+17.4% | Added | View |
| ISHARES TR464287689 | RUSSELL 3000 ETF | 784 | $334.38K | 0.14% | +146+22.9% | Added | – |
| ALPS ETF TR00162Q205 | EQUAL SEC ETF | 6,561 | $330.98K | 0.14% | −50−0.8% | Reduced | – |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 2,213 | $323.98K | 0.14% | −4−0.2% | Reduced | – |
| GEVGE VERNOVA INC COM | Stock | 267 | $313.91K | 0.13% | +267 | New | View |
| PGPROCTER & GAMBLE CO COM | Stock | 2,079 | $304.83K | 0.13% | +5+0.2% | Added | View |
| JPMORGAN ULTRA-SHORT INCOME ETF46641Q837 | ETF | 5,893 | $298.03K | 0.13% | −355−5.7% | Reduced | – |
| FIRST TR EXCHNG TRADED FD VI33740F615 | FT VEST US EQT | 6,478 | $289.78K | 0.12% | 00.0% | Unchanged | – |
| MOALTRIA GROUP INC COM | Stock | 3,915 | $281.68K | 0.12% | +3+0.1% | Added | View |
| ISHARES TR464287150 | CORE S&P TTL STK | 1,696 | $278.59K | 0.12% | +4+0.2% | Added | – |
| ISHARES RUSSELL MID-CAP VALUE ETF464287473 | ETF | 1,656 | $272.65K | 0.12% | −5−0.3% | Reduced | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 3,360 | $270.72K | 0.11% | +2,520+300.0% | Added | – |
| COLUMBIA ETF TR I19761L706 | RESH ENHNC COR | 5,759 | $249.27K | 0.11% | −250−4.2% | Reduced | – |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 717 | $245.66K | 0.10% | +717 | New | – |
| RITMRITHM CAPITAL CORP COM NEW | REIT | 25,550 | $239.91K | 0.10% | 00.0% | Unchanged | View |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 2,840 | $237.81K | 0.10% | +170+6.4% | Added | – |
| AMPLIFY ETF TR032108664 | AMPLIFY CYBERSEC | 2,223 | $233.24K | 0.10% | +2,223 | New | – |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 5,494 | $232.63K | 0.10% | +38+0.7% | Added | View |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 8,319 | $230.43K | 0.10% | +34+0.4% | Added | – |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 313 | $219.93K | 0.09% | +313 | New | View |
| FIRST TR EXCHNG TRADED FD VI33740F482 | FT VEST U.S EQT | 4,919 | $217.62K | 0.09% | 00.0% | Unchanged | – |
| VANGUARD WORLD FD921910733 | ESG US STK ETF | 1,578 | $208.73K | 0.09% | +1,578 | New | – |
| TAT&T INC COM | Stock | 9,921 | $205.37K | 0.09% | +28+0.3% | Added | View |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 268 | $204.52K | 0.09% | +268 | New | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 407 | $203.66K | 0.09% | −44−9.8% | Reduced | View |
| ISHARES TR46435G326 | CORE MSCI INTL | 2,273 | $202.32K | 0.09% | +2,273 | New | – |
| MSIFMSC INCOME FUND INC | COM | 15,033 | $173.93K | 0.07% | +177+1.2% | Added | View |
| OXSQOXFORD SQUARE CAP CORP | COM | 26,026 | $34.35K | 0.01% | 00.0% | Unchanged | View |
| CTXRCITIUS PHARMACEUTICALS INC | COM | 28,000 | $16.93K | 0.01% | +28,000 | New | View |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 24, 2026 | 79 | $235.47M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 10, 2026 | 70 | $193.53M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 13, 2026 | 69 | $195.15M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 28, 2025 | 73 | $201.35M | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 15, 2025 | 63 | $180.3M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 21, 2025 | 58 | $161.09M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 29, 2025 | 59 | $165.01M | – | SEC |