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Livermore
Livermore
ZHEN

BostonPremier Wealth LLC

SEC CIK
0002053783
Latest filing
Jul 24, 2026

The latest 13F from BostonPremier Wealth LLC covers Q2 2026 (filed Jul 24, 2026): 79 long positions worth $235.5M. The top 10 holdings make up 80.7% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 27.4%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

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
9
Est. +$2.19M
Added
40
Est. +$6.89M
Reduced
17
Est. −$592.1K
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    27.4%$64.6M
  2. Invesco QQQ Trust Series I46090E103
    15.4%$36.4M
  3. iShares Core S&P Mid-Cap ETF464287507
    9.3%$21.8M
  4. American Centy ETF Tr025072349
    7.9%$18.5M
  5. Dimensional ETF Trust25434V401
    5.3%$12.6M

Share of portfolio

Top 5 holdings and the other 74 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF27.4%
  2. Invesco QQQ Trust Series I15.4%
  3. iShares Core S&P Mid-Cap ETF9.3%
  4. American Centy ETF Tr7.9%
  5. Dimensional ETF Trust5.3%
  6. Other 74 positions34.7%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Total Stock Market ETF922908769
    +$1.78MAdded
  2. Invesco QQQ Trust Series I46090E103
    +$1.03MAdded
  3. iShares Core S&P Mid-Cap ETF464287507
    +$676.2KAdded
  4. American Centy ETF Tr025072349
    +$663.8KAdded
  5. Dimensional ETF Trust25434V401
    +$616.9KAdded

Largest weight increases

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

  1. Invesco QQQ Trust Series I46090E103
    +1.13 pp14.3% → 15.4%
  2. iShares Future AI & Tech ETF46435U556
    +0.81 pp2.3% → 3.1%
  3. MUMicron Technology Inc
    +0.23 pp0.0% → 0.2%History
  4. NBISNebius Group N.V.
    +0.22 pp0.1% → 0.4%History
  5. GEVGE Vernova Inc.
    +0.13 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$138.9KReducedHistory
  2. BEBloom Energy Corp
    −$109.9KReducedHistory
  3. First Tr Exchange-Traded FD33739Q200
    −$71.7KReduced
  4. First Tr Exchange-Traded FD33734H106
    −$66.5KReduced
  5. AAPLApple Inc.
    −$32.7KReducedHistory

Largest weight decreases

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

  1. AAPLApple Inc.
    −0.27 pp4.1% → 3.8%History
  2. XOMExxonMobil Holdings Corp
    −0.22 pp0.5% → 0.3%History
  3. GLDSPDR Gold Trust
    −0.19 pp0.6% → 0.4%History
  4. First Tr Exchange-Traded FD33739Q200
    −0.11 pp0.4% → 0.3%
  5. First Tr Exchange-Traded FD33734H106
    −0.10 pp0.4% → 0.4%

Metrics

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

Portfolio value
$235.5M
+$41.9M (+21.7%) vs. prior quarter
Positions
79
+9 vs. prior quarter
Top 10 concentration
80.7%
Top 10 as share of value
Turnover
0.3%
Q2 2026, one quarter
Average holding period
6.7 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 (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $235.5M (Q2 2026)

Q4 2024: $165.0MQ1 2025: $161.1MQ2 2025: $180.3MQ3 2025: $201.3MQ4 2025: $195.2MQ1 2026: $193.5MQ2 2026: $235.5M
Q4 2024Q2 2026
13F filings of BostonPremier Wealth LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 202679$235.5MVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series IiShares Core S&P Mid-Cap ETFvs. Q1 2026SEC
Q1 2026Apr 10, 202670$193.5MVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series IiShares Core S&P Mid-Cap ETFvs. Q4 2025SEC
Q4 2025Jan 13, 202669$195.2MVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series IiShares Core S&P Mid-Cap ETFvs. Q3 2025SEC
Q3 2025Oct 28, 202573$201.3MVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series IiShares Core S&P Mid-Cap ETFvs. Q2 2025SEC
Q2 2025Jul 15, 202563$180.3MVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series IFirst Tr Exchange-Traded FDvs. Q1 2025SEC
Q1 2025Apr 21, 202558$161.1MVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series IFirst Tr Exchange-Traded FDvs. Q4 2024SEC
Q4 2024Jan 29, 202559$165.0MVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series IiShares Core S&P Mid-Cap ETF–SEC