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BOSTONPREMIER WEALTH LLC 13F portfolio summary

BOSTONPREMIER WEALTH LLC of BOSTONPREMIER WEALTH LLC has 79 current stock holdings with a reported portfolio value of $235.5M. The portfolio 1 year return is +26.55%. Top holdings include VTI (27.42%), QQQ (15.44%), IJH (9.25%), AVLV (7.87%), DFUS (5.35%).

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BOSTONPREMIER WEALTH LLC

BOSTONPREMIER WEALTH LLC
Latest filing: 2026-06-30

BOSTONPREMIER WEALTH LLC runs BOSTONPREMIER WEALTH LLC and currently holds 79 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $235.47M. Their top holdings are VTI, QQQ, IJH, AVLV, DFUS. The top five represent 65.3% of reported portfolio weight. BOSTONPREMIER WEALTH LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOSTONPREMIER WEALTH LLC initiated 8 new positions. They added to 39 existing positions. They trimmed 16 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
VTI27.4%
QQQ15.4%
IJH9.3%
AVLV7.9%
DFUS5.3%
Top 5: 65.3%
Portfolio Returns
1 Year
+26.55%
#0/1000
3 Year
+30.44%
#0/1000
5 Year
+30.44%
#0/1000

Portfolio Value

$235.47M

Alpha Score

28.3

#0 of 1000

Holdings

79

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79 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VTI
VANGUARD INDEX FDS
27.42%$294.74$378.25+28.33%
Added
+2.84%
QQQ
INVESCO QQQ TR
15.44%$538.01$713.44+32.61%
Added
+2.93%
IJH
ISHARES TR
9.25%$63.03$76.75+21.77%
Added
+3.20%
AVLV
AMERICAN CENTY ETF TR
7.87%$69.63$94.63+35.90%
Added
+3.72%
DFUS
DIMENSIONAL ETF TRUST
5.35%$66.97$83.66+24.91%
Added
+5.15%
IJR
ISHARES TR
4.10%$116.51$147.28+26.41%
Added
+3.09%
AAPL
APPLE INC
3.82%$243.10$309.35+27.25%
Trimmed
-0.36%
NVDA
NVIDIA CORPORATION
2.37%$148.17$214.76+44.94%
Added
+8.44%
RSP
INVESCO EXCHANGE TRADED FD T
1.62%$176.61$221.67+25.51%
Added
+1.56%
AMZN
AMAZON COM INC
1.38%$219.49$258.63+17.83%
Added
+0.77%

Showing 1-10 of 79