Back to funds
View filing
BostonPremier Wealth LLC
Updated 3 days agoManaged by Bostonpremier Wealth Llc • Latest filing Q3 2026
Portfolio value
$245.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $201.3M |
| Q4 2025 | $195.2M |
| Q1 2026 | $193.5M |
| Q2 2026 | $235.5M |
| Q3 2026 | $245.1M |
Top holdings
85 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $67.7M | 181.0K | 27.63% | — | |
| 2 | $37.7M | 51.0K | 15.38% | — | |
| 3 | $21.1M | 293.8K | 8.62% | — | |
| 4 | ? N/A AMERICAN CENTY ETF TR | $19.1M | 210.7K | 7.78% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $13.5M | 163.0K | 5.52% | — |
| 6 | $10.5M | 31.4K | 4.27% | — | |
| 7 | $9.2M | 67.4K | 3.74% | — | |
| 8 | $7.6M | 97.1K | 3.10% | — | |
| 9 | $6.3M | 27.7K | 2.58% | — | |
| 10 | ? N/A ETFIS SER TR I | $4.3M | 61.3K | 1.76% | — |
| 11 | $3.8M | 18.3K | 1.56% | — | |
| 12 | $3.4M | 13.7K | 1.40% | — | |
| 13 | $2.3M | 6.8K | 0.95% | — | |
| 14 | ? N/A FIRST TR EXCHANGE-TRADED FD | $2.1M | 22.1K | 0.86% | — |
| 15 | $1.9M | 8.1K | 0.76% | — | |
| 16 | $1.6M | 3.0K | 0.64% | — | |
| 17 | $1.4M | 7.5K | 0.58% | — | |
| 18 | $1.3M | 3.8K | 0.55% | — | |
| 19 | $1.3M | 2.1K | 0.51% | — | |
| 20 | $1.1M | 2.8K | 0.43% | — |