BostonPremier Wealth LLC 13F Portfolio

CIK 2053783 Filing since Q4 2024 Q3 2026 filed Oct 15, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 15, 2026.

Portfolio Snapshot

39 positions · Q3 2026

BostonPremier Wealth LLC reported 39 positions worth $42.82M for the quarter ended Sep 30, 2026, up 11.4% on the prior quarter. It opened 4 new positions, added to 18, trimmed 10 and exited 1. Its largest holding is Apple Inc. at 24.4% of the portfolio.

Portfolio Value
$42.82M
+11.4% QoQ · +29.0% YoY
Positions
39
4 new · 1 sold out
Top 10 Concentration
70.4%
of portfolio value
Largest Position
AAPL 24.4%
Apple Inc.
Net Buying
+$1.74M
$2.74M bought · $997.22K sold
Turnover
2.5%
of the portfolio traded
Top Sector
Technology
63.1% of value
Track Record
8
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

9 sectors
63.12%
Technology
Technology63.12%
Consumer Discretionary11.11%
Financial Services7.01%
Consumer Staples5.93%
Industrials5.25%
Other2.55%
Healthcare2.25%
Energy1.61%
Communication Services1.15%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer DiscretionaryFinancial ServicesConsumer StaplesIndustrialsOtherHealthcareEnergyCommunication ServicesUtilities

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
PM Philip Morris International Inc. +3,697 +97.4% $705.43K 3.34%
SPCX Space Exploration Technologies Corp +3,021 – $455.75K 1.06%
MDLZ Mondelez International, Inc. +5,116 – $295.81K 0.691%
APH Amphenol Corp +3,126 – $263.52K 0.615%
MO Altria Group, Inc. +3,699 +94.5% $249.09K 1.2%
IAU Ishares Gold Trust +2,913 +44.1% $227.51K 1.73%
MRK Merck & Co., Inc. +1,499 – $217.78K 0.509%
AAPL Apple Inc. +350 +1.1% $116.56K 24.43%
JNJ Johnson & Johnson +204 +7.8% $54.00K 1.75%
MU Micron Technology Inc +44 +9.4% $46.87K 1.28%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
GOOG Alphabet Inc. -1,577 -18.7% $537.32K 5.44%
MSFT Microsoft Corp -259 -7.8% $132.83K 3.65%
NBIS Nebius Group N.V. -502 -16.2% $118.41K 1.43%
CB Chubb Ltd -223 -18.2% $72.53K 0.76%
NVDA Nvidia Corp -197 -0.7% $44.99K 14.76%
BE Bloom Energy Corp -131 -11.1% $36.28K 0.676%
XOM ExxonMobil Holdings Corp -124 -2.8% $20.18K 1.61%
CTXR Citius Pharmaceuticals, Inc. -28.0K -100.0% $16.93K Exited
META Meta Platforms, Inc. -23 -2.0% $16.68K 1.89%
OXSQ Oxford Square Capital Corp. -680 -2.6% $870.40 0.076%

New Positions

Q3 2026
Holding Shares Trade Value Weight
SPCX Space Exploration Technologies Corp +3,021 $455.75K 1.06%
MDLZ Mondelez International, Inc. +5,116 $295.81K 0.691%
APH Amphenol Corp +3,126 $263.52K 0.615%
MRK Merck & Co., Inc. +1,499 $217.78K 0.509%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
CTXR Citius Pharmaceuticals, Inc. -28.0K $16.93K 0.044%
Holdings · Q3 2026

39 Positions

As ofSep 30, 2026
Value$42.82M
Top 1070.4%
Avg position$1.10M
# Activity
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Showing 1–15 of 39 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at BostonPremier Wealth.

About BostonPremier Wealth LLC’s 13F Portfolio

What are BostonPremier Wealth LLC’s largest holdings?

As of its Q3 2026 13F filing, BostonPremier Wealth LLC’s five largest positions were Apple Inc. (AAPL) at 24.4%, Nvidia Corp (NVDA) at 14.8%, Amazon Com Inc (AMZN) at 8.0%, Alphabet Inc. (GOOG) at 5.4%, Microsoft Corp (MSFT) at 3.7% of the reported portfolio.

How much is BostonPremier Wealth LLC’s portfolio worth?

BostonPremier Wealth LLC reported a 13F portfolio worth $42.82M across 39 positions for Q3 2026. That is up 11.4% from the previous quarter.

What did BostonPremier Wealth LLC buy in Q3 2026?

Its largest purchases by value were Philip Morris International Inc. ($705.43K), Space Exploration Technologies Corp ($455.75K), Mondelez International, Inc. ($295.81K). It opened 4 new positions.

What did BostonPremier Wealth LLC sell in Q3 2026?

Its largest sales by value were Alphabet Inc. ($537.32K), Microsoft Corp ($132.83K), Nebius Group N.V. ($118.41K). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports BostonPremier Wealth LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.