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13F holdings · Q2 2026

Boston Family Office

Boston, MA · files as Boston Family Office LLC
Holdings as of Jun 30, 2026Filed Aug 12, 2026Next filing due Nov 16, 2026CIK 1039807

Boston Family Office reported 314 stocks worth $1.6M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (5.0%), VOO (4.0%) and GOOG (3.6%). Compared with Q1 2026, the fund added to VOO, MSFT and NVDA, trimmed AAPL, GOOG and AMZN and sold out of SPOT, IBDY and FTPA.

Reported value$1.6M+9.6% vs last quarter
Stocks held31417 new · 13 sold out
Top 5 weight19.2%spread out
Turnover8%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
AAPL
Apple Inc
$82K5.0%284K−2,618 (−1%)8 of 8
2
VOO
Vanguard S&P 500 ETF
$65K4.0%95K+15K (+19%)8 of 8
3
GOOG
Alphabet Inc
$59K3.6%167K−15K (−8%)8 of 8
4
AMZN
Amazon Com Inc
$56K3.4%236K−14K (−6%)8 of 8
5
MSFT
Microsoft Corp
$54K3.3%144K+7,020 (+5%)8 of 8
6
PANW
Palo Alto Networks Inc
$46K2.8%135K−2,525 (−2%)8 of 8
7
V
Visa Inc
$45K2.7%132K−1,510 (−1%)8 of 8
8
NVDA
Nvidia Corporation
$38K2.3%192K+26K (+16%)8 of 8
9
SPY
Spdr S&P 500 ETF TR
$34K2.0%45K+881 (+2%)8 of 8
10
UNP
Union Pac Corp
$32K2.0%119K−3,276 (−3%)8 of 8
🔒 304 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
SPOT
Spotify Technology
$3K6,053
IBDY
Ishares TR
$2K66K
HONEYWELL INTL INC
$8833,906
HOLOGIC INC
$78710K
FTPA
Putnam ETF Trust
$56266K

🔒 Free account: see all 13.

Reported value

last 8 quarters
$1.5MQ3 '24
$1.5MQ4 '24
$1.4MQ1 '25
$1.5MQ2 '25
$1.6MQ3 '25
$1.6MQ4 '25
$1.5MQ1 '26
$1.6MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 12, 202613F-HRQ2 2026SEC filing ↗

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Boston Family Office 13F FAQ

What does Boston Family Office own?

Boston Family Office reported 314 stocks worth $1.6M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (5.0%), VOO (4.0%) and GOOG (3.6%). The table above lists every position in the filing (the top 10 without an account).

What did Boston Family Office buy and sell in Q2 2026?

Compared with Q1 2026: 17 new positions, 92 added to, 115 trimmed and 13 sold out. It sold all of SPOT, IBDY and FTPA.

When will Boston Family Office file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Boston Family Office's portfolio worth?

The Q2 2026 filing reports $1.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.