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13F holdings · Q3 2026

BostonPremier Wealth

Hanover, MA · files as BostonPremier Wealth LLC
Holdings as of Sep 30, 2026Filed Oct 16, 2026Next filing due Feb 15, 2027CIK 2053783

BostonPremier Wealth reported 85 stocks worth $245M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VTI (27.6%), QQQ (15.4%) and IJH (8.6%). Compared with Q2 2026, the fund opened new positions in XOM, SPCX and MDLZ, added to VTI, QQQ and IJH, trimmed NVDA, GOOG and QQXT and sold out of XOM and CTXR.

Reported value$245M+4.1% vs last quarter
Stocks held858 new · 2 sold out
Top 5 weight64.9%very concentrated
Turnover5%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VTI
Vanguard Total Stock Market ETF
$67.7M27.6%181K+6,472 (+4%)8 of 8
2
QQQ
Invesco Qqq TR
$37.7M15.4%51K+1,578 (+3%)8 of 8
3
IJH
Ishares TR
$21.1M8.6%294K+11K (+4%)8 of 8
4
AVLV
American Centy ETF TR
$19.1M7.8%211K+7,592 (+4%)8 of 8
5
DFUS
Dimensional US Equity Market ETF
$13.5M5.5%163K+9,312 (+6%)8 of 8
6
AAPL
Apple Inc
$10.5M4.3%31K+350 (+1%)8 of 8
7
IJR
Ishares TR
$9.2M3.7%67K+2,330 (+4%)8 of 8
8
ARTY
Ishares Future AI & Tech ETF
$7.6M3.1%97K+580 (+1%)6 of 8
9
NVDA
Nvidia Corporation
$6.3M2.6%28K−197 (−1%)8 of 8
10
UTES
Etfis Ser TR I
$4.3M1.8%61K+4,252 (+7%)5 of 8
🔒 75 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$596K4,360
CTXR
Citius Pharmaceuticals Inc
$17K28K

Reported value

last 8 quarters
$165MQ4 '24
$161MQ1 '25
$180MQ2 '25
$201MQ3 '25
$195MQ4 '25
$194MQ1 '26
$235MQ2 '26
$245MQ3 '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 Q3 2026

straight from the SEC
FiledFormQuarter
Oct 16, 202613F-HRQ3 2026SEC filing ↗

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BostonPremier Wealth 13F FAQ

What does BostonPremier Wealth own?

BostonPremier Wealth reported 85 stocks worth $245M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VTI (27.6%), QQQ (15.4%) and IJH (8.6%). The table above lists every position in the filing (the top 10 without an account).

What did BostonPremier Wealth buy and sell in Q3 2026?

Compared with Q2 2026: 8 new positions, 42 added to, 14 trimmed and 2 sold out. New positions include XOM, SPCX and MDLZ. It sold all of XOM and CTXR.

When will BostonPremier Wealth file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is BostonPremier Wealth's portfolio worth?

The Q3 2026 filing reports $245M 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.