BOSTON FAMILY OFFICE LLC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
296
Total value ($000)
$1,571,122
Net value change ($000)
+65,347 (4.3%)
New positions
17
Sold out positions
6
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SNPS 14,468 526.9%
AAPL 13,950 22.8%
GOOGL 13,660 36.9%
LLY 7,394 105.0%
NVDA 6,200 30.8%
META 6,018 168.6%
GOOGL 4,093 39.3%
ABBV 4,001 29.9%
IQV 3,288 16.8%
TMO 3,165 19.0%
Top Reduces (Value $000, Stocks/ETFs)
AKX -32,335 -100.0%
TER -4,447 -83.9%
ATR -4,230 -16.6%
AMT -4,090 -14.7%
CRM -3,384 -13.8%
NOW -2,547 -9.6%
V -2,134 -4.3%
ADBE -2,086 -13.5%
SYK -1,725 -6.6%
APD -1,320 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type