BOSTON FAMILY OFFICE LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
311
Total value ($000)
$1,502,947
Net value change ($000)
-74,170 (-4.7%)
New positions
13
Sold out positions
13
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOO 9,375 24.5%
CVX 4,689 28.0%
PH 3,125 31.6%
APD 2,967 16.5%
SPOT 2,935 NEW
NEE 2,847 13.1%
NFLX 2,474 38.0%
EOG 2,051 27.6%
NVDA 2,011 7.5%
ASML 1,974 23.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -16,021 -24.0%
GOOGL -11,495 -18.1%
V -8,254 -17.0%
CRM -7,968 -33.6%
AMZN -7,596 -12.7%
NOW -7,373 -32.7%
IQV -7,210 -26.6%
SPY -5,834 -16.9%
AAPL -5,046 -6.5%
ROP -4,926 -27.5%
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