BOSTON FAMILY OFFICE LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
315
Total value ($000)
$1,647,660
Net value change ($000)
+144,713 (9.6%)
New positions
17
Sold out positions
13
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 24,020 108.8%
VOO 17,586 36.9%
NVDA 9,491 32.9%
AAPL 9,449 13.0%
ROK 7,536 32.4%
GOOGL 6,957 13.3%
VXF 5,842 38.8%
ASML 5,614 54.6%
V 4,918 12.2%
SPY 4,918 17.1%
Top Reduces (Value $000, Stocks/ETFs)
ATR -6,239 -33.0%
CRM -6,123 -38.9%
CVX -4,662 -21.7%
ROP -4,172 -32.1%
ADBE -3,030 -74.2%
SPOT -2,935 -100.0%
MKC -2,905 -39.0%
NKE -2,022 -31.3%
NFLX -1,782 -19.9%
NEE -1,758 -7.1%
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