BOSTON FAMILY OFFICE LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
315
Total value ($000)
$1,697,634
Net value change ($000)
+49,974 (3.0%)
New positions
14
Sold out positions
14
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 17,782 33.1%
VOO 11,939 18.3%
AAPL 10,135 12.3%
IQV 6,719 32.5%
TMO 6,043 30.4%
NOW 5,704 38.8%
XOM 5,454 NEW
ZBRA 4,566 39.8%
NVDA 4,418 11.5%
PANW 3,913 8.5%
Top Reduces (Value $000, Stocks/ETFs)
ROK -4,737 -15.4%
XOM -4,720 -100.0%
NEE -3,889 -17.0%
GOOG -3,788 -6.4%
SYK -3,137 -13.5%
GLW -2,482 -40.1%
XYL -2,112 -19.5%
VGSH -1,817 -36.9%
APD -1,781 -8.8%
HD -1,527 -20.2%
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