BostonPremier Wealth LLC

Q4 2025 13F-HR Holdings

Location
Hanover, MA
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$195,153
Net value change ($000)
-6,194 (-3.1%)
New positions
1
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
QQQ 6,410 28.8%
AVLV 2,885 25.2%
VTI 2,675 5.0%
DFUS 2,173 26.3%
IJH 1,197 7.2%
GOOGL 614 31.4%
UTES 249 6.5%
IAU 230 78.0%
RECS 226 NEW
AMZN 209 6.8%
Top Reduces (Value $000, Stocks/ETFs)
FVD -15,667 -94.2%
LMBS -4,747 -82.6%
IJR -1,295 -14.9%
BAC -380 -100.0%
OKLO -281 -100.0%
RSP -245 -7.1%
NFLX -222 -100.0%
HACK -215 -100.0%
MTUM -213 -100.0%
IVV -151 -15.1%
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