BostonPremier Wealth LLC

Q1 2026 13F-HR Holdings

Location
Hanover, MA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$193,528
Net value change ($000)
-1,625 (-0.8%)
New positions
5
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 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)
AVLV 1,475 10.3%
IJH 613 3.4%
IJR 461 6.2%
VRT 339 54.7%
XOM 280 44.3%
NBIS 274 NEW
UTES 254 6.2%
BE 209 NEW
SCHWAB STRATEGIC TRUST 205 NEW
VEU 201 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -1,554 -2.8%
QQQ -995 -3.5%
AAPL -621 -7.3%
MSFT -468 -30.4%
AMZN -458 -13.9%
NVDA -363 -7.5%
BSX -241 -100.0%
TSLA -234 -14.5%
FTNT -232 -100.0%
GBTC -212 -100.0%
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