BostonPremier Wealth LLC

Q2 2026 13F-HR Holdings

Location
Hanover, MA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$235,469
Net value change ($000)
+41,941 (21.7%)
New positions
9
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 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)
VTI 10,136 18.6%
QQQ 8,673 31.3%
IJH 3,300 17.8%
ARTY 2,879 64.4%
AVLV 2,740 17.4%
DFUS 2,230 21.5%
IJR 1,804 23.0%
NVDA 1,094 24.4%
AAPL 1,076 13.6%
AMD 777 185.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -316 -34.6%
GLD -191 -16.0%
IAU -84 -14.4%
T -82 -28.6%
LMBS -72 -8.4%
FVD -45 -5.2%
VZ -41 -15.0%
PLTR -37 -8.7%
JPST -18 -5.7%
BRK-B -12 -5.6%
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