BostonPremier Wealth LLC

Q3 2026 13F-HR Holdings

Location
Hanover, MA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$245,078
Net value change ($000)
+9,609 (4.1%)
New positions
8
Sold out positions
2
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 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)
VTI 3,155 4.9%
AAPL 1,473 16.4%
QQQ 1,334 3.7%
DFUS 940 7.5%
PM 743 108.2%
NVDA 743 13.3%
EXXONMOBIL HOLDINGS CORP 689 NEW
AVLV 530 2.9%
SPACE EXPLORATION TECHN CORP 456 NEW
MSFT 330 26.7%
Top Reduces (Value $000, Stocks/ETFs)
IJH -653 -3.0%
GOOGL -644 -21.7%
XOM -596 -100.0%
IJR -482 -5.0%
VRT -362 -26.9%
UTES -361 -7.7%
NBIS -243 -28.4%
TSLA -226 -14.5%
QQXT -106 -4.8%
CB -92 -22.1%
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