BOSTON FAMILY OFFICE LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,647,660
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 315 | 1,647,660 | 13F-HR | BOSTON FAMILY OFFICE LLC |
| Q1 2026 | 5/13/2026 | 311 | 1,502,947 | 13F-HR | BOSTON FAMILY OFFICE LLC |
| Q4 2025 | 2/13/2026 | 310 | 1,577,117 | 13F-HR | BOSTON FAMILY OFFICE LLC |
| Q3 2025 | 11/12/2025 | 296 | 1,571,122 | 13F-HR | BOSTON FAMILY OFFICE LLC |
| Q2 2025 | 8/13/2025 | 286 | 1,505,775 | 13F-HR | BOSTON FAMILY OFFICE LLC |
| Q2 2014 | 8/1/2014 | 266 | 787,808 | 13F-HR | BOSTON FAMILY OFFICE LLC |
| Q1 2014 | 5/12/2014 | 258 | 752,744 | 13F-HR/A - RESTATEMENT | BOSTON FAMILY OFFICE LLC |
| Q1 2014 | 5/12/2014 | 258 | 750,288 | 13F-HR | BOSTON FAMILY OFFICE LLC |
| Q4 2013 | 2/10/2014 | 253 | 757,813 | 13F-HR | BOSTON FAMILY OFFICE LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.313 M | 79.8% | 92.53 K | 0 | 92.53 K |
| ETFs | 298.5 K | 18.1% | 50.68 K | 0 | 50.68 K |
| Debt | 33.31 K | 2.0% | 1.584 K | 0 | 1.584 K |
| Other | 975 | 0.1% | 0 | 49 | -49 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
1,647,660
Holdings
315
QoQ value change ($000)
144,713
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.