BostonPremier Wealth LLC

All 13F Filings

Location
Hanover, MA
Most recent 13F
Q2 2026
Holdings value ($000)
235,469
Description
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Website
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Founded
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Chairman
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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 7/24/2026 79 235,469 13F-HR BostonPremier Wealth LLC
Q1 2026 4/10/2026 70 193,528 13F-HR BostonPremier Wealth LLC
Q4 2025 1/13/2026 69 195,153 13F-HR BostonPremier Wealth LLC
Q3 2025 10/28/2025 73 201,347 13F-HR BostonPremier Wealth LLC
Q2 2025 7/15/2025 63 180,303 13F-HR BostonPremier Wealth LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 46.86 K 19.9% 7.225 K 0 7.225 K
ETFs 188.6 K 80.1% 34.72 K 0 34.72 K
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
235,469
Holdings
79
QoQ value change ($000)
41,941 (21.7%)
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.