BostonPremier Wealth LLC: 13F holdings

CIK 20537832026Q2

Positions79
Reported value$235.5m
Filed2026-07-24

Change since last quarter

Positions79 (+9 vs prior quarter)
Reported value$235.5m (+21.7%)

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD INDEX FDS174,496$64.6m27.4%
QQQ INVESCO QQQ TR49,385$36.4m15.4%
IJH ISHARES TR282,564$21.8m9.3%
AVLV AMERICAN CENTY ETF TR203,126$18.5m7.9%
DFUS DIMENSIONAL ETF TRUST153,731$12.6m5.3%
IJR ISHARES TR65,072$9.7m4.1%
AAPL APPLE INC31,066$9.0m3.8%
IRBO ISHARES TR96,515$7.4m3.1%
NVDA NVIDIA CORPORATION27,867$5.6m2.4%
UTES ETFIS SER TR I57,076$4.7m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2053783")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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