1y return+25.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $130 against $127 in the S&P 500.2
BostonPremier Wealth LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $64.6M | 27.4% | +2.8% |
| QQQInvesco Qqq Tr | $36.4M | 15.4% | +2.9% |
| IJHIshares Tr | $21.8M | 9.3% | +3.2% |
| AVLVAmerican Centy Etf Tr | $18.5M | 7.9% | +3.7% |
| DFUSDimensional Etf Trust | $12.6M | 5.3% | +5.1% |
| IJRIshares Tr | $9.7M | 4.1% | +3.1% |
| AAPLApple Inc | $9.0M | 3.8% | |
| ARTYIshares Tr | $7.4M | 3.1% | |
| NVDANvidia Corporation | $5.6M | 2.4% | +8.4% |
| UTESEtfis Ser Tr I | $4.7M | 2.0% | +4.9% |
| RSPInvesco Exchange Traded Fd T | $3.8M | 1.6% | +1.6% |
| AMZNAmazon Com Inc | $3.3M | 1.4% | |
| GOOGAlphabet Inc | $3.0M | 1.3% | |
| QQXTFirst Tr Exchange-traded Fd | $2.2M | 0.9% | +1.1% |
| VXFVanguard Index Fds | $1.9M | 0.8% | +5.1% |
| TSLATesla Inc | $1.6M | 0.7% | |
| VRTVertiv Holdings Co | $1.3M | 0.6% | +5.0% |
| MSFTMicrosoft Corp | $1.2M | 0.5% | +14.1% |
| AMDAdvanced Micro Devices Inc | $1.2M | 0.5% | |
| GLDSpdr Gold Tr | $1.0M | 0.4% | −1.8% |
| AVGOBroadcom Inc | $992K | 0.4% | +10.8% |
| IVVIshares Tr | $929K | 0.4% | |
| Nebius Group N.v.CUSIP N97284108 | $855K | 0.4% | +17.1% |
| FVDFirst Tr Exchange-traded Fd | $826K | 0.4% | −7.5% |
| LMBSFirst Tr Exchange-traded Fd | $782K | 0.3% | −8.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $1.2M |
| Nebius Group N.v.CUSIP N97284108 | March 31, 2026 | +166.2% | $855K |
| VRTVertiv Holdings Co | June 30, 2025 | +160.7% | $1.3M |
| VLUEIshares Tr | December 31, 2024 | +89.2% | $656K |
| ARTYIshares Tr | June 30, 2025 | +85.8% | $7.4M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $3.0M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $665K |
| GLDSpdr Gold Tr | December 31, 2024 | +52.1% | $1.0M |
| PMPhilip Morris Intl Inc | December 31, 2024 | +50.3% | $687K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $5.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.3% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: BostonPremier Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2053783&type=13F-HR&dateb=&owner=include&count=40CIK 2053783
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2053783/000195175726001040/Filed July 24, 2026 · accession 0001951757-26-001040