Data as of Q4 2025 (Dec 31, 2025)

BostonPremier Wealth LLC

โ€ขCIK: 2053783โ€ขFiling: Q4 2025

**BostonPremier Wealth LLC** manages $195M across a diversified portfolio of 69 positions. The fund exhibits a significant allocation to broad market exposure, notably holding VTI at $56.0M. Core technology and growth themes are evident through substantial positions in NDQ ($28.7M) and IJH ($17.9M). Further concentration includes key holdings in AVLV ($14.3M) and DFUS ($10.4M), signaling a focus on established growth sectors.

Total AUM
$195.2M
QoQ Performance
-3.1%
Positions
50
Top 10 Concentration
80.2%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
NDQ
IJH
AVLV
DFUS
VTI28.7%
NDQ14.7%
IJH9.2%
AVLV7.3%
DFUS5.3%
AAPL4.4%
IJR3.8%
NVDA2.5%

๐Ÿ“ˆ Biggest Buys

NDQ
INVESCO QQQ TR
+25.8%
14.7% of portfolio
AVLV
AMERICAN CENTY ETF TR
+19.4%
7.3% of portfolio
DFUS
DIMENSIONAL ETF TRUST
+23.4%
5.3% of portfolio
VTI
VANGUARD INDEX FDS
+2.8%
28.7% of portfolio
IJH
ISHARES TR
+6.0%
9.2% of portfolio

๐Ÿ“‰ Biggest Sells

FVD
FIRST TR EXCHANGE-TRADED FD
-94.2%
0.5% of portfolio
LMBS
FIRST TR EXCHANGE-TRADED FD
-82.7%
0.5% of portfolio
IJR
ISHARES TR
-15.9%
3.8% of portfolio
AAPL
APPLE INC
-5.8%
4.4% of portfolio
RSP
INVESCO EXCHANGE TRADED FD T
-8.0%
1.6% of portfolio

Sector Breakdown

Other85.3%
Technology10.1%
Consumer2.5%
ETF0.8%
Financial0.4%
Energy0.3%
Healthcare0.3%
Communication0.1%

๐Ÿšช Exited Positionssold since Q3 2025

BAC
BANK AMERICA CORP
SOLD
$380.2K
OKLO
OKLO INC
SOLD
$281.0K
NFLX
NETFLIX INC
SOLD
$221.8K
HACK
AMPLIFY ETF TR
SOLD
$215.1K
MTUM
ISHARES TR
SOLD
$213.5K

Changes from Q3 2025

NEW1 new position
โ†‘31 increased
โ†“23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024