BostonPremier Wealth LLC
71 holdingsFiling period: 2026-03-31Current AUM: $223.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 169.7K | $54.4M | $62.5M | 27.96% | +2.7K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 48.0K | $27.7M | $33.0M | 14.77% | +1.3K | 2026-03-31 |
| 3 | IJH | ISHARES TR | 273.8K | $18.5M | $20.6M | 9.22% | +2.9K | 2026-03-31 |
| 4 | AVLV | AMERICAN CENTY ETF TR | 195.8K | $15.8M | $18.0M | 8.08% | +7.0K | 2026-03-31 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 146.2K | $10.4M | $11.9M | 5.34% | +5.6K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 31.2K | $7.9M | $9.6M | 4.31% | -213 | 2026-03-31 |
| 7 | IJR | ISHARES TR | 63.1K | $7.8M | $9.2M | 4.11% | +1.7K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 25.7K | $4.5M | $5.2M | 2.31% | -278 | 2026-03-31 |
| 9 | ARTY | ISHARES TR | 96.1K | $4.5M | $6.4M | 2.87% | +4.1K | 2026-03-31 |
| 10 | UTES | ETFIS SER TR I | 54.4K | $4.3M | $4.2M | 1.89% | +2.6K | 2026-03-31 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | 17.7K | $3.4M | $3.8M | 1.70% | +860 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 13.6K | $2.8M | $3.7M | 1.65% | -657 | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 8.4K | $2.4M | $3.0M | 1.35% | +257 | 2026-03-31 |
| 14 | QQXT | FIRST TR EXCHANGE-TRADED FD | 22.5K | $2.2M | $2.3M | 1.01% | +349 | 2026-03-31 |
| 15 | VXF | VANGUARD INDEX FDS | 7.4K | $1.5M | $1.7M | 0.78% | -158 | 2026-03-31 |
| 16 | TSLA | TESLA INC | 3.7K | $1.4M | $1.2M | 0.52% | +123 | 2026-03-31 |
| 17 | GLD | SPDR GOLD TR | 2.8K | $1.2M | $1.0M | 0.46% | -- | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 2.9K | $1.1M | $1.3M | 0.60% | -288 | 2026-03-31 |
| 19 | VRT | VERTIV HOLDINGS CO | 3.8K | $959K | $925K | 0.41% | -- | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 5.4K | $912K | $836K | 0.37% | +127 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 5.4K | $912K | $836K | 0.37% | +127 | 2026-03-31 |
| 22 | FVD | FIRST TR EXCHANGE-TRADED FD | 18.5K | $870K | $928K | 0.42% | -2,347 | 2026-03-31 |
| 23 | LMBS | FIRST TR EXCHANGE-TRADED FD | 17.1K | $854K | $849K | 0.38% | -2,856 | 2026-03-31 |
| 24 | IVV | ISHARES TR | 1.2K | $810K | $930K | 0.42% | +1 | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 2.4K | $733K | $922K | 0.41% | +1 | 2026-03-31 |
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