AI Portfolio Summary
In 2026 Q1, BostonPremier Wealth LLC maintained a portfolio of 74 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.6%. Conversely, BostonPremier Wealth LLC completely exited their position in BOSTON SCIENTIFIC CO.
Total Positions
74
Quarter
2026 Q1
Top Holding
VTI (28.1%)
Top 10 Concentration
80.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 74
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 28.13% | 28.69% |
#1
Prev: #1
|
6.5 | 2,686 | 1.6% |
P
S
|
169,681 | $54,435,314 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 14.31% | 14.70% |
#2
Prev: #2
|
6.0 | 1,280 | 2.7% |
P
S
|
47,981 | $27,693,881 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IJH
ISHARES TR
|
ETF | 9.55% | 9.16% |
#3
Prev: #3
|
5.3 | 2,946 | 1.1% |
P
S
|
273,795 | $18,489,349 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 8.16% | 7.33% |
#4
Prev: #4
|
4.3 | 6,967 | 3.7% |
P
S
|
195,848 | $15,787,282 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 5.36% | 5.34% |
#5
Prev: #5
|
3.1 | 5,632 | 4.0% |
P
S
|
146,202 | $10,367,181 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AAPL
APPLE INC
|
Technology | 4.09% | 4.37% |
#6
Prev: #6
|
2.1 | -213 | -0.7% |
P
S
|
31,179 | $7,912,965 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IJR
ISHARES TR
|
ETF | 4.05% | 3.78% |
#7
Prev: #7
|
2.1 | 1,668 | 2.7% |
P
S
|
63,123 | $7,846,865 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.32% | 2.48% |
#8
Prev: #8
|
1.4 | -278 | -1.1% |
P
S
|
25,698 | $4,481,752 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ARTY
ISHARES TR
|
ETF | 2.31% | 2.27% |
#9
Prev: #9
|
1.4 | 4,122 | 4.5% |
P
S
|
96,120 | $4,472,483 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
UTES
ETFIS SER TR I
|
ETF | 2.25% | 2.10% |
#10
Prev: #10
|
1.4 | 2,559 | 4.9% |
P
S
|
54,402 | $4,346,740 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.75% | 1.65% |
#11
1
Prev: #12
|
2.7 | 860 | 5.1% |
P
S
|
17,667 | $3,390,671 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.46% | 1.68% |
#12
1
Prev: #11
|
1.1 | -657 | -4.6% |
P
S
|
13,573 | $2,826,849 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.25% | 1.32% |
#13
Prev: #13
|
1.0 | 257 | 3.1% |
P
S
|
8,443 | $2,421,869 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
QQXT
FIRST TR EXCHAN...
|
ETF | 1.13% | 1.13% |
#14
Prev: #14
|
1.0 | 349 | 1.6% |
P
S
|
22,494 | $2,195,997 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.78% | 0.81% |
#15
1
Prev: #16
|
0.8 | -158 | -2.1% |
P
S
|
7,381 | $1,519,018 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.71% | 0.82% |
#16
1
Prev: #15
|
0.8 | 123 | 3.4% |
P
S
|
3,700 | $1,375,475 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.62% | 0.56% |
#17
1
Prev: #18
|
1.2 | no change | no change |
P
S
|
2,774 | $1,193,840 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.55% | 0.79% |
#18
1
Prev: #17
|
0.7 | -288 | -9.0% |
P
S
|
2,898 | $1,072,863 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.50% | 0.32% |
#19
8
Prev: #27
|
1.2 | no change | no change |
P
S
|
3,828 | $959,263 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.47% | 0.32% |
#20
6
Prev: #26
|
0.7 | 127 | 2.4% |
P
S
|
5,376 | $912,070 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FVD
FIRST TR EXCHAN...
|
ETF | 0.45% | 0.49% |
#21
1
Prev: #20
|
0.7 | -2,347 | -11.2% |
P
S
|
18,516 | $870,825 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.44% | 0.51% |
#22
3
Prev: #19
|
0.7 | -2,856 | -14.3% |
P
S
|
17,145 | $854,017 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IVV
ISHARES TR
|
ETF | 0.42% | 0.44% |
#23
2
Prev: #21
|
0.7 | 1 | 0.1% |
P
S
|
1,241 | $810,377 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.38% | 0.42% |
#24
2
Prev: #22
|
0.7 | 1 | 0.0% |
P
S
|
2,370 | $733,638 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
USMV
ISHARES TR
|
ETF | 0.34% | 0.36% |
#25
2
Prev: #23
|
0.6 | -314 | -4.2% |
P
S
|
7,151 | $663,160 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.00% | 0.12% |
Sold All 😨
(Was: #59) |
0.0 | -2,528 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FTNT
FORTINET INC
|
Technology | 0.00% | 0.12% |
Sold All 😨
(Was: #61) |
0.0 | -2,925 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GBTC
GRAYSCALE BITCO...
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #66) |
0.0 | -3,106 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.00% | 0.11% |
Sold All 😨
(Was: #67) |
0.0 | -1,365 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 |
Showing 1-25 of 74 holdings