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Bostonpremier Wealth - Q1 2026 13F Filings

BO

Bostonpremier Wealth LLC

CIK: 0002053783
Address: Massachusetts Hanover 51 Mill Street Suite 1
$193.53 M
Portfolio Value
70
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+0.30%
$193.53 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bostonpremier Wealth Q1 2026 Filing Summary

Bostonpremier Wealth LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 193.53 M reflecting a -0.83% change from the prior quarter, spanning 70 assets. The top 10 holdings comprised 80.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 4 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Bostonpremier Wealth’s Q1 2026 Filing

Bostonpremier Wealth submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Bostonpremier Wealth reported a managed portfolio value of 193.53 M, consisting of 70 individual positions.

This page displays the raw filing documents. To see which stocks Bostonpremier Wealth bought or sold during Q1 2026, please visit Bostonpremier Wealth's Portfolio Analysis page.