account_balance

Investment manager · 13F filer · SEC CIK 2053783

BostonPremier Wealth LLC

Reported value$245Mas of Sep 30, 2026
Positions85 7 new, 1 sold out
Top 10 weight80.4%VTI alone is 28%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 27.6% Added +4%
QQQ Invesco QQQ Tr 15.4% Added +3%
IJH iShares Tr 8.6% Added +4%
AVLV American Centy ETF Tr 7.8% Added +4%
DFUS Dimensional ETF Trust 5.5% Added +6%
AAPL Apple Inc. 4.3% Held
IJR iShares Tr 3.7% Added +4%
ARTY iShares Tr 3.1% Held
NVDA NVIDIA Corp 2.6% Held
UTES Etfis Ser Tr I 1.8% Added +7%
RSP Invesco Exchange Traded Fd T 1.6% Added +2%
AMZN Amazon.com Inc 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist