Vault-13

BostonPremier Wealth LLC

HANOVER, MA · CIK 2053783 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$235.5m reported value +21.7% vs Q1 2026
79positions
80.7%in top 10
9 new 40 added 17 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 174,496 $64.6m27.42% 27.42% AddedShares held: Q3 2025 162.5k, Q4 2025 167.0k, Q1 2026 169.7k, Q2 2026 174.5k +4.8k +4,815 2.8%
2 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 49,385 $36.4m15.44% 15.44% AddedShares held: Q3 2025 37.1k, Q4 2025 46.7k, Q1 2026 48.0k, Q2 2026 49.4k +1.4k +1,404 2.9%
3 ISHARES TR CORE S&P MCP ETF IJH IJH 282,564 $21.8m9.25% 9.25% AddedShares held: Q3 2025 255.6k, Q4 2025 270.8k, Q1 2026 273.8k, Q2 2026 282.6k +8.8k +8,769 3.2%
4 AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV AVLV 203,126 $18.5m7.87% 7.87% AddedShares held: Q3 2025 158.1k, Q4 2025 188.9k, Q1 2026 195.8k, Q2 2026 203.1k +7.3k +7,278 3.7%
5 DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS DFUS 153,731 $12.6m5.35% 5.35% AddedShares held: Q3 2025 113.9k, Q4 2025 140.6k, Q1 2026 146.2k, Q2 2026 153.7k +7.5k +7,529 5.2%
6 ISHARES TR CORE S&P SCP ETF IJR IJR 65,072 $9.7m4.10% 4.10% AddedShares held: Q3 2025 73.1k, Q4 2025 61.5k, Q1 2026 63.1k, Q2 2026 65.1k +1.9k +1,949 3.1%
7 APPLE INC COM AAPL AAPL 31,066 $9.0m3.82% 3.82% ReducedShares held: Q3 2025 33.3k, Q4 2025 31.4k, Q1 2026 31.2k, Q2 2026 31.1k -113 -113 -0.4%
8 ISHARES TR FUTURE AI & TECH ARTY ARTY 96,515 $7.4m3.12% 3.12% AddedShares held: Q3 2025 96.4k, Q4 2025 92.0k, Q1 2026 96.1k, Q2 2026 96.5k +395 +395 0.4%
9 NVIDIA CORPORATION COM NVDA NVDA 27,867 $5.6m2.37% 2.37% AddedShares held: Q3 2025 26.2k, Q4 2025 26.0k, Q1 2026 25.7k, Q2 2026 27.9k +2.2k +2,169 8.4%
10 ETFIS SER TR I VIRTUS REAVES UT UTES UTES 57,076 $4.7m1.98% 1.98% AddedShares held: Q3 2025 46.1k, Q4 2025 51.8k, Q1 2026 54.4k, Q2 2026 57.1k +2.7k +2,674 4.9%
11 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 17,943 $3.8m1.62% 1.62% AddedShares held: Q3 2025 18.3k, Q4 2025 16.8k, Q1 2026 17.7k, Q2 2026 17.9k +276 +276 1.6%
12 AMAZON COM INC COM AMZN AMZN 13,677 $3.3m1.38% 1.38% AddedShares held: Q3 2025 14.0k, Q4 2025 14.2k, Q1 2026 13.6k, Q2 2026 13.7k +104 +104 0.8%
13 ALPHABET INC CAP STK CL C GOOG GOOG 8,416 $3.0m1.26% 1.26% ReducedShares held: Q3 2025 8.0k, Q4 2025 8.2k, Q1 2026 8.4k, Q2 2026 8.4k -27 -27 -0.3%
14 FIRST TR EXCHANGE-TRADED FD NASDAQ 100 EX QQXT QQXT 22,739 $2.2m0.94% 0.94% AddedShares held: Q3 2025 23.3k, Q4 2025 22.1k, Q1 2026 22.5k, Q2 2026 22.7k +245 +245 1.1%
15 VANGUARD INDEX FDS EXTEND MKT ETF VXF VXF 7,761 $1.9m0.81% 0.81% AddedShares held: Q3 2025 7.7k, Q4 2025 7.5k, Q1 2026 7.4k, Q2 2026 7.8k +380 +380 5.2%
16 TESLA INC COM TSLA TSLA 3,713 $1.6m0.66% 0.66% AddedShares held: Q3 2025 3.2k, Q4 2025 3.6k, Q1 2026 3.7k, Q2 2026 3.7k +13 +13 0.3%
17 VERTIV HOLDINGS CO COM CL A VRT VRT 4,018 $1.3m0.57% 0.57% AddedShares held: Q3 2025 3.1k, Q4 2025 3.8k, Q1 2026 3.8k, Q2 2026 4.0k +190 +190 5.0%
18 MICROSOFT CORP COM MSFT MSFT 3,308 $1.2m0.52% 0.52% AddedShares held: Q3 2025 3.0k, Q4 2025 3.2k, Q1 2026 2.9k, Q2 2026 3.3k +410 +410 14.2%
19 ADVANCED MICRO DEVICES INC COM AMD AMD 2,058 $1.2m0.51% 0.51% UnchangedShares held: Q3 2025 2.1k, Q4 2025 2.1k, Q1 2026 2.1k, Q2 2026 2.1k
20 SPDR GOLD TR GOLD SHS GLD GLD 2,724 $1.0m0.43% 0.43% ReducedShares held: Q3 2025 3.2k, Q4 2025 2.8k, Q1 2026 2.8k, Q2 2026 2.7k -50 -50 -1.8%
21 BROADCOM INC COM AVGO AVGO 2,627 $992.4k0.42% 0.42% AddedShares held: Q3 2025 2.4k, Q4 2025 2.4k, Q1 2026 2.4k, Q2 2026 2.6k +257 +257 10.8%
22 ISHARES TR CORE S&P500 ETF IVV IVV 1,241 $929.2k0.39% 0.39% UnchangedShares held: Q3 2025 1.5k, Q4 2025 1.2k, Q1 2026 1.2k, Q2 2026 1.2k
23 NEBIUS GROUP N.V. SHS CLASS A NBIS NBIS 3,096 $855.0k0.36% 0.36% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.6k, Q2 2026 3.1k +451 +451 17.1%
24 FIRST TR VALUE LINE DIVID IN SHS FVD FVD 17,135 $825.6k0.35% 0.35% ReducedShares held: Q3 2025 359.6k, Q4 2025 20.9k, Q1 2026 18.5k, Q2 2026 17.1k -1.4k -1,381 -7.5%
25 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS LMBS 15,704 $781.8k0.33% 0.33% ReducedShares held: Q3 2025 115.4k, Q4 2025 20.0k, Q1 2026 17.1k, Q2 2026 15.7k -1.4k -1,441 -8.4%
26 SPDR S&P 500 ETF TR TR UNIT SPY SPY 958 $715.3k0.30% 0.30% AddedShares held: Q3 2025 949, Q4 2025 948, Q1 2026 956, Q2 2026 958 +2 +2 0.2%
27 PHILIP MORRIS INTL INC COM PM PM 3,797 $686.9k0.29% 0.29% AddedShares held: Q3 2025 3.7k, Q4 2025 3.7k, Q1 2026 3.8k, Q2 2026 3.8k +1 +1 0.0%
28 DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC DFAC 15,354 $681.1k0.29% 0.29% AddedShares held: Q3 2025 15.2k, Q4 2025 15.3k, Q1 2026 15.3k, Q2 2026 15.4k +38 +38 0.2%
29 JOHNSON & JOHNSON COM JNJ JNJ 2,620 $665.4k0.28% 0.28% AddedShares held: Q3 2025 3.5k, Q4 2025 2.6k, Q1 2026 2.6k, Q2 2026 2.6k +8 +8 0.3%
30 ISHARES TR MSCI USA MIN VOL USMV USMV 6,829 $658.8k0.28% 0.28% ReducedShares held: Q3 2025 8.4k, Q4 2025 7.5k, Q1 2026 7.2k, Q2 2026 6.8k -322 -322 -4.5%
31 ISHARES TR MSCI USA VALUE VLUE VLUE 3,281 $655.6k0.28% 0.28% ReducedShares held: Q3 2025 3.4k, Q4 2025 3.4k, Q1 2026 3.4k, Q2 2026 3.3k -131 -131 -3.8%
32 META PLATFORMS INC CL A META META 1,136 $639.9k0.27% 0.27% AddedShares held: Q3 2025 673, Q4 2025 984, Q1 2026 1.1k, Q2 2026 1.1k +61 +61 5.7%
33 ARISTA NETWORKS INC COM SHS ANET ANET 3,603 $612.1k0.26% 0.26% UnchangedShares held: Q3 2025 3.3k, Q4 2025 3.6k, Q1 2026 3.6k, Q2 2026 3.6k
34 EXXON MOBIL CORP COM XOM XOM 4,360 $596.1k0.25% 0.25% ReducedShares held: Q3 2025 6.2k, Q4 2025 5.2k, Q1 2026 5.4k, Q2 2026 4.4k -1.0k -1,016 -18.9%
35 ISHARES TR EXPONENTIAL TECH XT XT 7,065 $583.8k0.25% 0.25% ReducedShares held: Q3 2025 7.2k, Q4 2025 7.4k, Q1 2026 7.4k, Q2 2026 7.1k -328 -328 -4.4%
36 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 2,456 $581.0k0.25% 0.25% AddedShares held: Q3 2025 1.9k, Q4 2025 1.9k, Q1 2026 1.9k, Q2 2026 2.5k +550 +550 28.9%
37 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,561 $557.7k0.24% 0.24% AddedShares held: Q3 2025 1.2k, Q4 2025 1.2k, Q1 2026 1.2k, Q2 2026 1.6k +351 +351 29.0%
38 MICRON TECHNOLOGY INC COM MU MU 470 $542.5k0.23% 0.23% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 470
39 ISHARES TR S&P 100 ETF OEF OEF 1,413 $516.9k0.22% 0.22% AddedShares held: Q3 2025 1.3k, Q4 2025 1.4k, Q1 2026 1.4k, Q2 2026 1.4k +37 +37 2.7%
40 FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH FNY FNY 4,589 $508.7k0.22% 0.22% ReducedShares held: Q3 2025 4.6k, Q4 2025 4.6k, Q1 2026 4.6k, Q2 2026 4.6k -48 -48 -1.0%
41 STATE STR CORP COM STT STT 2,966 $503.0k0.21% 0.21% AddedShares held: Q3 2025 2.9k, Q4 2025 2.9k, Q1 2026 3.0k, Q2 2026 3.0k +12 +12 0.4%
42 ISHARES GOLD TR ISHARES NEW IAU IAU 6,600 $498.4k0.21% 0.21% UnchangedShares held: Q3 2025 4.0k, Q4 2025 6.5k, Q1 2026 6.6k, Q2 2026 6.6k
43 SPDR SERIES TRUST AEROSPACE DEF XAR XAR 1,747 $495.8k0.21% 0.21% UnchangedShares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k
44 MAIN STR CAP CORP COM MAIN MAIN 8,250 $428.0k0.18% 0.18% UnchangedShares held: Q3 2025 9.6k, Q4 2025 9.6k, Q1 2026 8.2k, Q2 2026 8.2k
45 FIRST TR EXCHNG TRADED FD VI FT VEST US EQUIT OCTM OCTM 12,508 $420.3k0.18% 0.18% UnchangedShares held: Q3 2025 12.5k, Q4 2025 12.5k, Q1 2026 12.5k, Q2 2026 12.5k
46 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM QQQM 1,380 $418.1k0.18% 0.18% AddedShares held: Q3 2025 978, Q4 2025 1.4k, Q1 2026 1.4k, Q2 2026 1.4k +25 +25 1.9%
47 CHUBB LIMITED COM CB CB 1,223 $416.7k0.18% 0.18% UnchangedShares held: Q3 2025 1.3k, Q4 2025 1.2k, Q1 2026 1.2k, Q2 2026 1.2k
48 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 3,339 $389.6k0.17% 0.17% AddedShares held: Q3 2025 2.9k, Q4 2025 2.8k, Q1 2026 2.9k, Q2 2026 3.3k +420 +420 14.4%
49 SCHWAB STRATEGIC TR US BRD MKT ETF SCHB SCHB 12,319 $356.7k0.15% 0.15% AddedShares held: Q3 2025 12.7k, Q4 2025 12.5k, Q1 2026 12.3k, Q2 2026 12.3k +33 +33 0.3%
50 BLOOM ENERGY CORP COM CL A BE BE 1,176 $356.0k0.15% 0.15% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.5k, Q2 2026 1.2k -363 -363 -23.6%
51 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET GLTR GLTR 1,880 $340.6k0.14% 0.14% AddedShares held: Q3 2025 1.5k, Q4 2025 1.7k, Q1 2026 1.6k, Q2 2026 1.9k +279 +279 17.4%
52 ISHARES TR RUSSELL 3000 ETF IWV IWV 784 $334.4k0.14% 0.14% AddedShares held: Q3 2025 635, Q4 2025 636, Q1 2026 638, Q2 2026 784 +146 +146 22.9%
53 ALPS ETF TR EQUAL SEC ETF EQL EQL 6,561 $331.0k0.14% 0.14% ReducedShares held: Q3 2025 6.6k, Q4 2025 6.3k, Q1 2026 6.6k, Q2 2026 6.6k -50 -50 -0.8%
54 ISHARES TR RUS MD CP GR ETF IWP IWP 2,213 $324.0k0.14% 0.14% ReducedShares held: Q3 2025 2.2k, Q4 2025 2.2k, Q1 2026 2.2k, Q2 2026 2.2k -4 -4 -0.2%
55 GE VERNOVA INC COM GEV GEV 267 $313.9k0.13% 0.13% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 267
56 PROCTER AND GAMBLE CO COM PG PG 2,079 $304.8k0.13% 0.13% AddedShares held: Q3 2025 1.4k, Q4 2025 2.1k, Q1 2026 2.1k, Q2 2026 2.1k +5 +5 0.2%
57 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST JPST 5,893 $298.0k0.13% 0.13% ReducedShares held: Q3 2025 6.9k, Q4 2025 5.8k, Q1 2026 6.2k, Q2 2026 5.9k -355 -355 -5.7%
58 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAR DMAR 6,478 $289.8k0.12% 0.12% UnchangedShares held: Q3 2025 6.5k, Q4 2025 6.5k, Q1 2026 6.5k, Q2 2026 6.5k
59 ALTRIA GROUP INC COM MO MO 3,915 $281.7k0.12% 0.12% AddedShares held: Q3 2025 3.9k, Q4 2025 3.9k, Q1 2026 3.9k, Q2 2026 3.9k +3 +3 0.1%
60 ISHARES TR CORE S&P TTL STK ITOT ITOT 1,696 $278.6k0.12% 0.12% AddedShares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k +4 +4 0.2%
61 ISHARES TR RUS MDCP VAL ETF IWS IWS 1,656 $272.6k0.12% 0.12% ReducedShares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k -5 -5 -0.3%
62 VANGUARD INDEX FDS MID CAP ETF VO VO 3,360 $270.7k0.11% 0.11% UnchangedShares held: Q3 2025 3.4k, Q4 2025 3.4k, Q1 2026 3.4k, Q2 2026 3.4k
63 COLUMBIA ETF TR I RESH ENHNC COR RECS RECS 5,759 $249.3k0.11% 0.11% ReducedShares held: Q3 2025 0, Q4 2025 5.5k, Q1 2026 6.0k, Q2 2026 5.8k -250 -250 -4.2%
64 ISHARES TR MSCI USA MMENTM MTUM MTUM 717 $245.7k0.10% 0.10% NewShares held: Q3 2025 832, Q4 2025 0, Q1 2026 0, Q2 2026 717
65 RITHM CAPITAL CORP COM NEW RITM RITM 25,550 $239.9k0.10% 0.10% UnchangedShares held: Q3 2025 30.6k, Q4 2025 30.6k, Q1 2026 25.6k, Q2 2026 25.6k
66 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU VEU 2,840 $237.8k0.10% 0.10% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.7k, Q2 2026 2.8k +170 +170 6.4%
67 AMPLIFY ETF TR AMPLIFY CYBERSEC HACK HACK 2,223 $233.2k0.10% 0.10% NewShares held: Q3 2025 2.5k, Q4 2025 0, Q1 2026 0, Q2 2026 2.2k
68 VERIZON COMMUNICATIONS INC COM VZ VZ 5,494 $232.6k0.10% 0.10% AddedShares held: Q3 2025 5.3k, Q4 2025 5.4k, Q1 2026 5.5k, Q2 2026 5.5k +38 +38 0.7%
69 SCHWAB STRATEGIC TR INTL EQTY ETF SCHF SCHF 8,319 $230.4k0.10% 0.10% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 8.3k, Q2 2026 8.3k +34 +34 0.4%
70 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY MDY 313 $219.9k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 313
71 FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GMAR GMAR 4,919 $217.6k0.09% 0.09% UnchangedShares held: Q3 2025 6.6k, Q4 2025 4.9k, Q1 2026 4.9k, Q2 2026 4.9k
72 VANGUARD WORLD FD ESG US STK ETF ESGV ESGV 1,578 $208.7k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.6k
73 AT&T INC COM T T 9,921 $205.4k0.09% 0.09% AddedShares held: Q3 2025 10.1k, Q4 2025 10.2k, Q1 2026 9.9k, Q2 2026 9.9k +28 +28 0.3%
74 CROWDSTRIKE HLDGS INC CL A CRWD CRWD 268 $204.5k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 268
75 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 407 $203.7k0.09% 0.09% ReducedShares held: Q3 2025 451, Q4 2025 451, Q1 2026 451, Q2 2026 407 -44 -44 -9.8%
76 ISHARES TR CORE MSCI INTL IDEV IDEV 2,273 $202.3k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.3k
77 MSC INCOME FUND INC COM MSIF MSIF 15,033 $173.9k0.07% 0.07% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 14.9k, Q2 2026 15.0k +177 +177 1.2%
78 OXFORD SQUARE CAP CORP COM OXSQ OXSQ 26,026 $34.4k0.01% 0.01% UnchangedShares held: Q3 2025 35.2k, Q4 2025 35.2k, Q1 2026 26.0k, Q2 2026 26.0k
79 CITIUS PHARMACEUTICALS INC COM CTXR CTXR 28,000 $16.9k0.01% 0.01% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 28.0k