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%. The fund also reduced its exposure to FIRST TR EXCHANGE-TR by 14.3%.
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:
Showing 1-50 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 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.33% | 0.27% |
#26
5
Prev: #31
|
0.6 | 36 | 1.4% |
P
S
|
2,612 | $638,531 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.32% | 0.30% |
#27
2
Prev: #29
|
0.6 | 100 | 2.7% |
P
S
|
3,796 | $627,631 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.32% | 0.33% |
#28
3
Prev: #25
|
0.6 | 8 | 0.8% |
P
S
|
956 | $622,035 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.32% | 0.33% |
#29
5
Prev: #24
|
2.1 | 91 | 9.2% |
P
S
|
1,075 | $615,118 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.31% | 0.31% |
#30
2
Prev: #28
|
0.6 | 38 | 0.2% |
P
S
|
15,316 | $595,193 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.30% | 0.27% |
#31
1
Prev: #32
|
0.6 | 130 | 2.0% |
P
S
|
6,600 | $581,856 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XT
ISHARES TR
|
Bond/Debt | 0.26% | 0.26% |
#32
1
Prev: #33
|
0.6 | -16 | -0.2% |
P
S
|
7,393 | $503,814 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VLUE
ISHARES TR
|
ETF | 0.25% | 0.24% |
#33
4
Prev: #37
|
0.6 | 4 | 0.1% |
P
S
|
3,412 | $485,200 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XAR
SPDR SERIES TRU...
|
ETF | 0.23% | 0.21% |
#34
8
Prev: #42
|
0.6 | 74 | 4.4% |
P
S
|
1,747 | $443,631 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.23% | 0.24% |
#35
Prev: #35
|
1.1 | no change | no change |
P
S
|
3,603 | $442,376 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
OEF
ISHARES TR
|
ETF | 0.23% | 0.24% |
#36
Prev: #36
|
0.6 | 3 | 0.2% |
P
S
|
1,376 | $437,663 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MAIN
MAIN STR CAP CO...
|
Financial Services | 0.23% | 0.30% |
#37
7
Prev: #30
|
0.6 | -1,300 | -13.6% |
P
S
|
8,250 | $436,920 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.22% | 0.26% |
#38
4
Prev: #34
|
0.6 | 101 | 3.6% |
P
S
|
2,919 | $426,991 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FNY
FIRST TR EXCHAN...
|
ETF | 0.22% | 0.22% |
#39
Prev: #39
|
1.1 | no change | no change |
P
S
|
4,637 | $419,617 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.22% | 0.23% |
#40
2
Prev: #38
|
1.1 | no change | no change |
P
S
|
2,058 | $418,659 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.21% | 0.21% |
#41
1
Prev: #40
|
1.1 | no change | no change |
P
S
|
1,906 | $409,953 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
OCTM
FIRST TR EXCHNG...
|
Unknown | 0.21% | 0.21% |
#42
1
Prev: #41
|
1.1 | no change | no change |
P
S
|
12,508 | $406,885 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CB
CHUBB LTD SWITZ
|
Financial Services | 0.21% | 0.20% |
#43
1
Prev: #44
|
1.1 | no change | no change |
P
S
|
1,223 | $398,612 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
STT
STATE STR CORP
|
Financial Services | 0.19% | 0.19% |
#44
1
Prev: #45
|
0.6 | 12 | 0.4% |
P
S
|
2,954 | $373,873 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GLTR
ABRDN PRECIOUS ...
|
ETF | 0.18% | 0.18% |
#45
1
Prev: #46
|
0.6 | -89 | -5.3% |
P
S
|
1,601 | $350,171 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.18% | 0.20% |
#46
3
Prev: #43
|
0.6 | -12 | -1.0% |
P
S
|
1,210 | $348,013 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.17% | 0.18% |
#47
Prev: #47
|
0.6 | 2 | 0.1% |
P
S
|
1,355 | $321,917 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.16% | 0.15% |
#48
4
Prev: #52
|
2.1 | 434 | 7.5% |
P
S
|
6,248 | $316,232 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
EQL
ALPS ETF TR
|
ETF | 0.16% | 0.15% |
#49
4
Prev: #53
|
2.1 | 324 | 5.2% |
P
S
|
6,611 | $314,425 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.16% | 0.17% |
#50
1
Prev: #49
|
0.6 | -219 | -1.8% |
P
S
|
12,286 | $308,378 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 |
Showing 1-50 of 74 holdings