Q2 2026 13F · SEC CIK 1039807

Boston Family Office LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 312
Top holdings a year, 3 yrs: +11.9%
Assets under management: $2.0B

Boston Family Office LLC is a wealth manager that reported 312 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Apple Inc (AAPL, 5.0%), Vanguard S&p 500 ETF (VOO, 4.0%), Alphabet Inc (GOOG, 3.6%). A portfolio copying its top holdings returned 11.9% a year over the last 3 years, against 20.4% for the S&P 500.

Boston Family Office LLC holdings largest 50 of 312 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boston Family Office LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.0%	4.8%	284,321	-0.9%	$82.3M
VOOVanguard S&p 500 ETF	4.0%	3.2%	94,960	+19.1%	$65.2M
GOOGAlphabet Inc	3.6%	3.5%	167,341	-8.0%	$59.1M
AMZNAmazon Com Inc Com	3.4%	3.5%	236,311	-5.5%	$56.3M
MSFTMicrosoft Corp	3.3%	3.4%	143,994	+5.1%	$53.7M
PANWPalo Alto Networks Inc	2.8%	1.5%	135,164	-1.8%	$46.1M
VVisa Inc Com Cl A	2.7%	2.7%	131,573	-1.1%	$45.1M
NVDANvidia Corporation Com	2.3%	1.9%	191,826	+15.8%	$38.4M
SPYSpdr S&p 500 ETF Tr	2.0%	1.9%	45,064	+2.0%	$33.7M
UNPUnion Pac Corp	2.0%	2.0%	119,221	-2.7%	$32.4M
ROKRockwell Automation Inc	1.9%	1.6%	62,263	-4.1%	$30.8M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.8%	57,497	+1.5%	$28.8M
ECLEcolab Inc	1.5%	1.6%	88,605	-0.9%	$24.7M
SPGIS&P Global Inc.	1.4%	1.6%	57,068	-0.7%	$23.2M
SYKStryker Corporation	1.4%	1.6%	73,821	-0.1%	$23.2M
NEENextera Energy Inc Com	1.4%	1.6%	260,532	-1.7%	$22.9M
LLYLilly Eli & Co	1.3%	1.2%	18,325	-2.8%	$22.0M
VXFVanguard Index Fds	1.3%	1.0%	84,873	+16.0%	$20.9M
IQVIqvia Holdings Inc	1.3%	1.3%	107,121	-8.1%	$20.7M
APDAir Products and Chemicals Inc	1.2%	1.4%	69,393	-3.9%	$20.3M
TMOThermo Fisher Scientific Inc	1.2%	1.3%	39,623	-1.7%	$19.9M
GOOGLAlphabet Inc	1.2%	1.1%	54,693	-4.3%	$19.5M
AMTAmerican Tower Corp	1.2%	1.4%	118,246	-1.3%	$19.3M
ABBVAbbvie Inc	1.1%	1.0%	69,593	-2.2%	$17.5M
ETNEaton Corp PLC	1.1%	1.0%	41,088	-0.2%	$17.5M
JNJJohnson & Johnson	1.1%	1.1%	68,219	-1.0%	$17.3M
MRSHMarsh	1.0%	1.1%	102,145	+5.1%	$17.0M
CVXChevron Corp New	1.0%	1.4%	101,289	-2.3%	$16.8M
VTIPVanguard Malvern Fds	1.0%	1.0%	330,842	+9.8%	$16.6M
ASMLAsml Hldg NV	1.0%	0.7%	7,993	+2.6%	$15.9M
ADPAutomatic Data Processing Inc Com	1.0%	1.0%	70,744	-1.1%	$15.8M
COSTCostco Whsl Corp New	0.9%	0.9%	16,179	+25.0%	$15.1M
JPMJpmorgan Chase & Co	0.9%	0.9%	45,858	-1.8%	$15.0M
NOWServicenow Inc Com	0.9%	1.0%	148,037	+2.2%	$14.7M
IDXXIdexx Labs Inc	0.9%	1.0%	27,571	+4.7%	$14.5M
PHParker-Hannifin Corp	0.9%	0.9%	14,533	-0.1%	$14.2M
VIGVanguard Dividend Appreciation ETF	0.8%	0.9%	58,935	-7.8%	$13.9M
VTIVanguard Index Fds	0.8%	0.8%	37,495	+4.1%	$13.9M
ATRAptargroup Inc	0.8%	1.3%	101,119	-32.6%	$12.7M
METAMeta Platforms Inc Class A	0.8%	0.8%	22,137	+0.5%	$12.5M
ZBRAZebra Technologies Corporati	0.7%	0.7%	43,560	-10.8%	$11.5M
XYLXylem Inc Ny	0.7%	0.7%	91,480	+2.7%	$10.8M
PEPPepsico Inc	0.6%	0.6%	77,794	+25.8%	$10.5M
TJXTjx Cos Inc New Com	0.6%	0.6%	66,070	+23.0%	$10.0M
CRMSalesforce Inc Com	0.6%	1.0%	61,293	-27.2%	$9.6M
PGProcter & Gamble Co Com	0.6%	—	65,388	—	$9.6M
MOATVaneck ETF Trust	0.6%	—	90,357	—	$9.4M
LECOLincoln Electric Holdings Inc	0.6%	0.6%	34,226	-0.0%	$9.1M
ROPRoper Technologies Inc Com	0.5%	0.9%	26,022	-29.0%	$8.8M
MPWRMonolithic Power Systms Inc	0.5%	—	6,321	—	$8.7M

What Boston Family Office LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

PEP Pepsico Inc+25.8% shares
COST Costco Whsl Corp New+25.0% shares
TJX Tjx Cos Inc New Com+23.0% shares
VOO Vanguard S&p 500 ETF+19.1% shares
VXF Vanguard Index Fds+16.0% shares
NVDA Nvidia Corporation Com+15.8% shares
VTIP Vanguard Malvern Fds+9.8% shares
MSFT Microsoft Corp+5.1% shares

Reduced

ATR Aptargroup Inc-32.6% shares
ROP Roper Technologies Inc Com-29.0% shares
CRM Salesforce Inc Com-27.2% shares
ZBRA Zebra Technologies Corporati-10.8% shares
IQV Iqvia Holdings Inc-8.1% shares
GOOG Alphabet Inc-8.0% shares
VIG Vanguard Dividend Appreciation ETF-7.8% shares
AMZN Amazon Com Inc Com-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.6% /yr; S&P 500 +20.1%
3 years: +11.9% /yr; S&P 500 +20.4%
5 years: +4.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	312
Q1 2026	$1.5B	309
Q4 2025	$1.6B	309
Q3 2025	$1.6B	295
Q2 2025	$1.5B	284
Q1 2025	$1.4B	279
Q4 2024	$1.5B	273
Q3 2024	$1.5B	275
Q2 2024	$1.4B	264
Q1 2024	$1.4B	263
Q4 2023	$1.3B	259
Q3 2023	$1.2B	252

Questions about Boston Family Office LLC's portfolio

What stocks does Boston Family Office LLC own?

Boston Family Office LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 312 positions worth $1.6B. The largest are Apple Inc (AAPL) at 5.0%, Vanguard S&p 500 ETF (VOO) at 4.0%, Alphabet Inc (GOOG) at 3.6%, Amazon Com Inc Com (AMZN) at 3.4% and Microsoft Corp (MSFT) at 3.3%.

What did Boston Family Office LLC buy last quarter?

In Q2 2026, Boston Family Office LLC added Pepsico Inc (PEP) (+25.8% shares), Costco Whsl Corp New (COST) (+25.0% shares) and Tjx Cos Inc New Com (TJX) (+23.0% shares), compared with its Q1 2026 filing.

What did Boston Family Office LLC sell last quarter?

In Q2 2026, Boston Family Office LLC cut from its top 50 Eog Res Inc (EOG), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Netflix Inc Total (NFLX), Aptargroup Inc (ATR) (-32.6% shares), Roper Technologies Inc Com (ROP) (-29.0% shares) and Salesforce Inc Com (CRM) (-27.2% shares), compared with its Q1 2026 filing.

How has Boston Family Office LLC's portfolio performed?

A portfolio copying Boston Family Office LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.6% against +20.1%. Over 5 years: +4.1% a year against +11.6%.

When is Boston Family Office LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boston Family Office LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boston Family Office LLC manage?

Boston Family Office LLC reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.