§ 13F · FUND PROFILE
BOSTON FAMILY OFFICE LLC.
AUM · $2M (13F)Positions · 315Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 284K | $82K | 5.0% | −1% |
| 2 | VOO | Vanguard S&P 500 ETF | 95K | $65K | 4.0% | +19% |
| 3 | GOOG | Alphabet Inc. Class C | 167K | $59K | 3.6% | −8% |
| 4 | AMZN | Amazon.com, Inc. | 236K | $56K | 3.4% | −6% |
| 5 | MSFT | Microsoft Corporation | 144K | $54K | 3.3% | +5% |
| 6 | PANW | Palo Alto Networks, Inc. | 135K | $46K | 2.8% | −2% |
| 7 | V | Visa Inc. Class A | 132K | $45K | 2.7% | −1% |
| 8 | NVDA | NVIDIA Corporation | 192K | $38K | 2.3% | +16% |
| 9 | SPY | SPDR S&P 500 ETF Trust | 45K | $34K | 2.0% | +2% |
| 10 | UNP | Union Pacific Corporation | 119K | $32K | 2.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOSTON SIGNAL
AC read
BOSTON FAMILY OFFICE LLC is a Other fund managing $2 million in assets. The fund runs a broad portfolio of 315 positions.
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