§ 13F · FUND PROFILE
BOSTON FAMILY OFFICE LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2M (13F)Positions · 296Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 287K | $73K | 4.8% | ±0% |
| 2 | GOOG | Alphabet Inc. Class C | 182K | $52K | 3.5% | −10% |
| 3 | AMZN | Amazon.com, Inc. | 250K | $52K | 3.5% | −3% |
| 4 | MSFT | Microsoft Corporation | 137K | $51K | 3.4% | −1% |
| 5 | VOO | Vanguard S&P 500 ETF | 80K | $48K | 3.2% | +31% |
| 6 | V | Visa Inc. Class A | 133K | $40K | 2.7% | −4% |
| 7 | UNP | Union Pacific Corporation | 122K | $30K | 2.0% | −1% |
| 8 | NVDA | NVIDIA Corporation | 166K | $29K | 1.9% | +15% |
| 9 | SPY | SPDR S&P 500 ETF Trust | 44K | $29K | 1.9% | −13% |
| 10 | BRK/B | Berkshire Hathaway Inc. Class B | 57K | $27K | 1.8% | −6% |
§ 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 296 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed