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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
+7.1%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
+$18.3M
Cap. Flow %
1.22%
Top 10 Hldgs %
28.33%
Holding
296
New
16
Increased
84
Reduced
111
Closed
11

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.92M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$2.15M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$1.53M
2
STX icon
Seagate
STX
+$1.44M
3
ZBRA icon
Zebra Technologies
ZBRA
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

Rank Sector Weight
1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAT icon
226
Waters Corp
WAT
$39.9B
$350K 0.02%
1,003
-1
-0.1% -$344
MCO icon
227
Moody's
MCO
$82.7B
$349K 0.02%
696
+120
+21% +$55.6K
VLTO icon
228
Veralto
VLTO
$24B
$349K 0.02%
3,460
-314
-8% -$30.3K
JMUB icon
229
JPMorgan Municipal ETF
JMUB
$8.51B
$346K 0.02%
6,963
-200
-3% -$9.88K
OTIS icon
230
Otis Worldwide
OTIS
$28.2B
$343K 0.02%
3,462
– –
VGIT icon
231
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$343K 0.02%
5,742
-3,818
-40% -$226K
SHOP icon
232
Shopify
SHOP
$195B
$332K 0.02%
+2,880
New +$288K
SDY icon
233
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$320K 0.02%
2,361
-380
-14% -$50.4K
AEM icon
234
Agnico Eagle Mines
AEM
$90.5B
$314K 0.02%
2,644
-750
-22% -$87K
TRMB icon
235
Trimble
TRMB
$13.9B
$310K 0.02%
4,075
– –
FLOT icon
236
iShares Floating Rate Bond ETF
FLOT
$10.5B
$308K 0.02%
6,038
– –
SAIC icon
237
Saic
SAIC
$5.35B
$308K 0.02%
2,735
– –
ABNB icon
238
Airbnb
ABNB
$107B
$301K 0.02%
2,271
-11
-0.5% -$1.39K
WCN
239
Waste Connections
WCN
$42B
$300K 0.02%
1,605
– –
IWC icon
240
iShares Micro-Cap ETF
IWC
$1.5B
$298K 0.02%
2,333
– –
KVUE icon
241
Kenvue
KVUE
$36.9B
$294K 0.02%
14,040
+1,528
+12% +$34.8K
KEYS icon
242
Keysight
KEYS
$58.3B
$293K 0.02%
1,790
– –
CWB icon
243
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$290K 0.02%
3,510
– –
WFC icon
244
Wells Fargo
WFC
$264B
$290K 0.02%
3,623
– –
SPLV icon
245
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$287K 0.02%
3,943
+5
+0.1% +$362
ALC icon
246
Alcon
ALC
$35B
$279K 0.02%
3,156
– –
BRO icon
247
Brown & Brown
BRO
$23.9B
$269K 0.02%
2,430
+80
+3% +$8.99K
FERG icon
248
Ferguson
FERG
$49.8B
$268K 0.02%
+1,230
New +$226K
LHX icon
249
L3Harris
LHX
$53.4B
$267K 0.02%
+1,063
New +$244K
GS icon
250
Goldman Sachs
GS
$303B
$262K 0.02%
370
– –
8 9
10
11 12

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CPA
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MCM
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Boston Family Office's Q2 2025 Portfolio in Review

As of Q2 2025, Boston Family Office held 296 positions worth $1.51B, up 6.6% from $1.41B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q2 2025 filing shows 16 new, 84 increased, 111 reduced and 11 closed positions. Its largest new stake was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M. The largest sale was IQVIA, an estimated $1.53M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q2 2025 buy was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M.
  • Boston Family Office added most to Eli Lilly in Q2 2025, an estimated $2.92M increase.
  • Boston Family Office's biggest Q2 2025 reduction was IQVIA, cutting an estimated $1.53M.
  • Boston Family Office fully exited Seagate in Q2 2025, selling an estimated $1.44M.
  • Boston Family Office's ten largest holdings make up 28% of its $1.51B portfolio in Q2 2025.
  • Boston Family Office opened 16 new positions and closed 11 in Q2 2025.
  • Boston Family Office's portfolio value rose 6.6% quarter-over-quarter to $1.51B.

Based on Boston Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.