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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
-3.65%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
+$13.5M
Cap. Flow %
0.9%
Top 10 Hldgs %
28.62%
Holding
323
New
13
Increased
106
Reduced
108
Closed
13

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.7M
2
NVDA icon
NVIDIA
NVDA
+$3.95M
3
PH icon
Parker-Hannifin
PH
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.6M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.43M
3
ROK icon
Rockwell Automation
ROK
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABNB icon
251
Airbnb
ABNB
$89.9B
$353K 0.02%
2,797
-151
-5% -$19.6K
NYT icon
252
New York Times
NYT
$12.1B
$352K 0.02%
4,200
– –
CP icon
253
Canadian Pacific Kansas City
CP
$78.1B
$350K 0.02%
4,453
– –
BKNG icon
254
Booking.com
BKNG
$149B
$349K 0.02%
2,075
+875
+73% +$161K
JMUB icon
255
JPMorgan Municipal ETF
JMUB
$8.3B
$348K 0.02%
6,963
– –
SDY icon
256
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$345K 0.02%
2,361
– –
NJR icon
257
New Jersey Resources
NJR
$5.84B
$341K 0.02%
6,216
– –
VGIT icon
258
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$341K 0.02%
5,723
– –
VFC icon
259
VF Corp
VFC
$5.63B
$340K 0.02%
20,000
– –
DEO icon
260
Diageo
DEO
$49B
$336K 0.02%
4,516
– –
EQIX icon
261
Equinix
EQIX
$101B
$333K 0.02%
+340
New +$302K
UBER icon
262
Uber
UBER
$143B
$333K 0.02%
4,623
+145
+3% +$11.2K
CPK icon
263
Chesapeake Utilities
CPK
$3.19B
$322K 0.02%
2,550
– –
CWB icon
264
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$321K 0.02%
3,510
– –
VDC icon
265
Vanguard Consumer Staples ETF
VDC
$7.97B
$320K 0.02%
1,427
– –
USMV icon
266
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$314K 0.02%
3,389
– –
GS icon
267
Goldman Sachs
GS
$300B
$313K 0.02%
370
– –
XLU icon
268
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$308K 0.02%
+6,705
New +$301K
WCN
269
Waste Connections
WCN
$42.2B
$307K 0.02%
1,890
– –
BND icon
270
Vanguard Total Bond Market
BND
$157B
$305K 0.02%
4,147
+1,000
+32% +$74.2K
WSO icon
271
Watsco Inc
WSO
$12.7B
$304K 0.02%
835
– –
VLTO icon
272
Veralto
VLTO
$23B
$295K 0.02%
3,335
-31
-0.9% -$2.95K
VCIT icon
273
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$285K 0.02%
3,450
– –
KEYS icon
274
Keysight
KEYS
$54.5B
$283K 0.02%
1,004
-352
-26% -$88.2K
WFC icon
275
Wells Fargo
WFC
$261B
$282K 0.02%
3,548
+125
+4% +$10.7K
9 10
11
12 13

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AAM
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SCM
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FMI
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NSGL
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RCW
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Boston Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Family Office held 323 positions worth $1.5B, down 4.7% from $1.58B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q1 2026 filing shows 13 new, 106 increased, 108 reduced and 13 closed positions. Its largest new stake was Spotify: 6,053 shares worth $2.94M. The largest sale was Alphabet (Google) Class C, an estimated $6.6M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2026 buy was Spotify: 6,053 shares worth $2.94M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $11.7M increase.
  • Boston Family Office's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $6.6M.
  • Boston Family Office fully exited Sandisk in Q1 2026, selling an estimated $1.6M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.5B portfolio in Q1 2026.
  • Boston Family Office opened 13 new positions and closed 13 in Q1 2026.
  • Boston Family Office's portfolio value fell 4.7% quarter-over-quarter to $1.5B.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.