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BFO

Boston Family Office Portfolio holdings

AUM $1.65B
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
+13.26%
1 Year Est. Return
+18.1%
3 Year Est. Return
+53.4%
5 Year Est. Return
+63.18%
10 Year Est. Return
+288.04%
AUM
$1.65B
AUM Growth
+$145M
Cap. Flow
+$4.02M
Cap. Flow %
0.24%
Top 10 Hldgs %
31.1%
Holding
326
New
16
Increased
92
Reduced
119
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
COST icon
Costco
COST
+$3.22M
4
ANET icon
Arista Networks
ANET
+$2.99M
5
MSFT icon
Microsoft
MSFT
+$2.84M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$5.93M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M
3
CRM icon
Salesforce
CRM
+$4.03M
4
ROP icon
Roper Technologies
ROP
+$3.63M
5
AMZN icon
Amazon
AMZN
+$3.48M

Sector Composition

Rank Sector Weight
1 Technology 23.63%
2 Miscellaneous 20.73%
3 Healthcare 11.56%
4 Industrials 9.9%
5 Financials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
276
Wells Fargo
WFC
$269B
$293K 0.02%
3,548
– –
PODD icon
277
Insulet
PODD
$9.65B
$289K 0.02%
1,900
– –
TRNO icon
278
Terreno Realty
TRNO
$7.14B
$286K 0.02%
4,415
– –
VCIT icon
279
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.6B
$285K 0.02%
3,450
– –
BA icon
280
Boeing
BA
$167B
$278K 0.02%
+1,285
New +$286K
USFD icon
281
US Foods
USFD
$19.6B
$270K 0.02%
2,640
– –
JHG
282
DELISTED
Janus Henderson
JHG
$260K 0.02%
5,000
– –
SOXX icon
283
iShares Semiconductor ETF
SOXX
$42.6B
$260K 0.02%
+405
New +$206K
MINT icon
284
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.6B
$258K 0.02%
+2,560
New +$257K
SAIC icon
285
Saic
SAIC
$5.63B
$258K 0.02%
2,335
– –
IWB icon
286
iShares Russell 1000 ETF
IWB
$48.4B
$253K 0.02%
617
+53
+9% +$21K
FLOT icon
287
iShares Floating Rate Bond ETF
FLOT
$10.8B
$248K 0.02%
4,853
– –
SPSB icon
288
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
$248K 0.02%
8,280
– –
AGG icon
289
iShares Core US Aggregate Bond ETF
AGG
$137B
$247K 0.02%
2,500
– –
SUSA icon
290
iShares ESG Optimized MSCI USA ETF
SUSA
$4B
$247K 0.02%
1,600
– –
EEM icon
291
iShares MSCI Emerging Markets ETF
EEM
$30.6B
$245K 0.01%
+3,580
New +$234K
SMB icon
292
VanEck Short Muni ETF
SMB
$315M
$241K 0.01%
13,896
– –
WTFC icon
293
Wintrust Financial
WTFC
$10.2B
$241K 0.01%
1,500
– –
FTV icon
294
Fortive
FTV
$17.1B
$239K 0.01%
3,920
– –
JNK icon
295
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.78B
$236K 0.01%
2,445
– –
FERG icon
296
Ferguson
FERG
$42.1B
$232K 0.01%
976
– –
CM icon
297
Canadian Imperial Bank of Commerce
CM
$103B
$230K 0.01%
+2,000
New +$219K
VTES icon
298
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.4B
$228K 0.01%
2,250
– –
PGR icon
299
Progressive
PGR
$128B
$226K 0.01%
1,036
– –
AME icon
300
Ametek
AME
$53.8B
$224K 0.01%
+926
New +$213K
9 10 11
12
13

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Boston Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Boston Family Office held 326 positions worth $1.65B, up 9.6% from $1.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Boston Family Office's Q2 2026 filing shows 16 new, 92 increased, 119 reduced and 12 closed positions. Its largest new stake was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M. The largest sale was AptarGroup, an estimated $5.93M.

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

  • Boston Family Office's largest Q2 2026 buy was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $10.2M increase.
  • Boston Family Office's biggest Q2 2026 reduction was AptarGroup, cutting an estimated $5.93M.
  • Boston Family Office fully exited Spotify in Q2 2026, selling an estimated $2.94M.
  • Boston Family Office's ten largest holdings make up 31% of its $1.65B portfolio in Q2 2026.
  • Boston Family Office opened 16 new positions and closed 12 in Q2 2026.
  • Boston Family Office's portfolio value rose 9.6% quarter-over-quarter to $1.65B.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.