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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
DHR icon
51
Danaher
DHR
$144B
$7.95M 0.53%
40,260
+2,794
+7% +$542K
PH icon
52
Parker-Hannifin
PH
$135B
$7.86M 0.52%
11,249
-11
-0.1% -$6.95K
MCD icon
53
McDonald's
MCD
$195B
$7.67M 0.51%
26,250
-214
-0.8% -$66K
HD icon
54
Home Depot
HD
$355B
$7.5M 0.5%
20,464
-339
-2% -$123K
NFLX icon
55
Netflix
NFLX
$309B
$7.38M 0.49%
55,090
+11,360
+26% +$1.28M
MDY icon
56
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$7.32M 0.49%
12,920
-17
-0.1% -$9.12K
LECO icon
57
Lincoln Electric
LECO
$15.4B
$7.21M 0.48%
34,775
-289
-0.8% -$55.3K
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$7.11M 0.47%
89,445
+1,447
+2% +$114K
LLY icon
59
Eli Lilly
LLY
$1.06T
$7.04M 0.47%
9,037
+3,755
+71% +$2.92M
TEL icon
60
TE Connectivity
TEL
$62.6B
$6.58M 0.44%
39,058
-340
-0.9% -$51.6K
IJR icon
61
iShares Core S&P Small-Cap ETF
IJR
$112B
$6.45M 0.43%
59,023
-388
-0.7% -$40.1K
TJX icon
62
TJX Companies
TJX
$178B
$6.34M 0.42%
51,348
+1,517
+3% +$192K
ASML icon
63
ASML
ASML
$669B
$6.29M 0.42%
7,856
+417
+6% +$299K
VRP icon
64
Invesco Variable Rate Preferred ETF
VRP
$3.01B
$5.96M 0.4%
243,581
+10,288
+4% +$248K
MOAT icon
65
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$5.5M 0.37%
58,641
-2,182
-4% -$191K
ZTS icon
66
Zoetis
ZTS
$30B
$5.37M 0.36%
34,415
+1,152
+3% +$183K
TER icon
67
Teradyne
TER
$59.3B
$5.3M 0.35%
58,979
-11,405
-16% -$911K
IBTG icon
68
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$5.19M 0.34%
226,379
+25,491
+13% +$583K
ADI icon
69
Analog Devices
ADI
$190B
$5.02M 0.33%
21,109
-1,036
-5% -$216K
BSV icon
70
Vanguard Short-Term Bond ETF
BSV
$44.6B
$5.02M 0.33%
63,773
-6,895
-10% -$539K
IBTH icon
71
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
$4.99M 0.33%
221,879
+27,664
+14% +$620K
TT icon
72
Trane Technologies
TT
$106B
$4.94M 0.33%
11,296
-51
-0.4% -$20.1K
QQQ icon
73
Invesco QQQ Trust
QQQ
$484B
$4.79M 0.32%
8,693
+8
+0.1% +$3.98K
PLTR icon
74
Palantir
PLTR
$413B
$4.65M 0.31%
34,105
+105
+0.3% +$12.3K
LOW icon
75
Lowe's Companies
LOW
$125B
$4.43M 0.29%
19,975
-705
-3% -$157K
1 2
3
4 5

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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.