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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
BSV icon
76
Vanguard Short-Term Bond ETF
BSV
$44.7B
$4.66M 0.31%
59,390
-3,551
-6% -$280K
QQQ icon
77
Invesco QQQ Trust
QQQ
$453B
$4.6M 0.31%
7,965
-954
-11% -$580K
WELL icon
78
Welltower
WELL
$169B
$4.57M 0.3%
23,091
+1,048
+5% +$207K
IVV icon
79
iShares Core S&P 500 ETF
IVV
$878B
$4.27M 0.28%
6,537
-11
-0.2% -$7.51K
TT icon
80
Trane Technologies
TT
$101B
$4.26M 0.28%
10,221
-1,075
-10% -$456K
WM icon
81
Waste Management
WM
$90.6B
$4.26M 0.28%
18,526
+1,409
+8% +$324K
TSM icon
82
TSMC
TSM
$2.1T
$4.17M 0.28%
12,341
+714
+6% +$246K
VEA icon
83
Vanguard FTSE Developed Markets ETF
VEA
$229B
$4.17M 0.28%
65,036
+14,311
+28% +$945K
ADBE icon
84
Adobe
ADBE
$99.5B
$4.08M 0.27%
16,792
-2,093
-11% -$580K
IJH icon
85
iShares Core S&P Mid-Cap ETF
IJH
$122B
$3.77M 0.25%
55,834
+1,018
+2% +$70.6K
AMGN icon
86
Amgen
AMGN
$208B
$3.66M 0.24%
10,401
+1,234
+13% +$440K
LOW icon
87
Lowe's Companies
LOW
$117B
$3.65M 0.24%
15,457
-4,168
-21% -$1.09M
BRK.A icon
88
Berkshire Hathaway Class A
BRK.A
$1.1T
$3.59M 0.24%
5
– –
RTX icon
89
RTX Corp
RTX
$290B
$3.45M 0.23%
17,906
+49
+0.3% +$9.74K
KO icon
90
Coca-Cola
KO
$377B
$3.36M 0.22%
44,147
-526
-1% -$39.8K
GLW icon
91
Corning
GLW
$119B
$3.33M 0.22%
24,487
-8,068
-25% -$973K
ITW icon
92
Illinois Tool Works
ITW
$82.6B
$3.26M 0.22%
12,541
+1,596
+15% +$434K
IBTJ icon
93
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$3.23M 0.22%
148,083
+21,872
+17% +$480K
CAT icon
94
Caterpillar
CAT
$375B
$3.23M 0.22%
4,562
-1,421
-24% -$984K
IVW icon
95
iShares S&P 500 Growth ETF
IVW
$73.8B
$3.1M 0.21%
27,424
+25
+0.1% +$3.01K
RPM icon
96
RPM International
RPM
$13.7B
$2.94M 0.2%
29,532
+1,997
+7% +$216K
SPOT icon
97
Spotify
SPOT
$103B
$2.94M 0.2%
+6,053
New +$3.04M
IBTG icon
98
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$2.89M 0.19%
126,260
-94,254
-43% -$2.16M
VO icon
99
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$2.86M 0.19%
39,856
– –
SNPS icon
100
Synopsys
SNPS
$74.4B
$2.82M 0.19%
7,108
-145
-2% -$65.5K
2 3
4
5 6

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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.