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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
HUBB icon
76
Hubbell
HUBB
$27.2B
$4.34M 0.29%
10,618
-75
-0.7% -$27.8K
VCRB icon
77
Vanguard Core Bond ETF
VCRB
$7.19B
$4.31M 0.29%
55,546
+25,403
+84% +$1.95M
AXP icon
78
American Express
AXP
$230B
$4.19M 0.28%
13,130
-70
-0.5% -$19.7K
IVV icon
79
iShares Core S&P 500 ETF
IVV
$902B
$4.1M 0.27%
6,607
+37
+0.6% +$21.2K
WM icon
80
Waste Management
WM
$91B
$4.05M 0.27%
17,697
+35
+0.2% +$8.12K
IBTI icon
81
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.92B
$4.03M 0.27%
180,163
+47,668
+36% +$1.06M
MRK icon
82
Merck
MRK
$318B
$3.97M 0.26%
50,120
-365
-0.7% -$29K
WELL icon
83
Welltower
WELL
$171B
$3.96M 0.26%
25,753
-79
-0.3% -$11.8K
VGSH icon
84
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$3.83M 0.25%
65,137
-5,146
-7% -$301K
XOM icon
85
ExxonMobil
XOM
$634B
$3.68M 0.24%
34,122
+435
+1% +$46.5K
META icon
86
Meta Platforms (Facebook)
META
$1.51T
$3.57M 0.24%
4,835
+907
+23% +$560K
GIS icon
87
General Mills
GIS
$19.7B
$3.4M 0.23%
65,701
-1,350
-2% -$74.5K
RPM icon
88
RPM International
RPM
$15B
$3.36M 0.22%
30,585
-150
-0.5% -$16.5K
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$127B
$3.33M 0.22%
53,674
-910
-2% -$53.4K
JPST icon
90
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$3.26M 0.22%
64,313
-10,600
-14% -$535K
KO icon
91
Coca-Cola
KO
$375B
$3.22M 0.21%
45,527
-470
-1% -$33.5K
ORCL icon
92
Oracle
ORCL
$423B
$3.18M 0.21%
14,532
+115
+0.8% +$18.6K
IVW icon
93
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.02M 0.2%
27,399
– –
VV icon
94
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$2.95M 0.2%
10,350
– –
ITW icon
95
Illinois Tool Works
ITW
$84.5B
$2.85M 0.19%
11,521
-50
-0.4% -$12.1K
VEA icon
96
Vanguard FTSE Developed Markets ETF
VEA
$236B
$2.83M 0.19%
49,662
+1,893
+4% +$101K
QCOM icon
97
Qualcomm
QCOM
$176B
$2.75M 0.18%
17,275
-200
-1% -$29.4K
SNPS icon
98
Synopsys
SNPS
$79.7B
$2.75M 0.18%
5,357
+908
+20% +$423K
CLX icon
99
Clorox
CLX
$12.7B
$2.66M 0.18%
22,156
-114
-0.5% -$15.2K
AMGN icon
100
Amgen
AMGN
$222B
$2.54M 0.17%
9,112
+1,056
+13% +$299K
2 3
4
5 6

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NSGL
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SGM
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CPA
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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.