We are live on ! Find out more
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
VXUS icon
101
Vanguard Total International Stock ETF
VXUS
$162B
$3.2M 0.19%
37,459
+3,245
+9% +$272K
VV icon
102
Vanguard Morningstar Large-Cap ETF
VV
$53.7B
$3.14M 0.19%
9,131
-35
-0.4% -$11.7K
JPST icon
103
JPMorgan Ultra-Short Income ETF
JPST
$41.5B
$3.03M 0.18%
59,932
+15,987
+36% +$808K
SNPS icon
104
Synopsys
SNPS
$70.5B
$2.96M 0.18%
6,632
-476
-7% -$224K
VNQ icon
105
Vanguard Real Estate ETF
VNQ
$37.2B
$2.88M 0.17%
29,824
+1,079
+4% +$103K
IBTL icon
106
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$720M
$2.81M 0.17%
139,397
+16,051
+13% +$325K
GE icon
107
GE Aerospace
GE
$319B
$2.77M 0.17%
7,419
+256
+4% +$80.1K
NSC icon
108
Norfolk Southern
NSC
$71.9B
$2.65M 0.16%
8,433
– –
APH icon
109
Amphenol
APH
$191B
$2.63M 0.16%
29,804
+810
+3% +$58.4K
VGUS
110
Vanguard Ultra-Short Treasury ETF
VGUS
$1.08B
$2.58M 0.16%
34,110
+4,116
+14% +$311K
QCOM icon
111
Qualcomm
QCOM
$201B
$2.54M 0.15%
13,774
– –
VEU icon
112
Vanguard FTSE All-World ex-US ETF
VEU
$69.1B
$2.51M 0.15%
30,012
+891
+3% +$72.8K
AFL icon
113
Aflac
AFL
$58.9B
$2.5M 0.15%
21,362
+356
+2% +$41K
TER icon
114
Teradyne
TER
$52B
$2.4M 0.15%
4,967
-350
-7% -$132K
GEV icon
115
GE Vernova
GEV
$235B
$2.36M 0.14%
2,010
+52
+3% +$53.1K
VCRM
116
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.82B
$2.35M 0.14%
30,812
+15,672
+104% +$1.19M
CSCO icon
117
Cisco
CSCO
$434B
$2.35M 0.14%
19,998
-250
-1% -$26.1K
CRWD icon
118
CrowdStrike
CRWD
$248B
$2.33M 0.14%
12,204
-820
-6% -$116K
WMT icon
119
Walmart Inc
WMT
$858B
$2.31M 0.14%
20,422
+206
+1% +$25.6K
ORLY icon
120
O'Reilly Automotive
ORLY
$68.9B
$2.3M 0.14%
24,928
+11,130
+81% +$1.02M
FSLR icon
121
First Solar
FSLR
$21.7B
$2.27M 0.14%
9,612
+512
+6% +$120K
NN icon
122
NextNav
NN
$2.52B
$2.23M 0.14%
125,000
– –
IYW icon
123
iShares US Technology ETF
IYW
$25B
$2.14M 0.13%
8,500
-1,000
-11% -$230K
TFLO icon
124
iShares Treasury Floating Rate Bond ETF
TFLO
$6.67B
$2.09M 0.13%
41,258
-687
-2% -$34.7K
MDT icon
125
Medtronic
MDT
$120B
$2.05M 0.12%
26,248
-1,003
-4% -$80.9K
3 4
5
6 7

Similar funds

MCIL
MFF Capital Investments Ltd Sydney $1.65B AUM
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
GS
Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.65B AUM 22.9% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.65B AUM 26.32% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.65B AUM 184.75% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

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.