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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
IBTK icon
101
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$947M
$2.81M 0.19%
142,467
+27,092
+23% +$537K
AMAT icon
102
Applied Materials
AMAT
$403B
$2.8M 0.19%
8,186
+54
+0.7% +$18.2K
VV icon
103
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$2.74M 0.18%
9,166
– –
VXUS icon
104
Vanguard Total International Stock ETF
VXUS
$155B
$2.64M 0.18%
34,214
+2,211
+7% +$176K
VNQ icon
105
Vanguard Real Estate ETF
VNQ
$39.2B
$2.55M 0.17%
28,745
+8,511
+42% +$780K
IBTL icon
106
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$638M
$2.52M 0.17%
123,346
+18,090
+17% +$371K
WMT icon
107
Walmart Inc
WMT
$885B
$2.51M 0.17%
20,216
+204
+1% +$25K
NSC icon
108
Norfolk Southern
NSC
$75.4B
$2.42M 0.16%
8,433
-40
-0.5% -$11.9K
GIS icon
109
General Mills
GIS
$19.1B
$2.37M 0.16%
63,666
– –
MDT icon
110
Medtronic
MDT
$109B
$2.36M 0.16%
27,251
-182
-0.7% -$17.4K
AFL icon
111
Aflac
AFL
$64.9B
$2.31M 0.15%
21,006
– –
VGUS
112
Vanguard Ultra-Short Treasury ETF
VGUS
$1.02B
$2.27M 0.15%
29,994
+2,948
+11% +$223K
GILD icon
113
Gilead Sciences
GILD
$162B
$2.23M 0.15%
16,037
-303
-2% -$42.4K
JPST icon
114
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$2.23M 0.15%
43,945
-7,959
-15% -$403K
VEU icon
115
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$2.19M 0.15%
29,121
+480
+2% +$37.2K
TFLO icon
116
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$2.12M 0.14%
41,945
-3,135
-7% -$158K
VZ icon
117
Verizon
VZ
$195B
$2.1M 0.14%
41,730
+470
+1% +$21.8K
GE icon
118
GE Aerospace
GE
$374B
$2.03M 0.14%
7,163
+5,302
+285% +$1.67M
NN icon
119
NextNav
NN
$1.79B
$2M 0.13%
125,000
– –
BSX icon
120
Boston Scientific
BSX
$69.5B
$1.94M 0.13%
30,865
+1,241
+4% +$99.3K
ORCL icon
121
Oracle
ORCL
$374B
$1.92M 0.13%
13,075
-1,041
-7% -$169K
AWK icon
122
American Water Works
AWK
$26.7B
$1.92M 0.13%
14,073
-170
-1% -$22.5K
BMY icon
123
Bristol-Myers Squibb
BMY
$133B
$1.88M 0.13%
30,989
+927
+3% +$54K
VUSB icon
124
Vanguard Ultra-Short Bond ETF
VUSB
$8.94B
$1.87M 0.12%
37,559
+3,814
+11% +$190K
APH icon
125
Amphenol
APH
$198B
$1.83M 0.12%
14,497
-111
-0.8% -$15.6K
3 4
5
6 7

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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.