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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
-1.74%
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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
101
Vanguard FTSE Developed Markets ETF
VEA
$237B
$2.43M 0.17%
47,769
+1,794
+4% +$90.8K
BRK.A icon
102
Berkshire Hathaway Class A
BRK.A
$1.12T
$2.4M 0.17%
3
– –
MDT icon
103
Medtronic
MDT
$112B
$2.37M 0.17%
26,395
-910
-3% -$81.4K
AFL icon
104
Aflac
AFL
$62.6B
$2.36M 0.17%
21,206
-191
-0.9% -$20.3K
VCRB icon
105
Vanguard Core Bond ETF
VCRB
$7.51B
$2.33M 0.17%
30,143
+7,987
+36% +$611K
META icon
106
Meta Platforms (Facebook)
META
$1.51T
$2.26M 0.16%
3,928
+1,872
+91% +$1.21M
TYL icon
107
Tyler Technologies
TYL
$12.8B
$2.24M 0.16%
3,855
-84
-2% -$49.9K
VO icon
108
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.06M 0.15%
31,848
+5,316
+20% +$357K
MDLZ icon
109
Mondelez International
MDLZ
$79.9B
$2.04M 0.14%
30,040
-346
-1% -$21.3K
ORCL icon
110
Oracle
ORCL
$423B
$2.02M 0.14%
14,417
+410
+3% +$66.8K
VXUS icon
111
Vanguard Total International Stock ETF
VXUS
$163B
$1.94M 0.14%
31,162
+986
+3% +$60.9K
GILD icon
112
Gilead Sciences
GILD
$165B
$1.93M 0.14%
17,240
– –
SNPS icon
113
Synopsys
SNPS
$79.7B
$1.91M 0.14%
4,449
+44
+1% +$21.4K
TFLO icon
114
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$1.9M 0.13%
37,506
-3,741
-9% -$189K
MMM icon
115
3M
MMM
$94.3B
$1.82M 0.13%
12,416
– –
IBTJ icon
116
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$1.8M 0.13%
82,873
+3,215
+4% +$69.1K
VEU icon
117
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$1.79M 0.13%
29,470
-2,276
-7% -$137K
WMT icon
118
Walmart Inc
WMT
$890B
$1.77M 0.13%
20,112
-227
-1% -$21.3K
FDX icon
119
FedEx
FDX
$75.4B
$1.76M 0.12%
7,229
-1,035
-13% -$268K
PM icon
120
Philip Morris
PM
$295B
$1.74M 0.12%
10,984
+1,000
+10% +$142K
IBTF
121
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.73M 0.12%
74,200
-87,252
-54% -$2.04M
RTX icon
122
RTX Corp
RTX
$301B
$1.71M 0.12%
12,913
+3,722
+40% +$472K
PFE icon
123
Pfizer
PFE
$153B
$1.71M 0.12%
67,342
-503
-0.7% -$13.2K
VUSB icon
124
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$1.71M 0.12%
34,197
+191
+0.6% +$9.5K
VNQ icon
125
Vanguard Real Estate ETF
VNQ
$39.1B
$1.66M 0.12%
18,378
+569
+3% +$51.6K
3 4
5
6 7

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TP
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NSGL
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SGM
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RG
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CPA
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Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.