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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
VO icon
101
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.52M 0.17%
36,024
+4,176
+13% +$274K
MDT icon
102
Medtronic
MDT
$112B
$2.47M 0.16%
28,312
+1,917
+7% +$163K
NVO
103
Novo Nordisk
NVO
$209B
$2.46M 0.16%
35,673
-2,175
-6% -$148K
IBTJ icon
104
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$2.36M 0.16%
107,789
+24,916
+30% +$542K
TSM icon
105
TSMC
TSM
$2.18T
$2.36M 0.16%
10,434
+6,674
+178% +$1.24M
VZ icon
106
Verizon
VZ
$196B
$2.35M 0.16%
54,331
-1,570
-3% -$68K
FISV
107
Fiserv Inc
FISV
$27.9B
$2.31M 0.15%
13,392
+5,990
+81% +$1.09M
TYL icon
108
Tyler Technologies
TYL
$12.8B
$2.29M 0.15%
3,854
-1
-0% -$566
RTX icon
109
RTX Corp
RTX
$301B
$2.26M 0.15%
15,503
+2,590
+20% +$345K
BIV icon
110
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$2.22M 0.15%
28,663
-12,659
-31% -$964K
AFL icon
111
Aflac
AFL
$62.6B
$2.21M 0.15%
21,006
-200
-0.9% -$21K
VXUS icon
112
Vanguard Total International Stock ETF
VXUS
$160B
$2.19M 0.15%
31,729
+567
+2% +$36.8K
BRK.A icon
113
Berkshire Hathaway Class A
BRK.A
$1.12T
$2.19M 0.15%
3
– –
NSC icon
114
Norfolk Southern
NSC
$75.1B
$2.17M 0.14%
8,473
-2,000
-19% -$472K
MDLZ icon
115
Mondelez International
MDLZ
$79.9B
$2.06M 0.14%
30,500
+460
+2% +$30.7K
PM icon
116
Philip Morris
PM
$295B
$1.98M 0.13%
10,884
-100
-0.9% -$17.2K
IBTK icon
117
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$975M
$1.98M 0.13%
99,546
+19,563
+24% +$384K
VEU icon
118
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$1.97M 0.13%
29,285
-185
-0.6% -$11.7K
WMT icon
119
Walmart Inc
WMT
$890B
$1.95M 0.13%
19,987
-125
-0.6% -$11.9K
TFLO icon
120
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$1.94M 0.13%
38,295
+789
+2% +$39.9K
IBTL icon
121
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$650M
$1.93M 0.13%
94,104
+17,346
+23% +$351K
UNH icon
122
UnitedHealth
UNH
$370B
$1.92M 0.13%
6,168
+363
+6% +$139K
GILD icon
123
Gilead Sciences
GILD
$165B
$1.91M 0.13%
17,240
– –
VUSB icon
124
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
$1.9M 0.13%
38,127
+3,930
+11% +$195K
NN icon
125
NextNav
NN
$2.23B
$1.9M 0.13%
125,000
– –
3 4
5
6 7

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NSGL
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SGM
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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.