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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
+5.44%
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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
+$5.28M
Cap. Flow %
0.34%
Top 10 Hldgs %
29%
Holding
302
New
17
Increased
80
Reduced
93
Closed
6

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$16.7M
2
LLY icon
Eli Lilly
LLY
+$7.36M
3
META icon
Meta Platforms (Facebook)
META
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$32.3M
2
TER icon
Teradyne
TER
+$5.76M
3
ADBE icon
Adobe
ADBE
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

Rank Sector Weight
1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
101
Qualcomm
QCOM
$176B
$2.79M 0.18%
16,769
-506
-3% -$80.3K
MDT icon
102
Medtronic
MDT
$112B
$2.71M 0.17%
28,471
+159
+0.6% +$14.6K
AMGN icon
103
Amgen
AMGN
$222B
$2.59M 0.16%
9,174
+62
+0.7% +$18K
NSC icon
104
Norfolk Southern
NSC
$75.1B
$2.54M 0.16%
8,473
– –
IBTJ icon
105
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$2.41M 0.15%
109,866
+2,077
+2% +$45.5K
VZ icon
106
Verizon
VZ
$196B
$2.4M 0.15%
54,660
+329
+0.6% +$14.2K
AFL icon
107
Aflac
AFL
$62.6B
$2.35M 0.15%
21,006
– –
VXUS icon
108
Vanguard Total International Stock ETF
VXUS
$163B
$2.33M 0.15%
31,715
-14
-0% -$994
TFLO icon
109
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$2.29M 0.15%
45,309
+7,014
+18% +$355K
BRK.A icon
110
Berkshire Hathaway Class A
BRK.A
$1.12T
$2.26M 0.14%
3
– –
UNH icon
111
UnitedHealth
UNH
$370B
$2.24M 0.14%
6,475
+307
+5% +$92.8K
VUSB icon
112
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$2.12M 0.14%
42,494
+4,367
+11% +$218K
BIV icon
113
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$2.08M 0.13%
26,568
-2,095
-7% -$162K
VEU icon
114
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$2.07M 0.13%
28,976
-309
-1% -$21.3K
WMT icon
115
Walmart Inc
WMT
$890B
$2.07M 0.13%
20,062
+75
+0.4% +$7.47K
APH icon
116
Amphenol
APH
$209B
$2.05M 0.13%
16,600
-458
-3% -$50.3K
GLW icon
117
Corning
GLW
$143B
$2.03M 0.13%
24,832
-78
-0.3% -$5.1K
FSLR icon
118
First Solar
FSLR
$26.9B
$2.01M 0.13%
9,100
– –
TYL icon
119
Tyler Technologies
TYL
$12.8B
$2M 0.13%
3,829
-25
-0.6% -$14K
IBTK icon
120
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$2M 0.13%
100,510
+964
+1% +$19.1K
NVO
121
Novo Nordisk
NVO
$209B
$1.98M 0.13%
35,673
– –
MDLZ icon
122
Mondelez International
MDLZ
$79.9B
$1.97M 0.13%
31,555
+1,055
+3% +$68K
IBTL icon
123
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$655M
$1.96M 0.12%
95,029
+925
+1% +$18.9K
GILD icon
124
Gilead Sciences
GILD
$165B
$1.92M 0.12%
17,240
– –
VGUS
125
Vanguard Ultra-Short Treasury ETF
VGUS
$1.03B
$1.92M 0.12%
25,304
+5,735
+29% +$433K
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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MCM
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Boston Family Office's Q3 2025 Portfolio in Review

As of Q3 2025, Boston Family Office held 302 positions worth $1.57B, up 4.3% from $1.51B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q3 2025 filing shows 17 new, 80 increased, 93 reduced and 6 closed positions. Its largest new stake was Vanguard Short Duration Tax-Exempt Bond ETF: 9,426 shares worth $723K. The largest sale was Ansys, an estimated $32.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q3 2025 buy was Vanguard Short Duration Tax-Exempt Bond ETF: 9,426 shares worth $723K.
  • Boston Family Office added most to Synopsys in Q3 2025, an estimated $16.7M increase.
  • Boston Family Office's biggest Q3 2025 reduction was Teradyne, cutting an estimated $5.76M.
  • Boston Family Office fully exited Ansys in Q3 2025, selling an estimated $32.3M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.57B portfolio in Q3 2025.
  • Boston Family Office opened 17 new positions and closed 6 in Q3 2025.
  • Boston Family Office's portfolio value rose 4.3% quarter-over-quarter to $1.57B.

Based on Boston Family Office's 13F filing for Q3 2025, filed 12 Nov 2025.