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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
+2.64%
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
$1.58B
AUM Growth
+$6M
Cap. Flow
-$13.5M
Cap. Flow %
-0.86%
Top 10 Hldgs %
30.27%
Holding
323
New
27
Increased
83
Reduced
113
Closed
13

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.91M
2
NOW icon
ServiceNow
NOW
+$2.83M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$12.3M
2
ADBE icon
Adobe
ADBE
+$6.49M
3
ZTS icon
Zoetis
ZTS
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

Rank Sector Weight
1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
101
Boston Scientific
BSX
$71.5B
$2.83M 0.18%
29,624
+17,864
+152% +$1.75M
IBTJ icon
102
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$2.77M 0.18%
126,211
+16,345
+15% +$359K
ORCL icon
103
Oracle
ORCL
$423B
$2.75M 0.17%
14,116
-219
-2% -$52.1K
ITW icon
104
Illinois Tool Works
ITW
$84.5B
$2.7M 0.17%
10,945
-576
-5% -$144K
MDT icon
105
Medtronic
MDT
$112B
$2.63M 0.17%
27,433
-1,038
-4% -$101K
JPST icon
106
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$2.63M 0.17%
51,904
-5,735
-10% -$291K
NSC icon
107
Norfolk Southern
NSC
$75.1B
$2.45M 0.16%
8,473
– –
VXUS icon
108
Vanguard Total International Stock ETF
VXUS
$163B
$2.41M 0.15%
32,003
+288
+0.9% +$21.5K
FSLR icon
109
First Solar
FSLR
$26.9B
$2.38M 0.15%
9,100
– –
AFL icon
110
Aflac
AFL
$62.6B
$2.32M 0.15%
21,006
– –
IBTK icon
111
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$2.29M 0.15%
115,375
+14,865
+15% +$296K
TFLO icon
112
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$2.27M 0.14%
45,080
-229
-0.5% -$11.6K
WMT icon
113
Walmart Inc
WMT
$890B
$2.23M 0.14%
20,012
-50
-0.2% -$5.37K
IBTL icon
114
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$655M
$2.16M 0.14%
105,256
+10,227
+11% +$211K
VEU icon
115
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$2.11M 0.13%
28,641
-335
-1% -$24.4K
AMAT icon
116
Applied Materials
AMAT
$428B
$2.09M 0.13%
8,132
-184
-2% -$44.1K
UNH icon
117
UnitedHealth
UNH
$370B
$2.09M 0.13%
6,325
-150
-2% -$50.8K
NN icon
118
NextNav
NN
$2.23B
$2.08M 0.13%
125,000
– –
VGUS
119
Vanguard Ultra-Short Treasury ETF
VGUS
$1.03B
$2.04M 0.13%
27,046
+1,742
+7% +$132K
BIV icon
120
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$2.02M 0.13%
25,945
-623
-2% -$48.7K
GILD icon
121
Gilead Sciences
GILD
$165B
$2.01M 0.13%
16,340
-900
-5% -$109K
APH icon
122
Amphenol
APH
$209B
$1.97M 0.13%
14,608
-1,992
-12% -$266K
MMM icon
123
3M
MMM
$94.3B
$1.94M 0.12%
12,118
-123
-1% -$20.1K
TYL icon
124
Tyler Technologies
TYL
$12.8B
$1.91M 0.12%
4,198
+369
+10% +$176K
IYW icon
125
iShares US Technology ETF
IYW
$25.5B
$1.9M 0.12%
9,500
– –
3 4
5
6 7

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Boston Family Office's Q4 2025 Portfolio in Review

As of Q4 2025, Boston Family Office held 323 positions worth $1.58B, up 0.38% from $1.57B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Boston Family Office's Q4 2025 filing shows 27 new, 83 increased, 113 reduced and 13 closed positions. Its largest new stake was Sandisk: 6,733 shares worth $1.6M. The largest sale was Synopsys, an estimated $12.3M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2025 buy was Sandisk: 6,733 shares worth $1.6M.
  • Boston Family Office added most to Meta Platforms (Facebook) in Q4 2025, an estimated $2.91M increase.
  • Boston Family Office's biggest Q4 2025 reduction was Synopsys, cutting an estimated $12.3M.
  • Boston Family Office fully exited Zoetis in Q4 2025, selling an estimated $5.15M.
  • Boston Family Office's ten largest holdings make up 30% of its $1.58B portfolio in Q4 2025.
  • Boston Family Office opened 27 new positions and closed 13 in Q4 2025.
  • Boston Family Office's portfolio value rose 0.38% quarter-over-quarter to $1.58B.

Based on Boston Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.