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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
FSLR icon
126
First Solar
FSLR
$22.7B
$1.79M 0.12%
9,100
– –
QCOM icon
127
Qualcomm
QCOM
$155B
$1.77M 0.12%
13,774
-2,773
-17% -$405K
MMM icon
128
3M
MMM
$90.9B
$1.76M 0.12%
12,118
– –
IYW icon
129
iShares US Technology ETF
IYW
$23.6B
$1.72M 0.11%
9,500
– –
FLEX icon
130
Flex
FLEX
$41.7B
$1.72M 0.11%
26,279
– –
BIV icon
131
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.72M 0.11%
22,248
-3,697
-14% -$288K
IBTM icon
132
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$553M
$1.71M 0.11%
74,679
+2,461
+3% +$56.8K
GEV icon
133
GE Vernova
GEV
$264B
$1.71M 0.11%
1,958
+1,137
+138% +$887K
FDX icon
134
FedEx
FDX
$72.7B
$1.7M 0.11%
4,768
-30
-0.6% -$10.4K
CLX icon
135
Clorox
CLX
$11.6B
$1.67M 0.11%
16,137
-1,066
-6% -$121K
PM icon
136
Philip Morris
PM
$297B
$1.62M 0.11%
9,820
-254
-3% -$44.1K
NVS icon
137
Novartis
NVS
$297B
$1.62M 0.11%
10,627
+592
+6% +$90.7K
IWR icon
138
iShares Russell Mid-Cap ETF
IWR
$56B
$1.62M 0.11%
16,623
-106
-0.6% -$10.6K
IBDY icon
139
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$1.61M 0.11%
+66,187
New +$1.73M
MDLZ icon
140
Mondelez International
MDLZ
$79.5B
$1.59M 0.11%
27,611
– –
BNY
141
Bank of New York Mellon
BNY
$106B
$1.59M 0.11%
13,388
– –
TGT icon
142
Target
TGT
$65.6B
$1.58M 0.11%
13,017
-1,000
-7% -$113K
TER icon
143
Teradyne
TER
$57.6B
$1.58M 0.1%
5,317
-450
-8% -$125K
CSCO icon
144
Cisco
CSCO
$457B
$1.57M 0.1%
20,248
+1,999
+11% +$156K
IWM icon
145
iShares Russell 2000 ETF
IWM
$79.8B
$1.54M 0.1%
6,214
-22
-0.4% -$5.67K
UNH icon
146
UnitedHealth
UNH
$376B
$1.52M 0.1%
5,601
-724
-11% -$216K
PFE icon
147
Pfizer
PFE
$143B
$1.5M 0.1%
53,537
-8,827
-14% -$235K
TYL icon
148
Tyler Technologies
TYL
$12.7B
$1.47M 0.1%
4,293
+95
+2% +$35.4K
IGM icon
149
iShares Expanded Tech Sector ETF
IGM
$10B
$1.43M 0.1%
12,059
– –
IWO icon
150
iShares Russell 2000 Growth ETF
IWO
$14.3B
$1.39M 0.09%
4,441
– –
4 5
6
7 8

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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.