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BFO

Boston Family Office Portfolio holdings

AUM $1.65B
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
+13.26%
1 Year Est. Return
+18.1%
3 Year Est. Return
+53.4%
5 Year Est. Return
+63.18%
10 Year Est. Return
+288.04%
AUM
$1.65B
AUM Growth
+$145M
Cap. Flow
+$4.02M
Cap. Flow %
0.24%
Top 10 Hldgs %
31.1%
Holding
326
New
16
Increased
92
Reduced
119
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
COST icon
Costco
COST
+$3.22M
4
ANET icon
Arista Networks
ANET
+$2.99M
5
MSFT icon
Microsoft
MSFT
+$2.84M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$5.93M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M
3
CRM icon
Salesforce
CRM
+$4.03M
4
ROP icon
Roper Technologies
ROP
+$3.63M
5
AMZN icon
Amazon
AMZN
+$3.48M

Sector Composition

Rank Sector Weight
1 Technology 23.63%
2 Miscellaneous 20.73%
3 Healthcare 11.56%
4 Industrials 9.9%
5 Financials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
126
UnitedHealth
UNH
$337B
$2.03M 0.12%
4,891
-710
-13% -$263K
GILD icon
127
Gilead Sciences
GILD
$181B
$2.03M 0.12%
16,037
– –
GIS icon
128
General Mills
GIS
$19.6B
$2M 0.12%
57,406
-6,260
-10% -$216K
IGM icon
129
iShares Expanded Tech Sector ETF
IGM
$10.5B
$1.97M 0.12%
12,059
– –
MMM icon
130
3M
MMM
$84.9B
$1.96M 0.12%
12,118
– –
PM icon
131
Philip Morris
PM
$303B
$1.91M 0.12%
10,570
+750
+8% +$130K
AVGO icon
132
Broadcom
AVGO
$1.62T
$1.9M 0.12%
5,039
+1,515
+43% +$607K
IWM icon
133
iShares Russell 2000 ETF
IWM
$76.9B
$1.87M 0.11%
6,223
+9
+0.1% +$2.53K
ORCL icon
134
Oracle
ORCL
$404B
$1.87M 0.11%
12,756
-319
-2% -$57.8K
BNY
135
Bank of New York Mellon
BNY
$105B
$1.86M 0.11%
12,888
-500
-4% -$68.4K
IBTM icon
136
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$554M
$1.86M 0.11%
81,786
+7,107
+10% +$162K
IBTG icon
137
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.01B
$1.84M 0.11%
80,617
-45,643
-36% -$1.04M
IWR icon
138
iShares Russell Mid-Cap ETF
IWR
$55.4B
$1.83M 0.11%
16,570
-53
-0.3% -$5.57K
AWK icon
139
American Water Works
AWK
$27.4B
$1.81M 0.11%
13,727
-346
-2% -$44.5K
BMY icon
140
Bristol-Myers Squibb
BMY
$130B
$1.79M 0.11%
31,077
+88
+0.3% +$5.05K
VZ icon
141
Verizon
VZ
$214B
$1.78M 0.11%
42,022
+292
+0.7% +$13.7K
BIV icon
142
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$1.77M 0.11%
23,116
+868
+4% +$66.6K
NVO
143
Novo Nordisk
NVO
$188B
$1.77M 0.11%
36,941
+1,901
+5% +$81.7K
IWO icon
144
iShares Russell 2000 Growth ETF
IWO
$14.1B
$1.75M 0.11%
4,441
– –
IBM icon
145
IBM
IBM
$234B
$1.74M 0.11%
6,175
+690
+13% +$174K
TGT icon
146
Target
TGT
$70.1B
$1.7M 0.1%
13,017
– –
IBTO icon
147
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$483M
$1.7M 0.1%
+70,359
New +$1.7M
TYL icon
148
Tyler Technologies
TYL
$14.5B
$1.69M 0.1%
5,780
+1,487
+35% +$470K
NVS icon
149
Novartis
NVS
$264B
$1.67M 0.1%
10,627
– –
PLD icon
150
Prologis
PLD
$129B
$1.66M 0.1%
12,237
+2,215
+22% +$314K
4 5
6
7 8

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Boston Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Boston Family Office held 326 positions worth $1.65B, up 9.6% from $1.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Boston Family Office's Q2 2026 filing shows 16 new, 92 increased, 119 reduced and 12 closed positions. Its largest new stake was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M. The largest sale was AptarGroup, an estimated $5.93M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Healthcare.

  • Boston Family Office's largest Q2 2026 buy was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $10.2M increase.
  • Boston Family Office's biggest Q2 2026 reduction was AptarGroup, cutting an estimated $5.93M.
  • Boston Family Office fully exited Spotify in Q2 2026, selling an estimated $2.94M.
  • Boston Family Office's ten largest holdings make up 31% of its $1.65B portfolio in Q2 2026.
  • Boston Family Office opened 16 new positions and closed 12 in Q2 2026.
  • Boston Family Office's portfolio value rose 9.6% quarter-over-quarter to $1.65B.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.