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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
MMM icon
126
3M
MMM
$94.3B
$1.89M 0.13%
12,416
– –
MPWR icon
127
Monolithic Power Systems
MPWR
$68.9B
$1.84M 0.12%
2,514
-105
-4% -$66.9K
APH icon
128
Amphenol
APH
$209B
$1.68M 0.11%
17,058
-613
-3% -$50.1K
IYW icon
129
iShares US Technology ETF
IYW
$25.2B
$1.68M 0.11%
9,700
– –
VNQ icon
130
Vanguard Real Estate ETF
VNQ
$39B
$1.67M 0.11%
18,801
+423
+2% +$37.3K
PFE icon
131
Pfizer
PFE
$153B
$1.62M 0.11%
66,647
-695
-1% -$16.2K
IBTM icon
132
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$560M
$1.58M 0.1%
68,497
+4,304
+7% +$97.9K
NVS icon
133
Novartis
NVS
$297B
$1.56M 0.1%
12,935
– –
AMAT icon
134
Applied Materials
AMAT
$428B
$1.56M 0.1%
8,516
+1,420
+20% +$225K
IWR icon
135
iShares Russell Mid-Cap ETF
IWR
$57.4B
$1.52M 0.1%
16,570
– –
ACN icon
136
Accenture
ACN
$108B
$1.51M 0.1%
5,059
+479
+10% +$146K
FSLR icon
137
First Solar
FSLR
$26.9B
$1.51M 0.1%
9,100
+975
+12% +$144K
AWK icon
138
American Water Works
AWK
$26.9B
$1.5M 0.1%
10,802
+1,793
+20% +$257K
VGUS
139
Vanguard Ultra-Short Treasury ETF
VGUS
$1.02B
$1.48M 0.1%
+19,569
New +$1.48M
TGT icon
140
Target
TGT
$68B
$1.38M 0.09%
14,017
-535
-4% -$51.4K
IWM icon
141
iShares Russell 2000 ETF
IWM
$83B
$1.34M 0.09%
6,203
-170
-3% -$34.2K
IGM icon
142
iShares Expanded Tech Sector ETF
IGM
$10.7B
$1.34M 0.09%
11,904
– –
INTU icon
143
Intuit
INTU
$89B
$1.31M 0.09%
1,667
-4
-0.2% -$2.71K
GLW icon
144
Corning
GLW
$143B
$1.3M 0.09%
24,910
– –
CMCSA icon
145
Comcast
CMCSA
$90B
$1.28M 0.09%
35,983
-60
-0.2% -$2.08K
IWO icon
146
iShares Russell 2000 Growth ETF
IWO
$15.1B
$1.27M 0.08%
4,441
-160
-3% -$42.1K
CAT icon
147
Caterpillar
CAT
$387B
$1.26M 0.08%
3,244
-58
-2% -$19.3K
BMY icon
148
Bristol-Myers Squibb
BMY
$132B
$1.25M 0.08%
27,117
-2
-0% -$98
CRWD icon
149
CrowdStrike
CRWD
$218B
$1.25M 0.08%
9,828
+448
+5% +$48.6K
CSCO icon
150
Cisco
CSCO
$479B
$1.25M 0.08%
18,023
-250
-1% -$15.4K
4 5
6
7 8

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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.