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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
HELO icon
176
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.6B
$905K 0.06%
14,165
+3,705
+35% +$245K
KMI icon
177
Kinder Morgan
KMI
$71.7B
$902K 0.06%
26,915
-413
-2% -$12.9K
HON icon
178
Honeywell
HON
$77B
$883K 0.06%
3,906
+321
+9% +$73.3K
ABB
179
DELISTED
ABB Ltd
ABB
$841K 0.06%
10,450
– –
SHV icon
180
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$834K 0.06%
7,559
-550
-7% -$60.6K
JMST icon
181
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$824K 0.05%
16,165
– –
DE icon
182
Deere & Co
DE
$160B
$815K 0.05%
1,447
– –
CMCSA icon
183
Comcast
CMCSA
$85B
$801K 0.05%
27,914
-1,233
-4% -$36.9K
AM icon
184
Antero Midstream
AM
$10.4B
$798K 0.05%
35,000
– –
MO icon
185
Altria Group
MO
$114B
$797K 0.05%
12,083
-240
-2% -$15.4K
HOLX
186
DELISTED
Hologic
HOLX
$787K 0.05%
10,410
– –
EFA icon
187
iShares MSCI EAFE ETF
EFA
$78B
$786K 0.05%
8,097
– –
SHOP icon
188
Shopify
SHOP
$152B
$786K 0.05%
6,623
+264
+4% +$34.7K
VWO icon
189
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$777K 0.05%
14,376
+4,035
+39% +$226K
SHEL icon
190
Shell
SHEL
$254B
$722K 0.05%
7,759
-610
-7% -$49.3K
ACWI icon
191
iShares MSCI ACWI ETF
ACWI
$32.9B
$716K 0.05%
5,175
+3,575
+223% +$514K
VYM icon
192
Vanguard High Dividend Yield ETF
VYM
$80.9B
$706K 0.05%
4,768
+28
+0.6% +$4.21K
IGSB icon
193
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$697K 0.05%
13,270
-208
-2% -$11K
VDE icon
194
Vanguard Energy ETF
VDE
$10.1B
$670K 0.04%
3,874
– –
CL icon
195
Colgate-Palmolive
CL
$73.1B
$669K 0.04%
7,853
– –
DOV icon
196
Dover
DOV
$27.6B
$655K 0.04%
3,141
– –
JCI icon
197
Johnson Controls International
JCI
$88.8B
$649K 0.04%
4,955
-44
-0.9% -$5.68K
AMP icon
198
Ameriprise Financial
AMP
$48.3B
$648K 0.04%
+1,458
New +$703K
VUG icon
199
Vanguard Morningstar Growth ETF
VUG
$220B
$637K 0.04%
8,754
+270
+3% +$21K
MCO icon
200
Moody's
MCO
$82.8B
$634K 0.04%
1,454
+783
+117% +$370K
6 7
8
9 10

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AAM
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SCM
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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.