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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
VWO icon
201
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$535K 0.04%
10,817
+228
+2% +$10.6K
FBND icon
202
Fidelity Total Bond ETF
FBND
$27.3B
$530K 0.04%
11,574
-225
-2% -$10.2K
CB icon
203
Chubb
CB
$135B
$528K 0.04%
+1,822
New +$524K
JCI icon
204
Johnson Controls International
JCI
$92.2B
$528K 0.04%
4,999
– –
AVY icon
205
Avery Dennison
AVY
$13.4B
$526K 0.03%
3,000
– –
AZO icon
206
AutoZone
AZO
$51.1B
$523K 0.03%
141
-27
-16% -$99.5K
FLEX icon
207
Flex
FLEX
$44.8B
$510K 0.03%
10,217
– –
T icon
208
AT&T
T
$163B
$500K 0.03%
17,292
-1,104
-6% -$30.4K
IGSB icon
209
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$499K 0.03%
9,450
– –
CARR icon
210
Carrier Global
CARR
$52.8B
$498K 0.03%
6,800
– –
DEO icon
211
Diageo
DEO
$53.6B
$479K 0.03%
4,750
– –
TXN icon
212
Texas Instruments
TXN
$261B
$444K 0.03%
2,138
– –
NTRS icon
213
Northern Trust
NTRS
$33.9B
$443K 0.03%
3,497
– –
LEN icon
214
Lennar Class A
LEN
$21.2B
$425K 0.03%
3,841
– –
VDE icon
215
Vanguard Energy ETF
VDE
$9.74B
$425K 0.03%
3,571
+614
+21% +$71.5K
DUOL icon
216
Duolingo
DUOL
$6.12B
$421K 0.03%
1,026
-310
-23% -$136K
EBC icon
217
Eastern Bankshares
EBC
$5.23B
$418K 0.03%
27,381
– –
BX icon
218
Blackstone
BX
$110B
$409K 0.03%
2,732
– –
TRV icon
219
Travelers Companies
TRV
$80.2B
$408K 0.03%
1,525
– –
SYY icon
220
Sysco
SYY
$40.3B
$400K 0.03%
5,280
-375
-7% -$27.2K
WSO icon
221
Watsco Inc
WSO
$13.6B
$369K 0.02%
+835
New +$387K
AJG icon
222
Arthur J. Gallagher & Co
AJG
$63.6B
$368K 0.02%
+1,150
New +$379K
CVS icon
223
CVS Health
CVS
$122B
$367K 0.02%
5,320
-200
-4% -$13.1K
CEF icon
224
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$363K 0.02%
12,056
– –
VRTX icon
225
Vertex Pharmaceuticals
VRTX
$126B
$354K 0.02%
796
+345
+76% +$159K
7 8
9
10 11

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NSGL
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CPA
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MCM
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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.