Boston Family Office LLC Portfolio Holdings

Boston Family Office LLC

  • $1.51 Billion
  • Q2 2025

Boston Family Office LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.51 Billion distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $69.7M, Apple Inc. with a value of $61.1M, Amazon Com Inc with a value of $56.5M, Visa Inc. with a value of $49.2M, and Alphabet Inc. with a value of $37.1M.

Examining the 13F form we can see an increase of $93.2M in the current position value, from $1.41B to 1.51B.

Boston Family Office LLC is based out at Boston, MA

Below you can find more details about Boston Family Office LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.51 Billion
Technology: $345 Million
ETFs: $227 Million
Healthcare: $187 Million
Industrials: $174 Million
Financial Services: $159 Million
Consumer Cyclical: $94.6 Million
Communication Services: $74.5 Million
Consumer Defensive: $72.6 Million
Other: $151 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$69.7 Million 4.63% of portfolio
140,080
Q2 2025 Added 1.22%
$3.69T
$61.1 Million 4.06% of portfolio
297,988
Q2 2025 Added 0.07%
$2.26T
$56.5 Million 3.75% of portfolio
257,642
Q2 2025 Added 3.93%
$551B
$49.2 Million 3.27% of portfolio
138,680
Q2 2025 Added 0.95%
$1.24T
$37.1 Million 2.46% of portfolio
208,931
Q2 2025 Added 0.14%
$32.6B
$32.3 Million 2.15% of portfolio
92,072
Q2 2025 Reduced 1.19%
$135B
$29.1 Million 1.94% of portfolio
126,670
Q2 2025 Reduced 0.18%
$621B
$28.7 Million 1.9% of portfolio
59,040
Q2 2025 Reduced 0.8%
$182B
$28 Million 1.86% of portfolio
53,181
Q2 2025 Added 0.89%
$95.3B
$27.8 Million 1.85% of portfolio
125,846
Q2 2025 Reduced 0.58%
$172B
$26.6 Million 1.76% of portfolio
25,847
Q2 2025 Added 1.74%
$142B
$26.3 Million 1.74% of portfolio
66,391
Q2 2025 Added 2.92%
$78.8B
$26 Million 1.73% of portfolio
96,572
Q2 2025 Reduced 0.11%
$9.12B
$25.5 Million 1.69% of portfolio
163,138
Q2 2025 Reduced 2.04%
$39.2B
$25.3 Million 1.68% of portfolio
76,047
Q2 2025 Added 0.73%
$232B
$24.5 Million 1.63% of portfolio
89,910
Q2 2025 Reduced 0.14%
$101B
$23 Million 1.53% of portfolio
105,293
Q2 2025 Reduced 0.2%
$124B
$22.7 Million 1.51% of portfolio
73,665
Q2 2025 Added 2.13%
$52.5B
$22.6 Million 1.5% of portfolio
110,509
Q2 2025 Added 3.61%
$55.1B
$20.1 Million 1.34% of portfolio
35,473
Q2 2025 Reduced 1.6%
$456B
$20.1 Million 1.34% of portfolio
127,247
Q2 2025 Added 1.0%
$34.5B
$19.5 Million 1.3% of portfolio
124,007
Q2 2025 Reduced 7.56%
$141B
$19.3 Million 1.28% of portfolio
278,481
Q2 2025 Added 0.3%
$187B
$16.7 Million 1.11% of portfolio
41,181
Q2 2025 Added 2.96%
$302B
$16.3 Million 1.09% of portfolio
114,116
Q2 2025 Added 2.52%
$17B
$16.1 Million 1.07% of portfolio
52,230
Q2 2025 Reduced 8.24%
$157B
$15.5 Million 1.03% of portfolio
40,008
Q2 2025 Reduced 2.78%
$17.3B
$14.9 Million 0.99% of portfolio
197,126
Q2 2025 Reduced 0.24%
$145B
$14.9 Million 0.99% of portfolio
41,819
Q2 2025 Added 0.52%
$54.3B
$15 Million 0.99% of portfolio
27,927
Q2 2025 Reduced 2.55%
$859B
$13.4 Million 0.89% of portfolio
46,211
Q2 2025 Reduced 1.55%
$351B
$13.4 Million 0.89% of portfolio
72,035
Q2 2025 Reduced 0.8%
$439B
$12.6 Million 0.83% of portfolio
12,681
Q2 2025 Added 2.36%
$452B
$11.8 Million 0.79% of portfolio
77,497
Q2 2025 Reduced 9.06%
$25.8B
$11.7 Million 0.77% of portfolio
90,084
Q2 2025 Added 3.68%
$229B
$11.5 Million 0.76% of portfolio
84,564
Q2 2025 Reduced 0.65%
$1.21T
$10.4 Million 0.69% of portfolio
59,130
Q2 2025 Added 7.43%
$207B
$9.78 Million 0.65% of portfolio
78,863
Q2 2025 Reduced 1.2%
$368B
$9.7 Million 0.64% of portfolio
60,907
Q2 2025 Reduced 2.13%
$94.4B
$9.26 Million 0.62% of portfolio
130,387
Q2 2025 Reduced 2.96%
$69.2B
$8.78 Million 0.58% of portfolio
73,415
Q2 2025 Reduced 1.05%
$202B
$8.59 Million 0.57% of portfolio
65,023
Q2 2025 Added 1.71%
$92.8B
$8.32 Million 0.55% of portfolio
24,220
Q2 2025 Reduced 1.31%
$150B
$7.95 Million 0.53% of portfolio
40,260
Q2 2025 Added 7.46%
$96.6B
$7.86 Million 0.52% of portfolio
11,249
Q2 2025 Reduced 0.1%
$222B
$7.67 Million 0.51% of portfolio
26,250
Q2 2025 Reduced 0.81%
$405B
$7.5 Million 0.5% of portfolio
20,464
Q2 2025 Reduced 1.63%
$545B
$7.38 Million 0.49% of portfolio
5,509
Q2 2025 Added 25.98%
$14B
$7.21 Million 0.48% of portfolio
34,775
Q2 2025 Reduced 0.82%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $1.51 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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