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 ETFs Only
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