13F Insight
DOSSIER · 13F-HR · Q3 2026

BOSTON FAMILY OFFICE LLC

$1.7B in tracked AUM across 315 positions as of Q3 2026.

BF
CIK 0001039807 · last filed Sep 30, 2026
Total AUM
$1.7B
as of Q3 2026
Holdings
315
+4 QoQ
positions
Whale Score
59
59
tracked
Activity
268
+23 new, −19 sold
changes this Q
AI Analysis · Q3 2026

BOSTON FAMILY OFFICE LLC filed its latest 13F-HR for Q3 2026. 268 position changes this quarter — 23 new, 19 exited, 91 added, 135 trimmed.

Quarter at a glance — Q3 2026

268 material changes this filing.

ADD
VOOVanguard S&P 500 ETF
+30K sh
+$30M
4.5%
TRIM
PANWPalo Alto Networks, Inc.
-12K sh
+$28M
2.9%
ADD
MSFTMicrosoft Corporation
+2K sh
+$21M
4.2%
TRIM
AAPLApple Inc.
-9K sh
+$20M
5.4%
ADD
NVDANVIDIA Corporation
+22K sh
+$14M
2.5%
ADD
VXFVanguard Extended Market ETF
+25K sh
+$8M
1.3%
TRIM
IQVIqvia Holdings Inc
-15K sh
+$8M
1.6%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
Apple Inc.
$92M277K5.4%02
VOO
Vanguard S&P 500 ETF
$77M110K4.5%03
MSFT
Microsoft Corporation
$71M139K4.2%04
AMZN
Amazon.com, Inc.
$57M230K3.4%05
GOOG
Alphabet Inc. Class C
$55M162K3.3%06
PANW
Palo Alto Networks, Inc.
$50M126K2.9%07
V
Visa Inc. Class A
$46M128K2.7%08
NVDA
NVIDIA Corporation
$43M187K2.5%09
SPY
SPDR S&P 500 ETF Trust
$34M44K2.0%10
UNP
Union Pacific Corporation
$32M118K1.9%

Filing history

2026Q3Sep 30
$1.7B▲ 13.0%
315 positionsView →2026Q1Mar 31
$1.5B▼ 4.7%
311 positionsView →2025Q4Dec 31
$1.6B▲ 0.4%
310 positionsView →2025Q3Sep 30
$1.6B▲ 4.3%
296 positionsLocked2025Q2Jun 30
$1.5B▲ 6.6%
286 positionsLocked2025Q1Mar 31
$1.4B▼ 3.0%
281 positionsLocked2024Q4Dec 31
$1.5B▼ 1.4%
275 positionsLocked2024Q3Sep 30
$1.5B▲ 6.4%
277 positionsLocked2024Q2Jun 30
$1.4B▼ 0.2%
265 positionsLocked2024Q1Mar 31
$1.4B▲ 4.5%
264 positionsLocked2023Q4Dec 31
$1.3B▲ 9.0%
260 positionsLocked2023Q3Sep 30
$1.2B▼ 6.5%
253 positionsLocked
Showing 12 of 77