13F Insight
DOSSIER · 13F-HR · Q1 2026

BOSTON FAMILY OFFICE LLC

$1.5B in tracked AUM across 311 positions as of Q1 2026.

BF
CIK 0001039807 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
311
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BOSTON FAMILY OFFICE LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc.
$73M287K4.8%02
GOOG
Alphabet Inc. Class C
$52M182K3.5%03
AMZN
Amazon.com, Inc.
$52M250K3.5%04
MSFT
Microsoft Corporation
$51M137K3.4%05
VOO
Vanguard S&P 500 ETF
$48M80K3.2%06
V
Visa Inc. Class A
$40M133K2.7%07
UNP
Union Pacific Corporation
$30M122K2.0%08
NVDA
NVIDIA Corporation
$29M166K1.9%09
SPY
SPDR S&P 500 ETF Trust
$29M44K1.9%10
BRK/B
Berkshire Hathaway Inc. Class B
$27M57K1.8%

Filing history

2026Q1Mar 31
$1.5B▼ 4.7%
311 positionsView →2025Q4Dec 31
$1.6B▲ 0.4%
310 positionsView →2025Q3Sep 30
$1.6B▲ 4.3%
296 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$1.3B▲ 4.5%
260 positionsLocked
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