DOSSIER · 13F-HR · Q3 2026
BostonPremier Wealth LLC
$245M in tracked AUM across 85 positions as of Q3 2026.
BW
CIK 0002053783 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of BostonPremier Wealth LLC 13F Filing
Portfolio Overview
BostonPremier Wealth LLC has reported a substantial expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by +206.4%, growing from $63.70 million in the previous quarter to $195.15 million. This dramatic increase is not attributable solely to market appreciation but indicates a significant inflow of new capital or a major restructuring stra...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.