Long-term investor
Bostonpremier Wealth LLC @bostonpremierwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053783).
Record
- Tracked since 2025-06-30 (445 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +15.5% · 6 months n/a · 1 year +24.1% · all +24.1%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 27.4% · long · since 2025-06-30
- 46090E103 · 15.4% · long · since 2025-06-30
- IJH · 9.3% · long · since 2025-06-30
- AVLV · 7.9% · long · since 2025-06-30
- DFUS · 5.3% · long · since 2025-06-30
- IJR · 4.1% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- ARTY · 3.1% · long · since 2025-06-30
- NVDA · 2.4% · long · since 2025-06-30
- UTES · 2.0% · long · since 2025-09-30
- RSP · 1.6% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30