SEC 13F Intelligence

Managers / Q1 2026

BOSTON FAMILY OFFICE LLC

CIK 0001039807 · 20 CUSTOM HOUSE STREET, SUITE 700, BOSTON, MA, 02110 · 6176240800

Reported Value
$1.5B
Q1 2026
Positions
311
Filings on Record
29
2019–present window
Filed
May 13, 2026
original filing

Summary

Boston Family Office LLC reported $1.5B in U.S.-listed holdings across 311 positions for Q1 2026.

Its largest position, AAPL, represents 4.8% of the portfolio.

Compared with Q4 2025, the fund opened 13 new positions and exited 13.

Portfolio Metrics

Turnover
+5.5%
vs prior filed quarter
Top-10 Concentration
+30.0%
share of reported value
Largest Position
+4.8%
Apple
New / Exited
13 / 13
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $925MQ1 ’19Q2 ’19: $963MQ3 ’19: $964MQ4 ’19: $1.1BQ1 ’20: $847MQ1 ’20Q2 ’20: $1.0BQ3 ’20: $1.1BQ4 ’20: $1.3BQ1 ’21: $1.3BQ1 ’21Q2 ’21: $1.4BQ3 ’21: $1.4BQ4 ’21: $1.5BQ1 ’22: $1.4BQ1 ’22Q2 ’22: $1.2BQ3 ’22: $1.1BQ4 ’22: $1.2BQ1 ’23: $1.2BQ1 ’23Q2 ’23: $1.3BQ3 ’23: $1.2BQ4 ’23: $1.3BQ1 ’24: $1.4BQ1 ’24Q2 ’24: $1.4BQ3 ’24: $1.5BQ4 ’24: $1.5BQ1 ’25: $1.4BQ1 ’25Q2 ’25: $1.5BQ3 ’25: $1.6BQ4 ’25: $1.6BQ1 ’26: $1.5BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 78.2%ETP: 18.8%REIT: 1.9%ADR: 0.9%Other: 0.1%
  • Common Stock · 78.2% · $1.2B
  • ETP · 18.8% · $283M
  • REIT · 1.9% · $29M
  • ADR · 0.9% · $14M
  • Other · 0.1% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPOTSpotify TechnologyNEW+6.1K6.1K+$3M$3M
IBDYiShares iBonds Treasury 2033NEW+66.2K66.2K+$2M$2M
EMXCiShares MSCI Emerging Markets Ex China ETFNEW+12.8K12.8K+$1M$1M
ANETArista Networks IncNEW+7.9K7.9K+$973,000$973,000
AMPAmeriprise FinancialNEW+1.5K1.5K+$648,000$648,000
WECWEC Energy Group IncNEW+5.2K5.2K+$603,000$603,000
MPCMarathon PetroleumNEW+1.9K1.9K+$468,000$468,000
INFQInfleqtion IncNEW+42.0K42.0K+$412,000$412,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

309 positions (from 311 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLApple Inc.history →COM4.85%$73M286.9K
2GOOGAlphabet Inc. Class CCAP STK CL C · CAP STK CL A4.56%$69M239.0K
3AMZNAmazon.com, Inc.history →COM3.47%$52M250.2K
4MSFTMicrosoft Corporationhistory →COM3.37%$51M137.0K
5VOOVanguard S&P 500 ETFhistory →S&P 500 ETF SHS3.17%$48M79.7K
6VVisa Inc. Class Ahistory →COM CL A2.68%$40M133.1K
7BRK/BBerkshire Hathaway Inc. Class BCL B NEW · CL A2.04%$31M56.6K
8UNPUnion Pacific Corporationhistory →COM1.98%$30M122.5K
9NVDANVIDIA Corporationhistory →COM1.92%$29M165.7K
10SPYSPDR S&P 500 ETF Trusthistory →TR UNIT1.91%$29M44.2K
11NEENextEra Energy, Inc.history →COM1.64%$25M265.1K
12SPGIS&P Global, Inc.history →COM1.63%$24M57.5K
13SYKStryker Corporationhistory →COM1.62%$24M73.9K
14ECLEcolab Inc.history →COM1.58%$24M89.4K
15ROKRockwell Automation, Inc.history →COM1.55%$23M64.9K
16PANWPalo Alto Networks, Inc.history →COM1.47%$22M137.7K
17CVXChevron Corporationhistory →COM1.43%$21M103.7K
18APDAir Products and Chemicals, Inc.history →COM1.40%$21M72.2K
19AMTAmerican Tower Corporationhistory →COM1.38%$21M119.9K
20IQVIqvia Holdings Inchistory →COM1.32%$20M116.6K
21TMOThermo Fisher Scientific Inc.history →COM1.32%$20M40.3K
22ATRAptargroup, Inc.history →COM1.26%$19M150.0K
23LLYEli Lilly and Companyhistory →COM1.15%$17M18.8K
24MRSHMarshhistory →COM1.12%$17M97.2K
25JNJJohnson & Johnsonhistory →COM1.12%$17M68.9K
26CRMSalesforce, Inc.history →COM1.05%$16M84.2K
27ABBVAbbVie, Inc.history →COM1.03%$15M71.2K
28NOWServiceNow, Inc.history →COM1.01%$15M144.8K
29VXFVanguard Extended Market ETFhistory →EXTEND MKT ETF1.00%$15M73.2K
30VTIPVanguard Short-Term Inflation-Protected ETFhistory →STRM INFPROIDX1.00%$15M301.3K
31IDXXIDEXX Laboratories, Inc.history →COM0.98%$15M26.3K
32ETNEaton Corp. PLChistory →SHS0.98%$15M41.2K
33ADPAutomatic Data Processing, Inc.history →COM0.97%$15M71.5K
34VIGVanguard Dividend Appreciation ETFhistory →DIV APP ETF0.91%$14M63.9K
35JPMJPMorgan Chase & Co.history →COM0.91%$14M46.7K
36PHParker-Hannifin Corporationhistory →COM0.87%$13M14.5K
37ROPRoper Technologies, Inc.history →COM0.86%$13M36.7K
38COSTCostco Wholesale Corporationhistory →COM0.86%$13M12.9K
39METAMeta Platformshistory →CL A0.84%$13M22.0K
40VTIVanguard Total Stock Market ETFhistory →TOTAL STK MKT0.77%$12M36.0K
41XYLXylem Inc.history →COM0.71%$11M89.1K
42ASMLASML Holding NV ADRhistory →N Y REGISTRY SHS0.68%$10M7.8K
43ZBRAZebra Technologies Corporation Class Ahistory →CL A0.68%$10M48.8K
44PEPPepsiCo, Inc.COM0.64%$10M61.8K
45EOGEOG Resources, Inc.COM0.63%$9M65.6K
46MCDMcDonald's CorporationCOM0.62%$9M29.8K
47NFLXNetflix IncCOM0.60%$9M93.4K
48TJXTJX Companies IncCOM0.57%$9M53.7K
49LECOLincoln Electric Holdings, Inc.COM0.57%$9M34.2K
50ABTAbbott LaboratoriesCOM0.55%$8M81.0K
51PGProcter & Gamble CompanyCOM0.53%$8M55.5K
52DISWalt Disney CompanyCOM0.53%$8M82.4K
53TELTE Connectivity PLCORD SHS0.52%$8M37.2K
54MKCMcCormick & Company, Inc.COM NON VTG0.50%$7M147.7K
55SHWSherwin-Williams CompanyCOM0.49%$7M23.1K
56DHRDanaher CorporationCOM0.49%$7M39.0K
57VCSHVanguard Short-Term Corporate Bond ETFSHRT TRM CORP BD0.48%$7M91.2K
58HDHome Depot, Inc.COM0.47%$7M21.4K
59ADIAnalog Devices, Inc.COM0.46%$7M21.9K
60VCRBVanguard Core Bond ETFCORE BD ETF0.46%$7M89.4K
61MDYSPDR S&P Midcap 400 ETF TrustUTSER1 S&PDCRP0.45%$7M11.1K
62MOATVanEck Morningstar Wide Moat ETFMORNINGSTAR WIDE0.43%$6M67.2K
63NKENIKE, Inc. Class BCL B0.43%$6M122.4K
64IJRiShares Core S&P Small Cap ETFCORE S&P SCP ETF0.43%$6M51.5K
65VRPInvesco Variable Rate Preferred ETFVAR RATE PFD0.41%$6M256.9K
66IBTHiShares iBonds Treasury 2027IBONDS 27 TRM TS0.41%$6M272.7K
67IBTIiShares iBonds Treasury 2028IBONDS 28 TRM TS0.39%$6M266.0K
68EXMOCExxon Mobil CorporationCOM0.39%$6M34.5K
69PLTRPalantir Technologies IncCL A0.39%$6M40.0K
70MRKMerck & Co., Inc.COM0.36%$5M45.5K
71HUBBHubbell Incorporated Class BCOM0.35%$5M10.6K
72MPWRMonolithic Power Systems, Inc.COM0.33%$5M4.5K
73NSRGYNestle S.A. Sponsored ADRCOM0.32%$5M49.1K
74VGSHVanguard Short-Term Treasury ETFSHORT TERM TREAS0.32%$5M81.0K
75BSVVanguard Short-Term Bond ETFSHORT TRM BOND0.31%$5M59.4K
76QQQInvesco QQQ TrustUNIT SER 10.31%$5M8.0K
77WELLWelltower, Inc.COM0.30%$5M23.1K
78IVViShares Core S&P 500 ETFCORE S&P500 ETF0.28%$4M6.5K
79TTTrane Technologies plcSHS0.28%$4M10.2K
80WMWaste Management, Inc.COM0.28%$4M18.5K
81TSMTaiwan Semiconductor MFG.SPONSORED ADS0.28%$4M12.3K
82VEAVanguard FTSE Developed Markets ETFVAN FTSE DEV MKT0.28%$4M65.0K
83ADBEAdobe Inc.COM0.27%$4M16.8K
84AXPAmerican Express CompanyCOM0.26%$4M12.9K
85IJHiShares Core S&P Mid-Cap ETFCORE S&P MCP ETF0.25%$4M55.8K
86AMGNAmgen Inc.COM0.24%$4M10.4K
87LOWLowe's Companies, Inc.COM0.24%$4M15.5K
88RTXRTX CorporationCOM0.23%$3M17.9K
89KOCoca-Cola CompanyCOM0.22%$3M44.1K
90GLWCorning IncCOM0.22%$3M24.5K
91ITWIllinois Tool Works Inc.COM0.22%$3M12.5K
92IBTJiShares iBonds Treasury 2029IBONDS 29 TRM TS0.22%$3M148.1K
93CATCaterpillar Inc.COM0.22%$3M4.6K
94IVWiShares S&P 500 Growth ETFS&P 500 GRWT ETF0.21%$3M27.4K
95RPMRPM International Inc.COM0.20%$3M29.5K
96SPOTSpotify TechnologySHS0.20%$3M6.1K
97IBTGiShares iBonds Treasury 2026IBONDS 26 TRM TS0.19%$3M126.3K
98VOVanguard Mid-Cap ETFMID CAP ETF0.19%$3M10.0K
99SNPSSynopsys, Inc.COM0.19%$3M7.1K
100IBTKiShares iBonds Treasury 2030IBOND DEC 20300.19%$3M142.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B311May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B310Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.6B296Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.5B286Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B281May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.5B275Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B277Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.4B265Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.4B264May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.3B260Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.2B253Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.3B260Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.2B260May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.2B267Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B260Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.2B268Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.4B286May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.5B282Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.4B279Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.4B278Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.3B266May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.3B258Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.1B237Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.0B244Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$847M236May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.1B252Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$964M251Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$963M258Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$925M250May 9, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.