SEC 13F Intelligence

Managers / Q4 2025 · view latest →

BOSTON FAMILY OFFICE LLC

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

Reported Value
$1.6B
Q4 2025
Positions
310
Filings on Record
29
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Boston Family Office LLC reported $1.6B in U.S.-listed holdings across 310 positions for Q4 2025.

Its largest position, GOOG, represents 5.2% of the portfolio.

Compared with Q3 2025, the fund opened 28 new positions and exited 14.

Portfolio Metrics

Turnover
+5.9%
vs prior filed quarter
Top-10 Concentration
+31.7%
share of reported value
Largest Position
+5.2%
Alphabet
New / Exited
28 / 14
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: 80.1%ETP: 17.1%REIT: 1.8%ADR: 0.9%Other: 0.2%Closed-End Fund: 0.0%
  • Common Stock · 80.1% · $1.3B
  • ETP · 17.1% · $270M
  • REIT · 1.8% · $28M
  • ADR · 0.9% · $14M
  • Other · 0.2% · $3M
  • Closed-End Fund · 0.0% · $204,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SNDKSandisk Corp ComNEW+6.7K6.7K+$2M$2M
STTState Street CorporationNEW+9.5K9.5K+$1M$1M
VCRMVanguard Core Tax-Ex BondNEW+14.8K14.8K+$1M$1M
Churchill Capital Corp XNEW+42.0K42.0K+$655,000$655,000
Franklin Pennsylvania Municipal Income ETFNEW+65.5K65.5K+$565,000$565,000
MARMarriott International, Inc. Class ANEW+1.8K1.8K+$552,000$552,000
GEVGE Vernova IncNEW+821821+$537,000$537,000
BACBank Of America CorpNEW+8.0K8.0K+$441,000$441,000

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

Holdings — Q4 2025

308 positions (from 310 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1GOOGAlphabet Inc. Class CCAP STK CL C · CAP STK CL A5.22%$82M262.4K
2AAPLApple Inc.history →COM4.94%$78M286.4K
3MSFTMicrosoft Corporationhistory →COM4.23%$67M138.0K
4AMZNAmazon.com, Inc.history →COM3.79%$60M258.6K
5VVisa Inc. Class Ahistory →COM CL A3.07%$48M138.2K
6VOOVanguard S&P 500 ETFhistory →S&P 500 ETF SHS2.43%$38M61.0K
7SPYSPDR S&P 500 ETF Trusthistory →TR UNIT2.19%$35M50.7K
8BRK/BBerkshire Hathaway Inc. Class BCL B NEW · CL A2.17%$34M60.6K
9SPGIS&P Global, Inc.history →COM1.85%$29M55.7K
10UNPUnion Pacific Corporationhistory →COM1.82%$29M123.9K
11ROKRockwell Automation, Inc.history →COM1.78%$28M72.0K
12IQVIqvia Holdings Inchistory →COM1.72%$27M120.2K
13NVDANVIDIA Corporationhistory →COM1.70%$27M144.1K
14ECLEcolab Inc.history →COM1.57%$25M94.1K
15SYKStryker Corporationhistory →COM1.55%$24M69.4K
16CRMSalesforce, Inc.history →COM1.50%$24M89.4K
17TMOThermo Fisher Scientific Inc.history →COM1.47%$23M40.1K
18PANWPalo Alto Networks, Inc.history →COM1.44%$23M123.5K
19NOWServiceNow, Inc.history →COM1.43%$23M147.0K
20NEENextEra Energy, Inc.history →COM1.38%$22M271.3K
21AMTAmerican Tower Corporationhistory →COM1.36%$21M122.2K
22LLYEli Lilly and Companyhistory →COM1.29%$20M18.9K
23ATRAptargroup, Inc.history →COM1.22%$19M157.6K
24ADPAutomatic Data Processing, Inc.history →COM1.20%$19M73.6K
25IDXXIDEXX Laboratories, Inc.history →COM1.16%$18M27.1K
26MRSHMarshhistory →COM1.15%$18M98.0K
27APDAir Products and Chemicals, Inc.history →COM1.14%$18M72.9K
28ROPRoper Technologies, Inc.history →COM1.14%$18M40.2K
29CVXChevron Corporationhistory →COM1.06%$17M110.0K
30ABBVAbbVie, Inc.history →COM1.03%$16M71.2K
31JNJJohnson & Johnsonhistory →COM0.96%$15M73.5K
32JPMJPMorgan Chase & Co.history →COM0.92%$14M45.0K
33VTIPVanguard Short-Term Inflation-Protected ETFhistory →STRM INFPROIDX0.89%$14M283.3K
34VXFVanguard Extended Market ETFhistory →EXTEND MKT ETF0.88%$14M66.3K
35ETNEaton Corp. PLChistory →SHS0.84%$13M41.4K
36ZBRAZebra Technologies Corporation Class Ahistory →CL A0.80%$13M52.0K
37VIGVanguard Dividend Appreciation ETFhistory →DIV APP ETF0.80%$13M57.2K
38XYLXylem Inc.history →COM0.76%$12M88.6K
39COSTCostco Wholesale Corporationhistory →COM0.74%$12M13.5K
40METAMeta Platformshistory →CL A0.73%$11M17.4K
41VTIVanguard Total Stock Market ETFhistory →TOTAL STK MKT0.69%$11M32.3K
42ABTAbbott Laboratorieshistory →COM0.66%$10M82.6K
43PHParker-Hannifin CorporationCOM0.63%$10M11.3K
44MKCMcCormick & Company, Inc.COM NON VTG0.61%$10M142.2K
45PEPPepsiCo, Inc.COM0.58%$9M63.4K
46DISWalt Disney CompanyCOM0.57%$9M79.3K
47DHRDanaher CorporationCOM0.57%$9M39.3K
48MCDMcDonald's CorporationCOM0.55%$9M28.2K
49PGProcter & Gamble CompanyCOM0.55%$9M60.0K
50TJXTJX Companies IncCOM0.54%$9M55.8K
51ASMLASML Holding NV ADRN Y REGISTRY SHS0.53%$8M7.8K
52LECOLincoln Electric Holdings, Inc.COM0.52%$8M34.5K
53TELTE Connectivity PLCORD SHS0.52%$8M36.1K
54NKENIKE, Inc. Class BCL B0.51%$8M127.2K
55SHWSherwin-Williams CompanyCOM0.49%$8M23.7K
56EOGEOG Resources, Inc.COM0.47%$7M70.7K
57HDHome Depot, Inc.COM0.46%$7M21.2K
58MDYSPDR S&P Midcap 400 ETF TrustUTSER1 S&PDCRP0.44%$7M11.6K
59VCSHVanguard Short-Term Corporate Bond ETFSHRT TRM CORP BD0.44%$7M87.0K
60MOATVanEck Morningstar Wide Moat ETFMORNINGSTAR WIDE0.43%$7M66.2K
61IJRiShares Core S&P Small Cap ETFCORE S&P SCP ETF0.43%$7M56.1K
62PLTRPalantir Technologies IncCL A0.43%$7M37.7K
63ADBEAdobe Inc.COM0.42%$7M18.9K
64NFLXNetflix IncCOM0.41%$7M69.4K
65VRPInvesco Variable Rate Preferred ETFVAR RATE PFD0.38%$6M248.2K
66ADIAnalog Devices, Inc.COM0.37%$6M21.8K
67IBTHiShares iBonds Treasury 2027IBONDS 27 TRM TS0.37%$6M259.2K
68IBTIiShares iBonds Treasury 2028IBONDS 28 TRM TS0.36%$6M251.7K
69VCRBVanguard Core Bond ETFCORE BD ETF0.35%$6M71.6K
70QQQInvesco QQQ TrustUNIT SER 10.35%$5M8.9K
71NSRGYNestle S.A. Sponsored ADRCOM0.32%$5M51.4K
72IBTGiShares iBonds Treasury 2026IBONDS 26 TRM TS0.32%$5M220.5K
73BSVVanguard Short-Term Bond ETFSHORT TRM BOND0.31%$5M62.9K
74MRKMerck & Co., Inc.COM0.31%$5M46.4K
75AXPAmerican Express CompanyCOM0.30%$5M12.9K
76LOWLowe's Companies, Inc.COM0.30%$5M19.6K
77HUBBHubbell Incorporated Class BCOM0.30%$5M10.6K
78IVViShares Core S&P 500 ETFCORE S&P500 ETF0.28%$4M6.5K
79TTTrane Technologies plcSHS0.28%$4M11.3K
80EXMOCExxon Mobil CorporationCOM0.27%$4M35.6K
81MPWRMonolithic Power Systems, Inc.COM0.27%$4M4.7K
82VGSHVanguard Short-Term Treasury ETFSHORT TERM TREAS0.26%$4M70.8K
83WELLWelltower, Inc.COM0.26%$4M22.0K
84WMWaste Management, Inc.COM0.24%$4M17.1K
85IJHiShares Core S&P Mid-Cap ETFCORE S&P MCP ETF0.23%$4M54.8K
86TSMTaiwan Semiconductor MFG.SPONSORED ADS0.22%$4M11.6K
87CATCaterpillar Inc.COM0.22%$3M6.0K
88SNPSSynopsys, Inc.COM0.22%$3M7.3K
89IVWiShares S&P 500 Growth ETFS&P 500 GRWT ETF0.21%$3M27.4K
90RTXRTX CorporationCOM0.21%$3M17.9K
91VEAVanguard FTSE Developed Markets ETFVAN FTSE DEV MKT0.20%$3M50.7K
92KOCoca-Cola CompanyCOM0.20%$3M44.7K
93AMGNAmgen Inc.COM0.19%$3M9.2K
94GISGeneral Mills, Inc.COM0.19%$3M63.7K
95VOVanguard Mid-Cap ETFMID CAP ETF0.18%$3M10.0K
96VVVanguard Large-Cap ETFLARGE CAP ETF0.18%$3M9.2K
97RPMRPM International Inc.COM0.18%$3M27.5K
98GLWCorning IncCOM0.18%$3M32.6K
99QCOMQualcomm IncCOM0.18%$3M16.5K
100BSXBoston Scientific CorporationCOM0.18%$3M29.6K

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 ↗.