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BOSTON FAMILY OFFICE LLC
Period ended Jun 30, 2026 · Latest filing Aug 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,647,660
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Apple Inc. · COM · 037833100 · shares: $82,271
- Vanguard S&P 500 ETF · S&P 500 ETF SHS · 922908363 · shares: $65,220
- Alphabet Inc. Class C · CAP STK CL C · 02079K107 · shares: $59,127
- Amazon.com, Inc. · COM · 023135106 · shares: $56,322
- Microsoft Corporation · COM · 594918104 · shares: $53,713
- Palo Alto Networks, Inc. · COM · 697435105 · shares: $46,094
- Visa Inc. Class A · COM CL A · 92826C839 · shares: $45,141
- NVIDIA Corporation · COM · 67066G104 · shares: $38,382
- SPDR S&P 500 ETF Trust · TR UNIT · 78462F103 · shares: $33,652
- Union Pacific Corporation · COM · 907818108 · shares: $32,428
Reported holdings
315 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Apple Inc. | COM | 037833100 | — | 284,321 shares | $82,271 |
| Vanguard S&P 500 ETF | S&P 500 ETF SHS | 922908363 | — | 94,960 shares | $65,220 |
| Alphabet Inc. Class C | CAP STK CL C | 02079K107 | — | 167,341 shares | $59,127 |
| Amazon.com, Inc. | COM | 023135106 | — | 236,311 shares | $56,322 |
| Microsoft Corporation | COM | 594918104 | — | 143,994 shares | $53,713 |
| Palo Alto Networks, Inc. | COM | 697435105 | — | 135,164 shares | $46,094 |
| Visa Inc. Class A | COM CL A | 92826C839 | — | 131,573 shares | $45,141 |
| NVIDIA Corporation | COM | 67066G104 | — | 191,826 shares | $38,382 |
| SPDR S&P 500 ETF Trust | TR UNIT | 78462F103 | — | 45,064 shares | $33,652 |
| Union Pacific Corporation | COM | 907818108 | — | 119,221 shares | $32,428 |
| Rockwell Automation, Inc. | COM | 773903109 | — | 62,263 shares | $30,825 |
| Berkshire Hathaway Inc. Class B | CL B NEW | 084670702 | — | 57,497 shares | $28,771 |
| Ecolab Inc. | COM | 278865100 | — | 88,605 shares | $24,686 |
| S&P Global, Inc. | COM | 78409V104 | — | 57,068 shares | $23,242 |
| Stryker Corporation | COM | 863667101 | — | 73,821 shares | $23,242 |
| NextEra Energy, Inc. | COM | 65339F101 | — | 260,532 shares | $22,867 |
| Eli Lilly and Company | COM | 532457108 | — | 18,325 shares | $21,980 |
| Vanguard Extended Market ETF | EXTEND MKT ETF | 922908652 | — | 84,873 shares | $20,897 |
| Iqvia Holdings Inc | COM | 46266C105 | — | 107,121 shares | $20,698 |
| Air Products and Chemicals, Inc. | COM | 009158106 | — | 69,393 shares | $20,345 |
| Thermo Fisher Scientific Inc. | COM | 883556102 | — | 39,623 shares | $19,865 |
| Alphabet Inc. Class A | CAP STK CL A | 02079K305 | — | 54,693 shares | $19,546 |
| American Tower Corporation | COM | 03027X100 | — | 118,246 shares | $19,341 |
| AbbVie, Inc. | COM | 00287Y109 | — | 69,593 shares | $17,512 |
| Eaton Corp. PLC | SHS | G29183103 | — | 41,088 shares | $17,508 |
| Johnson & Johnson | COM | 478160104 | — | 68,219 shares | $17,326 |
| Marsh | COM | 571748102 | — | 102,145 shares | $17,025 |
| Chevron Corporation | COM | 166764100 | — | 101,289 shares | $16,790 |
| Vanguard Short-Term Inflation-Protected ETF | STRM INFPROIDX | 922020805 | — | 330,842 shares | $16,618 |
| ASML Holding NV ADR | N Y REGISTRY SHS | N07059210 | — | 7,993 shares | $15,902 |
| Automatic Data Processing, Inc. | COM | 053015103 | — | 70,744 shares | $15,843 |
| Costco Wholesale Corporation | COM | 22160K105 | — | 16,179 shares | $15,135 |
| JPMorgan Chase & Co. | COM | 46625H100 | — | 45,858 shares | $15,011 |
| ServiceNow, Inc. | COM | 81762P102 | — | 148,037 shares | $14,697 |
| IDEXX Laboratories, Inc. | COM | 45168D104 | — | 27,571 shares | $14,514 |
| Parker-Hannifin Corporation | COM | 701094104 | — | 14,533 shares | $14,215 |
| Vanguard Dividend Appreciation ETF | DIV APP ETF | 921908844 | — | 58,935 shares | $13,945 |
| Vanguard Total Stock Market ETF | TOTAL STK MKT | 922908769 | — | 37,495 shares | $13,875 |
| Aptargroup, Inc. | COM | 038336103 | — | 101,119 shares | $12,660 |
| Meta Platforms | CL A | 30303M102 | — | 22,137 shares | $12,470 |
| Zebra Technologies Corporation Class A | CL A | 989207105 | — | 43,560 shares | $11,468 |
| Xylem Inc. | COM | 98419M100 | — | 91,480 shares | $10,814 |
| PepsiCo, Inc. | COM | 713448108 | — | 77,794 shares | $10,533 |
| TJX Companies Inc | COM | 872540109 | — | 66,070 shares | $10,010 |
| Salesforce, Inc. | COM | 79466L302 | — | 61,293 shares | $9,602 |
| Procter & Gamble Company | COM | 742718109 | — | 65,388 shares | $9,588 |
| VanEck Morningstar Wide Moat ETF | MORNINGSTAR WIDE | 92189F643 | — | 90,357 shares | $9,394 |
| Lincoln Electric Holdings, Inc. | COM | 533900106 | — | 34,226 shares | $9,087 |
| Roper Technologies, Inc. | COM | 776696106 | — | 26,022 shares | $8,806 |
| Monolithic Power Systems, Inc. | COM | 609839105 | — | 6,321 shares | $8,738 |
| Analog Devices, Inc. | COM | 032654105 | — | 21,138 shares | $8,395 |
| EOG Resources, Inc. | COM | 26875P101 | — | 64,334 shares | $8,346 |
| SPDR S&P Midcap 400 ETF Trust | UTSER1 S&PDCRP | 78467Y107 | — | 11,191 shares | $7,871 |
| Sherwin-Williams Company | COM | 824348106 | — | 22,814 shares | $7,855 |
| Walt Disney Company | COM | 254687106 | — | 79,592 shares | $7,661 |
| Home Depot, Inc. | COM | 437076102 | — | 21,448 shares | $7,564 |
| McDonald's Corporation | COM | 580135101 | — | 27,958 shares | $7,557 |
| iShares Core S&P Small Cap ETF | CORE S&P SCP ETF | 464287804 | — | 50,576 shares | $7,501 |
| Vanguard Core Bond ETF | CORE BD ETF | 922020748 | — | 97,054 shares | $7,496 |
| TE Connectivity PLC | ORD SHS | G87052109 | — | 36,904 shares | $7,440 |
| Abbott Laboratories | COM | 002824100 | — | 80,859 shares | $7,337 |
| Vanguard Short-Term Corporate Bond ETF | SHRT TRM CORP BD | 92206C409 | — | 91,511 shares | $7,232 |
| Netflix Inc | COM | 64110L106 | — | 100,764 shares | $7,195 |
| Danaher Corporation | COM | 235851102 | — | 34,570 shares | $6,585 |
| Invesco Variable Rate Preferred ETF | VAR RATE PFD | 46138G870 | — | 267,922 shares | $6,513 |
| iShares iBonds Treasury 2028 | IBONDS 28 TRM TS | 46436E833 | — | 289,372 shares | $6,407 |
| iShares iBonds Treasury 2027 | IBONDS 27 TRM TS | 46436E841 | — | 281,963 shares | $6,308 |
| Corning Inc | COM | 219350105 | — | 24,250 shares | $6,194 |
| Invesco QQQ Trust | UNIT SER 1 | 46090E103 | — | 7,739 shares | $5,699 |
| Hubbell Incorporated Class B | COM | 443510607 | — | 10,618 shares | $5,555 |
| Merck & Co., Inc. | COM | 58933Y105 | — | 43,081 shares | $5,536 |
| Vanguard FTSE Developed Markets ETF | VAN FTSE DEV MKT | 921943858 | — | 76,352 shares | $5,440 |
| Taiwan Semiconductor MFG. | SPONSORED ADS | 874039100 | — | 11,156 shares | $5,328 |
| Applied Materials, Inc. | COM | 038222105 | — | 7,364 shares | $5,324 |
| Welltower, Inc. | COM | 95040Q104 | — | 22,400 shares | $5,084 |
| Trane Technologies plc | SHS | G8994E103 | — | 10,197 shares | $5,008 |
| Nestle S.A. Sponsored ADR | COM | 641069406 | — | 48,725 shares | $5,005 |
| Vanguard Short-Term Bond ETF | SHORT TRM BOND | 921937827 | — | 63,387 shares | $4,938 |
| Vanguard Short-Term Treasury ETF | SHORT TERM TREAS | 92206C102 | — | 84,609 shares | $4,924 |
| iShares Core S&P 500 ETF | CORE S&P500 ETF | 464287200 | — | 6,525 shares | $4,887 |
| Caterpillar Inc. | COM | 149123101 | — | 4,528 shares | $4,822 |
| Exxon Mobil Corporation | COM | 30231G102 | — | 34,526 shares | $4,720 |
| Palantir Technologies Inc | CL A | 69608A108 | — | 39,561 shares | $4,616 |
| Arista Networks Inc | COM SHS | 040413205 | — | 26,958 shares | $4,580 |
| McCormick & Company, Inc. | COM NON VTG | 579780206 | — | 90,115 shares | $4,544 |
| NIKE, Inc. Class B | CL B | 654106103 | — | 108,233 shares | $4,443 |
| American Express Company | COM | 025816109 | — | 12,690 shares | $4,292 |
| Flextronics Int'l LTD | ORD | Y2573F102 | — | 26,179 shares | $4,243 |
| Waste Management, Inc. | COM | 94106L109 | — | 18,909 shares | $4,214 |
| iShares Core S&P Mid-Cap ETF | CORE S&P MCP ETF | 464287507 | — | 53,019 shares | $4,088 |
| iShares iBonds Treasury 2029 | IBONDS 29 TRM TS | 46436E825 | — | 184,177 shares | $3,987 |
| iShares S&P 500 Growth ETF | S&P 500 GRWT ETF | 464287309 | — | 27,424 shares | $3,772 |
| Amgen Inc. | COM | 031162100 | — | 10,368 shares | $3,754 |
| Berkshire Hathaway Inc. Class A | CL A | 084670108 | — | 5 shares | $3,744 |
| Coca-Cola Company | COM | 191216100 | — | 42,232 shares | $3,432 |
| Illinois Tool Works Inc. | COM | 452308109 | — | 12,681 shares | $3,430 |
| Lowe's Companies, Inc. | COM | 548661107 | — | 15,457 shares | $3,408 |
| RTX Corporation | COM | 75513E101 | — | 17,581 shares | $3,336 |
| RPM International Inc. | COM | 749685103 | — | 29,332 shares | $3,260 |
| Vanguard Mid-Cap ETF | MID CAP ETF | 922908629 | — | 39,899 shares | $3,215 |