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George Beal

Boston Family Office Llc

Assets Managed
$1.503B
Holdings
310
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-4.7%(2Q avg: -2.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Boston Family Office Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 310 positions.

Assets under management

The assets under management (AUM) of Boston Family Office Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.503B in assets, with a quarterly growth rate of -4.7% and a 2-quarter average growth rate of -2.16%. The portfolio is managed by George Beal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.18%
4.85%
$72.822M
286,939 shares@ $253.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -10.36%
3.48%
$52.17M
181,865 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.27%
3.47%
$52.105M
250,179 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.72%
3.38%
$50.704M
136,974 shares@ $370.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 30.67%
3.17%
$47.634M
79,715 shares@ $597.56 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -3.71%
2.68%
$40.223M
133,083 shares@ $302.24 avg price
UNP
Union Pacific Corp
Recent Activity
Decreased -1.13%
1.98%
$29.72M
122,497 shares@ $242.62 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 14.94%
1.93%
$28.891M
165,659 shares@ $174.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -12.84%
1.92%
$28.734M
44,183 shares@ $650.35 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -6.47%
1.81%
$27.139M
56,634 shares@ $479.2 avg price

1-10 of 310