BOSTON FAMILY OFFICE LLC
Family Office
BOSTON FAMILY OFFICE LLC is a Family Office based in Boston, MA led by Benjamin Taylor Richardson, reporting $1.9B in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).
CIOBenjamin Taylor Richardson
- Portfolio Value
- $1.5B
- Positions
- 278
- Top Holding
- AAPL at 4.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BOSTON FAMILY OFFICE LLC's portfolio (29.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $75.1M | 4.90% | -$803.4K Sold | 0.00% 294.8K shares | |
Software - Infrastructure Technology | $72.3M | 4.72% | -$265.2K Sold | 0.00% 139.6K shares | |
Specialty Retail Consumer Cyclical | $56.4M | 3.68% | -$202.9K Sold | 0.00% 256.7K shares | |
Internet Content & Information Communication Services | $50.7M | 3.31% | -$163.2K Sold | 0.00% 208.3K shares | |
Financial - Credit Services Financial Services | $47.1M | 3.08% | -$241.4K Sold | 0.01% 138.0K shares | |
ETF ETF | $35.2M | 2.30% | +$222.9K Bought | — 57.4K shares | |
ETF ETF | $32.6M | 2.13% | -$79.9K Sold | — 49.0K shares | |
Railroads Industrials | $29.9M | 1.95% | -$38.1K Sold | 0.02% 126.5K shares | |
Insurance - Diversified Financial Services | $29.6M | 1.94% | -$38.2K Sold | 0.00% 59.0K shares | |
Financial - Data & Stock Exchanges Financial Services | $26.8M | 1.75% | +$869.3K Bought | 0.02% 55.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BOSTON FAMILY OFFICE LLC's latest filing
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Analytics
Portfolio insights and performance metrics for BOSTON FAMILY OFFICE LLC
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