BostonPremier Wealth LLC

RIA/Wealth

BostonPremier Wealth LLC is a RIA/Wealth based in Hanover, MA led by Ryan Douglas Marini, reporting $322.4M in AUM as of Q3 2025 with 81% ETF concentration, 78% concentrated in top 10 holdings, and 27% allocation to VTI.

FounderRyan Douglas Marini

Portfolio Value: $200.9M
Positions: 72
Top Holding: VTI at 26.53%
Last Reported: Q3 2025

Address51 Mill Street, Suite 1, Hanover, MA, 02339, United States

Top Holdings

Largest long holdings in BostonPremier Wealth LLC's portfolio (77.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$53.3M	26.53%	+$1.4M Bought	— 162.5K shares	Q4 2024 Held for 11 months
2 Invesco QQQ Trust QQQ	ETF ETF	$22.3M	11.09%	+$481.5K Bought	— 37.1K shares	Q4 2024 Held for 11 months
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$16.7M	8.30%	+$441.4K Bought	— 255.6K shares	Q4 2024 Held for 11 months
4 First Trust Value Line Dividend Fund FVD	ETF ETF	$16.6M	8.27%	+$287.7K Bought	— 359.6K shares	Q4 2024 Held for 11 months
5 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$11.4M	5.69%	+$418.7K Bought	— 158.1K shares	Q4 2024 Held for 11 months
6 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$8.7M	4.32%	+$327.4K Bought	— 73.1K shares	Q4 2024 Held for 11 months
7 Apple AAPL	Consumer Electronics Technology	$8.5M	4.22%	+$81.2K Bought	0.00% 33.3K shares	Q4 2024 Held for 11 months
8 Dimensional U.S. Equity DFUS	ETF ETF	$8.3M	4.11%	+$333.9K Bought	— 113.9K shares	Q4 2024 Held for 11 months
9 LMBS First Trust Low Duration Opportunities LMBS	ETF ETF	$5.7M	2.86%	+$4.0K Bought	— 115.4K shares	Q4 2024 Held for 11 months
10 Nvidia NVDA	Semiconductors Technology	$4.9M	2.43%	+$473.0K Bought	0.00% 26.2K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BostonPremier Wealth LLC's latest filing

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Market Value

$200.9M

Prior: $179.9M

Q/Q Change

+11.69%

+$21.0M

Net Flows % of MV

+3.2%

Turnover Ratio

4.63%

New Purchases

9 stocks

$7.0M

Added To

34 stocks

+$5.3M

Sold Out Of

1 stocks

$232.5K

Reduced Holdings

12 stocks

-$5.6M

Increased Positions

Position	Shares Δ	Change
1 Virtus Reaves Utilities UTES	New	0 → 46.1K +$3.8M
2 iShares Core S&P 500 ETF IVV	New	0 → 1.5K +$1.0M
3 Arista Networks ANET	New	0 → 3.3K +$484.3K
4 iShares S&P 100 OEF	New	0 → 1.3K +$434.1K
5 Oklo OKLO	New	0 → 2.5K +$281.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares Cybersecurity and Tech IHAK	Sold	4.4K → 0 −$232.5K
2 iShares Russell 3000 IWV	-66.26%	1.9K → 635.0 −$472.2K
3 iShares Exponential Technologies XT	-62.71%	19.3K → 7.2K −$871.1K
4 Invesco S&P 500 Equal Weight ETF RSP	-52.73%	38.6K → 18.3K −$3.9M
5 OXSQ Oxford Square Capital OXSQ	-42.75%	61.5K → 35.2K −$41.8K

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Analytics

Portfolio insights and performance metrics for BostonPremier Wealth LLC

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Sector Allocation

ETF

81.10%

Technology

8.70%

Consumer Cyclical

2.20%

Communication Services

1.70%

Financial Services

1.00%

Consumer Defensive

0.50%

Healthcare

0.40%

Energy

0.30%

Industrials

0.20%

Real Estate

0.20%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

13.47%

Large Cap ($10B - $200B)

1.57%

Mid Cap ($2B - $10B)

0.48%

Micro Cap ($50M - $300M)

0.03%

N/A (ETF or Unknown)

84.45%

Portfolio Concentration

Top 10 Holdings %

77.82%

Top 20 Holdings %

90.16%

Top 50 Holdings %

97.41%

Top 100 Holdings %

100.0%