BOSTON FAMILY OFFICE LLC - Portfolio overview

BOSTON FAMILY OFFICE LLC has 329 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - Apple Inc., 4.86%
2. GOOG - Alphabet Inc. Class C, 3.48%
3. AMZN - Amazon.com, Inc., 3.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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