BOSTON FAMILY OFFICE LLC
Q2 2026 Form 13-F
BOSTON, MASSACHUSETTS
CIK 0001039807
· CRD 107141
· SEC-registered investment adviser
$1.6B Reported Value Total
BOSTON FAMILY OFFICE LLC reports 816 total accounts under management (AUM). There are 797 discretionary accounts valued at $1,959,441,441, and 19 non-discretionary accounts valued at $59,723,506.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-02
Reported value
$1.6B
Quarter over quarter
+9.5%
Holdings
312
Top-10 concentration
31.1%
Key People
Form ADV owners & control persons
George Putnam
MANAGING MEMBER
George Putnam Beal
MANAGING MEMBER
Eliza Hapgood Rowe
MANAGING MEMBER, TREASURER
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 12, 2026 |
| Form | 13F-HR |
| Reported value | $1.6B |
| Positions | 312 |
| Change in reported value | +9.6% |
| New positions | 17 |
| Exited positions | 13 |
| Position turnover | 9.2% |
| Top-10 concentration | 31.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
312 | $1.6B |
|
Q1 2026 13F
Filed May 13, 2026
|
309 | $1.5B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
309 | $1.6B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
295 | $1.6B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
284 | $1.5B |
|
Q1 2025 13F
Filed May 13, 2025
|
279 | $1.4B |
|
Q4 2024 13F
Filed Feb 12, 2025
|
273 | $1.5B |
|
Q3 2024 13F
Filed Nov 13, 2024
|
275 | $1.5B |
|
Q2 2024 13F
Filed Aug 12, 2024
|
264 | $1.4B |
|
Q1 2024 13F
Filed May 13, 2024
|
263 | $1.4B |
|
Q4 2023 13F
Filed Feb 12, 2024
|
259 | $1.3B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
252 | $1.2B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
260 | $1.3B |
|
Q1 2023 13F
Filed May 10, 2023
|
260 | $1.2B |
|
Q4 2022 13F
Filed Feb 7, 2023
|
267 | $1.2B |
|
Q3 2022 13F
Filed Nov 8, 2022
|
260 | $1.1B |
|
Q2 2022 13F
Filed Aug 11, 2022
|
268 | $1.2B |
|
Q1 2022 13F
Filed May 11, 2022
|
286 | $1.4B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
282 | $1.5B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
279 | $1.4B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL Apple Inc. | $82.3M | 4.99% |
| 2 | VOO Vanguard S&P 500 ETF | $65.2M | 3.96% |
| 3 | GOOG Alphabet Inc. Class C | $59.1M | 3.59% |
| 4 | AMZN Amazon.com, Inc. | $56.3M | 3.42% |
| 5 | MSFT Microsoft Corporation | $53.7M | 3.26% |
| 6 | PANW Palo Alto Networks, Inc. | $46.1M | 2.8% |
| 7 | V Visa Inc. Class A | $45.1M | 2.74% |
| 8 | NVDA NVIDIA Corporation | $38.4M | 2.33% |
| 9 | SPY SPDR S&P 500 ETF Trust | $33.7M | 2.04% |
| 10 | UNP Union Pacific Corporation | $32.4M | 1.97% |
| 11 | ROK Rockwell Automation, Inc. | $30.8M | 1.87% |
| 12 | BRK-B Berkshire Hathaway Inc. Class B | $28.8M | 1.75% |
| 13 | ECL Ecolab Inc. | $24.7M | 1.5% |
| 14 | SPGI S&P Global, Inc. | $23.2M | 1.41% |
| 15 | SYK Stryker Corporation | $23.2M | 1.41% |
| 16 | NEE NextEra Energy, Inc. | $22.9M | 1.39% |
| 17 | LLY Eli Lilly and Company | $22.0M | 1.33% |
| 18 | VXF Vanguard Extended Market ETF | $20.9M | 1.27% |
| 19 | IQV Iqvia Holdings Inc | $20.7M | 1.26% |
| 20 | APD Air Products and Chemicals, Inc. | $20.3M | 1.23% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.