SEC Form 13F · Q2 2026

BOSTON FAMILY OFFICE LLC

Institutional Holdings Report

13F-HRMA
$1.6M
Portfolio Value
315
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
BOSTON FAMILY OFFICE LLC
CIK
1039807
Accession No.
0001039807-26-000006
Location
BOSTON, MA
Form Type
13F-HR
Portfolio Value
$1.6M
Holdings Reported
315
Reporting Period
Q2 2026
Filed
August 12, 2026

About this Filing

BOSTON FAMILY OFFICE LLC is an institutional investment manager based in BOSTON, MA reporting approximately $1.6M in 13(f) securities across 315 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.