Boston Research & Management Inc. ETF holdings
Manchester, MA
Reported $89.5M in 27 ETFs in its Form 13F for June 30, 2026.
ETF value
$89.5M
ETFs held
27
Change from prior quarter
+11.0%
With price moves
ETFs as a share of its 13F
19.8%
of $452.6M
Top 10 of 27 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $21.6M | 28,863 | −203 shares |
| IJR | iShares Core S&P Small-Cap ETF | $11.2M | 75,300 | −427 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $8.3M | 100,742 | −2,563 shares |
| IEFA | iShares Core MSCI EAFE ETF | $6.6M | 68,567 | −985 shares |
| IWM | iShares Russell 2000 ETF | $5.4M | 18,027 | −470 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.2M | 6,971 | −35 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $4.6M | 12,380 | No change |
| XLE | State Street Energy Select Sector SPDR ETF | $4.0M | 74,398 | −334 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $3.9M | 49,967 | −526 shares |
| IAU | iShares Gold Trust | $3.5M | 46,825 | +1 shares |
17 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001259261. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Boston Research & Management Inc. own?
Boston Research & Management Inc. reported 27 ETF positions worth $89.5M in its Form 13F for June 30, 2026. The largest was IVV, at $21.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.