Boston Standard Wealth Management

Latest statistics and disclosures from Boston Standard Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, BND, SPDW, IAGG, SPTM, and represent 65.95% of Boston Standard Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: JMUB, BND, BIL, ESGV, IAGG, SPTS, REET, VSGX, DNA, EFA.
  • Started 3 new stock positions in DNA, EFA, XLE.
  • Reduced shares in these 10 stocks: VTI, MUB, SPDW, VWO, , AAPL, VEU, AOR, WMT, NVDA.
  • Sold out of its positions in DM, ACN.
  • Boston Standard Wealth Management was a net buyer of stock by $7.0M.
  • Boston Standard Wealth Management has $595M in assets under management (AUM), dropping by 7.13%.
  • Central Index Key (CIK): 0001630939

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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 49 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 36.8 $219M 667k 328.17
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.1 $66M +3% 888k 74.37
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.1 $42M -2% 981k 42.79
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Ishares Tr Core Intl Aggr (IAGG) 6.4 $38M +3% 739k 51.23
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.6 $28M 342k 80.65
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.9 $23M +5% 785k 29.32
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Ishares Tr National Mun Etf (MUB) 3.6 $22M -12% 203k 106.49
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.5 $21M 295k 71.37
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $21M 388k 54.18
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Spdr Ser Tr Portfolio S&p600 (SPSM) 2.9 $17M 376k 46.32
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Ishares Tr Global Reit Etf (REET) 2.7 $16M +3% 633k 25.56
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NVIDIA Corporation (NVDA) 2.6 $15M 81k 186.58
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Vanguard Esg Us Stock Etf Esgv (ESGV) 1.6 $9.6M +15% 81k 118.44
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $7.5M 36k 209.33
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $7.2M +50% 79k 91.76
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $6.5M 46k 142.56
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.8 $4.8M +907% 96k 50.48
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $3.4M 73k 46.80
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $3.1M +15% 45k 69.38
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $2.8M +3% 124k 22.45
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.7M +4% 54k 50.63
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Spdr Ser Tr Portfolio Short (SPSB) 0.5 $2.7M +3% 89k 30.30
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.3 $2.0M 44k 45.41
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $2.0M +2% 42k 48.21
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Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.4M 11k 126.00
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $863k 40k 21.55
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Ishares Tr Esg Aware Msci (ESML) 0.1 $860k +16% 19k 45.07
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Apple (AAPL) 0.1 $817k -7% 3.2k 254.60
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Microsoft Corporation (MSFT) 0.1 $793k 1.5k 517.96
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Ishares Tr Core Msci Total (IXUS) 0.1 $771k 9.3k 82.54
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $764k +9% 8.7k 88.19
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Ishares Esg Awr Msci Em (ESGE) 0.1 $754k +17% 17k 43.44
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $541k 812.00 666.26
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Ishares Tr Core 60/40 Balan (AOR) 0.1 $432k -7% 6.7k 64.43
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $402k 10k 40.14
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $379k 2.0k 189.78
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $378k +2% 7.6k 49.47
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Ishares Tr New York Mun Etf (NYF) 0.1 $371k 6.9k 53.39
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Amazon (AMZN) 0.1 $366k +4% 1.7k 219.82
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $359k 2.6k 137.81
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Spdr Gold Tr Gold Shs (GLD) 0.1 $327k 920.00 355.43
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Alphabet Cap Stk Cl C (GOOG) 0.1 $324k 1.3k 243.43
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $309k 8.7k 35.45
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $264k 3.6k 73.44
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Jumia Technologies Sponsored Ads (JMIA) 0.0 $225k -8% 19k 11.63
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Ginkgo Bioworks Hldg Class A Dna (DNA) 0.0 $221k NEW 15k 14.57
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Wal-Mart Stores (WMT) 0.0 $213k -13% 2.1k 103.25
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Ishares Msci Eafe Etf Efa (EFA) 0.0 $206k NEW 2.2k 93.34
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Select Sector Spdr Tr Energy (XLE) 0.0 $202k NEW 2.3k 89.54
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Past Filings by Boston Standard Wealth Management

SEC 13F filings are viewable for Boston Standard Wealth Management going back to 2014

View all past filings