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 66.63% of Boston Standard Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: BND, IAGG, SPTS, VTI, MUB, REET, BA, SPDW, SPSM, VWO.
  • Started 4 new stock positions in HAS, AVGO, MU, BA.
  • Reduced shares in these 10 stocks: BIL (-$7.2M), SPTM, ESGV, DNA, VSGX, GWX, BNDX, AOR, MSFT, ESGE.
  • Sold out of its positions in DNA, BIL.
  • Boston Standard Wealth Management was a net buyer of stock by $4.5M.
  • Boston Standard Wealth Management has $606M in assets under management (AUM), dropping by 1.87%.
  • Central Index Key (CIK): 0001630939

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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 37.1 $225M 670k 335.27
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Vanguard Bd Index Fds Total Bnd Mr (BND) 11.3 $68M +3% 921k 74.07
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.3 $44M 992k 44.41
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Ishares Tr Core Intl Aggr (IAGG) 6.5 $39M +6% 787k 50.01
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Spdr Series Trust State Street Spd (SPTM) 4.5 $28M -2% 333k 82.50
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Spdr Series Trust State Street Spd (SPTS) 4.0 $24M +5% 825k 29.28
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Ishares Tr National Mun Etf (MUB) 3.7 $23M +3% 210k 107.11
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $22M 298k 73.56
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $21M 394k 53.76
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Spdr Series Trust State Street Spd (SPSM) 3.0 $18M +2% 387k 46.86
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Ishares Tr Global Reit Etf (REET) 2.7 $17M +4% 665k 24.95
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NVIDIA Corporation (NVDA) 2.5 $15M 81k 186.50
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Vanguard World Esg Us Stk Etf (ESGV) 1.6 $9.6M -2% 79k 120.96
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $7.7M +2% 37k 209.12
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $6.8M +3% 47k 143.33
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.8 $5.1M +5% 101k 50.50
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $3.4M 73k 46.81
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $3.2M 45k 71.62
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $3.0M +6% 132k 22.36
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Spdr Series Trust State Street Spd (SPSB) 0.5 $2.8M +3% 93k 30.20
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.8M +4% 56k 49.46
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.3 $2.0M 44k 45.89
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Spdr Series Trust State Street Spd (SHM) 0.3 $2.0M 42k 47.99
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Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.5M 11k 128.83
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $910k +16% 47k 19.53
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Ishares Tr Esg Aware Msci (ESML) 0.1 $872k 19k 45.98
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Apple (AAPL) 0.1 $861k 3.2k 271.90
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $808k +4% 9.0k 89.56
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Ishares Tr Core Msci Total (IXUS) 0.1 $805k 9.5k 84.64
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Boeing Company (BA) 0.1 $765k NEW 3.5k 217.12
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Ishares Tr Esg Awr Msci Em (ESGE) 0.1 $750k -2% 17k 44.17
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Microsoft Corporation (MSFT) 0.1 $721k -2% 1.5k 483.72
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $563k 825.00 681.95
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Alphabet Cap Stk Cl C (GOOG) 0.1 $418k 1.3k 313.86
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Amazon (AMZN) 0.1 $415k +7% 1.8k 230.82
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Ishares Tr Core 60/40 Balan (AOR) 0.1 $408k -6% 6.3k 65.01
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Ishares Tr New York Mun Etf (NYF) 0.1 $393k +5% 7.3k 53.51
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Spdr Gold Tr Gold Shs (GLD) 0.1 $375k +2% 946.00 396.31
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $374k -8% 9.2k 40.86
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $374k -2% 2.0k 191.59
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $367k 2.6k 141.08
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $338k -8% 7.0k 48.32
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $328k 8.7k 37.61
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Micron Technology (MU) 0.0 $285k NEW 1.0k 285.41
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Broadcom (AVGO) 0.0 $279k NEW 807.00 346.18
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $269k +3% 3.7k 72.00
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Jumia Technologies Sponsored Ads (JMIA) 0.0 $239k 19k 12.49
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Wal-Mart Stores (WMT) 0.0 $230k 2.1k 111.41
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $215k 2.2k 96.04
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Hasbro (HAS) 0.0 $202k NEW 2.5k 82.00
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Select Sector Spdr Tr State Street Ene (XLE) 0.0 $202k +99% 4.5k 44.71
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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