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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 66.92% of Boston Standard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$12M), VTI (+$10M), BND (+$9.5M), IAGG (+$6.1M), MUB, SPDW, VEU, SPSM, REET, BIL.
Started 3 new stock positions in JMUB, GLD, WMT.
Reduced shares in these 10 stocks: SPTM, WOOD, DSI, , Ginkgo Bioworks Holdings, VTIP, AAPL, ACN, GOOG, VT.
Sold out of its positions in Ginkgo Bioworks Holdings, XLE.
Boston Standard Wealth Management was a net buyer of stock by $58M.
Boston Standard Wealth Management has $555M in assets under management (AUM), dropping by 22.03%.
Central Index Key (CIK): 0001630939

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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 48 positions in its portfolio as reported in the June 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	$206M	+5%	677k	303.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	11.3	$63M	+17%	855k	73.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.3	$41M	+6%	1.0M	40.49	View chart
Ishares Tr Core Intl Aggr (IAGG)	6.6	$37M	+20%	715k	51.09	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	4.6	$26M	-5%	342k	74.89	View chart
Ishares Tr National Mun Etf (MUB)	4.4	$24M	+25%	233k	104.48	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	3.9	$22M	+3%	748k	29.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.6	$20M	+14%	296k	67.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$20M	+7%	395k	49.46	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	2.9	$16M	+11%	374k	42.60	View chart
Ishares Tr Global Reit Etf (REET)	2.7	$15M	+11%	612k	24.70	View chart
NVIDIA Corporation (NVDA)	2.3	$13M	+2473%	81k	157.98	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.4	$7.7M	+6%	70k	109.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.2	$6.8M	+17%	35k	192.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$6.1M	+22%	45k	134.40	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$4.8M	+42%	52k	91.73	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$3.1M	+2%	73k	42.75	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.5	$2.7M	+36%	120k	22.26	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.5	$2.6M	+17%	86k	30.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$2.6M	-4%	51k	50.28	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.5	$2.6M	+8%	39k	65.50	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$1.9M	+7%	41k	47.84	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.3	$1.8M	+8%	45k	40.67	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$1.3M	-24%	11k	116.21	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$832k	+29%	40k	20.78	View chart
Microsoft Corporation (MSFT)	0.1	$763k	+11%	1.5k	497.07	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$722k		9.3k	77.29	View chart
Apple (AAPL)	0.1	$710k	-13%	3.5k	205.08	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$677k	+24%	16k	41.31	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$658k	+10%	7.9k	83.43	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$578k	+5%	15k	39.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$500k	+15%	810.00	617.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$472k	NEW	9.5k	49.65	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$447k	+8%	7.3k	61.57	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$372k		10k	37.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$370k	+77%	7.5k	49.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$362k	+62%	2.0k	181.91	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$360k	+8%	6.9k	52.21	View chart
Amazon (AMZN)	0.1	$349k	+48%	1.6k	219.36	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$334k	-6%	2.6k	128.56	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$296k	+20%	8.7k	33.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$280k	NEW	920.00	304.35	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$264k	-64%	3.6k	73.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$236k	-9%	1.3k	177.44	View chart
Wal-Mart Stores (WMT)	0.0	$234k	NEW	2.4k	97.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$208k	-17%	695.00	299.28	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$85k	+96%	21k	4.03	View chart
Desktop Metal Com Cl A (DM)	0.0	$0	-22%	160k	0.00	View chart

Past Filings by Boston Standard Wealth Management

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

Boston Standard Wealth Management 2025 Q2 filed July 2, 2025
Boston Standard Wealth Management 2025 Q1 filed April 8, 2025
Boston Standard Wealth Management 2024 Q4 filed Jan. 27, 2025
Boston Standard Wealth Management 2024 Q3 filed Oct. 7, 2024
Boston Standard Wealth Management 2024 Q2 filed July 10, 2024
Boston Standard Wealth Management 2024 Q1 filed April 11, 2024
Boston Standard Wealth Management 2023 Q4 filed Jan. 8, 2024
Boston Standard Wealth Management 2023 Q3 filed Oct. 10, 2023
Boston Standard Wealth Management 2023 Q2 filed July 6, 2023
Boston Standard Wealth Management 2023 Q1 filed April 4, 2023
Boston Standard Wealth Management 2022 Q4 filed Jan. 10, 2023
Boston Standard Wealth Management 2022 Q3 filed Oct. 13, 2022
Boston Standard Wealth Management 2022 Q2 filed July 12, 2022
Boston Standard Wealth Management 2022 Q1 filed April 12, 2022
Boston Standard Wealth Management 2021 Q4 filed Jan. 18, 2022
Boston Standard Wealth Management 2021 Q3 filed Oct. 7, 2021

View all past filings

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