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
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