Boston Standard Wealth Management, LLC
CIK: 0001630939SEC EDGAR →
Portfolio Value
$605.8M
Holdings
51
As of
Q4 2025
New Positions
3
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 669,718 | $224.5M | 37.06% |
| 2 | VANGUARD BD INDEX FDS | 920,885 | $68.2M | 11.26% |
| 3 | SPDR INDEX SHS FDS | 991,592 | $44.0M | 7.27% |
| 4 | ISHARES TR | 787,162 | $39.4M | 6.50% |
| 5 | SPDR SERIES TRUST | 333,247 | $27.5M | 4.54% |
| 6 | SPDR SERIES TRUST | 824,795 | $24.1M | 3.99% |
| 7 | ISHARES TR | 210,231 | $22.5M | 3.72% |
| 8 | VANGUARD INTL EQUITY INDEX F | 297,682 | $21.9M | 3.61% |
| 9 | VANGUARD INTL EQUITY INDEX F | 394,426 | $21.2M | 3.50% |
| 10 | SPDR SERIES TRUST | 386,674 | $18.1M | 2.99% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $585.5M | 96.7% |
| Technology | 6 | $17.6M | 2.9% |
| Consumer Cyclical | 3 | $854K | 0.1% |
| Industrials | 1 | $764K | 0.1% |
| Communication Services | 1 | $417K | 0.1% |
| Unknown | 1 | $374K | 0.1% |
| Consumer Defensive | 1 | $229K | 0.0% |