Boston Standard Wealth Management, LLC
CIK: 0001630939Latest portfolio: $605.8M · Q4 2025
Holdings
51
Total Value
$605.8M
New Positions
4
Closed Positions
2
Top Holdings
View All 51 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 669,718 | $224.5M | 37.06% | +3K | |
| 2 | BNDVANGUARD BD INDEX FDS | 920,885 | $68.2M | 11.26% | +33K | |
| 3 | SPDWSPDR INDEX SHS FDS | 991,592 | $44.0M | 7.27% | +11K | |
| 4 | IAGGISHARES TR | 787,162 | $39.4M | 6.50% | +49K | |
| 5 | SPTMSPDR SERIES TRUST | 333,247 | $27.5M | 4.54% | -9,164 | |
| 6 | SPTSSPDR SERIES TRUST | 824,795 | $24.1M | 3.99% | +40K | |
| 7 | MUBISHARES TR | 210,231 | $22.5M | 3.72% | +7K | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 297,682 | $21.9M | 3.61% | +3K | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 394,426 | $21.2M | 3.50% | +7K | |
| 10 | SPSMSPDR SERIES TRUST | 386,674 | $18.1M | 2.99% | +10K | |
| 11 | REETISHARES TR | 664,644 | $16.6M | 2.74% | +31K | |
| 12 | NVDANVIDIA CORPORATION | 81,222 | $15.1M | 2.50% | -56 | |
| 13 | ESGVVANGUARD WORLD FD | 79,125 | $9.6M | 1.58% | -2,046 | |
| 14 | VXFVANGUARD INDEX FDS | 36,741 | $7.7M | 1.27% | +937 | |
| 15 | VSSVANGUARD INTL EQUITY INDEX F | 47,198 | $6.8M | 1.12% | +2K | |
| 16 | JMUBJ P MORGAN EXCHANGE TRADED F | 101,384 | $5.1M | 0.84% | +6K | |
| 17 | SPEMSPDR INDEX SHS FDS | 73,428 | $3.4M | 0.57% | +36 | |
| 18 | VSGXVANGUARD WORLD FD | 44,684 | $3.2M | 0.53% | -574 | |
| 19 | NUBDNUSHARES ETF TR | 132,063 | $3.0M | 0.49% | +8K | |
| 20 | SPSBSPDR SERIES TRUST | 92,465 | $2.8M | 0.46% | +3K | |
| 21 | VTIPVANGUARD MALVERN FDS | 55,906 | $2.8M | 0.46% | +2K | |
| 22 | PRFZINVESCO EXCHANGE TRADED FD T | 44,266 | $2.0M | 0.34% | -85 | |
| 23 | SHMSPDR SERIES TRUST | 42,216 | $2.0M | 0.33% | +485 | |
| 24 | DSIISHARES TR | 11,261 | $1.4M | 0.24% | +31 | |
| 25 | BCIABRDN ETFS | 46,616 | $910K | 0.15% | +7K |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.2453668209440364e+139T)
Technology0.0% ($15147860721.3T)
Consumer Cyclical0.0% ($414.2B)
Industrials0.0% ($764K)
Communication Services0.0% ($417K)
Unknown0.0% ($374K)
Consumer Defensive0.0% ($229K)
Filing History
Fund Information
Boston Standard Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $605.8M across 51 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 37.1% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.