Institutional Manager · CIK 0001630939
Boston Standard Wealth Management, LLC
WINCHESTER, MA · File #028-16355
Latest AUM
$605.8M
Positions
51
Top-10 Concentration
84.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202551 pos · $605.8M
- 13F HOLDINGS REPORTQ/E Sep 202549 pos · $594.7M
- 13F HOLDINGS REPORTQ/E Jun 202548 pos · $555.1M
- 13F HOLDINGS REPORTQ/E Mar 202548 pos · $505.0M
- 13F HOLDINGS REPORTQ/E Dec 202448 pos · $514.6M
- 13F HOLDINGS REPORTQ/E Sep 202448 pos · $513.6M
- 13F HOLDINGS REPORTQ/E Jun 202447 pos · $454.9M
- 13F HOLDINGS REPORTQ/E Mar 202446 pos · $441.6M
- 13F HOLDINGS REPORTQ/E Dec 202343 pos · $378.8M
- 13F HOLDINGS REPORTQ/E Sep 202341 pos · $391.0M
- 13F HOLDINGS REPORTQ/E Jun 202340 pos · $348.4M
- 13F HOLDINGS REPORTQ/E Mar 202341 pos · $337.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 669,718 | $224.5M | 37.08% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 920,885 | $68.2M | 11.26% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 991,592 | $44.0M | 7.27% |
| 4 | ISHARES TR | 46435G672 | 787,162 | $39.4M | 6.50% |
| 5 | SPDR SERIES TRUST | 78464A805 | 333,247 | $27.5M | 4.54% |
| 6 | SPDR SERIES TRUST | 78468R101 | 824,795 | $24.1M | 3.99% |
| 7 | ISHARES TR | 464288414 | 210,231 | $22.5M | 3.72% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042775 | 297,682 | $21.9M | 3.62% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 394,426 | $21.2M | 3.50% |
| 10 | SPDR SERIES TRUST | 78468R853 | 386,674 | $18.1M | 2.99% |
| 11 | ISHARES TR | 46434V647 | 664,644 | $16.6M | 2.74% |
| 12 | NVIDIA CORPORATION | NVDA | 81,222 | $15.1M | 2.50% |
| 13 | VANGUARD WORLD FD | 921910733 | 79,125 | $9.6M | 1.58% |
| 14 | VANGUARD INDEX FDS | 922908652 | 36,741 | $7.7M | 1.27% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042718 | 47,198 | $6.8M | 1.12% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 101,384 | $5.1M | 0.85% |
| 17 | SPDR INDEX SHS FDS | 78463X509 | 73,428 | $3.4M | 0.57% |
| 18 | VANGUARD WORLD FD | 921910725 | 44,684 | $3.2M | 0.53% |
| 19 | NUSHARES ETF TR | NU | 132,063 | $3.0M | 0.49% |
| 20 | SPDR SERIES TRUST | 78464A474 | 92,465 | $2.8M | 0.46% |