Institutional Manager · CIK 0001630939

Boston Standard Wealth Management, LLC

WINCHESTER, MA · File #028-16355

Latest AUM

$605.8M

Positions

Top-10 Concentration

84.5%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
EXITED	SPDR SER TR	78468R663	-78,686	-$7.2M	$0
ADD	VANGUARD BD INDEX FDS	921937835	+32,981	+$2.4M	-$265,975
ADD	ISHARES TR	46435G672	+48,605	+$2.4M	-$900,769
ADD	SPDR SERIES TRUST	78468R101	+39,554	+$1.2M	-$31,152
ADD	VANGUARD INDEX FDS	922908769	+3,053	+$1.0M	+$4.7M
ADD	ISHARES TR	464288414	+7,351	+$787,367	+$125,518
ADD	ISHARES TR	46434V647	+31,228	+$779,139	-$386,262
NEW	BOEING CO	BA-PA	+3,523	+$764,914	$0
REDUCE	SPDR SERIES TRUST	78464A805	-9,164	-$756,030	+$633,921
ADD	SPDR INDEX SHS FDS	78463X889	+11,044	+$490,464	+$1.6M

Sector Allocation

Technology

2.9%$17.3M

Financials

0.9%$5.4M

Consumer Discretionary

0.1%$855,455

Consumer Staples

0.0%$229,839

Filing History

Jan 7, 202613F HOLDINGS REPORTQ/E Dec 202551 pos · $605.8M
Oct 6, 202513F HOLDINGS REPORTQ/E Sep 202549 pos · $594.7M
Jul 2, 202513F HOLDINGS REPORTQ/E Jun 202548 pos · $555.1M
Apr 8, 202513F HOLDINGS REPORTQ/E Mar 202548 pos · $505.0M
Jan 27, 202513F HOLDINGS REPORTQ/E Dec 202448 pos · $514.6M
Oct 7, 202413F HOLDINGS REPORTQ/E Sep 202448 pos · $513.6M
Jul 10, 202413F HOLDINGS REPORTQ/E Jun 202447 pos · $454.9M
Apr 11, 202413F HOLDINGS REPORTQ/E Mar 202446 pos · $441.6M
Oct 10, 202313F HOLDINGS REPORTQ/E Dec 202343 pos · $378.8M

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%