Boston Standard Wealth Management, LLC Portfolio Holdings

Boston Standard Wealth Management, LLC

  • $602 Million
  • Q4 2025

Boston Standard Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $602 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $221M, Vanguard Bd Index Fd Inc Total with a value of $68.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $43.4M, Ishares Tr Core Intl Aggregate with a value of $40.6M, and Spdr Portfolio S&P 1500 Compos with a value of $27M.

Examining the 13F form we can see an increase of $7.45M in the current position value, from $594M to 602M.

Below you can find more details about Boston Standard Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $602 Million
ETFs: $582 Million
Technology: $17.3 Million
Consumer Cyclical: $814,000
Industrials: $675,000
Communication Services: $380,000
Consumer Defensive: $212,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$221 Million 36.72% of portfolio
669,718
Q4 2025 Added 0.46%
$0
$68.3 Million 11.35% of portfolio
920,885
Q4 2025 Added 3.71%
$0
$43.4 Million 7.21% of portfolio
991,592
Q4 2025 Added 1.13%
$0
$40.6 Million 6.76% of portfolio
787,162
Q4 2025 Added 6.58%
$0
$27 Million 4.5% of portfolio
333,247
Q4 2025 Reduced 2.68%
$0
$24.1 Million 4.01% of portfolio
824,795
Q4 2025 Added 5.04%
$0
$22.5 Million 3.74% of portfolio
210,231
Q4 2025 Added 3.62%
$0
$21.7 Million 3.61% of portfolio
297,682
Q4 2025 Added 0.96%
$0
$21.6 Million 3.6% of portfolio
394,426
Q4 2025 Added 1.76%
$0
$17.6 Million 2.93% of portfolio
386,674
Q4 2025 Added 2.77%
$0
$16.7 Million 2.78% of portfolio
664,644
Q4 2025 Added 4.93%
$465B
$15.2 Million 2.52% of portfolio
81,222
Q4 2025 Reduced 0.07%
$0
$9.4 Million 1.56% of portfolio
79,125
Q4 2025 Reduced 2.52%
$0
$7.5 Million 1.25% of portfolio
36,741
Q4 2025 Added 2.62%
$0
$6.69 Million 1.11% of portfolio
47,198
Q4 2025 Added 3.69%
$0
$5.13 Million 0.85% of portfolio
101,384
Q4 2025 Added 5.84%
$0
$3.15 Million 0.52% of portfolio
44,684
Q4 2025 Reduced 1.27%
$0
$2.96 Million 0.49% of portfolio
132,063
Q4 2025 Added 6.2%
$0
$2.8 Million 0.46% of portfolio
55,906
Q4 2025 Added 4.17%
$0
$2.79 Million 0.46% of portfolio
92,465
Q4 2025 Added 3.63%
$0
$2.02 Million 0.34% of portfolio
42,216
Q4 2025 Added 1.16%
$0
$1.96 Million 0.33% of portfolio
44,266
Q4 2025 Reduced 0.19%
$0
$1.43 Million 0.24% of portfolio
11,261
Q4 2025 Added 0.28%
$0
$1.05 Million 0.17% of portfolio
46,616
Q4 2025 Added 16.4%
$4.3T
$846,000 0.14% of portfolio
3,166
Q4 2025 Reduced 1.34%
$0
$840,000 0.14% of portfolio
18,969
Q4 2025 Reduced 0.58%
$0
$801,000 0.13% of portfolio
9,515
Q4 2025 Added 1.86%
$3.78T
$756,000 0.13% of portfolio
1,491
Q4 2025 Reduced 2.61%
$0
$757,000 0.13% of portfolio
16,979
Q4 2025 Reduced 2.19%
$0
$801,000 0.13% of portfolio
9,024
Q4 2025 Added 4.17%
$114B
$675,000 0.11% of portfolio
3,523
Q4 2025 New
$0
$549,000 0.09% of portfolio
825
Q4 2025 Added 1.6%
$2.39T
$421,000 0.07% of portfolio
1,797
Q4 2025 Added 7.93%
$0
$415,000 0.07% of portfolio
4,511
Q4 2025 Added 99.96%
$0
$392,000 0.07% of portfolio
7,335
Q4 2025 Added 5.55%
$0
$406,000 0.07% of portfolio
6,282
Q4 2025 Reduced 6.31%
$0
$365,000 0.06% of portfolio
1,952
Q4 2025 Reduced 2.25%
$0
$364,000 0.06% of portfolio
9,160
Q4 2025 Reduced 8.55%
$130B
$355,000 0.06% of portfolio
946
Q4 2025 Added 2.83%
$0
$362,000 0.06% of portfolio
2,604
Q4 2025 Reduced 0.04%
$1.74T
$380,000 0.06% of portfolio
1,331
Q3 2025 Added 0.08%
$0
$345,000 0.06% of portfolio
6,989
Q4 2025 Reduced 8.53%
$139B
$276,000 0.05% of portfolio
807
Q4 2025 New
$0
$281,000 0.05% of portfolio
8,716
Q2 2025 Added 20.37%
$0
$213,000 0.04% of portfolio
2,238
Q4 2025 Added 1.4%
$268B
$246,000 0.04% of portfolio
1,000
Q4 2025 New
$279B
$212,000 0.04% of portfolio
2,063
Q3 2025 Reduced 13.68%
$1.06B
$202,000 0.03% of portfolio
19,092
Q4 2025 Reduced 1.29%
$10.7B
$191,000 0.03% of portfolio
2,466
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $602 Million
  • Prior Value $594 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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