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Boston Standard Wealth Management, LLC
Registered investment advisory firm based in Massachusetts, offering investment management and financial planning services.
Investment Strategy
Asset allocation across a diversified portfolio of ETFs such as VTI, BND, SPDW, and IAGG, indicating a focus on broad market exposure, fixed income, and international equities.
Latest 13F Filing Activity
Boston Standard Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 49 equity positions with a total 13F market value of $595M. The fund increased holdings in Vanguard Index FDS, J P Morgan Exchange Traded F, Vanguard BD Index FDS among other positions. Boston Standard Wealth Management, LLC reduced exposure to Ishares TR, Accenture PLC Ireland, Walmart Inc. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 36.79% | $218.8M | 666,665 | $198.62 | $328.17 | +$13.1M |
B BND | VANGUARD BD INDEX FDS | 11.10% | $66.0M | 887,904 | $73.92 | $74.37 | +$3.1M |
S SPDW | SPDR INDEX SHS FDS | 7.06% | $42.0M | 980,548 | $31.73 | $42.79 | +$1.2M |
I IAGG | ISHARES TR | 6.36% | $37.8M | 738,557 | $51.99 | $51.23 | +$1.3M |
S SPTM | SPDR SER TR | 4.64% | $27.6M | 342,411 | $40.13 | $80.65 | +$2.0M |
Industry Allocation
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