Boston Standard Wealth Management, LLC Portfolio Holdings

Boston Standard Wealth Management, LLC

  • $465 Million
  • Q1 2025

Boston Standard Wealth Management, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $465 Million distributed in 48 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 $176M, Vanguard Bd Index Fd Inc Total with a value of $53.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $34.6M, Ishares Tr Core Intl Aggregate with a value of $29.7M, and Spdr Portfolio S&P 1500 Compos with a value of $24.4M.

Examining the 13F form we can see an decrease of $514B in the current position value, from $515B to 465M.

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

Portfolio value $465 Million
ETFs: $459 Million
Healthcare: $3.71 Million
Technology: $2.01 Million
Communication Services: $229,000
Consumer Cyclical: $227,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$176 Million 37.77% of portfolio
642,752
Q1 2025 Reduced 2.97%
$0
$53.2 Million 11.44% of portfolio
725,675
Q1 2025 Reduced 11.1%
$0
$34.6 Million 7.43% of portfolio
941,380
Q1 2025 Reduced 5.69%
$0
$29.7 Million 6.39% of portfolio
594,562
Q1 2025 Reduced 13.87%
$0
$24.4 Million 5.24% of portfolio
360,960
Q1 2025 Added 3.72%
$0
$21.2 Million 4.55% of portfolio
724,694
Q1 2025 Reduced 0.27%
$0
$19.5 Million 4.19% of portfolio
185,519
Q1 2025 Reduced 11.75%
$0
$16.6 Million 3.57% of portfolio
366,716
Q1 2025 Reduced 6.85%
$0
$15.8 Million 3.4% of portfolio
259,208
Q1 2025 Reduced 6.56%
$0
$13.6 Million 2.93% of portfolio
335,826
Q1 2025 Reduced 5.23%
$0
$13.3 Million 2.86% of portfolio
551,157
Q1 2025 Reduced 6.49%
$0
$6.42 Million 1.38% of portfolio
65,843
Q1 2025 Reduced 0.71%
$0
$5.16 Million 1.11% of portfolio
29,837
Q1 2025 Reduced 8.21%
$0
$4.28 Million 0.92% of portfolio
36,724
Q1 2025 Reduced 13.86%
$7.88B
$3.71 Million 0.8% of portfolio
606,634
Q1 2025 New
$0
$3.38 Million 0.73% of portfolio
36,834
Q1 2025 Added 27.24%
$0
$2.7 Million 0.58% of portfolio
54,084
Q1 2025 Reduced 0.03%
$0
$2.2 Million 0.47% of portfolio
73,207
Q1 2025 Reduced 8.28%
$0
$2.14 Million 0.46% of portfolio
36,166
Q1 2025 Reduced 4.54%
$0
$1.94 Million 0.42% of portfolio
87,861
Q1 2025 Reduced 8.63%
$0
$1.8 Million 0.39% of portfolio
37,923
Q1 2025 Reduced 8.53%
$0
$1.56 Million 0.34% of portfolio
41,251
Q1 2025 Reduced 2.51%
$0
$1.51 Million 0.33% of portfolio
14,851
Q1 2025 Reduced 2.53%
$3.57T
$888,000 0.19% of portfolio
4,000
Q1 2025 Added 10.01%
$0
$658,000 0.14% of portfolio
30,912
Q1 2025 Reduced 22.81%
$0
$663,000 0.14% of portfolio
9,447
Q1 2025 Added 2.72%
$0
$544,000 0.12% of portfolio
7,131
Q1 2025 Reduced 1.78%
$2.8T
$515,000 0.11% of portfolio
1,372
Q1 2025 Reduced 8.9%
$0
$491,000 0.11% of portfolio
14,054
Q1 2025 Reduced 5.26%
$0
$506,000 0.11% of portfolio
13,151
Q1 2025 Reduced 3.66%
$0
$393,000 0.08% of portfolio
704
Q1 2025 Reduced 12.55%
$0
$385,000 0.08% of portfolio
6,717
Q1 2025 Reduced 7.4%
$0
$321,000 0.07% of portfolio
2,776
Q1 2025 Added 4.09%
$270B
$342,000 0.07% of portfolio
3,164
Q1 2025 Reduced 97.34%
$0
$334,000 0.07% of portfolio
6,367
Q1 2025 Reduced 2.51%
$0
$328,000 0.07% of portfolio
10,204
Q1 2025 Reduced 0.99%
$197B
$262,000 0.06% of portfolio
840
Q1 2025 Reduced 2.55%
$0
$233,000 0.05% of portfolio
7,241
Q1 2025 Reduced 16.92%
$951B
$229,000 0.05% of portfolio
1,466
Q1 2025 Added 0.14%
$1.94T
$203,000 0.04% of portfolio
1,068
Q1 2025 Reduced 15.24%
$0
$209,000 0.04% of portfolio
1,222
Q1 2025 Reduced 28.5%
$0
$205,000 0.04% of portfolio
4,209
Q1 2025 Reduced 38.41%
$0
$208,000 0.04% of portfolio
2,256
Q1 2025 New
$224M
$24,000 0.01% of portfolio
10,742
Q1 2025 Reduced 46.82%
Desktop Metal Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 170.6%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $465 Million
  • Prior Value $515 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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