Boston Standard Wealth Management, LLC Portfolio Holdings

Boston Standard Wealth Management, LLC

  • $555 Million
  • Q2 2025

Boston Standard Wealth Management, LLC has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $555 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 $206M, Vanguard Bd Index Fd Inc Total with a value of $62.9M, Spdr Ser Tr Fds Spdr Portfolio with a value of $40.7M, Ishares Tr Core Intl Aggregate with a value of $36.5M, and Spdr Portfolio S&P 1500 Compos with a value of $25.6M.

Examining the 13F form we can see an increase of $89.5M in the current position value, from $465M to 555M.

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

Portfolio value $555 Million
ETFs: $539 Million
Technology: $14.5 Million
Consumer Cyclical: $433,000
Communication Services: $235,000
Consumer Defensive: $233,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$206 Million 37.08% of portfolio
676,828
Q2 2025 Added 5.3%
$0
$62.9 Million 11.34% of portfolio
854,729
Q2 2025 Added 17.78%
$0
$40.7 Million 7.34% of portfolio
1,006,361
Q2 2025 Added 6.9%
$0
$36.5 Million 6.58% of portfolio
714,668
Q2 2025 Added 20.2%
$0
$25.6 Million 4.61% of portfolio
341,551
Q2 2025 Reduced 5.38%
$0
$24.3 Million 4.39% of portfolio
232,865
Q2 2025 Added 25.52%
$0
$21.9 Million 3.95% of portfolio
747,610
Q2 2025 Added 3.16%
$0
$19.9 Million 3.58% of portfolio
295,689
Q2 2025 Added 14.07%
$0
$19.5 Million 3.52% of portfolio
395,006
Q2 2025 Added 7.71%
$0
$15.9 Million 2.87% of portfolio
374,051
Q2 2025 Added 11.38%
$0
$15.1 Million 2.73% of portfolio
612,418
Q2 2025 Added 11.11%
$394B
$12.9 Million 2.32% of portfolio
81,420
Q2 2025 Added 2,473.32%
$0
$7.72 Million 1.39% of portfolio
70,374
Q2 2025 Added 6.88%
$0
$6.78 Million 1.22% of portfolio
35,187
Q2 2025 Added 17.93%
$0
$6.05 Million 1.09% of portfolio
45,053
Q2 2025 Added 22.68%
$0
$4.8 Million 0.87% of portfolio
52,349
Q2 2025 Added 42.12%
$0
$2.65 Million 0.48% of portfolio
119,617
Q2 2025 Added 36.14%
$0
$2.6 Million 0.47% of portfolio
86,194
Q2 2025 Added 17.74%
$0
$2.58 Million 0.47% of portfolio
51,415
Q2 2025 Reduced 4.93%
$0
$2.58 Million 0.46% of portfolio
39,331
Q2 2025 Added 8.75%
$0
$1.94 Million 0.35% of portfolio
40,597
Q2 2025 Added 7.05%
$0
$1.81 Million 0.33% of portfolio
44,623
Q2 2025 Added 8.17%
$0
$1.3 Million 0.23% of portfolio
11,204
Q2 2025 Reduced 24.56%
$0
$831,000 0.15% of portfolio
40,047
Q2 2025 Added 29.55%
$3.71T
$763,000 0.14% of portfolio
1,535
Q2 2025 Added 11.88%
$0
$722,000 0.13% of portfolio
9,341
Q2 2025 Reduced 1.12%
$3.37T
$710,000 0.13% of portfolio
3,462
Q2 2025 Reduced 13.45%
$0
$677,000 0.12% of portfolio
16,390
Q2 2025 New
$0
$657,000 0.12% of portfolio
7,887
Q2 2025 Added 10.6%
$0
$578,000 0.1% of portfolio
14,765
Q2 2025 Added 5.06%
$0
$500,000 0.09% of portfolio
810
Q2 2025 Added 15.06%
$0
$445,000 0.08% of portfolio
7,260
Q2 2025 Added 8.08%
$0
$471,000 0.08% of portfolio
9,507
Q2 2025 New
$0
$361,000 0.07% of portfolio
1,990
Q2 2025 Added 62.85%
$0
$369,000 0.07% of portfolio
7,465
Q2 2025 Added 77.36%
$0
$372,000 0.07% of portfolio
10,016
Q2 2025 Reduced 1.84%
$0
$359,000 0.06% of portfolio
6,895
Q2 2025 Added 8.29%
$0
$333,000 0.06% of portfolio
2,598
Q2 2025 Reduced 6.41%
$2.28T
$349,000 0.06% of portfolio
1,591
Q2 2025 Added 48.97%
$0
$281,000 0.05% of portfolio
8,716
Q2 2025 Added 20.37%
$106B
$280,000 0.05% of portfolio
920
Q2 2025 New
$189B
$207,000 0.04% of portfolio
695
Q2 2025 Reduced 17.26%
$1.08T
$235,000 0.04% of portfolio
1,330
Q2 2025 Reduced 9.28%
$270B
$233,000 0.04% of portfolio
2,390
Q2 2025 New
$442M
$84,000 0.02% of portfolio
21,092
Q2 2025 Added 96.35%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 64.45%
Desktop Metal Inc
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $555 Million
  • Prior Value $465 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 02, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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