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%
$397B
$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%
$3.72T
$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%
$3.43T
$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
$192B
$207,000 0.04% of portfolio
695
Q2 2025 Reduced 17.26%
$1.1T
$235,000 0.04% of portfolio
1,330
Q2 2025 Reduced 9.28%
$267B
$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
Track This Portfolio

Track Boston Standard Wealth Management, LLC Portfolio

Follow Boston Standard Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Standard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Standard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email