Boston Standard Wealth Management, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $594 Million distributed in 49 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 $219M, Vanguard Bd Index Fd Inc Total with a value of $66M, Spdr Ser Tr Fds Spdr Portfolio with a value of $42M, Ishares Tr Core Intl Aggregate with a value of $37.8M, and Spdr Portfolio S&P 1500 Compos with a value of $27.6M.

Examining the 13F form we can see an increase of $39.4M in the current position value, from $555M to 594M.

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

Portfolio value $594 Million
ETFs: $576 Million
Technology: $16.8 Million
Consumer Cyclical: $589,000
Communication Services: $324,000
Consumer Defensive: $212,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $594 Million
  • Prior Value $555 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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