Boston Standard Wealth Management, LLC Portfolio Holdings by Sector
Boston Standard Wealth Management, LLC
- $594 Million
- Q3 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND SPDW IAGG SPTM SPTS MUB VEU VWO 39 stocks |
$357,490
60.17% of portfolio
|
  28  
|
  6  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$218,779
36.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$15,164
2.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$817
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$792
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN JMIA 2 stocks |
$589
0.1% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$324
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$212
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|