Boston Standard Wealth Management, LLC Top Holdings and 13F Report (2025) About Boston Standard Wealth Management, LLCInvestment ActivityBoston Standard Wealth Management, LLC has $555.13 million in total holdings as of June 30, 2025.Boston Standard Wealth Management, LLC owns shares of 48 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.17% of the portfolio was purchased this quarter.About 0.56% of the portfolio was sold this quarter.This quarter, Boston Standard Wealth Management, LLC has purchased 45 new stocks and bought additional shares in 33 stocks.Boston Standard Wealth Management, LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $205,708,000Vanguard Total Bond Market ETF $62,934,000SPDR Portfolio Developed World ex-US ETF $40,748,000iShares Core International Aggregate Bond ETF $36,512,000SPDR Portfolio S&P 1500 Composite Stock Market ETF $25,579,000 Largest New Holdings this Quarter 46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $677,000 Holding46641Q647 - JPMorgan Municipal ETF $472,000 Holding78463V107 - SPDR Gold Shares $280,000 Holding931142103 - Walmart $234,000 Holding25058X303 - DESKTOP METAL INC $0 Holding Largest Purchases this Quarter NVIDIA 78,256 shares (about $12.36M)Vanguard Total Stock Market ETF 34,076 shares (about $10.36M)Vanguard Total Bond Market ETF 129,054 shares (about $9.50M)iShares Core International Aggregate Bond ETF 120,106 shares (about $6.14M)iShares National Muni Bond ETF 47,346 shares (about $4.95M) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 19,409 shares (about $1.45M)iShares Global Timber & Forestry ETF 6,519 shares (about $478.59K)iShares ESG MSCI KLD 400 ETF 3,647 shares (about $423.81K)Vanguard Short-Term Inflation-Protected Securities ETF 2,669 shares (about $134.19K)Apple 538 shares (about $110.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoston Standard Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$205,708,000$10,356,702 ▲5.3%676,82837.1%ETFBNDVanguard Total Bond Market ETF$62,934,000$9,502,292 ▲17.8%854,72911.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$40,748,000$2,631,109 ▲6.9%1,006,3617.3%ETFIAGGiShares Core International Aggregate Bond ETF$36,512,000$6,136,150 ▲20.2%714,6686.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$25,579,000$1,453,554 ▼-5.4%341,5514.6%ETFMUBiShares National Muni Bond ETF$24,330,000$4,946,764 ▲25.5%232,8654.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$21,898,000$671,225 ▲3.2%747,6103.9%ETFVEUVanguard FTSE All-World ex-US ETF$19,876,000$2,452,226 ▲14.1%295,6893.6%ETFVWOVanguard FTSE Emerging Markets ETF$19,537,000$1,399,224 ▲7.7%395,0063.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$15,935,000$1,628,429 ▲11.4%374,0512.9%ETFREETiShares Global REIT ETF$15,127,000$1,513,174 ▲11.1%612,4182.7%ETFNVDANVIDIA$12,863,000$12,363,141 ▲2,473.3%81,4202.3%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$7,716,000$496,791 ▲6.9%70,3741.4%ETFVXFVanguard Extended Market ETF$6,781,000$1,031,016 ▲17.9%35,1871.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,055,000$1,119,395 ▲22.7%45,0531.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,802,000$1,423,199 ▲42.1%52,3490.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,137,000$80,362 ▲2.6%73,3870.6%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,663,000$706,975 ▲36.1%119,6170.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,602,000$392,048 ▲17.7%86,1940.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,585,000$134,190 ▼-4.9%51,4150.5%ManufacturingVSGXVanguard ESG International Stock ETF$2,576,000$207,293 ▲8.8%39,3310.5%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,942,000$127,914 ▲7.1%40,5970.3%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$1,815,000$137,153 ▲8.2%44,6230.3%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$1,302,000$423,812 ▼-24.6%11,2040.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$832,000$189,785 ▲29.6%40,0470.1%ETFMSFTMicrosoft$763,000$81,022 ▲11.9%1,5350.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$722,000$8,193 ▼-1.1%9,3410.1%ManufacturingAAPLApple$710,000$110,335 ▼-13.5%3,4620.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$677,000$677,000 ▲New Holding16,3900.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$658,000$63,072 ▲10.6%7,8870.1%ETFESGEiShares ESG Aware MSCI EM ETF$578,000$27,833 ▲5.1%14,7650.1%ManufacturingSPYSPDR S&P 500 ETF Trust$500,000$65,432 ▲15.1%8100.1%FinanceJMUBJPMorgan Municipal ETF$472,000$472,000 ▲New Holding9,5070.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$447,000$33,433 ▲8.1%7,2600.1%ETFGWXSPDR S&P International Small Cap ETF$372,000$6,982 ▼-1.8%10,0160.1%ETFBNDXVanguard Total International Bond ETF$370,000$161,382 ▲77.4%7,4650.1%ETFRSPInvesco S&P 500 Equal Weight ETF$362,000$139,707 ▲62.8%1,9900.1%ETFNYFiShares New York Muni Bond ETF$360,000$27,568 ▲8.3%6,8950.1%ETFAMZNAmazon.com$349,000$114,725 ▲49.0%1,5910.1%Retail/WholesaleVTVanguard Total World Stock ETF$334,000$22,884 ▼-6.4%2,5980.1%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$296,000$50,092 ▲20.4%8,7160.1%FinanceGLDSPDR Gold Shares$280,000$280,000 ▲New Holding9200.1%FinanceWOODiShares Global Timber & Forestry ETF$264,000$478,592 ▼-64.4%3,5960.0%ETFGOOGAlphabet$236,000$24,132 ▼-9.3%1,3300.0%Computer and TechnologyWMTWalmart$234,000$234,000 ▲New Holding2,3900.0%Retail/WholesaleACNAccenture$208,000$43,396 ▼-17.3%6950.0%Computer and TechnologyJMIAJumia Technologies$85,000$41,710 ▲96.4%21,0920.0%Retail/WholesaleDESKTOP METAL INC$0New Holding159,6820.0%COM CL AXLEEnergy Select Sector SPDR Fund$0$206,000 ▼-100.0%00.0%ETFDNAGinkgo Bioworks$0$203,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
