Boston Standard Wealth Management, LLC Top Holdings and 13F Report (2025) About Boston Standard Wealth Management, LLCInvestment ActivityBoston Standard Wealth Management, LLC has $594.70 million in total holdings as of September 30, 2025.Boston Standard Wealth Management, LLC owns shares of 49 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.61% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Boston Standard Wealth Management, LLC has purchased 48 new stocks and bought additional shares in 28 stocks.Boston Standard Wealth Management, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $218,779,000Vanguard Total Bond Market ETF $66,033,000SPDR Portfolio Developed World ex-US ETF $41,958,000iShares Core International Aggregate Bond ETF $37,836,000SPDR Portfolio S&P 1500 Composite Stock Market ETF $27,615,000 Largest New Holdings this Quarter 37611x209 - GINKGO BIOWORKS HLDG CLASS A $221,000 Holding464287465 - iShares MSCI EAFE ETF $206,000 Holding81369Y506 - Energy Select Sector SPDR Fund $202,000 Holding Largest Purchases this Quarter JPMorgan Municipal ETF 86,283 shares (about $4.36M)Vanguard Total Bond Market ETF 33,175 shares (about $2.47M)SPDR Bloomberg 1-3 Month T-Bill ETF 26,337 shares (about $2.42M)Vanguard ESG U.S. Stock ETF 10,797 shares (about $1.28M)iShares Core International Aggregate Bond ETF 23,889 shares (about $1.22M) Largest Sales this Quarter Vanguard Total Stock Market ETF 10,163 shares (about $3.34M)iShares National Muni Bond ETF 29,985 shares (about $3.19M)SPDR Portfolio Developed World ex-US ETF 25,813 shares (about $1.10M)Vanguard FTSE Emerging Markets ETF 7,386 shares (about $400.17K)Apple 253 shares (about $64.41K) 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$218,779,000$3,335,185 ▼-1.5%666,66536.8%ETFBNDVanguard Total Bond Market ETF$66,033,000$2,467,209 ▲3.9%887,90411.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$41,958,000$1,104,548 ▼-2.6%980,5487.1%ETFIAGGiShares Core International Aggregate Bond ETF$37,836,000$1,223,825 ▲3.3%738,5576.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$27,615,000$69,358 ▲0.3%342,4114.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$23,023,000$1,103,328 ▲5.0%785,2413.9%ETFMUBiShares National Muni Bond ETF$21,605,000$3,193,148 ▼-12.9%202,8803.6%ETFVEUVanguard FTSE All-World ex-US ETF$21,044,000$59,094 ▼-0.3%294,8613.5%ETFVWOVanguard FTSE Emerging Markets ETF$21,001,000$400,169 ▼-1.9%387,6203.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$17,429,000$102,509 ▲0.6%376,2642.9%ETFREETiShares Global REIT ETF$16,190,000$536,705 ▲3.4%633,4162.7%ETFNVDANVIDIA$15,165,000$26,495 ▼-0.2%81,2782.6%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$9,614,000$1,278,811 ▲15.3%81,1711.6%ETFVXFVanguard Extended Market ETF$7,495,000$129,159 ▲1.8%35,8041.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,220,000$2,416,607 ▲50.3%78,6861.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,489,000$66,431 ▲1.0%45,5191.1%ETFJMUBJPMorgan Municipal ETF$4,835,000$4,355,134 ▲907.6%95,7900.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,435,000$234 ▲0.0%73,3920.6%ETFVSGXVanguard ESG International Stock ETF$3,140,000$411,215 ▲15.1%45,2580.5%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,792,000$106,442 ▲4.0%124,3580.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,717,000$114,012 ▲4.4%53,6670.5%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,703,000$91,734 ▲3.5%89,2220.5%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$2,014,000$12,352 ▼-0.6%44,3510.3%ManufacturingSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,012,000$54,674 ▲2.8%41,7310.3%FinanceDSIiShares ESG MSCI KLD 400 ETF$1,415,000$3,276 ▲0.2%11,2300.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$863,0000.0%40,0470.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$860,000$121,247 ▲16.4%19,0800.1%ETFAAPLApple$817,000$64,413 ▼-7.3%3,2090.1%Computer and TechnologyMSFTMicrosoft$793,000$2,072 ▼-0.3%1,5310.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$771,0000.0%9,3410.1%ManufacturingAOAiShares Core 80/20 Aggressive Allocation ETF$764,000$68,436 ▲9.8%8,6630.1%ETFESGEiShares ESG Aware MSCI EM ETF$754,000$112,672 ▲17.6%17,3590.1%ManufacturingSPYSPDR S&P 500 ETF Trust$541,000$1,333 ▲0.2%8120.1%FinanceAORiShares Core 60/40 Balanced Allocation ETF$432,000$35,758 ▼-7.6%6,7050.1%ETFGWXSPDR S&P International Small Cap ETF$402,0000.0%10,0160.1%ETFRSPInvesco S&P 500 Equal Weight ETF$379,000$1,328 ▲0.4%1,9970.1%ETFBNDXVanguard Total International Bond ETF$378,000$8,707 ▲2.4%7,6410.1%ETFNYFiShares New York Muni Bond ETF$371,000$2,883 ▲0.8%6,9490.1%ETFAMZNAmazon.com$366,000$16,267 ▲4.7%1,6650.1%Retail/WholesaleVTVanguard Total World Stock ETF$359,000$965 ▲0.3%2,6050.1%ETFGLDSPDR Gold Shares$327,0000.0%9200.1%FinanceGOOGAlphabet$324,000$243 ▲0.1%1,3310.1%Computer and TechnologyDJPiPath Bloomberg Commodity Index Total Return ETN$309,0000.0%8,7160.1%FinanceWOODiShares Global Timber & Forestry ETF$264,000$73 ▼0.0%3,5950.0%ETFJMIAJumia Technologies$225,000$20,357 ▼-8.3%19,3420.0%Retail/WholesaleGINKGO BIOWORKS HLDG CLASS A$221,000$221,000 ▲New Holding15,1650.0%DNAWMTWalmart$213,000$33,762 ▼-13.7%2,0630.0%Retail/WholesaleEFAiShares MSCI EAFE ETF$206,000$206,000 ▲New Holding2,2070.0%FinanceXLEEnergy Select Sector SPDR Fund$202,000$202,000 ▲New Holding2,2560.0%ETFACNAccenture$0$208,000 ▼-100.0%00.0%Computer and TechnologyDESKTOP METAL INC$0-100.0%00.0%COM CL AShowing 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. 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