Boston Standard Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Boston Standard Wealth Management, LLC reported 47 stock positions worth $513.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 36.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.3%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.1%). Compared with Q2 2024, it opened 2 new positions, sold out of 2, added to 33 and reduced 8. The biggest buy was Nvidia (NVDA, shares +3973%) and the biggest sale an exit from Vanguard ESG US Stock ETF (ESGV).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $513.6M (Q3 2024)
- SEC Filing
- 0001630939-24-000005 ↗ filed Oct 7, 2024
Holdings Value
Holdings 47 stocks · $513.6M
| VTI VG Morningstar TS MKT ETF-US | 36.57% | 663,328 | $187.8M | Add +3.2% |
| BND Vanguard Total Bond Market | 11.29% | 772,048 | $58.0M | Add +6.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.07% | 966,456 | $36.3M | Add +2.7% |
| IAGG iShares Intl Aggregate Bond | 6.45% | 639,004 | $33.1M | Add +7.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.92% | 360,694 | $25.3M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 4.15% | 196,344 | $21.3M | Add +5.8% |
| SPTS SS SPDR P St Term TSY ETF | 4.05% | 707,632 | $20.8M | Reduce -2.4% |
| VWO Vanguard Ftse Emerging Marke | 3.59% | 385,787 | $18.5M | Add +5.2% |
| VEU Vanguard Ftse All-World Ex-U | 3.36% | 273,929 | $17.3M | Add +5.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.12% | 351,717 | $16.0M | Add +4.7% |
| NVDA Nvidia Corp. | 3.05% | 128,864 | $15.6M | Add +3972.8% |
| REET iShares Global REIT ETF | 3.00% | 578,252 | $15.4M | Add +4.9% |
| VANGUARD WORLD FD | 1.33% | 67,336 | $6.8M | New |
| VXF Vanguard Extended Market ETF | 1.17% | 32,960 | $6.0M | Add +10.5% |
| VSS Vanguard Ftse All Wo X-US SC | 1.00% | 40,635 | $5.1M | Add +10.7% |
| SPEM State Street SP PTF Em ETF | 0.59% | 73,035 | $3.0M | Add +2.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.58% | 32,374 | $3.0M | Reduce -12.1% |
| VTIP Vanguard Short-Term Tips | 0.50% | 52,458 | $2.6M | Reduce -3.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.45% | 76,068 | $2.3M | Add +3.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.45% | 37,234 | $2.3M | Add +3.0% |
| NUBD Nuveen ESG US Aggregate Bond | 0.40% | 90,510 | $2.1M | Add +3.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.36% | 38,039 | $1.8M | Add +0.3% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.34% | 42,523 | $1.8M | Add +3.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.32% | 15,192 | $1.7M | Add +2.3% |
| DM Desktop Metal Inc. Class A | 0.19% | 206,081 | $962K | No change |
| AAPL Apple Inc. | 0.17% | 3,785 | $882K | Reduce -5.4% |
| IXUS iShares Core Intl Stock ETF | 0.13% | 9,447 | $686K | No change |
| MSFT Microsoft Corp. | 0.13% | 1,516 | $652K | Add +10.5% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.12% | 30,912 | $632K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.11% | 13,631 | $570K | Add +3.6% |
| AOA iShares Core 80/20 Aggressiv | 0.11% | 7,119 | $562K | Reduce -0.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 14,544 | $530K | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 706 | $405K | Add +0.3% |
| AOR iShares Core 60/40 Balanced | 0.08% | 6,763 | $401K | Add +0.7% |
| WOOD iShares Global Timber & Fore | 0.07% | 4,185 | $361K | Reduce -58.6% |
| GWX State Street SPDR S&P Intern | 0.07% | 10,294 | $351K | Add +0.9% |
| NYF iShares New York Muni Bond E | 0.07% | 6,373 | $346K | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,732 | $327K | Reduce -1.6% |
| ACN Accenture PLC Class A | 0.06% | 862 | $305K | Add +2.6% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,648 | $295K | Add +34.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 5,807 | $292K | Add +38.0% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.05% | 8,357 | $269K | Add +15.4% |
| GOOG Alphabet Inc. Class C | 0.05% | 1,509 | $252K | Add +2.9% |
| AMZN Amazon.com Inc. | 0.04% | 1,204 | $224K | Add +12.7% |
| GLD SPDR Gold Shares | 0.04% | 920 | $224K | New |
| DNA Ginkgo Bioworks Holdings Inc. | 0.02% | 15,165 | $124K | No change |
| JMIA Jumia Technologies AG-ADR | 0.02% | 20,201 | $108K | Add +88.1% |
Portfolio Sells Q2 2024 → Q3 2024
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −1.40 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -2.4% | 4.05% | −0.55 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.1% | 4.92% | −0.34 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -12.1% | 0.58% | −0.16 |
| WOOD iShares Global Timber & Fore | Reduce -58.6% | 0.07% | −0.10 |
| VTIP Vanguard Short-Term Tips | Reduce -3.0% | 0.50% | −0.07 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.05 |
| AAPL Apple Inc. | Reduce -5.4% | 0.17% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.2% | 0.11% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -1.6% | 0.06% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +3972.8% | 3.05% | +2.96 |
| VANGUARD WORLD FD | New | 1.33% | +1.33 |
| REET iShares Global REIT ETF | Add +4.9% | 3.00% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +5.2% | 3.59% | +0.07 |
| VXF Vanguard Extended Market ETF | Add +10.5% | 1.17% | +0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +4.7% | 3.12% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +10.7% | 1.00% | +0.05 |
| GLD SPDR Gold Shares | New | 0.04% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.7% | 3.36% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +34.9% | 0.06% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +38.0% | 0.06% | +0.01 |
| JMIA Jumia Technologies AG-ADR | Add +88.1% | 0.02% | +0.00 |
| ACN Accenture PLC Class A | Add +2.6% | 0.06% | +0.00 |
| DJP Ipath Bloomberg Commodity Inc. | Add +15.4% | 0.05% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +3.6% | 0.11% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +3.5% | 0.10% | −0.00 |
| AMZN Amazon.com Inc. | Add +12.7% | 0.04% | −0.00 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +3.1% | 0.34% | −0.00 |
| GWX State Street SPDR S&P Intern | Add +0.9% | 0.07% | −0.00 |
| AOR iShares Core 60/40 Balanced | Add +0.7% | 0.08% | −0.01 |
| SPEM State Street SP PTF Em ETF | Add +2.1% | 0.59% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.08% | −0.01 |
| NYF iShares New York Muni Bond E | Add +0.1% | 0.07% | −0.01 |
| MSFT Microsoft Corp. | Add +10.5% | 0.13% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +3.0% | 0.45% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +2.9% | 0.05% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.3% | 0.32% | −0.02 |
| NUBD Nuveen ESG US Aggregate Bond | Add +3.0% | 0.40% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +3.9% | 0.45% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Add +0.3% | 0.36% | −0.04 |
| IAGG iShares Intl Aggregate Bond | Add +7.5% | 6.45% | −0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.7% | 7.07% | −0.19 |
| MUB iShares National Muni Bond E | Add +5.8% | 4.15% | −0.19 |
| BND Vanguard Total Bond Market | Add +6.4% | 11.29% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.2% | 36.57% | −1.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $689.3M | VTI, SPDW, IAGG, BND, VCRB |
| Q1 2026 | 56 | $610.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q4 2025 | 51 | $605.8M | VTI, BND, SPDW, IAGG, SPTM |
| Q3 2025 | 49 | $594.7M | VTI, BND, SPDW, IAGG, SPTM |
| Q2 2025 | 48 | $555.1M | VTI, BND, SPDW, IAGG, SPTM |
| Q1 2025 | 47 | $454.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q4 2024 | 47 | $514.6M | VTI, BND, IAGG, SPDW, SPTM |
| Q3 2024 | 47 | $513.6M | VTI, BND, SPDW, IAGG, SPTM |
| Q2 2024 | 47 | $454.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q1 2024 | 46 | $441.6M | VTI, BND, SPDW, IAGG, SPTM |