Boston Standard Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Boston Standard Wealth Management, LLC reported 47 stock positions worth $514.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.4%) and iShares Intl Aggregate Bond (IAGG, 6.7%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 29 and reduced 12. The biggest buy was a new position in Vanguard ESG US Stock ETF (ESGV) and the biggest sale an exit from Vanguard World FD.
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $514.6M (Q4 2024)
- SEC Filing
- 0001630939-25-000003 ↗ filed Jan 27, 2025
Holdings Value
Holdings 47 stocks · $514.6M
| VTI VG Morningstar TS MKT ETF-US | 37.31% | 662,446 | $192.0M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 11.41% | 816,301 | $58.7M | Add +5.7% |
| IAGG iShares Intl Aggregate Bond | 6.70% | 690,338 | $34.5M | Add +8.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 6.62% | 998,144 | $34.1M | Add +3.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.83% | 348,004 | $24.9M | Reduce -3.5% |
| MUB iShares National Muni Bond E | 4.35% | 210,228 | $22.4M | Add +7.1% |
| SPTS SS SPDR P St Term TSY ETF | 4.10% | 726,663 | $21.1M | Add +2.7% |
| VWO Vanguard Ftse Emerging Marke | 3.37% | 393,670 | $17.3M | Add +2.0% |
| NVDA Nvidia Corp. | 3.11% | 119,057 | $16.0M | Reduce -7.6% |
| VEU Vanguard Ftse All-World Ex-U | 3.09% | 277,407 | $15.9M | Add +1.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.09% | 354,342 | $15.9M | Add +0.8% |
| REET iShares Global REIT ETF | 2.75% | 589,380 | $14.1M | Add +1.9% |
| ESGV Vanguard ESG US Stock ETF | 1.35% | 66,316 | $7.0M | New |
| VXF Vanguard Extended Market ETF | 1.20% | 32,505 | $6.2M | Reduce -1.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.95% | 42,633 | $4.9M | Add +4.9% |
| SPEM State Street SP PTF Em ETF | 0.56% | 74,539 | $2.9M | Add +2.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.51% | 28,948 | $2.6M | Reduce -10.6% |
| VTIP Vanguard Short-Term Tips | 0.51% | 54,098 | $2.6M | Add +3.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.46% | 79,819 | $2.4M | Add +4.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.42% | 37,885 | $2.1M | Add +1.8% |
| NUBD Nuveen ESG US Aggregate Bond | 0.41% | 96,156 | $2.1M | Add +6.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.38% | 41,458 | $2.0M | Add +9.0% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.34% | 42,315 | $1.8M | Reduce -0.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.33% | 15,237 | $1.7M | Add +0.3% |
| AAPL Apple Inc. | 0.18% | 3,636 | $911K | Reduce -3.9% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.15% | 40,047 | $791K | Add +29.6% |
| MSFT Microsoft Corp. | 0.12% | 1,506 | $635K | Reduce -0.7% |
| IXUS iShares Core Intl Stock ETF | 0.12% | 9,197 | $608K | Reduce -2.6% |
| ESML iShares ESG Aware MSCI USA S | 0.11% | 13,651 | $574K | Add +0.1% |
| AOA iShares Core 80/20 Aggressiv | 0.11% | 7,260 | $556K | Add +2.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 14,835 | $495K | Add +2.0% |
| DM Desktop Metal Inc. Class A | 0.09% | 206,081 | $482K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 805 | $472K | Add +14.0% |
| AOR iShares Core 60/40 Balanced | 0.08% | 7,254 | $416K | Add +7.3% |
| NYF iShares New York Muni Bond E | 0.07% | 6,531 | $348K | Add +2.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.07% | 6,834 | $335K | Add +17.7% |
| JMUB JPMorgan Municipal ETF | 0.06% | 6,627 | $332K | New |
| GWX State Street SPDR S&P Intern | 0.06% | 10,306 | $319K | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,667 | $313K | Reduce -2.4% |
| ACN Accenture PLC Class A | 0.06% | 862 | $303K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,709 | $300K | Add +3.7% |
| WOOD iShares Global Timber & Fore | 0.06% | 3,738 | $285K | Reduce -10.7% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.05% | 8,716 | $280K | Add +4.3% |
| GOOG Alphabet Inc. Class C | 0.05% | 1,464 | $279K | Reduce -3.0% |
| AMZN Amazon.com Inc. | 0.05% | 1,260 | $276K | Add +4.7% |
| GLD SPDR Gold Shares | 0.04% | 920 | $223K | No change |
| JMIA Jumia Technologies AG-ADR | 0.01% | 20,201 | $77K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VANGUARD WORLD FD | Sold out | 0.00% | −1.33 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.5% | 4.83% | −0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -10.6% | 0.51% | −0.06 |
| DNA Ginkgo Bioworks Holdings Inc. | Sold out | 0.00% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -2.6% | 0.12% | −0.02 |
| WOOD iShares Global Timber & Fore | Reduce -10.7% | 0.06% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.7% | 0.12% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -2.4% | 0.06% | −0.00 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -0.5% | 0.34% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 0.05% | +0.01 |
| AAPL Apple Inc. | Reduce -3.9% | 0.18% | +0.01 |
| VXF Vanguard Extended Market ETF | Reduce -1.4% | 1.20% | +0.03 |
| NVDA Nvidia Corp. | Reduce -7.6% | 3.11% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 37.31% | +0.74 |
Portfolio Buys Q3 2024 → Q4 2024
| ESGV Vanguard ESG US Stock ETF | New | 1.35% | +1.35 |
| IAGG iShares Intl Aggregate Bond | Add +8.0% | 6.70% | +0.25 |
| MUB iShares National Muni Bond E | Add +7.1% | 4.35% | +0.20 |
| BND Vanguard Total Bond Market | Add +5.7% | 11.41% | +0.12 |
| JMUB JPMorgan Municipal ETF | New | 0.06% | +0.06 |
| SPTS SS SPDR P St Term TSY ETF | Add +2.7% | 4.10% | +0.04 |
| BCI Abrdn Bloomberg All Commodit | Add +29.6% | 0.15% | +0.03 |
| SHM SS SPDR N Ice St Muni ETF | Add +9.0% | 0.38% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | Add +4.9% | 0.46% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.0% | 0.09% | +0.01 |
| AMZN Amazon.com Inc. | Add +4.7% | 0.05% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +17.7% | 0.07% | +0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Add +6.2% | 0.41% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +3.1% | 0.51% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.3% | 0.33% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +7.3% | 0.08% | +0.00 |
| DJP Ipath Bloomberg Commodity Inc. | Add +4.3% | 0.05% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +3.7% | 0.06% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.1% | 0.11% | +0.00 |
| NYF iShares New York Muni Bond E | Add +2.5% | 0.07% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +2.0% | 0.11% | −0.00 |
| GWX State Street SPDR S&P Intern | Add +0.1% | 0.06% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +2.0% | 0.10% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.8% | 3.09% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.8% | 0.42% | −0.03 |
| SPEM State Street SP PTF Em ETF | Add +2.1% | 0.56% | −0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Add +4.9% | 0.95% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 3.37% | −0.23 |
| REET iShares Global REIT ETF | Add +1.9% | 2.75% | −0.26 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.3% | 3.09% | −0.27 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.3% | 6.62% | −0.45 |
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 |