Boston Standard Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Boston Standard Wealth Management, LLC reported 47 stock positions worth $454.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.5%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 7 and reduced 37. The biggest buy was SS SPDR P S&P 1500 Comp ETF (SPTM, shares +4%) and the biggest sale Nvidia (NVDA, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $454.9M (Q1 2025)
- SEC Filing
- 0001630939-25-000005 ↗ filed Apr 8, 2025
Holdings Value
Holdings 47 stocks · $454.9M
| VTI VG Morningstar TS MKT ETF-US | 37.80% | 642,752 | $171.9M | Reduce -3.0% |
| BND Vanguard Total Bond Market | 11.49% | 725,675 | $52.3M | Reduce -11.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.26% | 941,380 | $33.0M | Reduce -5.7% |
| IAGG iShares Intl Aggregate Bond | 6.52% | 594,562 | $29.7M | Reduce -13.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 5.26% | 360,960 | $23.9M | Add +3.7% |
| SPTS SS SPDR P St Term TSY ETF | 4.60% | 724,694 | $20.9M | Reduce -0.3% |
| MUB iShares National Muni Bond E | 4.35% | 185,519 | $19.8M | Reduce -11.8% |
| VWO Vanguard Ftse Emerging Marke | 3.53% | 366,716 | $16.0M | Reduce -6.8% |
| VEU Vanguard Ftse All-World Ex-U | 3.34% | 259,208 | $15.2M | Reduce -6.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.07% | 335,826 | $13.9M | Reduce -5.2% |
| REET iShares Global REIT ETF | 2.82% | 551,157 | $12.8M | Reduce -6.5% |
| ESGV Vanguard ESG US Stock ETF | 1.40% | 65,843 | $6.4M | Reduce -0.7% |
| VXF Vanguard Extended Market ETF | 1.11% | 29,837 | $5.0M | Reduce -8.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.95% | 36,724 | $4.3M | Reduce -13.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.74% | 36,834 | $3.4M | Add +27.2% |
| SPEM State Street SP PTF Em ETF | 0.59% | 71,507 | $2.7M | Reduce -4.1% |
| VTIP Vanguard Short-Term Tips | 0.58% | 54,084 | $2.6M | Reduce -0.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.48% | 73,207 | $2.2M | Reduce -8.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.46% | 36,166 | $2.1M | Reduce -4.5% |
| NUBD Nuveen ESG US Aggregate Bond | 0.42% | 87,861 | $1.9M | Reduce -8.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.39% | 37,923 | $1.8M | Reduce -8.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.35% | 41,251 | $1.6M | Reduce -2.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.34% | 14,851 | $1.5M | Reduce -2.5% |
| DM Desktop Metal Inc. Class A | 0.19% | 206,081 | $851K | No change |
| AAPL Apple Inc. | 0.19% | 4,000 | $843K | Add +10.0% |
| WOOD iShares Global Timber & Fore | 0.17% | 10,115 | $793K | Add +170.6% |
| IXUS iShares Core Intl Stock ETF | 0.14% | 9,447 | $638K | Add +2.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.14% | 30,912 | $628K | Reduce -22.8% |
| MSFT Microsoft Corp. | 0.13% | 1,372 | $613K | Reduce -8.9% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 7,131 | $533K | Reduce -1.8% |
| ESML iShares ESG Aware MSCI USA S | 0.11% | 13,151 | $506K | Reduce -3.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 14,054 | $471K | Reduce -5.3% |
| NVDA Nvidia Corp. | 0.09% | 3,164 | $391K | Reduce -97.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 704 | $383K | Reduce -12.6% |
| AOR iShares Core 60/40 Balanced | 0.08% | 6,717 | $378K | Reduce -7.4% |
| NYF iShares New York Muni Bond E | 0.07% | 6,367 | $340K | Reduce -2.5% |
| GWX State Street SPDR S&P Intern | 0.07% | 10,204 | $324K | Reduce -1.0% |
| VT Vanguard Tot World STK ETF | 0.07% | 2,776 | $313K | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,466 | $269K | Add +0.1% |
| ACN Accenture PLC Class A | 0.06% | 840 | $255K | Reduce -2.5% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.05% | 7,241 | $232K | Reduce -16.9% |
| AMZN Amazon.com Inc. | 0.05% | 1,068 | $206K | Reduce -15.2% |
| XLE SS Energy Select Sector | 0.05% | 2,256 | $206K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.05% | 4,209 | $205K | Reduce -38.4% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.04% | 606,634 | $203K | New |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 1,222 | $201K | Reduce -28.5% |
| JMIA Jumia Technologies AG-ADR | 0.02% | 10,742 | $75K | Reduce -46.8% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -97.3% | 0.09% | −3.02 |
| IAGG iShares Intl Aggregate Bond | Reduce -13.9% | 6.52% | −0.17 |
| VXF Vanguard Extended Market ETF | Reduce -8.2% | 1.11% | −0.09 |
| JMUB JPMorgan Municipal ETF | Sold out | 0.00% | −0.06 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -5.2% | 3.07% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -38.4% | 0.05% | −0.02 |
| BCI Abrdn Bloomberg All Commodit | Reduce -22.8% | 0.14% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -28.5% | 0.04% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -15.2% | 0.05% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -11.8% | 4.35% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.6% | 0.08% | −0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -16.9% | 0.05% | −0.00 |
| ACN Accenture PLC Class A | Reduce -2.5% | 0.06% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -3.7% | 0.11% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -13.9% | 0.95% | +0.00 |
| JMIA Jumia Technologies AG-ADR | Reduce -46.8% | 0.02% | +0.00 |
| AOR iShares Core 60/40 Balanced | Reduce -7.4% | 0.08% | +0.00 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -2.5% | 0.35% | +0.00 |
| NYF iShares New York Muni Bond E | Reduce -2.5% | 0.07% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -5.3% | 0.10% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.8% | 0.12% | +0.01 |
| GWX State Street SPDR S&P Intern | Reduce -1.0% | 0.07% | +0.01 |
| MSFT Microsoft Corp. | Reduce -8.9% | 0.13% | +0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -8.5% | 0.39% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -2.5% | 0.34% | +0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -8.6% | 0.42% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -8.3% | 0.48% | +0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -4.1% | 0.59% | +0.04 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -4.5% | 0.46% | +0.04 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.7% | 1.40% | +0.05 |
| VTIP Vanguard Short-Term Tips | Reduce -0.0% | 0.58% | +0.07 |
| REET iShares Global REIT ETF | Reduce -6.5% | 2.82% | +0.07 |
| BND Vanguard Total Bond Market | Reduce -11.1% | 11.49% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.8% | 3.53% | +0.16 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -6.6% | 3.34% | +0.25 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.0% | 37.80% | +0.49 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -0.3% | 4.60% | +0.50 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.7% | 7.26% | +0.64 |
Portfolio Buys Q4 2024 → Q1 2025
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +3.7% | 5.26% | +0.43 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +27.2% | 0.74% | +0.23 |
| WOOD iShares Global Timber & Fore | Add +170.6% | 0.17% | +0.12 |
| XLE SS Energy Select Sector | New | 0.05% | +0.05 |
| DNA Ginkgo Bioworks Holdings Inc. | New | 0.04% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Add +2.7% | 0.14% | +0.02 |
| AAPL Apple Inc. | Add +10.0% | 0.19% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +4.1% | 0.07% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.06% | +0.00 |
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 |