Boston Standard Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 2, 2025), Boston Standard Wealth Management, LLC reported 48 stock positions worth $555.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.1% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.3%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.3%). Compared with Q1 2025, it opened 3 new positions, sold out of 2, added to 34 and reduced 11. The biggest buy was Nvidia (NVDA, shares +2473%) and the biggest sale SS SPDR P S&P 1500 Comp ETF (SPTM, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $555.1M (Q2 2025)
- SEC Filing
- 0001630939-25-000007 ↗ filed Jul 2, 2025
Holdings Value
Holdings 48 stocks · $555.1M
| VTI VG Morningstar TS MKT ETF-US | 37.06% | 676,828 | $205.7M | Add +5.3% |
| BND Vanguard Total Bond Market | 11.34% | 854,729 | $62.9M | Add +17.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.34% | 1,006,361 | $40.7M | Add +6.9% |
| IAGG iShares Intl Aggregate Bond | 6.58% | 714,668 | $36.5M | Add +20.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.61% | 341,551 | $25.6M | Reduce -5.4% |
| MUB iShares National Muni Bond E | 4.38% | 232,865 | $24.3M | Add +25.5% |
| SPTS SS SPDR P St Term TSY ETF | 3.94% | 747,610 | $21.9M | Add +3.2% |
| VEU Vanguard Ftse All-World Ex-U | 3.58% | 295,689 | $19.9M | Add +14.1% |
| VWO Vanguard Ftse Emerging Marke | 3.52% | 395,006 | $19.5M | Add +7.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.87% | 374,051 | $15.9M | Add +11.4% |
| REET iShares Global REIT ETF | 2.72% | 612,418 | $15.1M | Add +11.1% |
| NVDA Nvidia Corp. | 2.32% | 81,420 | $12.9M | Add +2473.3% |
| ESGV Vanguard ESG US Stock ETF | 1.39% | 70,374 | $7.7M | Add +6.9% |
| VXF Vanguard Extended Market ETF | 1.22% | 35,187 | $6.8M | Add +17.9% |
| VSS Vanguard Ftse All Wo X-US SC | 1.09% | 45,053 | $6.1M | Add +22.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.86% | 52,349 | $4.8M | Add +42.1% |
| SPEM State Street SP PTF Em ETF | 0.57% | 73,387 | $3.1M | Add +2.6% |
| NUBD Nuveen ESG US Aggregate Bond | 0.48% | 119,617 | $2.7M | Add +36.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.47% | 86,194 | $2.6M | Add +17.7% |
| VTIP Vanguard Short-Term Tips | 0.47% | 51,415 | $2.6M | Reduce -4.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.46% | 39,331 | $2.6M | Add +8.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.35% | 40,597 | $1.9M | Add +7.0% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.33% | 44,623 | $1.8M | Add +8.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.23% | 11,204 | $1.3M | Reduce -24.6% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.15% | 40,047 | $832K | Add +29.6% |
| MSFT Microsoft Corp. | 0.14% | 1,535 | $763K | Add +11.9% |
| IXUS iShares Core Intl Stock ETF | 0.13% | 9,341 | $722K | Reduce -1.1% |
| AAPL Apple Inc. | 0.13% | 3,462 | $710K | Reduce -13.4% |
| ESML iShares ESG Aware MSCI USA S | 0.12% | 16,390 | $677K | Add +24.6% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 7,887 | $658K | Add +10.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 14,765 | $578K | Add +5.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 810 | $500K | Add +15.1% |
| JMUB JPMorgan Municipal ETF | 0.09% | 9,507 | $472K | New |
| AOR iShares Core 60/40 Balanced | 0.08% | 7,260 | $447K | Add +8.1% |
| GWX State Street SPDR S&P Intern | 0.07% | 10,016 | $372K | Reduce -1.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.07% | 7,465 | $370K | Add +77.4% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 1,990 | $362K | Add +62.9% |
| NYF iShares New York Muni Bond E | 0.06% | 6,895 | $360K | Add +8.3% |
| AMZN Amazon.com Inc. | 0.06% | 1,591 | $349K | Add +49.0% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,598 | $334K | Reduce -6.4% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.05% | 8,716 | $296K | Add +20.4% |
| GLD SPDR Gold Shares | 0.05% | 920 | $280K | New |
| WOOD iShares Global Timber & Fore | 0.05% | 3,596 | $264K | Reduce -64.5% |
| GOOG Alphabet Inc. Class C | 0.04% | 1,330 | $236K | Reduce -9.3% |
| WMT Walmart Inc. | 0.04% | 2,390 | $234K | New |
| ACN Accenture PLC Class A | 0.04% | 695 | $208K | Reduce -17.3% |
| JMIA Jumia Technologies AG-ADR | 0.02% | 21,092 | $85K | Add +96.3% |
| DM Desktop Metal Inc. Class A | 0.00% | 159,682 | $0 | Reduce -22.5% |
Portfolio Sells Q1 2025 → Q2 2025
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -5.4% | 4.61% | −0.66 |
| DM Desktop Metal Inc. Class A | Reduce -22.5% | 0.00% | −0.19 |
| WOOD iShares Global Timber & Fore | Reduce -64.5% | 0.05% | −0.13 |
| VTIP Vanguard Short-Term Tips | Reduce -4.9% | 0.47% | −0.11 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -24.6% | 0.23% | −0.10 |
| AAPL Apple Inc. | Reduce -13.4% | 0.13% | −0.06 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.05 |
| DNA Ginkgo Bioworks Holdings Inc. | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Reduce -17.3% | 0.04% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -9.3% | 0.04% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.1% | 0.13% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -6.4% | 0.06% | −0.01 |
| GWX State Street SPDR S&P Intern | Reduce -1.8% | 0.07% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2473.3% | 2.32% | +2.23 |
| VEU Vanguard Ftse All-World Ex-U | Add +14.1% | 3.58% | +0.24 |
| VSS Vanguard Ftse All Wo X-US SC | Add +22.7% | 1.09% | +0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +42.1% | 0.86% | +0.12 |
| VXF Vanguard Extended Market ETF | Add +17.9% | 1.22% | +0.11 |
| JMUB JPMorgan Municipal ETF | New | 0.09% | +0.09 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6.9% | 7.34% | +0.08 |
| NUBD Nuveen ESG US Aggregate Bond | Add +36.1% | 0.48% | +0.06 |
| IAGG iShares Intl Aggregate Bond | Add +20.2% | 6.58% | +0.05 |
| GLD SPDR Gold Shares | New | 0.05% | +0.05 |
| WMT Walmart Inc. | New | 0.04% | +0.04 |
| MUB iShares National Muni Bond E | Add +25.5% | 4.38% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +77.4% | 0.07% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +62.9% | 0.07% | +0.02 |
| AMZN Amazon.com Inc. | Add +49.0% | 0.06% | +0.02 |
| BCI Abrdn Bloomberg All Commodit | Add +29.6% | 0.15% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +24.6% | 0.12% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +8.8% | 0.46% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.1% | 0.09% | +0.01 |
| MSFT Microsoft Corp. | Add +11.9% | 0.14% | +0.00 |
| DJP Ipath Bloomberg Commodity Inc. | Add +20.4% | 0.05% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +10.6% | 0.12% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +5.1% | 0.10% | +0.00 |
| JMIA Jumia Technologies AG-ADR | Add +96.3% | 0.02% | −0.00 |
| AOR iShares Core 60/40 Balanced | Add +8.1% | 0.08% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +7.7% | 3.52% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +6.9% | 1.39% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +17.7% | 0.47% | −0.01 |
| NYF iShares New York Muni Bond E | Add +8.3% | 0.06% | −0.01 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +8.2% | 0.33% | −0.02 |
| SPEM State Street SP PTF Em ETF | Add +2.6% | 0.57% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Add +7.0% | 0.35% | −0.04 |
| REET iShares Global REIT ETF | Add +11.1% | 2.72% | −0.09 |
| BND Vanguard Total Bond Market | Add +17.8% | 11.34% | −0.16 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +11.4% | 2.87% | −0.20 |
| SPTS SS SPDR P St Term TSY ETF | Add +3.2% | 3.94% | −0.65 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.3% | 37.06% | −0.74 |
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 |