Boston Standard Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 6, 2025), Boston Standard Wealth Management, LLC reported 49 stock positions worth $594.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 36.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.1%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.1%). Compared with Q2 2025, it opened 3 new positions, sold out of 2, added to 28 and reduced 13. The biggest buy was JPMorgan Municipal ETF (JMUB, shares +908%) and the biggest sale iShares National Muni Bond E (MUB, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $594.7M (Q3 2025)
- SEC Filing
- 0001630939-25-000008 ↗ filed Oct 6, 2025
Holdings Value
Holdings 49 stocks · $594.7M
| VTI VG Morningstar TS MKT ETF-US | 36.79% | 666,665 | $218.8M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 11.10% | 887,904 | $66.0M | Add +3.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.06% | 980,548 | $42.0M | Reduce -2.6% |
| IAGG iShares Intl Aggregate Bond | 6.36% | 738,557 | $37.8M | Add +3.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.64% | 342,411 | $27.6M | Add +0.3% |
| SPTS SS SPDR P St Term TSY ETF | 3.87% | 785,241 | $23.0M | Add +5.0% |
| MUB iShares National Muni Bond E | 3.63% | 202,880 | $21.6M | Reduce -12.9% |
| VEU Vanguard Ftse All-World Ex-U | 3.54% | 294,861 | $21.0M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 3.53% | 387,620 | $21.0M | Reduce -1.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.93% | 376,264 | $17.4M | Add +0.6% |
| REET iShares Global REIT ETF | 2.72% | 633,416 | $16.2M | Add +3.4% |
| NVDA Nvidia Corp. | 2.55% | 81,278 | $15.2M | Reduce -0.2% |
| ESGV Vanguard ESG US Stock ETF | 1.62% | 81,171 | $9.6M | Add +15.3% |
| VXF Vanguard Extended Market ETF | 1.26% | 35,804 | $7.5M | Add +1.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.21% | 78,686 | $7.2M | Add +50.3% |
| VSS Vanguard Ftse All Wo X-US SC | 1.09% | 45,519 | $6.5M | Add +1.0% |
| JMUB JPMorgan Municipal ETF | 0.81% | 95,790 | $4.8M | Add +907.6% |
| SPEM State Street SP PTF Em ETF | 0.58% | 73,392 | $3.4M | Add +0.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.53% | 45,258 | $3.1M | Add +15.1% |
| NUBD Nuveen ESG US Aggregate Bond | 0.47% | 124,358 | $2.8M | Add +4.0% |
| VTIP Vanguard Short-Term Tips | 0.46% | 53,667 | $2.7M | Add +4.4% |
| SPSB SS SPDR P St C Corp. ETF | 0.45% | 89,222 | $2.7M | Add +3.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.34% | 44,351 | $2.0M | Reduce -0.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.34% | 41,731 | $2.0M | Add +2.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 11,230 | $1.4M | Add +0.2% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.15% | 40,047 | $863K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.14% | 19,080 | $860K | Add +16.4% |
| AAPL Apple Inc. | 0.14% | 3,209 | $817K | Reduce -7.3% |
| MSFT Microsoft Corp. | 0.13% | 1,531 | $793K | Reduce -0.3% |
| IXUS iShares Core Intl Stock ETF | 0.13% | 9,341 | $771K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 8,663 | $764K | Add +9.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.13% | 17,359 | $754K | Add +17.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 812 | $541K | Add +0.3% |
| AOR iShares Core 60/40 Balanced | 0.07% | 6,705 | $432K | Reduce -7.6% |
| GWX State Street SPDR S&P Intern | 0.07% | 10,016 | $402K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,997 | $379K | Add +0.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 7,641 | $378K | Add +2.4% |
| NYF iShares New York Muni Bond E | 0.06% | 6,949 | $371K | Add +0.8% |
| AMZN Amazon.com Inc. | 0.06% | 1,665 | $366K | Add +4.7% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,605 | $359K | Add +0.3% |
| GLD SPDR Gold Shares | 0.06% | 920 | $327K | No change |
| GOOG Alphabet Inc. Class C | 0.05% | 1,331 | $324K | Add +0.1% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.05% | 8,716 | $309K | No change |
| WOOD iShares Global Timber & Fore | 0.04% | 3,595 | $264K | Reduce -0.0% |
| JMIA Jumia Technologies AG-ADR | 0.04% | 19,342 | $225K | Reduce -8.3% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.04% | 15,165 | $221K | New |
| WMT Walmart Inc. | 0.04% | 2,063 | $213K | Reduce -13.7% |
| EFA iShares MSCI Eafe ETF | 0.03% | 2,207 | $206K | New |
| XLE SS Energy Select Sector | 0.03% | 2,256 | $202K | New |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Reduce -12.9% | 3.63% | −0.75 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.6% | 7.06% | −0.28 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.5% | 36.79% | −0.27 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.3% | 3.54% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
| AOR iShares Core 60/40 Balanced | Reduce -7.6% | 0.07% | −0.01 |
| WMT Walmart Inc. | Reduce -13.7% | 0.04% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.13% | −0.00 |
| WOOD iShares Global Timber & Fore | Reduce -0.0% | 0.04% | −0.00 |
| DM Desktop Metal Inc. Class A | Sold out | 0.00% | 0.00 |
| AAPL Apple Inc. | Reduce -7.3% | 0.14% | +0.01 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -0.6% | 0.34% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.9% | 3.53% | +0.01 |
| JMIA Jumia Technologies AG-ADR | Reduce -8.3% | 0.04% | +0.02 |
| NVDA Nvidia Corp. | Reduce -0.2% | 2.55% | +0.23 |
Portfolio Buys Q2 2025 → Q3 2025
| JMUB JPMorgan Municipal ETF | Add +907.6% | 0.81% | +0.73 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +50.3% | 1.21% | +0.35 |
| ESGV Vanguard ESG US Stock ETF | Add +15.3% | 1.62% | +0.23 |
| VSGX Vanguard ESG Intl Stock ETF | Add +15.1% | 0.53% | +0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.6% | 2.93% | +0.06 |
| VXF Vanguard Extended Market ETF | Add +1.8% | 1.26% | +0.04 |
| DNA Ginkgo Bioworks Holdings Inc. | New | 0.04% | +0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.3% | 4.64% | +0.04 |
| EFA iShares MSCI Eafe ETF | New | 0.03% | +0.03 |
| XLE SS Energy Select Sector | New | 0.03% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +17.6% | 0.13% | +0.02 |
| ESML iShares ESG Aware MSCI USA S | Add +16.4% | 0.14% | +0.02 |
| SPEM State Street SP PTF Em ETF | Add +0.0% | 0.58% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.05% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +9.8% | 0.13% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.2% | 0.24% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.09% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +1.0% | 1.09% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.3% | 0.06% | +0.00 |
| AMZN Amazon.com Inc. | Add +4.7% | 0.06% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.3% | 0.06% | −0.00 |
| NYF iShares New York Muni Bond E | Add +0.8% | 0.06% | −0.00 |
| REET iShares Global REIT ETF | Add +3.4% | 2.72% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.4% | 0.06% | −0.00 |
| VTIP Vanguard Short-Term Tips | Add +4.4% | 0.46% | −0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Add +4.0% | 0.47% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Add +2.8% | 0.34% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +3.5% | 0.45% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Add +5.0% | 3.87% | −0.07 |
| IAGG iShares Intl Aggregate Bond | Add +3.3% | 6.36% | −0.21 |
| BND Vanguard Total Bond Market | Add +3.9% | 11.10% | −0.23 |
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 |