Boston Standard Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Boston Standard Wealth Management, LLC reported 51 stock positions worth $605.8 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 Q3 2025, it opened 4 new positions, sold out of 2, added to 28 and reduced 15. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +0%) and the biggest sale an exit from SS SPDR BB 1-3M T-Bill ETF (BIL).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $605.8M (Q4 2025)
- SEC Filing
- 0001630939-26-000003 ↗ filed Jan 7, 2026
Holdings Value
Holdings 51 stocks · $605.8M
| VTI VG Morningstar TS MKT ETF-US | 37.06% | 669,718 | $224.5M | Add +0.5% |
| BND Vanguard Total Bond Market | 11.26% | 920,885 | $68.2M | Add +3.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.27% | 991,592 | $44.0M | Add +1.1% |
| IAGG iShares Intl Aggregate Bond | 6.50% | 787,162 | $39.4M | Add +6.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.54% | 333,247 | $27.5M | Reduce -2.7% |
| SPTS SS SPDR P St Term TSY ETF | 3.99% | 824,795 | $24.1M | Add +5.0% |
| MUB iShares National Muni Bond E | 3.72% | 210,231 | $22.5M | Add +3.6% |
| VEU Vanguard Ftse All-World Ex-U | 3.61% | 297,682 | $21.9M | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 3.50% | 394,426 | $21.2M | Add +1.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.99% | 386,674 | $18.1M | Add +2.8% |
| REET iShares Global REIT ETF | 2.74% | 664,644 | $16.6M | Add +4.9% |
| NVDA Nvidia Corp. | 2.50% | 81,222 | $15.1M | Reduce -0.1% |
| ESGV Vanguard ESG US Stock ETF | 1.58% | 79,125 | $9.6M | Reduce -2.5% |
| VXF Vanguard Extended Market ETF | 1.27% | 36,741 | $7.7M | Add +2.6% |
| VSS Vanguard Ftse All Wo X-US SC | 1.12% | 47,198 | $6.8M | Add +3.7% |
| JMUB JPMorgan Municipal ETF | 0.85% | 101,384 | $5.1M | Add +5.8% |
| SPEM State Street SP PTF Em ETF | 0.57% | 73,428 | $3.4M | Add +0.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.53% | 44,684 | $3.2M | Reduce -1.3% |
| NUBD Nuveen ESG US Aggregate Bond | 0.49% | 132,063 | $3.0M | Add +6.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.46% | 92,465 | $2.8M | Add +3.6% |
| VTIP Vanguard Short-Term Tips | 0.46% | 55,906 | $2.8M | Add +4.2% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.34% | 44,266 | $2.0M | Reduce -0.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.33% | 42,216 | $2.0M | Add +1.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 11,261 | $1.5M | Add +0.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.15% | 46,616 | $910K | Add +16.4% |
| ESML iShares ESG Aware MSCI USA S | 0.14% | 18,969 | $872K | Reduce -0.6% |
| AAPL Apple Inc. | 0.14% | 3,166 | $861K | Reduce -1.3% |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 9,024 | $808K | Add +4.2% |
| IXUS iShares Core Intl Stock ETF | 0.13% | 9,515 | $805K | Add +1.9% |
| BA The Boeing Co. | 0.13% | 3,523 | $765K | New |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 16,979 | $750K | Reduce -2.2% |
| MSFT Microsoft Corp. | 0.12% | 1,491 | $721K | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 825 | $563K | Add +1.6% |
| GOOG Alphabet Inc. Class C | 0.07% | 1,331 | $418K | No change |
| AMZN Amazon.com Inc. | 0.07% | 1,797 | $415K | Add +7.9% |
| AOR iShares Core 60/40 Balanced | 0.07% | 6,282 | $408K | Reduce -6.3% |
| NYF iShares New York Muni Bond E | 0.06% | 7,335 | $392K | Add +5.5% |
| GLD SPDR Gold Shares | 0.06% | 946 | $375K | Add +2.8% |
| GWX State Street SPDR S&P Intern | 0.06% | 9,160 | $374K | Reduce -8.6% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,952 | $374K | Reduce -2.3% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,604 | $367K | Reduce -0.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 6,989 | $338K | Reduce -8.5% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.05% | 8,716 | $328K | No change |
| MU Micron Technology Inc. | 0.05% | 1,000 | $285K | New |
| AVGO Broadcom Inc. | 0.05% | 807 | $279K | New |
| WOOD iShares Global Timber & Fore | 0.04% | 3,731 | $269K | Add +3.8% |
| JMIA Jumia Technologies AG-ADR | 0.04% | 19,092 | $238K | Reduce -1.3% |
| WMT Walmart Inc. | 0.04% | 2,063 | $230K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 2,238 | $215K | Add +1.4% |
| HAS Hasbro Inc. | 0.03% | 2,466 | $202K | New |
| XLE SS Energy Select Sector | 0.03% | 4,511 | $202K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −1.21 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -2.7% | 4.54% | −0.11 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.50% | −0.05 |
| DNA Ginkgo Bioworks Holdings Inc. | Sold out | 0.00% | −0.04 |
| ESGV Vanguard ESG US Stock ETF | Reduce -2.5% | 1.58% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.6% | 0.12% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -8.5% | 0.06% | −0.01 |
| GWX State Street SPDR S&P Intern | Reduce -8.6% | 0.06% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -6.3% | 0.07% | −0.01 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -0.2% | 0.34% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -2.2% | 0.12% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.3% | 0.06% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.6% | 0.14% | −0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -1.3% | 0.53% | +0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.0% | 0.06% | +0.00 |
| JMIA Jumia Technologies AG-ADR | Reduce -1.3% | 0.04% | +0.00 |
| AAPL Apple Inc. | Reduce -1.3% | 0.14% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 37.06% | +0.28 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.1% | 7.27% | +0.21 |
| BND Vanguard Total Bond Market | Add +3.7% | 11.26% | +0.16 |
| IAGG iShares Intl Aggregate Bond | Add +6.6% | 6.50% | +0.14 |
| BA The Boeing Co. | New | 0.13% | +0.13 |
| SPTS SS SPDR P St Term TSY ETF | Add +5.0% | 3.99% | +0.12 |
| MUB iShares National Muni Bond E | Add +3.6% | 3.72% | +0.08 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.0% | 3.61% | +0.08 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.8% | 2.99% | +0.06 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | New | 0.05% | +0.05 |
| HAS Hasbro Inc. | New | 0.03% | +0.03 |
| JMUB JPMorgan Municipal ETF | Add +5.8% | 0.85% | +0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Add +3.7% | 1.12% | +0.03 |
| NUBD Nuveen ESG US Aggregate Bond | Add +6.2% | 0.49% | +0.02 |
| REET iShares Global REIT ETF | Add +4.9% | 2.74% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +2.6% | 1.27% | +0.01 |
| AMZN Amazon.com Inc. | Add +7.9% | 0.07% | +0.01 |
| GLD SPDR Gold Shares | Add +2.8% | 0.06% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +3.6% | 0.46% | +0.01 |
| BCI Abrdn Bloomberg All Commodit | Add +16.4% | 0.15% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +4.2% | 0.13% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +1.9% | 0.13% | +0.00 |
| NYF iShares New York Muni Bond E | Add +5.5% | 0.06% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 0.09% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.3% | 0.24% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.4% | 0.04% | +0.00 |
| WOOD iShares Global Timber & Fore | Add +3.8% | 0.04% | 0.00 |
| VTIP Vanguard Short-Term Tips | Add +4.2% | 0.46% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Add +1.2% | 0.33% | −0.00 |
| SPEM State Street SP PTF Em ETF | Add +0.1% | 0.57% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.8% | 3.50% | −0.03 |
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 |