Institutions / Boston Standard Wealth Management, LLC

Boston Standard Wealth Management, LLC

CIK 1630939 · Institution · as of Dec 31, 2025

Portfolio value

$605.82M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 51 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$224.54M	669,718	37.1%
Vanguard Bd Index Fds	—	$68.21M	920,885	11.3%
SPDR Index Shs Fds	—	$44.04M	991,592	7.3%
iShares Tr	—	$39.37M	787,162	6.5%
SPDR Series Trust	—	$27.49M	333,247	4.5%
SPDR Series Trust	—	$24.15M	824,795	4.0%
iShares Tr	—	$22.52M	210,231	3.7%
Vanguard Intl Equity Index F	—	$21.90M	297,682	3.6%
Vanguard Intl Equity Index F	—	$21.20M	394,426	3.5%
SPDR Series Trust	—	$18.12M	386,674	3.0%
iShares Tr	—	$16.58M	664,644	2.7%
NVIDIA Corp	—	$15.15M	81,222	2.5%
Vanguard World Fd	—	$9.57M	79,125	1.6%
Vanguard Index Fds	—	$7.68M	36,741	1.3%
Vanguard Intl Equity Index F	—	$6.76M	47,198	1.1%
J P Morgan Exchange Traded F	—	$5.12M	101,384	0.8%
SPDR Index Shs Fds	—	$3.44M	73,428	0.6%
Vanguard World Fd	—	$3.20M	44,684	0.5%
Nushares ETF Tr	—	$2.95M	132,063	0.5%
SPDR Series Trust	—	$2.79M	92,465	0.5%
Vanguard Malvern Fds	—	$2.77M	55,906	0.5%
Invesco Exchange Traded Fd T	—	$2.03M	44,266	0.3%
SPDR Series Trust	—	$2.03M	42,216	0.3%
iShares Tr	—	$1.45M	11,261	0.2%
Abrdn Etfs	—	$910.4K	46,616	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.