Latest Boston Standard Wealth Management, LLC Stock Portfolio
Boston Standard Wealth Management, LLC Performance:
2025 Q1: -0.29%YTD: -0.29%2024: 0.1%
Performance for 2025 Q1 is -0.29%, and YTD is -0.29%, and 2024 is 0.1%.
About Boston Standard Wealth Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Boston Standard Wealth Management, LLC reported an equity portfolio of $555.1 Millions as of 30 Jun, 2025.
The top stock holdings of Boston Standard Wealth Management, LLC are VB, BIV, CWI. The fund has invested 37.1% of it's portfolio in VANGUARD INDEX FDS and 11.3% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and GINKGO BIOWORKS HOLDINGS INC (DNA) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), DESKTOP METAL INC (DM) and ACCENTURE PLC IRELAND (ACN). Boston Standard Wealth Management, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SPDR GOLD TR (GLD) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), JUMIA TECHNOLOGIES AG and VANGUARD CHARLOTTE FDS (BNDX).
The top stock holdings of Boston Standard Wealth Management, LLC are VB, BIV, CWI. The fund has invested 37.1% of it's portfolio in VANGUARD INDEX FDS and 11.3% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and GINKGO BIOWORKS HOLDINGS INC (DNA) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), DESKTOP METAL INC (DM) and ACCENTURE PLC IRELAND (ACN). Boston Standard Wealth Management, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SPDR GOLD TR (GLD) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), JUMIA TECHNOLOGIES AG and VANGUARD CHARLOTTE FDS (BNDX).
Boston Standard Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Boston Standard Wealth Management, LLC made a return of -0.29% in the last quarter. In trailing 12 months, it's portfolio return was 0.13%.
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 472,000 |
| spdr gold tr | 280,000 |
| walmart inc | 234,000 |
New stocks bought by Boston Standard Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| nvidia corporation | 2,473 |
| jumia technologies ag | 96.35 |
| vanguard charlotte fds | 77.36 |
| invesco exchange traded fd t | 62.85 |
| amazon com inc | 48.97 |
| spdr ser tr | 42.12 |
| nushares etf tr | 36.14 |
| abrdn etfs | 29.55 |
Additions to existing portfolio by Boston Standard Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -64.45 |
| ishares tr | -24.56 |
| desktop metal inc | -22.51 |
| accenture plc ireland | -17.26 |
| apple inc | -13.45 |
| alphabet inc | -9.28 |
| vanguard intl equity index f | -6.41 |
| spdr ser tr | -5.38 |
Boston Standard Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ginkgo bioworks holdings inc | -203,000 |
| select sector spdr tr | -206,000 |
Boston Standard Wealth Management, LLC got rid off the above stocks
Sector Distribution
Boston Standard Wealth Management, LLC has about 99.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99.2 |
Market Cap. Distribution
Boston Standard Wealth Management, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99.2 |
Stocks belong to which Index?
About 0% of the stocks held by Boston Standard Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.2 |
Boston Standard Wealth Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC has 47 stocks in it's portfolio. About 87.2% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Boston Standard Wealth Management, LLC last quarter.
Last Reported on: 02 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| VB | vanguard index fds | 37.06 | 676,828 | 205,708,000 | added | 5.3 | ||
Historical Trend of VANGUARD INDEX FDS Position Held By Boston Standard Wealth Management, LLCWhat % of Portfolio is VB?:Number of VB shares held:Change in No. of Shares Held: | ||||||||
| BIV | vanguard bd index fds | 11.34 | 854,729 | 62,934,000 | added | 17.78 | ||
| CWI | spdr index shs fds | 7.34 | 1,006,360 | 40,748,000 | added | 6.9 | ||
| AGT | ishares tr | 6.58 | 714,668 | 36,512,000 | added | 20.2 | ||
| BIL | spdr ser tr | 4.61 | 341,551 | 25,579,000 | reduced | -5.38 | ||
| AAXJ | ishares tr | 4.38 | 232,865 | 24,330,000 | added | 25.52 | ||
| BIL | spdr ser tr | 3.94 | 747,610 | 21,898,000 | added | 3.16 | ||
| VEU | vanguard intl equity index f | 3.58 | 295,689 | 19,876,000 | added | 14.07 | ||
| VEU | vanguard intl equity index f | 3.52 | 395,006 | 19,537,000 | added | 7.71 | ||
| BIL | spdr ser tr | 2.87 | 374,051 | 15,935,000 | added | 11.38 | ||
| ACWF | ishares tr | 2.72 | 612,418 | 15,127,000 | added | 11.11 | ||
| NVDA | nvidia corporation | 2.32 | 81,420 | 12,863,000 | added | 2,473 | ||
| EDV | vanguard world fd | 1.39 | 70,374 | 7,716,000 | added | 6.88 | ||
| VB | vanguard index fds | 1.22 | 35,187 | 6,781,000 | added | 17.93 | ||
| VEU | vanguard intl equity index f | 1.09 | 45,053 | 6,055,000 | added | 22.68 | ||
| BIL | spdr ser tr | 0.86 | 52,349 | 4,802,000 | added | 42.12 | ||
| CWI | spdr index shs fds | 0.56 | 73,387 | 3,137,000 | added | 2.63 | ||
| NDVG | nushares etf tr | 0.48 | 119,617 | 2,663,000 | added | 36.14 | ||
| BIL | spdr ser tr | 0.47 | 86,194 | 2,602,000 | added | 17.74 | ||
| VTIP | vanguard malvern fds | 0.47 | 51,415 | 2,585,000 | reduced | -4.93 | ||
