Latest Boston Standard Wealth Management, LLC Stock Portfolio
Boston Standard Wealth Management, LLC Performance:
2025 Q4: 1.08%YTD: 10.37%2024: 18.38%
Performance for 2025 Q4 is 1.08%, and YTD is 10.37%, and 2024 is 18.38%.
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 $605.8 Millions as of 31 Dec, 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 SPDR SER TR (BIL) and GINKGO BIOWORKS HLDG CLASS A (DNA) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), VANGUARD CHARLOTTE FDS (BNDX) and ISHARES TR (AOA). Boston Standard Wealth Management, LLC opened new stock positions in BOEING CO (BA), MICRON TECHNOLOGY INC (MU) and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ABRDN ETFS (BCD) and AMAZON COM INC (AMZN).
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 SPDR SER TR (BIL) and GINKGO BIOWORKS HLDG CLASS A (DNA) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), VANGUARD CHARLOTTE FDS (BNDX) and ISHARES TR (AOA). Boston Standard Wealth Management, LLC opened new stock positions in BOEING CO (BA), MICRON TECHNOLOGY INC (MU) and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ABRDN ETFS (BCD) and AMAZON COM INC (AMZN).
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 1.08% in the last quarter. In trailing 12 months, it's portfolio return was 10.37%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| boeing co | 764,914 |
| micron technology inc | 285,410 |
| broadcom inc | 279,370 |
| hasbro inc | 202,212 |
New stocks bought by Boston Standard Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 99.96 |
| abrdn etfs | 16.4 |
| amazon com inc | 7.93 |
| ishares tr | 6.58 |
| nushares etf tr | 6.2 |
| j p morgan exchange traded f | 5.84 |
| ishares tr | 5.55 |
| spdr series trust | 5.04 |
Additions to existing portfolio by Boston Standard Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr index shs fds | -8.55 |
| vanguard charlotte fds | -8.53 |
| ishares tr | -6.31 |
| spdr series trust | -2.68 |
| microsoft corp | -2.61 |
| vanguard world fd | -2.52 |
| invesco exchange traded fd t | -2.25 |
| ishares tr | -2.19 |
Boston Standard Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr ser tr | -7,220,000 |
| ginkgo bioworks hldg class a | -221,000 |
Boston Standard Wealth Management, LLC got rid off the above stocks
Sector Distribution
Boston Standard Wealth Management, LLC has about 96.8% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 96.8 |
| Technology | 2.9 |
Market Cap. Distribution
Boston Standard Wealth Management, LLC has about 3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.8 |
| MEGA-CAP | 3 |
Stocks belong to which Index?
About 3.2% of the stocks held by Boston Standard Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.8 |
| S&P 500 | 3.2 |
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 51 stocks in it's portfolio. About 84.4% of the portfolio is in top 10 stocks. AGT proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Boston Standard Wealth Management, LLC last quarter.
Last Reported on: 07 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.14 | 3,166 | 860,821 | reduced | -1.34 | ||
| AAXJ | ishares tr | 3.72 | 210,231 | 22,517,900 | added | 3.62 | ||
| AAXJ | ishares tr | 0.24 | 11,261 | 1,450,790 | added | 0.28 | ||
| AAXJ | ishares tr | 0.06 | 7,335 | 392,478 | added | 5.55 | ||
| AAXJ | ishares tr | 0.04 | 3,731 | 268,635 | added | 3.78 | ||
| ACWF | ishares tr | 2.74 | 664,644 | 16,582,900 | added | 4.93 | ||
| AGT | ishares tr | 6.50 | 787,162 | 39,366,000 | added | 6.58 | ||
| AMZN | amazon com inc | 0.07 | 1,797 | 414,784 | added | 7.93 | ||
| AOA | ishares tr | 0.13 | 9,024 | 808,220 | added | 4.17 | ||
| AOA | ishares tr | 0.07 | 6,282 | 408,380 | reduced | -6.31 | ||
| AVGO | broadcom inc | 0.05 | 807 | 279,370 | new | |||
| BA | boeing co | 0.13 | 3,523 | 764,914 | new | |||
| BBAX | j p morgan exchange traded f | 0.84 | 101,384 | 5,119,890 | added | 5.84 | ||
| BCD | abrdn etfs | 0.15 | 46,616 | 910,402 | added | 16.4 | ||
| BGRN | ishares tr | 0.14 | 18,969 | 872,213 | reduced | -0.58 | ||
| BIL | spdr series trust | 4.54 | 333,247 | 27,492,900 | reduced | -2.68 | ||
| BIL | spdr series trust | 3.99 | 824,795 | 24,150,000 | added | 5.04 | ||
| BIL | spdr series trust | 2.99 | 386,674 | 18,119,500 | added | 2.77 | ||
| BIL | spdr series trust | 0.46 | 92,465 | 2,792,450 | added | 3.63 | ||
| BIL | spdr series trust | 0.33 | 42,216 | 2,025,950 | added | 1.16 | ||