Latest Boston Standard Wealth Management, LLC Stock Portfolio
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 $594.7 Millions as of 30 Sep, 2025.
The top stock holdings of Boston Standard Wealth Management, LLC are VB, BIV, CWI. The fund has invested 36.8% of it's portfolio in VANGUARD INDEX FDS and 11.1% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off ACCENTURE PLC IRELAND (ACN) and DESKTOP METAL INC (DM) stocks. They significantly reduced their stock positions in WALMART INC (WMT), ISHARES TR (AAXJ) and JUMIA TECHNOLOGIES AG. Boston Standard Wealth Management, LLC opened new stock positions in GINKGO BIOWORKS HLDG CLASS A (DNA), ISHARES MSCI EAFE ETF (IJR) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), SPDR SER TR (BIL) and ISHARES INC (EMGF).
The top stock holdings of Boston Standard Wealth Management, LLC are VB, BIV, CWI. The fund has invested 36.8% of it's portfolio in VANGUARD INDEX FDS and 11.1% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off ACCENTURE PLC IRELAND (ACN) and DESKTOP METAL INC (DM) stocks. They significantly reduced their stock positions in WALMART INC (WMT), ISHARES TR (AAXJ) and JUMIA TECHNOLOGIES AG. Boston Standard Wealth Management, LLC opened new stock positions in GINKGO BIOWORKS HLDG CLASS A (DNA), ISHARES MSCI EAFE ETF (IJR) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), SPDR SER TR (BIL) and ISHARES INC (EMGF).
Boston Standard Wealth Management, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ginkgo bioworks hldg class a | 221,000 |
| ishares msci eafe etf | 206,000 |
| select sector spdr tr | 202,000 |
New stocks bought by Boston Standard Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 907 |
| spdr ser tr | 50.31 |
| ishares inc | 17.57 |
| ishares tr | 16.41 |
| vanguard esg us stock etf | 15.34 |
| vanguard world fd | 15.07 |
| ishares tr | 9.84 |
| spdr ser tr | 5.03 |
Additions to existing portfolio by Boston Standard Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| walmart inc | -13.68 |
| ishares tr | -12.88 |
| jumia technologies ag | -8.3 |
| ishares tr | -7.64 |
| apple inc | -7.31 |
| spdr index shs fds | -2.56 |
| vanguard intl equity index f | -1.87 |
| vanguard index fds | -1.5 |
Boston Standard Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| desktop metal inc | 0.00 |
| accenture plc ireland | -208,000 |
Boston Standard Wealth Management, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 97 |
| Technology | 2.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 97 |
| MEGA-CAP | 3 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 97 |
| S&P 500 | 3 |
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
Last Reported on: 06 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.14 | 3,209 | 817,000 | reduced | -7.31 | ||
| AAXJ | ishares tr | 3.63 | 202,880 | 21,605,000 | reduced | -12.88 | ||
| AAXJ | ishares tr | 0.24 | 11,230 | 1,415,000 | added | 0.23 | ||
| AAXJ | ishares tr | 0.06 | 6,949 | 371,000 | added | 0.78 | ||
| AAXJ | ishares tr | 0.04 | 3,595 | 264,000 | reduced | -0.03 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 2.72 | 633,416 | 16,190,000 | added | 3.43 | ||
| AGT | ishares tr | 6.36 | 738,557 | 37,836,000 | added | 3.34 | ||
| AMZN | amazon com inc | 0.06 | 1,665 | 366,000 | added | 4.65 | ||
| AOA | ishares tr | 0.13 | 8,663 | 764,000 | added | 9.84 | ||
| AOA | ishares tr | 0.07 | 6,705 | 432,000 | reduced | -7.64 | ||
| BBAX | j p morgan exchange traded f | 0.81 | 95,790 | 4,835,000 | added | 907 | ||
| BCD | abrdn etfs | 0.14 | 40,047 | 863,000 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.14 | 19,080 | 860,000 | added | 16.41 | ||
| BIL | spdr ser tr | 4.64 | 342,411 | 27,615,000 | added | 0.25 | ||
| BIL | spdr ser tr | 3.87 | 785,241 | 23,023,000 | added | 5.03 | ||
| BIL | spdr ser tr | 2.93 | 376,264 | 17,429,000 | added | 0.59 | ||
| BIL | spdr ser tr | 1.21 | 78,686 | 7,220,000 | added | 50.31 | ||
| BIL | spdr ser tr | 0.46 | 89,222 | 2,703,000 | added | 3.51 | ||
| BIL | spdr ser tr | 0.34 | 41,731 | 2,012,000 | added | 2.79 | ||