Latest Boston Standard Wealth Management, LLC Stock Portfolio
$695Million | No. of Holdings #57
Boston Standard Wealth Management, LLC Performance
2026 Q3-0.24%
YTD+6.92%
2025+10.41%
About Boston Standard Wealth Management, LLC and 13F Hedge Fund Stock Holdings
On 2026-10-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Standard Wealth Management, LLC reported an equity portfolio of $695.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Boston Standard Wealth Management, LLC are VB, VTIP, CWI. The fund has invested 36.2% of it's portfolio in VANGUARD INDEX FDS and 10.3% of portfolio in VANGUARD MALVERN FDS. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ), J P MORGAN EXCHANGE TRADED F (BBAX) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES TR (AGT) and MICRON TECHNOLOGY INC (MU). Boston Standard Wealth Management, LLC opened new stock positions in VANGUARD MUN BD FDS (VTEB) and VANGUARD NY TAX FREE FDS. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), VANGUARD MALVERN FDS (VTIP) and SPDR GOLD TR (GLD).
Boston Standard Wealth Management, LLC Equity Portfolio Value
Last Reported on: 07 Oct, 2026
$695Million
as of Oct 07, 2026Boston 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 -0.24% in the last quarter. In trailing 12 months, it's portfolio return was 8.11%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard mun bd fds | 30,566,700 |
| vanguard ny tax free fds | 302,809 |
| ishares bitcoin trust etf | 280,098 |
| space exploration techn corp | 201,247 |
New stocks bought by Boston Standard Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard charlotte fds | 5,918 |
| vanguard malvern fds | 132 |
| spdr gold tr | 45.14 |
| broadcom inc | 13.29 |
| jumia technologies ag | 11.86 |
| vanguard malvern fds | 9.82 |
| spdr series trust | 6.23 |
| spdr series trust | 5.93 |
Additions to existing portfolio by Boston Standard Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard bd index fds | -95.3 |
| ishares tr | -35.47 |
| micron technology inc | -28.57 |
| spdr series trust | -20.71 |
| barclays bank plc | -14.94 |
| invesco exchange traded fd t | -4.92 |
| ishares tr | -2.93 |
| alphabet inc | -2.19 |
Boston Standard Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -24,199,100 |
| j p morgan exchange traded f | -5,543,620 |
| ishares tr | -399,124 |
| schwab strategic tr | -227,181 |
| walmart inc | -221,638 |
| first tr exchange-traded alp | -204,238 |
Boston Standard Wealth Management, LLC got rid off the above stocks
Sector Distribution
Boston Standard Wealth Management, LLC has about 96.7% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 96.7 |
| Technology | 3 |
Market Cap. Distribution
Boston Standard Wealth Management, LLC has about 3.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.7 |
| MEGA-CAP | 3.1 |
Stocks belong to which Index?
About 3.3% 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 | 96.7 |
| S&P 500 | 3.3 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| NVDA | nvidia corporation | 2.6 M |
| VB | vanguard index fds | 2.6 M |
| BIL | spdr series trust etf | 0.4 M |
| CWI | spdr index shs fds | 0.3 M |
| EDV | vanguard world fd | 0.2 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| BA | boeing co | -14.2 % |
| JMIA | jumia technologies ag | -8.9 % |
| BIL | spdr series trust | -8.7 % |
| BGRN | ishares tr | -6.9 % |
| FYX | first tr exchange-traded alp | -6.8 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VTIP | vanguard malvern fds | -2.3 M |
| BIL | spdr series trust | -1.9 M |
| ACWF | ishares tr | -1.3 M |
| BIV | vanguard bd index fds | -0.9 M |
| AGT | ishares tr | -0.7 M |
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 57 stocks in it's portfolio. About 79.9% of the portfolio is in top 10 stocks. VTIP proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Boston Standard Wealth Management, LLC last quarter.
$695.88MTotal Value
63.00Positions
07 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.08% | 1,707 | $568.7K 0.08% | 1.67%increased 1.67 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.24% | 11,337 | $1.66M 0.24% | 0.22%increased 0.22 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 3,765 | $253.1K 0.04% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 2.56% | 690,979 | $17.81M 2.56% | 1.62%increased 1.62 percentadded | |
 AGT Ishares TrIshares TrAGT | 3.88% | 548,060 | $26.96M 3.88% | 35.47%decreased 35.47 percentreduced | |
 Amazon Com Inc Amazon Com Inc AMZN Boston Standard Wealth Management, LLC's holding in Amazon Com Inc over time | 0.07% | 1,860 | $463.4K 0.07% | 0.37%decreased 0.37 percentreduced | |
 AOA Ishares TrIshares TrAOA | 0.12% | 8,579 | $834.5K 0.12% | 1.17%increased 1.17 percentadded | |
AOA Ishares TrIshares TrAOA | 0.06% | 5,705 | $390.9K 0.06% | 2.93%decreased 2.93 percentreduced | |
 Broadcom Inc Broadcom Inc AVGO Boston Standard Wealth Management, LLC's holding in Broadcom Inc over time | 0.07% | 1,381 | $485.3K 0.07% | 13.29%increased 13.29 percentadded | |
| 0.09% | 3,523 | $655.5K 0.09% | 0%unchanged 0 percentunchanged | ||
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BCD Abrdn EtfsAbrdn EtfsBCD | 0.17% | 46,615 | $1.21M 0.17% | 0%unchanged 0 percentreduced | |
 BGRN Ishares TrIshares TrBGRN | 0.14% | 18,641 | $969.3K 0.14% | 0.09%increased 0.09 percentadded | |
 BIL Spdr Series Trust EtfSpdr Series Trust EtfBIL | 4.62% | 349,333 | $32.16M 4.62% | 2.83%increased 2.83 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 3.91% | 948,260 | $27.19M 3.91% | 5.93%increased 5.93 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 2.86% | 376,161 | $19.88M 2.86% | 0.18%decreased 0.18 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 2.85% | 216,366 | $19.83M 2.85% | 20.71%decreased 20.71 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.46% | 108,792 | $3.22M 0.46% | 6.23%increased 6.23 percentadded | |
