Latest Boston Standard Wealth Management, LLC Stock Portfolio
Boston Standard Wealth Management, LLC Performance:
2026 Q1: -1.16%YTD: -1.16%2025: 10.41%
Performance for 2026 Q1 is -1.16%, and YTD is -1.16%, and 2025 is 10.41%.
About Boston Standard Wealth Management, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Standard Wealth Management, LLC reported an equity portfolio of $610.9 Millions as of 31 Mar, 2026.
The top stock holdings of Boston Standard Wealth Management, LLC are VB, BIV, CWI. The fund has invested 35.4% of it's portfolio in VANGUARD INDEX FDS and 9.6% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), ALPHABET INC (GOOG) and ISHARES TR (AOA). Boston Standard Wealth Management, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), SPDR SERIES TRUST (BIL) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), SELECT SECTOR SPDR TR (XLB) and VANGUARD CHARLOTTE FDS (BNDX).
The top stock holdings of Boston Standard Wealth Management, LLC are VB, BIV, CWI. The fund has invested 35.4% of it's portfolio in VANGUARD INDEX FDS and 9.6% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), ALPHABET INC (GOOG) and ISHARES TR (AOA). Boston Standard Wealth Management, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), SPDR SERIES TRUST (BIL) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), SELECT SECTOR SPDR TR (XLB) 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 -1.16% in the last quarter. In trailing 12 months, it's portfolio return was 14.83%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard malvern fds | 11,547,500 |
| spdr series trust | 9,194,570 |
| ishares silver tr | 229,757 |
| vanguard tax-managed fds | 203,396 |
| ginkgo bioworks holdings inc | 96,771 |
New stocks bought by Boston Standard Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| broadcom inc | 26.89 |
| select sector spdr tr | 12.95 |
| vanguard charlotte fds | 11.17 |
| jumia technologies ag | 9.43 |
| amazon com inc | 5.45 |
| spdr series trust | 5.05 |
| vanguard malvern fds | 5.00 |
| j p morgan exchange traded f | 4.25 |
Additions to existing portfolio by Boston Standard Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard bd index fds | -13.37 |
| alphabet inc | -9.32 |
| ishares tr | -7.56 |
| ishares tr | -6.58 |
| invesco exchange traded fd t | -6.27 |
| ishares tr | -4.26 |
| vanguard intl equity index f | -3.37 |
| vanguard world fd | -3.29 |
Boston Standard Wealth Management, LLC reduced stake in above stock
Sold off
Sector Distribution
Boston Standard Wealth Management, LLC has about 97% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 97 |
| Technology | 2.7 |
Market Cap. Distribution
Boston Standard Wealth Management, LLC has about 2.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 97 |
| MEGA-CAP | 2.8 |
Stocks belong to which Index?
About 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 | 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
Boston Standard Wealth Management, LLC has 56 stocks in it's portfolio. About 81.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Boston Standard Wealth Management, LLC last quarter.
Last Reported on: 20 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.13 | 3,114 | 791,128 | reduced | -1.64 | ||
| AAXJ | ishares tr | 3.69 | 212,459 | 22,568,500 | added | 1.06 | ||
| AAXJ | ishares tr | 0.23 | 11,290 | 1,379,620 | added | 0.26 | ||
| AAXJ | ishares tr | 0.06 | 7,372 | 391,871 | added | 0.5 | ||
| AAXJ | ishares tr | 0.04 | 3,731 | 265,576 | unchanged | 0.00 | ||
| ACWF | ishares tr | 2.81 | 676,301 | 17,154,400 | added | 1.75 | ||
| AGT | ishares tr | 6.64 | 813,058 | 40,539,000 | added | 3.29 | ||
| AMZN | amazon com inc | 0.06 | 1,895 | 399,627 | added | 5.45 | ||
| AOA | ishares tr | 0.12 | 8,430 | 750,132 | reduced | -6.58 | ||
| AOA | ishares tr | 0.06 | 5,807 | 375,975 | reduced | -7.56 | ||
| AVGO | broadcom inc | 0.05 | 1,024 | 320,550 | added | 26.89 | ||
| BA | boeing co | 0.12 | 3,523 | 733,418 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 0.86 | 105,688 | 5,285,970 | added | 4.25 | ||
| BCD | abrdn etfs | 0.18 | 46,616 | 1,116,210 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.15 | 19,019 | 903,599 | added | 0.26 | ||
| BIL | spdr index shs fds | 4.38 | 336,170 | 26,774,300 | added | 0.88 | ||
| BIL | spdr series trust | 4.06 | 852,998 | 24,809,500 | added | 3.42 | ||
| BIL | spdr series trust | 3.08 | 386,844 | 18,837,700 | added | 0.04 | ||
| BIL | spdr series trust | 1.50 | 100,608 | 9,194,570 | new | |||
| BIL | spdr series trust | 0.48 | 97,138 | 2,912,680 | added | 5.05 | ||