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Latest Boston Standard Wealth Management, LLC Stock Portfolio

$689Million | No. of Holdings #56

Boston Standard Wealth Management, LLC Performance

2026 Q1-1.16%
YTD-1.16%
2025+10.41%

About Boston Standard Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Standard Wealth Management, LLC reported an equity portfolio of $689.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Boston Standard Wealth Management, LLC are VB, CWI, AGT. The fund has invested 35.9% of it's portfolio in VANGUARD INDEX FDS and 6.8% of portfolio in SPDR INDEX SHS FDS. <br><br> The fund managers got completely rid off ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), VANGUARD BD INDEX FDS (BIV) and MICRON TECHNOLOGY INC (MU). Boston Standard Wealth Management, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED ALP (FYX), SCHWAB STRATEGIC TR (FNDA) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MALVERN FDS (VTIP), SPDR SERIES TRUST (BIL) and BROADCOM INC (AVGO).
Boston Standard Wealth Management, LLC Equity Portfolio Value
Last Reported on: 06 Jul, 2026
$689Million
  as of Jul 06, 2026

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
first tr exchange-traded alp232,650
schwab strategic tr227,181
vanguard world fd212,139
first tr exchange-traded alp204,238
New stocks bought by Boston Standard Wealth Management, LLC

Additions

Ticker% Inc.
vanguard malvern fds181
spdr series trust171
broadcom inc19.04
vanguard tax-managed fds15.17
nushares etf tr11.78
vanguard intl equity index f9.11
spdr s&p 500 etf tr8.59
ishares tr6.88
Additions to existing portfolio by Boston Standard Wealth Management, LLC

Reductions

Ticker% Reduced
apple inc-46.08
vanguard bd index fds-30.56
micron technology inc-30.00
vanguard charlotte fds-19.07
ishares tr-5.23
vanguard intl equity index f-3.33
spdr series trust-2.59
ishares tr-2.07
Boston Standard Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares silver tr-229,757
Boston Standard Wealth Management, LLC got rid off the above stocks

Sector Distribution

Boston Standard Wealth Management, LLC has about 97% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others97
Technology2.7

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%
UNALLOCATED97
MEGA-CAP2.8

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%
Others97
S&P 5003
Top 5 Winners (%)%
XLB
select sector spdr tr
29.4 %
MU
micron technology inc
27.5 %
OIL
barclays bank plc
25.9 %
BCD
abrdn etfs
22.6 %
WMT
walmart inc
11.0 %
Top 5 Winners ($)$
CWI
spdr index shs fds
1.9 M
VEU
vanguard intl equity index f
0.7 M
BIL
spdr series trust
0.7 M
ACWF
ishares tr
0.3 M
VEU
vanguard intl equity index f
0.2 M
Top 5 Losers (%)%
JMIA
jumia technologies ag
-43.6 %
MSFT
microsoft corp
-23.0 %
AVGO
broadcom inc
-8.7 %
AMZN
amazon com inc
-8.4 %
AAPL
apple inc
-6.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-8.0 M
BIL
spdr index shs fds
-1.0 M
NVDA
nvidia corporation
-0.8 M
EDV
vanguard world fd
-0.6 M
BIV
vanguard bd index fds
-0.5 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 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.

$689.34MTotal Value
60.00Positions
06 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Boston Standard Wealth Management, LLC, last reported on 06 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
3.51%225,728
$24.20M
3.51%
increased 6.25 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
0.23%11,312
$1.61M
0.23%
increased 0.19 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
0.06%7,430
$399.1K
0.06%
increased 0.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
0.04%3,765
$249.0K
0.04%
increased 0.91 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
2.73%679,938
$18.80M
2.73%
increased 0.54 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
6.18%849,268
$42.64M
6.18%
increased 4.45 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
0.12%8,480
$827.4K
0.12%
increased 0.59 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
0.06%5,877
$407.7K
0.06%
increased 1.21 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Boston Standard Wealth Management, LLC's holding in J P Morgan Exchange Traded F over time
0.8%109,873
$5.54M
0.8%
increased 3.96 percentadded
BCD
Abrdn Etfs

Abrdn Etfs

BCD
Boston Standard Wealth Management, LLC's holding in Abrdn Etfs over time
0.15%46,616
$1.04M
0.15%
unchanged 0 percentunchanged
BGRN
Ishares Tr

Ishares Tr

BGRN
Boston Standard Wealth Management, LLC's holding in Ishares Tr over time
0.15%18,625
$1.04M
0.15%
decreased 2.07 percentreduced
BIL
Spdr Index Shs Fds

Spdr Index Shs Fds

BIL
Boston Standard Wealth Management, LLC's holding in Spdr Index Shs Fds over time
4.48%339,708
$30.88M
4.48%
increased 1.05 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Boston Standard Wealth Management, LLC's holding in Spdr Series Trust over time
3.76%895,179
$25.89M
3.76%
increased 4.95 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Boston Standard Wealth Management, LLC's holding in Spdr Series Trust over time
3.62%272,895
$24.94M
3.62%
increased 171.25 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Boston Standard Wealth Management, LLC's holding in Spdr Series Trust over time
3.16%376,832
$21.81M
3.16%
decreased 2.59 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Boston Standard Wealth Management, LLC's holding in Spdr Series Trust over time
0.44%102,413
$3.06M
0.44%
increased 5.43 percentadded