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CIK: 0001630939
Total reported value
$689.3M
$689.3M
48 檔
53.9%
At the close of Q2 2025, Boston Standard Wealth Management, LLC disclosed equity holdings valued at approximately $689.3M, spread across 48 reported holdings.
In Q2 2025, Boston Standard Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 37.06% | +0.50% | +5.30% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.34% | -3.71% | +17.78% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.34% | -0.44% | +6.90% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.58% | -0.45% | +20.20% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.61% | +0.10% | -5.38% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.38% | -0.18% | +25.52% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.94% | -0.30% | +3.16% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.58% | -0.07% | +14.07% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.52% | -0.14% | +7.71% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.87% | +0.08% | +11.38% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 2.72% | -0.08% | +11.12% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | -0.03% | +2473.32% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.39% | +0.07% | +6.88% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.22% | +0.05% | +17.93% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.09% | -0.11% | +22.68% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.87% | +2.11% | +42.12% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.57% | -0.01% | +2.63% | |
| 18 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.48% | -0.01% | +36.14% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.47% | -0.04% | +17.74% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.47% | -0.03% | -4.93% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.46% | — | +8.75% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.35% | -0.04% | +7.05% | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.33% | +0.03% | +8.17% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.23% | — | -24.56% | |
| 25 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.15% | -0.03% | +29.55% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | — | +11.88% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.13% | -0.01% | -1.12% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.13% | -0.06% | -13.45% | |
| 29 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.12% | — | — | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +10.60% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.10% | — | +5.06% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | +0.01% | +15.06% | |
| 33 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.09% | -0.07% | — | |
| 34 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +8.08% | |
| 35 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.07% | — | -1.84% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.07% | -0.02% | +77.36% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.07% | — | +62.85% | |
| 38 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.06% | — | +8.29% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | — | +48.97% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | -6.41% | |
| 41 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.05% | -0.01% | +20.37% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.02% | — | |
| 43 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.05% | — | -64.45% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | — | -9.28% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | -0.01% | — | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.04% | — | -17.26% | |
| 47 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.02% | — | +96.35% | |
| 48 | DM* | Desktop Metal Inc-a | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +2473.32% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +14.07% | Add |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +22.68% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +42.12% | Add |
| 5 | ESML | Ishares Esg Aware Msci USA S | +0.1% | NEW | New buy |
| 6 | VXF | Vanguard Extended Market ETF | +0.1% | +17.93% | Add |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +6.90% | Add |
| 8 | JMUB | Jpmorgan Municipal ETF | +0.1% | NEW | New buy |
| 9 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +20.20% | Add |
| 10 | NUBD | Nuveen Esg US Aggregate Bond | +0.1% | +36.14% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 12 | WMT | Walmart Inc | 0% | NEW | New buy |
| 13 | MUB | Ishares National Muni Bond E | 0% | +25.52% | Add |
| 14 | RSP | Invesco S&p 500 Equal Weight | 0% | +62.85% | Add |
| 15 | BNDX | Vanguard Total Intl Bond ETF | 0% | +77.36% | Add |
| 16 | BCI | Abrdn Bloomberg All Commodit | 0% | +29.55% | Add |
| 17 | MSFT | Microsoft CORP | 0% | +11.88% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +48.97% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.06% | Add |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | — | +8.75% | Add |
| 21 | AOA | Ishares Core 80/20 Aggressiv | — | +10.60% | Add |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | — | +5.06% | Add |
| 23 | AOR | Ishares Core 60/40 Balanced | — | +8.08% | Add |
| 24 | DJP | Ipath Bloomberg Commodity In | — | +20.37% | Add |
| 25 | GWX | State Street Spdr S&p Intern | — | -1.84% | Trim |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +7.71% | Add |
| 27 | ESGV | Vanguard Esg US Stock ETF | 0% | +6.88% | Add |
| 28 | SPSB | Ss Spdr P St C CORP ETF | 0% | +17.74% | Add |
| 29 | IXUS | Ishares Core Intl Stock ETF | 0% | -1.12% | Trim |
| 30 | VT | Vanguard Tot World Stk ETF | 0% | -6.41% | Trim |
| 31 | NYF | Ishares New York Muni Bond E | 0% | +8.29% | Add |
| 32 | SPEM | State Street Sp Ptf Em ETF | 0% | +2.63% | Add |
| 33 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | +8.17% | Add |
| 34 | ACN | Accenture plc | 0% | -17.26% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | 0% | -9.28% | Trim |
| 36 | ✓ | Ginkgo Bioworks Holdings Inc | 0% | EXIT | Sold out |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | 0% | +7.05% | Add |
| 38 | XLE | Ss Energy Select Sector | -0.1% | EXIT | Sold out |
| 39 | AAPL | Apple Inc | -0.1% | -13.45% | Trim |
| 40 | REET | Ishares Global Reit ETF | -0.1% | +11.12% | Add |
| 41 | ✓ | -0.1% | EXIT | Sold out | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | -0.1% | -24.56% | Trim |
| 43 | VTIP | Vanguard Short-term Tips | -0.1% | -4.93% | Trim |
| 44 | WOOD | Ishares Global Timber & Fore | -0.1% | -64.45% | Trim |
| 45 | BND | Vanguard Total Bond Market | -0.2% | +17.78% | Add |
| 46 | ✓ | Desktop Metal Inc | -0.2% | EXIT | Sold out |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.2% | +11.38% | Add |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.7% | -5.38% | Trim |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | -0.7% | +3.16% | Add |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | +5.30% | Add |
According to official SEC Form 13F filings, Boston Standard Wealth Management, LLC reported a total U.S. public equity portfolio value of $689.3M across 48 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, SPDW) accounted for 53.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
ESML
市值: $677.0K
Top Position Liquidated / Trimmed
DESKTOP METAL INC
前期市值: $851.0K
During Q2 2025, Boston Standard Wealth Management, LLC's top holdings by market value included VTI (37.1%)、BND (11.3%)、SPDW (7.3%). The largest single position, VTI, represented 37.1% of total portfolio value.
In Q2 2025, Boston Standard Wealth Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 10 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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