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CIK: 0001630939
Total reported value
$689.3M
$689.3M
49 檔
56.9%
During the Q3 2025 filing period, Boston Standard Wealth Management, LLC (CIK: 0001630939) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $689.3M across 49 reported positions.
In Q3 2025, Boston Standard Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 31 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 | 36.79% | +0.50% | -1.50% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.10% | -3.71% | +3.88% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.06% | -0.44% | -2.56% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.36% | -0.45% | +3.34% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.64% | +0.10% | +0.25% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.87% | -0.30% | +5.03% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.63% | -0.18% | -12.88% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.54% | -0.07% | -0.28% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.53% | -0.14% | -1.87% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.93% | +0.08% | +0.59% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 2.72% | -0.08% | +3.43% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | -0.03% | -0.17% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.62% | +0.07% | +15.34% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.26% | +0.05% | +1.75% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.21% | +2.11% | +50.31% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.09% | -0.11% | +1.03% | |
| 17 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.81% | -0.07% | +907.57% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.58% | -0.01% | +0.01% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.53% | — | +15.07% | |
| 20 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.47% | -0.01% | +3.96% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.46% | -0.03% | +4.38% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.45% | -0.04% | +3.51% | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.34% | +0.03% | -0.61% | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.34% | -0.04% | +2.79% | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.24% | — | +0.23% | |
| 26 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.15% | -0.03% | — | |
| 27 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | — | +16.41% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.14% | -0.06% | -7.31% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | -0.26% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.13% | -0.01% | — | |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | — | +9.84% | |
| 32 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.13% | — | +17.57% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | +0.01% | +0.25% | |
| 34 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.07% | — | -7.64% | |
| 35 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.07% | — | — | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | — | +0.35% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.06% | -0.02% | +2.36% | |
| 38 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.06% | — | +0.78% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | — | +4.65% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | +0.27% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.02% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | — | +0.08% | |
| 43 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.05% | -0.01% | — | |
| 44 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.04% | — | -0.03% | |
| 45 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.04% | — | -8.30% | |
| 46 | ✓ | Stock-Other | 0.04% | — | — | ||
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | -0.01% | -13.68% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.03% | — | — | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.03% | -0.01% | — |
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 49 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, SPDW) accounted for 56.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMUB
市值: $4.8M
Top Position Liquidated / Trimmed
DESKTOP METAL INC
前期市值: $851.0K
During Q3 2025, Boston Standard Wealth Management, LLC's top holdings by market value included VTI (36.8%)、BND (11.1%)、SPDW (7.1%). The largest single position, VTI, represented 36.8% of total portfolio value.
In Q3 2025, Boston Standard Wealth Management, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 31 positions, trimming 9 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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