Boston Standard Wealth Management, LLC

CIK

1630939

Location

WINCHESTER, MA

Portfolio Value

Micro $21,527,294

Diversification

Highly concentrated

Filing Date

Global Rank

#7,735 / 8,517 ▼ 711

Top Industry

Semiconductors 85.3%

3Y Alpha vs SPY

-4.1%

Period ended 46 days ago

Filed Jul 6, 2026 · 40d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.7%

SPY

+75.3%

Annualised alpha

-3.7%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

75.4%

+38.6 pts

Top 5

88.5%

−1.6 pts

Top 10

97.7%

+2.6 pts

HHI

5,750

Highly concentrated+3,417

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	86.2%	$18,563,613	5
Unclassified	4.7%	$1,019,086	2
Consumer Cyclical	3.7%	$798,032	3
Industrials	3.5%	$762,623	1
Consumer Defensive	1.1%	$233,655	1
Healthcare	0.7%	$150,285	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+195	1,219	$460,477
JMIA	Jumia Technologies AG	+192	21,084	$148,642
SPY	Spdr S&P 500 ETF Trust	+71	898	$670,599
MSFT	Microsoft Corp	+18	1,542	$575,196
HAS	Hasbro, Inc.	+9	2,475	$204,410
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,435	1,679	$485,835
MU	Micron Technology Inc	−300	700	$808,003
NVDA	Nvidia Corp	−36	81,134	$16,234,102
AMZN	Amazon Com Inc	−28	1,867	$444,980
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	292,105	$21,937,085
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	100,608	$9,219,717
VXF	Vanguard Extended Market ETF	36,767	$7,566,648
AOA	iShares Core 80/20 Aggressive Allocation ETF	8,430	$745,970
BNDX	Vanguard Total International Bond ETF	7,770	$373,348
GOOGL	Alphabet Inc.	1,207	$346,240
SLV	iShares Silver Trust	3,390	$230,994
VEA	Vanguard FTSE Developed Markets ETF	3,125	$200,250
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 tracked positions · $21,527,294 total · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	81,134	-36	$16,234,102	+14.7%	75.41%
MU	Micron Technology Inc Technology	Reduced	700	-300	$808,003	+139.2%	3.75%
BA	Boeing Co Industrials	Held	3,523	0	$762,623	+8.8%	3.54%
SPY	Spdr S&P 500 ETF Trust	Added	898	+71	$670,599	+24.7%	3.12%
MSFT	Microsoft Corp Technology	Added	1,542	+18	$575,196	+2.0%	2.67%
AAPL	Apple Inc. Technology	Reduced	1,679	-1,435	$485,835	−38.5%	2.26%
AVGO	Broadcom Inc. Technology	Added	1,219	+195	$460,477	+45.3%	2.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,867	-28	$444,980	+12.7%	2.07%
GLD	Spdr Gold Trust	Held	946	0	$348,487	−14.4%	1.62%
WMT	Walmart Inc. Consumer Defensive	Held	2,063	0	$233,655	−8.9%	1.09%
HAS	Hasbro, Inc. Consumer Cyclical	Added	2,475	+9	$204,410	−11.4%	0.95%
DNA	Ginkgo Bioworks Holdings, Inc. Healthcare	Held	15,165	0	$150,285	+61.7%	0.70%
JMIA	Jumia Technologies AG Consumer Cyclical	Added	21,084	+192	$148,642	+3.1%	0.69%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.