Boston Standard Wealth Management, LLC

CIK

1630939

Location

WINCHESTER, MA

Portfolio Value

Micro $19,161,320

Diversification

Highly concentrated

Filing Date

Global Rank

#7,397 / 8,232 ▲ 198

Top Industry

Semiconductors 82.3%

3Y Alpha vs SPY

-5.8%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.0%

SPY

+76.3%

Annualised alpha

-5.8%

Max drawdown

−34.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

73.9%

−1.6 pts

Top 5

87.4%

−2.5 pts

Top 10

96.4%

−1.5 pts

HHI

5,525

Highly concentrated−234

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	84.4%	$16,165,267	5
Unclassified	6.1%	$1,175,879	3
Consumer Cyclical	4.0%	$769,642	3
Industrials	3.7%	$701,182	1
Consumer Defensive	1.3%	$256,389	1
Healthcare	0.5%	$92,961	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
JMIA	Jumia Technologies AG	+1,800	20,892	$144,154
AVGO	Broadcom Inc.	+217	1,024	$316,938
AMZN	Amazon Com Inc	+98	1,895	$394,671
MSFT	Microsoft Corp	+33	1,524	$564,139
SPY	Spdr S&P 500 ETF Trust	+2	827	$537,831
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−52	81,170	$14,156,048
AAPL	Apple Inc.	−52	3,114	$790,302
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	3,390	$230,994
DNA	Ginkgo Bioworks Holdings, Inc.	15,165	$92,961
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $19,161,320 total · as of Mar 31, 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	81,170	-52	$14,156,048	−6.5%	73.88%
AAPL	Apple Inc. Technology	Reduced	3,114	-52	$790,302	−8.2%	4.12%
BA	Boeing Co Industrials	Held	3,523	0	$701,182	−8.3%	3.66%
MSFT	Microsoft Corp Technology	Added	1,524	+33	$564,139	−21.8%	2.94%
SPY	Spdr S&P 500 ETF Trust	Added	827	+2	$537,831	−4.4%	2.81%
GLD	Spdr Gold Trust	Held	946	0	$407,054	+8.6%	2.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,895	+98	$394,671	−4.8%	2.06%
MU	Micron Technology Inc Technology	Held	1,000	0	$337,840	+18.4%	1.76%
AVGO	Broadcom Inc. Technology	Added	1,024	+217	$316,938	+13.5%	1.65%
WMT	Walmart Inc. Consumer Defensive	Held	2,063	0	$256,389	+11.6%	1.34%
SLV	iShares Silver Trust	NEW	3,390	NEW	$230,994	NEW	1.21%
HAS	Hasbro, Inc. Consumer Cyclical	Held	2,466	0	$230,817	+14.1%	1.20%
JMIA	Jumia Technologies AG Consumer Cyclical	Added	20,892	+1,800	$144,154	−39.5%	0.75%
DNA	Ginkgo Bioworks Holdings, Inc. Healthcare	NEW	15,165	NEW	$92,961	NEW	0.49%