Boston Standard Wealth Management, LLC

CIK

1630939

Location

WINCHESTER, MA

Portfolio Value

Small $567,119,203

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,066 / 8,811 ▲ 116 · as of Jun 2026

Top Industry

Semiconductors 84.3%

Period ended 21 days ago

Filed Oct 7, 2026 · 14d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.6% of the book (60%+)

Turnover

Low turnover

8.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.5 quarters (12+), a floor since 79.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 92.9%; sector active share 87.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

57 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

44.4%

+8.7 pts

Top 5

82.8%

+7.6 pts

Top 10

97.7%

+2.2 pts

HHI

2,426

Moderately concentrated+640

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.9%	$543,934,217	45
Technology	3.7%	$20,885,976	5
Industrials	0.2%	$856,701	2
Consumer Cyclical	0.1%	$836,470	3
Communication Services	0.1%	$411,273	1
Healthcare	0.0%	$194,566	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCRB	VANGUARD CORE BOND ETF	+557,306	978,493	$72,036,654
BNDX	Vanguard Total International Bond ETF	+372,166	378,454	$17,738,138
—		+53,081	948,260	$0
REET	iShares Global REIT ETF	+11,041	690,979	$0
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	+9,625	349,333	$32,156,102
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+6,379	108,792	$3,219,155
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+6,157	673,489	$252,046,523
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+6,084	68,070	$3,350,405
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+5,148	387,977	$23,010,915
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	+3,007	152,962	$3,238,205
JMIA	Jumia Technologies AG	+2,500	23,584	$156,833
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+2,173	948,310	$47,614,645
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+2,069	74,904	$3,877,031
VEU	Vanguard International Equity Index Funds	+1,801	298,767	$24,788,697
—		+991	43,420	$0
—		+465	36,871	$0
GLD	Spdr Gold Trust	+427	1,373	$522,893
AVGO	Broadcom Inc.	+162	1,381	$484,993
—		+99	8,579	$0
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	+79	44,166	$6,856,771
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+42	42,788	$3,468,823
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+30	5,162	$317,463
AAPL	Apple Inc.	+28	1,707	$568,465
DSI	iShares ESG MSCI KLD 400 ETF	+25	11,337	$0
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	+16	18,641	$0
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−527,949	26,060	$1,828,109
IAGG	iShares Core International Aggregate Bond ETF	−301,208	548,060	$0
—		−56,529	216,366	$0
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	−2,087	40,300	$2,108,899
DJP		−1,302	7,414	$381,969
—		−671	376,161	$0
ESGV	VANGUARD ESG U.S. STOCK ETF	−312	79,634	$10,792,796
MU	Micron Technology Inc	−200	500	$532,555
—		−172	5,705	$0
ESGE	iShares Trust	−91	15,314	$0
NVDA	Nvidia Corp	−53	81,081	$18,517,278
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−36	2,732	$431,246
GOOG	Alphabet Inc.	−27	1,207	$411,273
MSFT	Microsoft Corp	−16	1,526	$782,685
GWX	State Street(R) SPDR(R) S&P(R) International Small Cap ETF	−11	8,949	$407,805
HAS	Hasbro, Inc.	−9	2,466	$216,218
AMZN	Amazon Com Inc	−7	1,860	$463,419
EFA	iShares MSCI EAFE ETF	−1	2,391	$0
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	−1	46,615	$1,205,930
IXUS	iShares Core MSCI Total International Stock ETF	−1	9,636	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	645,412	$30,566,712
MUNY	Vanguard New York Tax-Exempt Bond ETF	3,110	$302,727
IBIT	iShares Bitcoin Trust ETF	5,916	$280,063
SPCX	Space Exploration Technologies Corp	1,334	$201,247
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MUB	iShares National Muni Bond ETF	225,728	$24,292,847
JMUB	JPMorgan Municipal ETF	109,873	$5,565,616
NYF	iShares New York Muni Bond ETF	7,430	$400,551
WMT	Walmart Inc.	2,063	$233,655
SCHG	Schwab U.S. Large-Cap Growth ETF	6,644	$224,832
FNX	First Trust Mid Cap Core AlphaDEX Fund	1,400	$204,890
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $567,119,203 total · filing declares 58 positions · $695,883,251 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Healthcare Industrials Technology

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	673,489	+6,157	$252,046,523	+2.1%	44.44%
VCRB	VANGUARD CORE BOND ETF	Added	978,493	+557,306	$72,036,654	+121.4%	12.70%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	948,310	+2,173	$47,614,645	−0.1%	8.40%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Added	349,333	+9,625	$32,156,102	+4.3%	5.67%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	NEW	645,412	NEW	$30,566,712	NEW	5.39%
VEU	Vanguard International Equity Index Funds	Added	298,767	+1,801	$24,788,697	−0.3%	4.37%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	387,977	+5,148	$23,010,915	+0.7%	4.06%
NVDA	Nvidia Corp Technology	Reduced	81,081	-53	$18,517,278	+14.1%	3.27%
BNDX	Vanguard Total International Bond ETF	Added	378,454	+372,166	$17,738,138	+5724.8%	3.13%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	79,634	-312	$10,792,796	+2.1%	1.90%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	44,166	+79	$6,856,771	+0.8%	1.21%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	74,904	+2,069	$3,877,031	+2.8%	0.68%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Added	42,788	+42	$3,468,823	−1.4%	0.61%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	68,070	+6,084	$3,350,405	+7.6%	0.59%
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	Added	152,962	+3,007	$3,238,205	−2.4%	0.57%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	108,792	+6,379	$3,219,155	+4.7%	0.57%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	Reduced	40,300	-2,087	$2,108,899	−10.8%	0.37%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	26,060	-527,949	$1,828,109	−95.5%	0.32%
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	Reduced	46,615	-1	$1,205,930	+15.8%	0.21%
MSFT	Microsoft Corp Technology	Reduced	1,526	-16	$782,685	+36.1%	0.14%
SPY	Spdr S&P 500 ETF Trust	Added	902	+4	$687,892	+2.6%	0.12%
BA	Boeing Co Industrials	Held	3,523	0	$655,454	−14.1%	0.12%
AAPL	Apple Inc. Technology	Added	1,707	+28	$568,465	+17.0%	0.10%
MU	Micron Technology Inc Technology	Reduced	500	-200	$532,555	−34.1%	0.09%
GLD	Spdr Gold Trust	Added	1,373	+427	$522,893	+50.0%	0.09%
AVGO	Broadcom Inc. Technology	Added	1,381	+162	$484,993	+5.3%	0.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,860	-7	$463,419	+4.1%	0.08%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	2,732	-36	$431,246	−0.7%	0.08%
GOOG	Alphabet Inc. Communication Services	Reduced	1,207	-27	$411,273	−5.7%	0.07%
GWX	State Street(R) SPDR(R) S&P(R) International Small Cap ETF	Reduced	8,949	-11	$407,805	+4.0%	0.07%
DJP		Reduced	7,414	-1,302	$381,969	+0.3%	0.07%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	5,162	+30	$317,463	+16.5%	0.06%
MUNY	Vanguard New York Tax-Exempt Bond ETF	NEW	3,110	NEW	$302,727	NEW	0.05%
IBIT	iShares Bitcoin Trust ETF	NEW	5,916	NEW	$280,063	NEW	0.05%
VEA	Vanguard FTSE Developed Markets ETF	Added	3,606	+7	$254,619	−0.7%	0.04%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Held	1,800	0	$226,206	+5.1%	0.04%
FYX	First Trust Small Cap Core AlphaDEX Fund	Held	1,611	0	$216,824	−6.7%	0.04%
HAS	Hasbro, Inc. Consumer Cyclical	Reduced	2,466	-9	$216,218	+5.8%	0.04%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,334	NEW	$201,247	NEW	0.04%
DNA	Ginkgo Bioworks Holdings, Inc. Healthcare	Held	15,165	0	$194,566	+29.5%	0.03%
JMIA	Jumia Technologies AG Consumer Cyclical	Added	23,584	+2,500	$156,833	+5.5%	0.03%
RSP	Victory Portfolios II	Added	2,018	+6	$0	−100.0%	0.00%
		Reduced	216,366	-56,529	$0	−100.0%	0.00%
		Added	43,420	+991	$0	−100.0%	0.00%
		Reduced	376,161	-671	$0	−100.0%	0.00%
		Added	948,260	+53,081	$0	−100.0%	0.00%
		Added	8,579	+99	$0	−100.0%	0.00%
		Reduced	5,705	-172	$0	−100.0%	0.00%
		Added	36,871	+465	$0	−100.0%	0.00%
DSI	iShares ESG MSCI KLD 400 ETF	Added	11,337	+25	$0	−100.0%	0.00%

Showing the top 50 of 57 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.