Boston Standard Wealth Management, LLC

CIK

1630939

Location

WINCHESTER, MA

Portfolio Value

Micro $21,527,294

Diversification

Highly concentrated

Filing Date

Global Rank

#248 / 295 ▲ 7503

Top Industry

Semiconductors 85.3%

3Y Alpha vs SPY

-7.8%

Period ended 9 days ago

Filed Jul 6, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+44.7%

SPY

+76.5%

Annualised alpha

-7.8%

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

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

Top Position

75.4%

+1.5 pts

Top 5

88.5%

+1.1 pts

Top 10

97.7%

+1.3 pts

HHI

5,750

Highly concentrated+225

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

1 positions

Ticker	Company	Shares	Value	Open
SLV	iShares Silver Trust	3,390	$230,994
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 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%