Boston Standard Wealth Management, LLC
CIK
1630939
Location
WINCHESTER, MA
Portfolio Value
Micro
$256,389
Diversification
Highly concentrated
Filing Date
Global Rank
#7,749
/ 8,586
▲ 76
Top Industry
Semiconductors
82.3%
3Y Alpha vs SPY
-6.4%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.5%
SPY
+78.1%
Annualised alpha
-6.4%
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, 2025Top 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 |
|---|---|---|
| Technology | 84.4% | $16,165,267 |
| Unclassified | 6.1% | $1,175,879 |
| Consumer Cyclical | 4.0% | $769,642 |
| Industrials | 3.7% | $701,182 |
| Consumer Defensive | 1.3% | $256,389 |
| Healthcare | 0.5% | $92,961 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$256,389 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,063 | $256,389 | 100.00% |