Boston Standard Wealth Management, LLC
Top Portfolio Positions
14 positions ·
$19,161,320 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
81,170 | $14,156,048 | 73.88% | |
| AAPL |
Apple Inc.
Technology
|
3,114 | $790,302 | 4.12% | |
| BA |
Boeing Co
Industrials
|
3,523 | $701,182 | 3.66% | |
| MSFT |
Microsoft Corp
Technology
|
1,524 | $564,139 | 2.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
827 | $537,831 | 2.81% | |
| GLD |
Spdr Gold Trust
|
946 | $407,054 | 2.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,895 | $394,671 | 2.06% | |
| MU |
Micron Technology Inc
Technology
|
1,000 | $337,840 | 1.76% | |
| AVGO |
Broadcom Inc.
Technology
|
1,024 | $316,938 | 1.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,063 | $256,389 | 1.34% |
Portfolio Trend
Holdings in DNA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,961 | 15,165 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $221,105 | 15,165 | Shares | Sole | 2025-10-06 | |
| No 13F history on record for this holder in this stock. | ||||||