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Showing Q4 2023 data
Baystate Wealth Management LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Baystate Wealth Management LLC
•CIK: 1546408•Filing: Q4 2023
**Baystate Wealth Management LLC** manages $1.4B across a diversified portfolio of 1,319 positions. The fund exhibits significant concentration in core market indices and sector ETFs, notably holding IWY at $118.0M and SPDW at $101.9M. Further top allocations include PRF ($95.4M), IVV ($87.7M), and AGG ($81.1M), indicating a strategic focus on broad market exposure and fixed income stability. This positioning suggests a disciplined, large-cap oriented approach to wealth preservation and growth.
Total AUM
$1.4B
QoQ Performance
N/A
Positions
1,319
Top 10 Concentration
58.3%
Latest Filing
Q4 2023
Top Holdings Allocation
IWY
SPDW
PRF
IVV
AGG
VTV
IWY8.7%
SPDW7.5%
PRF7.0%
IVV6.4%
AGG5.9%
VTV5.2%
OMFL4.6%
ICSH4.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other87.7%
ETF6.8%
Technology2.5%
Healthcare0.8%
Consumer0.6%
Financial0.6%
Industrial0.3%
Energy0.2%