Latest imported 13F data·Q1 2026 filings are being imported as managers file

Boston Standard Wealth Management, LLC

•CIK: 1630939•Filing: Q4 2025

**Boston Standard Wealth Management, LLC** manages $606M across a diversified portfolio of 51 positions. The strategy exhibits a significant domestic equity overweight, anchored by a $224.5M allocation to VTI. Notable fixed income exposure includes $68.2M in BND, complemented by international allocations such as $21.9M in VEU and $21.2M in VWO. The fund maintains a balanced tilt across US equities, core bonds, and global market segments.

Total AUM

$605.8M

QoQ Performance

+1.9%

Positions

28

Top 10 Concentration

84.4%

Latest Filing

Q4 2025

Top Holdings Allocation

VTI

BND

SPDW

IAGG

VTI37.1%

BND11.3%

SPDW7.3%

IAGG6.5%

SPTM4.5%

SPTS4.0%

MUB3.7%

VEU3.6%

📈 Biggest Buys

VANGUARD BD INDEX FDS

+3.7%

11.3% of portfolio

ISHARES TR

+6.6%

6.5% of portfolio

SPDR SERIES TRUST

+5.0%

4.0% of portfolio

VANGUARD INDEX FDS

+0.5%

37.1% of portfolio

ISHARES TR

+3.6%

3.7% of portfolio

📉 Biggest Sells

SPDR SERIES TRUST

-2.7%

4.5% of portfolio

VANGUARD WORLD FD

-2.5%

1.6% of portfolio

VANGUARD WORLD FD

-1.3%

0.5% of portfolio

SPDR INDEX SHS FDS

-8.5%

0.1% of portfolio

VANGUARD CHARLOTTE FDS

-8.5%

0.1% of portfolio

Sector Breakdown

Other96.8%

Technology2.9%

Industrial0.1%

Consumer0.1%

ETF0.1%

🚪 Exited Positionssold since Q3 2025

SPDR SER TR

SOLD

$7.2M

GINKGO BIOWORKS HLDG CLASS A

SOLD

$221.0K

Changes from Q3 2025

NEW4 new positions

↑29 increased

↓15 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

VANGUARD INDEX FDS

VANGUARD BD INDEX FDS

SPDR INDEX SHS FDS

SPDR SERIES TRUST

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