Data as of Q4 2025 (Dec 31, 2025)

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

BND
VANGUARD BD INDEX FDS
+3.7%
11.3% of portfolio
IAGG
ISHARES TR
+6.6%
6.5% of portfolio
SPTS
SPDR SERIES TRUST
+5.0%
4.0% of portfolio
VTI
VANGUARD INDEX FDS
+0.5%
37.1% of portfolio
MUB
ISHARES TR
+3.6%
3.7% of portfolio

📉 Biggest Sells

SPTM
SPDR SERIES TRUST
-2.7%
4.5% of portfolio
ESGV
VANGUARD WORLD FD
-2.5%
1.6% of portfolio
VSGX
VANGUARD WORLD FD
-1.3%
0.5% of portfolio
GWX
SPDR INDEX SHS FDS
-8.5%
0.1% of portfolio
BNDX
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

BIL
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 2023

📌 Top Holdings

VTI37.1%
VANGUARD INDEX FDS
$224.5M
BND11.3%
VANGUARD BD INDEX FDS
$68.2M
SPDW7.3%
SPDR INDEX SHS FDS
$44.0M
IAGG6.5%
ISHARES TR
$39.4M
SPTM4.5%
SPDR SERIES TRUST
$27.5M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.