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BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $689M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
+8.1%
1 Year Est. Return
+16.24%
3 Year Est. Return
+42.89%
5 Year Est. Return
+32.59%
10 Year Est. Return
–
AUM
$555M
AUM Growth
+$100M
Cap. Flow
+$54M
Cap. Flow %
9.72%
Top 10 Hldgs %
85.22%
Holding
50
New
3
Increased
34
Reduced
11
Closed
2

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.85M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$9.58M
3
BND icon
Vanguard Total Bond Market
BND
+$9.39M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$6.09M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.92M

Top Sells

Rank Stock Value
1
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.35M
2
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$476K
3
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$388K
4
DM
Desktop Metal, Inc.
DM
+$230K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$206K

Sector Composition

Rank Sector Weight
1 Technology 2.62%
2 Consumer Discretionary 0.08%
3 Communication Services 0.04%
4 Consumer Staples 0.04%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.63T
$763K 0.14%
1,535
+163
+12% +$70.8K
IXUS icon
27
iShares Core MSCI Total International Stock ETF
IXUS
$58.5B
$722K 0.13%
9,341
-106
-1% -$7.74K
AAPL icon
28
Apple
AAPL
$4.5T
$710K 0.13%
3,462
-538
-13% -$109K
ESML icon
29
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.85B
$677K 0.12%
16,390
+3,239
+25% +$125K
AOA icon
30
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.21B
$658K 0.12%
7,887
+756
+11% +$59.1K
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.57B
$578K 0.1%
14,765
+711
+5% +$25.7K
SPY icon
32
State Street SPDR S&P 500 ETF Trust
SPY
$805B
$500K 0.09%
810
+106
+15% +$60.6K
JMUB icon
33
JPMorgan Municipal ETF
JMUB
$8.42B
$472K 0.09%
+9,507
New +$470K
AOR icon
34
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$447K 0.08%
7,260
+543
+8% +$31.7K
GWX icon
35
State Street SPDR S&P International Small Cap ETF
GWX
$872M
$372K 0.07%
10,016
-188
-2% -$6.45K
BNDX icon
36
Vanguard Total International Bond ETF
BNDX
$82B
$370K 0.07%
7,465
+3,256
+77% +$160K
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$97.7B
$362K 0.07%
1,990
+768
+63% +$133K
NYF icon
38
iShares New York Muni Bond ETF
NYF
$1.39B
$360K 0.06%
6,895
+528
+8% +$27.5K
AMZN icon
39
Amazon
AMZN
$3.07T
$349K 0.06%
1,591
+523
+49% +$103K
VT icon
40
Vanguard Total World Stock ETF
VT
$77.7B
$334K 0.06%
2,598
-178
-6% -$21.3K
DJP icon
41
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$788M
$296K 0.05%
8,716
+1,475
+20% +$50.1K
GLD icon
42
SPDR Gold Trust
GLD
$131B
$280K 0.05%
+920
New +$279K
WOOD icon
43
iShares Global Timber & Forestry ETF
WOOD
$269M
$264K 0.05%
3,596
-6,519
-64% -$476K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.59T
$236K 0.04%
1,330
-136
-9% -$22.5K
WMT icon
45
Walmart Inc
WMT
$880B
$234K 0.04%
+2,390
New +$228K
ACN icon
46
Accenture
ACN
$102B
$208K 0.04%
695
-145
-17% -$44.2K
JMIA
47
Jumia Technologies
JMIA
$759M
$85K 0.02%
21,092
+10,350
+96% +$29.2K
DNA icon
48
Ginkgo Bioworks
DNA
$573M
– –
-606,634
Closed -$203K
XLE icon
49
State Street Energy Select Sector SPDR ETF
XLE
$38.7B
– –
-4,512
Closed -$206K
DM
50
DELISTED
Desktop Metal, Inc.
DM
$0 ﹤0.01%
159,682
-46,399
-23% -$230K
1
2

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ABWM
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MWM
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Boston Standard Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Boston Standard Wealth Management held 50 positions worth $555M, up 22% from $455M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Boston Standard Wealth Management deployed $54M of net new capital in Q2 2025, opening 3 new positions and adding to 34 existing holdings. Its largest new stake was JPMorgan Municipal ETF: 9,507 shares worth $472K.

By sector, the portfolio is most concentrated in Technology at 2.6% of assets, up from 0.46% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, an estimated $1.35M trimmed.

  • Boston Standard Wealth Management's largest Q2 2025 buy was JPMorgan Municipal ETF: 9,507 shares worth $472K.
  • Boston Standard Wealth Management added most to NVIDIA in Q2 2025, an estimated $9.85M increase.
  • Boston Standard Wealth Management's biggest Q2 2025 reduction was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, cutting an estimated $1.35M.
  • Boston Standard Wealth Management fully exited State Street Energy Select Sector SPDR ETF in Q2 2025, selling an estimated $206K.
  • Boston Standard Wealth Management's ten largest holdings make up 85% of its $555M portfolio in Q2 2025.
  • Boston Standard Wealth Management opened 3 new positions and closed 2 in Q2 2025.
  • Boston Standard Wealth Management's portfolio value rose 22% quarter-over-quarter to $555M.

Based on Boston Standard Wealth Management's 13F filing for Q2 2025, filed 2 Jul 2025.