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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
+5.97%
1 Year Est. Return
+16.24%
3 Year Est. Return
+42.89%
5 Year Est. Return
+32.59%
10 Year Est. Return
–
AUM
$595M
AUM Growth
+$39.6M
Cap. Flow
+$7M
Cap. Flow %
1.18%
Top 10 Hldgs %
83.46%
Holding
51
New
3
Increased
28
Reduced
13
Closed
2

Top Buys

Rank Stock Value
1
JMUB icon
JPMorgan Municipal ETF
JMUB
+$4.29M
2
BND icon
Vanguard Total Bond Market
BND
+$2.44M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.41M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.23M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.22M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$3.21M
2
MUB icon
iShares National Muni Bond ETF
MUB
+$3.14M
3
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$381K
5
ACN icon
Accenture
ACN
+$208K

Sector Composition

Rank Sector Weight
1 Technology 2.82%
2 Consumer Discretionary 0.1%
3 Communication Services 0.05%
4 Healthcare 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCI icon
26
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.92B
$863K 0.15%
40,047
– –
ESML icon
27
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.91B
$860K 0.14%
19,080
+2,690
+16% +$117K
AAPL icon
28
Apple
AAPL
$4.54T
$817K 0.14%
3,209
-253
-7% -$57.2K
MSFT icon
29
Microsoft
MSFT
$3.62T
$793K 0.13%
1,531
-4
-0.3% -$2.04K
IXUS icon
30
iShares Core MSCI Total International Stock ETF
IXUS
$59.7B
$771K 0.13%
9,341
– –
AOA icon
31
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
$764K 0.13%
8,663
+776
+10% +$66.1K
ESGE icon
32
iShares ESG Aware MSCI EM ETF
ESGE
$6.74B
$754K 0.13%
17,359
+2,594
+18% +$106K
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$541K 0.09%
812
+2
+0.2% +$1.28K
AOR icon
34
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.71B
$432K 0.07%
6,705
-555
-8% -$34.7K
GWX icon
35
State Street SPDR S&P International Small Cap ETF
GWX
$904M
$402K 0.07%
10,016
– –
RSP icon
36
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$379K 0.06%
1,997
+7
+0.4% +$1.3K
BNDX icon
37
Vanguard Total International Bond ETF
BNDX
$82.3B
$378K 0.06%
7,641
+176
+2% +$8.68K
NYF icon
38
iShares New York Muni Bond ETF
NYF
$1.39B
$371K 0.06%
6,949
+54
+0.8% +$2.83K
AMZN icon
39
Amazon
AMZN
$2.94T
$366K 0.06%
1,665
+74
+5% +$16.8K
VT icon
40
Vanguard Total World Stock ETF
VT
$79.2B
$359K 0.06%
2,605
+7
+0.3% +$930
GLD icon
41
SPDR Gold Trust
GLD
$138B
$327K 0.06%
920
– –
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.4T
$324K 0.05%
1,331
+1
+0.1% +$210
DJP icon
43
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$783M
$309K 0.05%
8,716
– –
WOOD icon
44
iShares Global Timber & Forestry ETF
WOOD
$271M
$264K 0.04%
3,595
-1
-0% -$74
JMIA
45
Jumia Technologies
JMIA
$727M
$225K 0.04%
19,342
-1,750
-8% -$12.8K
DNA icon
46
Ginkgo Bioworks
DNA
$612M
$221K 0.04%
+15,165
New +$181K
WMT icon
47
Walmart Inc
WMT
$894B
$213K 0.04%
2,063
-327
-14% -$32.6K
EFA icon
48
iShares MSCI EAFE ETF
EFA
$79.4B
$206K 0.03%
+2,207
New +$201K
XLE icon
49
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$202K 0.03%
+4,512
New +$198K
ACN icon
50
Accenture
ACN
$104B
– –
-695
Closed -$208K
1
2
3

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Boston Standard Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Boston Standard Wealth Management held 51 positions worth $595M, up 7.1% from $555M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Boston Standard Wealth Management's Q3 2025 filing shows 3 new, 28 increased, 13 reduced and 2 closed positions. Its largest new stake was iShares MSCI EAFE ETF: 2,207 shares worth $206K. The largest sale was Vanguard Morningstar Total Stock Market ETF, an estimated $3.21M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, up from 2.6% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Boston Standard Wealth Management's largest Q3 2025 buy was iShares MSCI EAFE ETF: 2,207 shares worth $206K.
  • Boston Standard Wealth Management added most to JPMorgan Municipal ETF in Q3 2025, an estimated $4.29M increase.
  • Boston Standard Wealth Management's biggest Q3 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $3.21M.
  • Boston Standard Wealth Management fully exited Accenture in Q3 2025, selling an estimated $208K.
  • Boston Standard Wealth Management's ten largest holdings make up 83% of its $595M portfolio in Q3 2025.
  • Boston Standard Wealth Management opened 3 new positions and closed 2 in Q3 2025.
  • Boston Standard Wealth Management's portfolio value rose 7.1% quarter-over-quarter to $595M.

Based on Boston Standard Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.