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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
+1.18%
1 Year Est. Return
+16.24%
3 Year Est. Return
+42.89%
5 Year Est. Return
+32.59%
10 Year Est. Return
–
AUM
$606M
AUM Growth
+$11.1M
Cap. Flow
+$4.44M
Cap. Flow %
0.73%
Top 10 Hldgs %
84.44%
Holding
53
New
4
Increased
28
Reduced
16
Closed
2

Top Buys

Rank Stock Value
1
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.5M
2
BND icon
Vanguard Total Bond Market
BND
+$2.45M
3
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.16M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.02M
5
REET icon
iShares Global REIT ETF
REET
+$789K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.22M
2
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$749K
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$245K
4
DNA icon
Ginkgo Bioworks
DNA
+$221K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$40.5K

Sector Composition

Rank Sector Weight
1 Technology 2.85%
2 Consumer Discretionary 0.14%
3 Industrials 0.13%
4 Communication Services 0.07%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESML icon
26
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.91B
$872K 0.14%
18,969
-111
-0.6% -$5.06K
AAPL icon
27
Apple
AAPL
$4.54T
$861K 0.14%
3,166
-43
-1% -$11.5K
AOA icon
28
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
$808K 0.13%
9,024
+361
+4% +$32.1K
IXUS icon
29
iShares Core MSCI Total International Stock ETF
IXUS
$59.7B
$805K 0.13%
9,515
+174
+2% +$14.6K
BA icon
30
Boeing
BA
$190B
$765K 0.13%
+3,523
New +$725K
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.74B
$750K 0.12%
16,979
-380
-2% -$16.8K
MSFT icon
32
Microsoft
MSFT
$3.62T
$721K 0.12%
1,491
-40
-3% -$20K
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$563K 0.09%
825
+13
+2% +$8.79K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.4T
$418K 0.07%
1,331
– –
AMZN icon
35
Amazon
AMZN
$2.94T
$415K 0.07%
1,797
+132
+8% +$30.2K
AOR icon
36
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.71B
$408K 0.07%
6,282
-423
-6% -$27.4K
NYF icon
37
iShares New York Muni Bond ETF
NYF
$1.39B
$392K 0.06%
7,335
+386
+6% +$20.7K
GLD icon
38
SPDR Gold Trust
GLD
$138B
$375K 0.06%
946
+26
+3% +$9.93K
GWX icon
39
State Street SPDR S&P International Small Cap ETF
GWX
$904M
$374K 0.06%
9,160
-856
-9% -$34.4K
RSP icon
40
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$374K 0.06%
1,952
-45
-2% -$8.54K
VT icon
41
Vanguard Total World Stock ETF
VT
$79.2B
$367K 0.06%
2,604
-1
-0% -$140
BNDX icon
42
Vanguard Total International Bond ETF
BNDX
$82.3B
$338K 0.06%
6,989
-652
-9% -$32.2K
DJP icon
43
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$783M
$328K 0.05%
8,716
– –
MU icon
44
Micron Technology
MU
$1.01T
$285K 0.05%
+1,000
New +$229K
AVGO icon
45
Broadcom
AVGO
$1.99T
$279K 0.05%
+807
New +$289K
WOOD icon
46
iShares Global Timber & Forestry ETF
WOOD
$271M
$269K 0.04%
3,731
+136
+4% +$9.59K
JMIA
47
Jumia Technologies
JMIA
$727M
$238K 0.04%
19,092
-250
-1% -$2.89K
WMT icon
48
Walmart Inc
WMT
$894B
$230K 0.04%
2,063
– –
EFA icon
49
iShares MSCI EAFE ETF
EFA
$79.4B
$215K 0.04%
2,238
+31
+1% +$2.94K
HAS icon
50
Hasbro
HAS
$12.9B
$202K 0.03%
+2,466
New +$193K
1
2
3

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Boston Standard Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Boston Standard Wealth Management held 53 positions worth $606M, up 1.9% from $595M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Boston Standard Wealth Management's Q4 2025 filing shows 4 new, 28 increased, 16 reduced and 2 closed positions. Its largest new stake was Boeing: 3,523 shares worth $765K. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $7.22M.

By sector, the portfolio is most concentrated in Technology at 2.9% of assets, up from 2.8% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Boston Standard Wealth Management's largest Q4 2025 buy was Boeing: 3,523 shares worth $765K.
  • Boston Standard Wealth Management added most to iShares Core International Aggregate Bond Fund in Q4 2025, an estimated $2.5M increase.
  • Boston Standard Wealth Management's biggest Q4 2025 reduction was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, cutting an estimated $749K.
  • Boston Standard Wealth Management fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025, selling an estimated $7.22M.
  • Boston Standard Wealth Management's ten largest holdings make up 84% of its $606M portfolio in Q4 2025.
  • Boston Standard Wealth Management opened 4 new positions and closed 2 in Q4 2025.
  • Boston Standard Wealth Management's portfolio value rose 1.9% quarter-over-quarter to $606M.

Based on Boston Standard Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.