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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
DM
51
DELISTED
Desktop Metal, Inc.
DM
– –
-159,682
Closed –
1 2
3

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LCP
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WC
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ABWM
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CPA
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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.