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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
XLE icon
51
State Street Energy Select Sector SPDR ETF
XLE
$38.1B
$202K 0.03%
4,511
-1
-0% -$45
BIL icon
52
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
– –
-78,686
Closed -$7.22M
DNA icon
53
Ginkgo Bioworks
DNA
$555M
– –
-15,165
Closed -$221K
1 2
3

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SAM
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LCP
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WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.88% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
CL
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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.