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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
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$206M 37.06%
676,828
+34,076
+5% +$9.58M
BND icon
2
Vanguard Total Bond Market
BND
$157B
$62.9M 11.34%
854,729
+129,054
+18% +$9.39M
SPDW icon
3
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$40.7M 7.34%
1,006,361
+64,981
+7% +$2.49M
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$36.5M 6.58%
714,668
+120,106
+20% +$6.09M
SPTM icon
5
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$25.6M 4.61%
341,551
-19,409
-5% -$1.35M
MUB icon
6
iShares National Muni Bond ETF
MUB
$45.1B
$24.3M 4.38%
232,865
+47,346
+26% +$4.92M
SPTS icon
7
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$21.9M 3.94%
747,610
+22,916
+3% +$669K
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$19.9M 3.58%
295,689
+36,481
+14% +$2.31M
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$19.5M 3.52%
395,006
+28,290
+8% +$1.31M
SPSM icon
10
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$15.9M 2.87%
374,051
+38,225
+11% +$1.54M
REET icon
11
iShares Global REIT ETF
REET
$5.09B
$15.1M 2.72%
612,418
+61,261
+11% +$1.48M
NVDA icon
12
NVIDIA
NVDA
$4.86T
$12.9M 2.32%
81,420
+78,256
+2,473% +$9.85M
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13.1B
$7.72M 1.39%
70,374
+4,531
+7% +$457K
VXF icon
14
Vanguard Extended Market ETF
VXF
$30.3B
$6.78M 1.22%
35,187
+5,350
+18% +$950K
VSS icon
15
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$6.05M 1.09%
45,053
+8,329
+23% +$1.03M
BIL icon
16
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$4.8M 0.87%
52,349
+15,515
+42% +$1.42M
SPEM icon
17
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$3.14M 0.57%
73,387
+1,880
+3% +$75.9K
NUBD icon
18
Nuveen ESG US Aggregate Bond ETF
NUBD
$463M
$2.66M 0.48%
119,617
+31,756
+36% +$698K
SPSB icon
19
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$2.6M 0.47%
86,194
+12,987
+18% +$390K
VTIP icon
20
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$2.58M 0.47%
51,415
-2,669
-5% -$133K
VSGX icon
21
Vanguard ESG International Stock ETF
VSGX
$6.52B
$2.58M 0.46%
39,331
+3,165
+9% +$195K
SHM icon
22
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$1.94M 0.35%
40,597
+2,674
+7% +$127K
PRFZ icon
23
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
$1.81M 0.33%
44,623
+3,372
+8% +$129K
DSI icon
24
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$1.3M 0.23%
11,204
-3,647
-25% -$388K
BCI icon
25
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.95B
$832K 0.15%
40,047
+9,135
+30% +$189K
1
2

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LCP
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SSA
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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.