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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
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$219M 36.79%
666,665
-10,163
-2% -$3.21M
BND icon
2
Vanguard Total Bond Market
BND
$157B
$66M 11.1%
887,904
+33,175
+4% +$2.44M
SPDW icon
3
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$42M 7.06%
980,548
-25,813
-3% -$1.07M
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$37.8M 6.36%
738,557
+23,889
+3% +$1.22M
SPTM icon
5
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$27.6M 4.64%
342,411
+860
+0.3% +$66.8K
SPTS icon
6
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$23M 3.87%
785,241
+37,631
+5% +$1.1M
MUB icon
7
iShares National Muni Bond ETF
MUB
$45.1B
$21.6M 3.63%
202,880
-29,985
-13% -$3.14M
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$21M 3.54%
294,861
-828
-0.3% -$57.1K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$21M 3.53%
387,620
-7,386
-2% -$381K
SPSM icon
10
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$17.4M 2.93%
376,264
+2,213
+0.6% +$99.2K
REET icon
11
iShares Global REIT ETF
REET
$5.09B
$16.2M 2.72%
633,416
+20,998
+3% +$527K
NVDA icon
12
NVIDIA
NVDA
$4.86T
$15.2M 2.55%
81,278
-142
-0.2% -$24.8K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13.1B
$9.61M 1.62%
81,171
+10,797
+15% +$1.23M
VXF icon
14
Vanguard Extended Market ETF
VXF
$30.3B
$7.5M 1.26%
35,804
+617
+2% +$125K
BIL icon
15
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$7.22M 1.21%
78,686
+26,337
+50% +$2.41M
VSS icon
16
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$6.49M 1.09%
45,519
+466
+1% +$64.5K
JMUB icon
17
JPMorgan Municipal ETF
JMUB
$8.3B
$4.83M 0.81%
95,790
+86,283
+908% +$4.29M
SPEM icon
18
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$3.44M 0.58%
73,392
+5
+0% +$222
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$6.52B
$3.14M 0.53%
45,258
+5,927
+15% +$398K
NUBD icon
20
Nuveen ESG US Aggregate Bond ETF
NUBD
$463M
$2.79M 0.47%
124,358
+4,741
+4% +$105K
VTIP icon
21
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$2.72M 0.46%
53,667
+2,252
+4% +$113K
SPSB icon
22
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$2.7M 0.45%
89,222
+3,028
+4% +$91.3K
PRFZ icon
23
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
$2.01M 0.34%
44,351
-272
-0.6% -$11.8K
SHM icon
24
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$2.01M 0.34%
41,731
+1,134
+3% +$54.6K
DSI icon
25
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$1.42M 0.24%
11,230
+26
+0.2% +$3.14K
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.