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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
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$225M 37.06%
669,718
+3,053
+0.5% +$1.02M
BND icon
2
Vanguard Total Bond Market
BND
$157B
$68.2M 11.26%
920,885
+32,981
+4% +$2.45M
SPDW icon
3
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$44M 7.27%
991,592
+11,044
+1% +$483K
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$39.4M 6.5%
787,162
+48,605
+7% +$2.5M
SPTM icon
5
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$27.5M 4.54%
333,247
-9,164
-3% -$749K
SPTS icon
6
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$24.1M 3.99%
824,795
+39,554
+5% +$1.16M
MUB icon
7
iShares National Muni Bond ETF
MUB
$45.1B
$22.5M 3.72%
210,231
+7,351
+4% +$787K
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$21.9M 3.61%
297,682
+2,821
+1% +$205K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$21.2M 3.5%
394,426
+6,806
+2% +$370K
SPSM icon
10
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$18.1M 2.99%
386,674
+10,410
+3% +$485K
REET icon
11
iShares Global REIT ETF
REET
$5.09B
$16.6M 2.74%
664,644
+31,228
+5% +$789K
NVDA icon
12
NVIDIA
NVDA
$4.86T
$15.1M 2.5%
81,222
-56
-0.1% -$10.4K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13.1B
$9.57M 1.58%
79,125
-2,046
-3% -$245K
VXF icon
14
Vanguard Extended Market ETF
VXF
$30.3B
$7.68M 1.27%
36,741
+937
+3% +$197K
VSS icon
15
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$6.76M 1.12%
47,198
+1,679
+4% +$239K
JMUB icon
16
JPMorgan Municipal ETF
JMUB
$8.3B
$5.12M 0.85%
101,384
+5,594
+6% +$283K
SPEM icon
17
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$3.44M 0.57%
73,428
+36
+0% +$1.7K
VSGX icon
18
Vanguard ESG International Stock ETF
VSGX
$6.52B
$3.2M 0.53%
44,684
-574
-1% -$40.5K
NUBD icon
19
Nuveen ESG US Aggregate Bond ETF
NUBD
$463M
$2.95M 0.49%
132,063
+7,705
+6% +$173K
SPSB icon
20
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$2.79M 0.46%
92,465
+3,243
+4% +$98K
VTIP icon
21
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$2.77M 0.46%
55,906
+2,239
+4% +$112K
PRFZ icon
22
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
$2.03M 0.34%
44,266
-85
-0.2% -$3.88K
SHM icon
23
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$2.03M 0.33%
42,216
+485
+1% +$23.3K
DSI icon
24
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$1.45M 0.24%
11,261
+31
+0.3% +$3.96K
BCI icon
25
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.95B
$910K 0.15%
46,616
+6,569
+16% +$146K
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.