Boston Standard Wealth Management, LLC Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$605.8M
Holdings
51
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 669,718 | $224.5M | 37.06% | |
| 2 | BNDVANGUARD BD INDEX FDS | 920,885 | $68.2M | 11.26% | |
| 3 | SPDWSPDR INDEX SHS FDS | 991,592 | $44.0M | 7.27% | |
| 4 | IAGGISHARES TR | 787,162 | $39.4M | 6.50% | |
| 5 | SPTMSPDR SERIES TRUST | 333,247 | $27.5M | 4.54% | |
| 6 | SPTSSPDR SERIES TRUST | 824,795 | $24.1M | 3.99% | |
| 7 | MUBISHARES TR | 210,231 | $22.5M | 3.72% | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 297,682 | $21.9M | 3.61% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 394,426 | $21.2M | 3.50% | |
| 10 | SPSMSPDR SERIES TRUST | 386,674 | $18.1M | 2.99% | |
| 11 | REETISHARES TR | 664,644 | $16.6M | 2.74% | |
| 12 | NVDANVIDIA CORPORATION | 81,222 | $15.1M | 2.50% | |
| 13 | ESGVVANGUARD WORLD FD | 79,125 | $9.6M | 1.58% | |
| 14 | VXFVANGUARD INDEX FDS | 36,741 | $7.7M | 1.27% | |
| 15 | VSSVANGUARD INTL EQUITY INDEX F | 47,198 | $6.8M | 1.12% | |
| 16 | JMUBJ P MORGAN EXCHANGE TRADED F | 101,384 | $5.1M | 0.84% | |
| 17 | SPEMSPDR INDEX SHS FDS | 73,428 | $3.4M | 0.57% | |
| 18 | VSGXVANGUARD WORLD FD | 44,684 | $3.2M | 0.53% | |
| 19 | NUBDNUSHARES ETF TR | 132,063 | $3.0M | 0.49% | |
| 20 | SPSBSPDR SERIES TRUST | 92,465 | $2.8M | 0.46% | |
| 21 | VTIPVANGUARD MALVERN FDS | 55,906 | $2.8M | 0.46% | |
| 22 | PRFZINVESCO EXCHANGE TRADED FD T | 44,266 | $2.0M | 0.34% | |
| 23 | SHMSPDR SERIES TRUST | 42,216 | $2.0M | 0.33% | |
| 24 | DSIISHARES TR | 11,261 | $1.4M | 0.24% | |
| 25 | BCIABRDN ETFS | 46,616 | $910K | 0.15% | |
| 26 | ESMLISHARES TR | 18,969 | $872K | 0.14% | |
| 27 | AAPLAPPLE INC | 3,166 | $860K | 0.14% | |
| 28 | AOAISHARES TR | 9,024 | $808K | 0.13% | |
| 29 | IXUSISHARES TR | 9,515 | $805K | 0.13% | |
| 30 | BABOEING CO | 3,523 | $764K | 0.13% | |
| 31 | ESGEISHARES TR | 16,979 | $749K | 0.12% | |
| 32 | MSFTMICROSOFT CORP | 1,491 | $721K | 0.12% | |
| 33 | SPYSPDR S&P 500 ETF TR | 825 | $562K | 0.09% | |
| 34 | GOOGALPHABET INC | 1,331 | $417K | 0.07% | |
| 35 | AMZNAMAZON COM INC | 1,797 | $414K | 0.07% | |
| 36 | AORISHARES TR | 6,282 | $408K | 0.07% | |
| 37 | NYFISHARES TR | 7,335 | $392K | 0.06% | |
| 38 | GWXSPDR INDEX SHS FDS | 9,160 | $374K | 0.06% | |
| 39 | GQ9SPDR GOLD TR | 946 | $374K | 0.06% | |
| 40 | RSPINVESCO EXCHANGE TRADED FD T | 1,952 | $373K | 0.06% | |
| 41 | VTVANGUARD INTL EQUITY INDEX F | 2,604 | $367K | 0.06% | |
| 42 | BNDXVANGUARD CHARLOTTE FDS | 6,989 | $337K | 0.06% | |
| 43 | DJPBARCLAYS BANK PLC | 8,716 | $327K | 0.05% | |
| 44 | MUMICRON TECHNOLOGY INC | 1,000 | $285K | 0.05% | |
| 45 | AVGOBROADCOM INC | 807 | $279K | 0.05% | |
| 46 | WOODISHARES TR | 3,731 | $268K | 0.04% | |
| 47 | JMIAJUMIA TECHNOLOGIES AG | 19,092 | $238K | 0.04% | |
| 48 | WMTWALMART INC | 2,063 | $229K | 0.04% | |
| 49 | EFAISHARES TR | 2,238 | $214K | 0.04% | |
| 50 | HASHASBRO INC | 2,466 | $202K | 0.03% | |
| 51 | XLESELECT SECTOR SPDR TR | 4,511 | $201K | 0.03% |