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Boston Standard Wealth Management, LLC

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13F filer, CIK 1630939, WINCHESTER, MA

Boston Standard Wealth Management, LLC reported $555,132,000 across 48 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-02. Its ten largest share positions make up 85.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630939-25-000007

Period
2025-06-30
Reported value
$555M
Holdings
48
Top 10 weight
85.22%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+78,256$12.4M
VTIadded+34,076$10.4M
BNDadded+129,054$9.5M
IAGGadded+120,106$6.14M
MUBadded+47,346$4.95M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPTMreduced-19,409-$1.45M
WOODreduced-6,519-$479K
DSIreduced-3,647-$424K
XLEexited-2,256-$206K
GINKGO BIOWORKS HOLDINGS INCexited-606,634-$203K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001630939-25-000007, largest first. % of portfolio is the value over $555,132,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 662,446 shares; 2025Q1: 642,752 shares; 2025Q2: 676,828 shares 676,828$206M37.06%+34,076Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816,301 shares; 2025Q1: 725,675 shares; 2025Q2: 854,729 shares 854,729$62.9M11.34%+129,054Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 998,144 shares; 2025Q1: 941,380 shares; 2025Q2: 1,006,361 shares 1,006,361$40.7M7.34%+64,981Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690,338 shares; 2025Q1: 594,562 shares; 2025Q2: 714,668 shares 714,668$36.5M6.58%+120,106Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348,004 shares; 2025Q1: 360,960 shares; 2025Q2: 341,551 shares 341,551$25.6M4.61%-19,409Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,228 shares; 2025Q1: 185,519 shares; 2025Q2: 232,865 shares 232,865$24.3M4.38%+47,346Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 726,663 shares; 2025Q1: 724,694 shares; 2025Q2: 747,610 shares 747,610$21.9M3.94%+22,916Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,407 shares; 2025Q1: 259,208 shares; 2025Q2: 295,689 shares 295,689$19.9M3.58%+36,481Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393,670 shares; 2025Q1: 366,716 shares; 2025Q2: 395,006 shares 395,006$19.5M3.52%+28,290Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 354,342 shares; 2025Q1: 335,826 shares; 2025Q2: 374,051 shares 374,051$15.9M2.87%+38,225Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 589,380 shares; 2025Q1: 551,157 shares; 2025Q2: 612,418 shares 612,418$15.1M2.72%+61,261Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,057 shares; 2025Q1: 3,164 shares; 2025Q2: 81,420 shares 81,420$12.9M2.32%+78,256Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,316 shares; 2025Q1: 65,843 shares; 2025Q2: 70,374 shares 70,374$7.72M1.39%+4,531Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,505 shares; 2025Q1: 29,837 shares; 2025Q2: 35,187 shares 35,187$6.78M1.22%+5,350Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,633 shares; 2025Q1: 36,724 shares; 2025Q2: 45,053 shares 45,053$6.05M1.09%+8,329Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,948 shares; 2025Q1: 36,834 shares; 2025Q2: 52,349 shares 52,349$4.8M0.87%+15,515Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,539 shares; 2025Q1: 71,507 shares; 2025Q2: 73,387 shares 73,387$3.14M0.57%+1,880Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,156 shares; 2025Q1: 87,861 shares; 2025Q2: 119,617 shares 119,617$2.66M0.48%+31,756Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,819 shares; 2025Q1: 73,207 shares; 2025Q2: 86,194 shares 86,194$2.6M0.47%+12,987Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,098 shares; 2025Q1: 54,084 shares; 2025Q2: 51,415 shares 51,415$2.58M0.47%-2,669Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,885 shares; 2025Q1: 36,166 shares; 2025Q2: 39,331 shares 39,331$2.58M0.46%+3,165Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,458 shares; 2025Q1: 37,923 shares; 2025Q2: 40,597 shares 40,597$1.94M0.35%+2,674Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,315 shares; 2025Q1: 41,251 shares; 2025Q2: 44,623 shares 44,623$1.81M0.33%+3,372Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,237 shares; 2025Q1: 14,851 shares; 2025Q2: 11,204 shares 11,204$1.3M0.23%-3,647Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,047 shares; 2025Q1: 30,912 shares; 2025Q2: 40,047 shares 40,047$832K0.15%+9,135Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,506 shares; 2025Q1: 1,372 shares; 2025Q2: 1,535 shares 1,535$763K0.14%+163Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,197 shares; 2025Q1: 9,447 shares; 2025Q2: 9,341 shares 9,341$722K0.13%-106Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,636 shares; 2025Q1: 4,000 shares; 2025Q2: 3,462 shares 3,462$710K0.13%-538Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,651 shares; 2025Q1: 13,151 shares; 2025Q2: 16,390 shares 16,390$677K0.12%+3,239Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,260 shares; 2025Q1: 7,131 shares; 2025Q2: 7,887 shares 7,887$658K0.12%+756Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,835 shares; 2025Q1: 14,054 shares; 2025Q2: 14,765 shares 14,765$578K0.1%+711Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 805 shares; 2025Q1: 704 shares; 2025Q2: 810 shares 810$500K0.09%+106Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,627 shares; 2025Q1: not reported; 2025Q2: 9,507 shares 9,507$472K0.09%newTimeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,254 shares; 2025Q1: 6,717 shares; 2025Q2: 7,260 shares 7,260$447K0.08%+543Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,306 shares; 2025Q1: 10,204 shares; 2025Q2: 10,016 shares 10,016$372K0.07%-188Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,834 shares; 2025Q1: 4,209 shares; 2025Q2: 7,465 shares 7,465$370K0.07%+3,256Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,222 shares; 2025Q2: 1,990 shares 1,990$362K0.07%+768Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,531 shares; 2025Q1: 6,367 shares; 2025Q2: 6,895 shares 6,895$360K0.06%+528Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,068 shares; 2025Q2: 1,591 shares 1,591$349K0.06%+523Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,667 shares; 2025Q1: 2,776 shares; 2025Q2: 2,598 shares 2,598$334K0.06%-178Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,716 shares; 2025Q1: 7,241 shares; 2025Q2: 8,716 shares 8,716$296K0.05%+1,475Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: 920 shares 920$280K0.05%newTimeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 10,115 shares; 2025Q2: 3,596 shares 3,596$264K0.05%-6,519Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,466 shares; 2025Q2: 1,330 shares 1,330$236K0.04%-136Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares 2,390$234K0.04%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 862 shares; 2025Q1: 840 shares; 2025Q2: 695 shares 695$208K0.04%-145Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,201 shares; 2025Q1: 10,742 shares; 2025Q2: 21,092 shares 21,092$85K0.02%+10,350Timeline
DMDESKTOP METAL INC CLASS A COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,081 shares; 2025Q1: 206,081 shares; 2025Q2: 159,682 shares 159,682$00%-46,399Value filed as zero, left out of ratios.Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XLESELECT SECTOR SPDR TR2,256$206Kshares
GINKGO BIOWORKS HOLDINGS INCGINKGO BIOWORKS HOLDINGS INC606,634$203Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001630939-25-000007 base2025-07-02acceptance time not in the bulk data set