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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 $594,700,000 across 49 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-06. Its ten largest share positions make up 83.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630939-25-000008

Period
2025-09-30
Reported value
$595M
Holdings
49
Top 10 weight
83.46%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JMUBadded+86,283$4.36M
BNDadded+33,175$2.47M
BILadded+26,337$2.42M
ESGVadded+10,797$1.28M
IAGGadded+23,889$1.22M

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
VTIreduced-10,163-$3.34M
MUBreduced-29,985-$3.19M
SPDWreduced-25,813-$1.1M
VWOreduced-7,386-$400K
ACNexited-695-$208K

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, Q3 2025

Share positions as resolved from 13F-HR 0001630939-25-000008, largest first. % of portfolio is the value over $594,700,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 662,446 shares; 2025Q1: 642,752 shares; 2025Q2: 676,828 shares; 2025Q3: 666,665 shares 666,665$219M36.79%-10,163Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816,301 shares; 2025Q1: 725,675 shares; 2025Q2: 854,729 shares; 2025Q3: 887,904 shares 887,904$66M11.1%+33,175Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 998,144 shares; 2025Q1: 941,380 shares; 2025Q2: 1,006,361 shares; 2025Q3: 980,548 shares 980,548$42M7.06%-25,813Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690,338 shares; 2025Q1: 594,562 shares; 2025Q2: 714,668 shares; 2025Q3: 738,557 shares 738,557$37.8M6.36%+23,889Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348,004 shares; 2025Q1: 360,960 shares; 2025Q2: 341,551 shares; 2025Q3: 342,411 shares 342,411$27.6M4.64%+860Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 726,663 shares; 2025Q1: 724,694 shares; 2025Q2: 747,610 shares; 2025Q3: 785,241 shares 785,241$23M3.87%+37,631Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,228 shares; 2025Q1: 185,519 shares; 2025Q2: 232,865 shares; 2025Q3: 202,880 shares 202,880$21.6M3.63%-29,985Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,407 shares; 2025Q1: 259,208 shares; 2025Q2: 295,689 shares; 2025Q3: 294,861 shares 294,861$21M3.54%-828Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393,670 shares; 2025Q1: 366,716 shares; 2025Q2: 395,006 shares; 2025Q3: 387,620 shares 387,620$21M3.53%-7,386Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 354,342 shares; 2025Q1: 335,826 shares; 2025Q2: 374,051 shares; 2025Q3: 376,264 shares 376,264$17.4M2.93%+2,213Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 589,380 shares; 2025Q1: 551,157 shares; 2025Q2: 612,418 shares; 2025Q3: 633,416 shares 633,416$16.2M2.72%+20,998Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,057 shares; 2025Q1: 3,164 shares; 2025Q2: 81,420 shares; 2025Q3: 81,278 shares 81,278$15.2M2.55%-142Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,316 shares; 2025Q1: 65,843 shares; 2025Q2: 70,374 shares; 2025Q3: 81,171 shares 81,171$9.61M1.62%+10,797Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,505 shares; 2025Q1: 29,837 shares; 2025Q2: 35,187 shares; 2025Q3: 35,804 shares 35,804$7.5M1.26%+617Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,948 shares; 2025Q1: 36,834 shares; 2025Q2: 52,349 shares; 2025Q3: 78,686 shares 78,686$7.22M1.21%+26,337Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,633 shares; 2025Q1: 36,724 shares; 2025Q2: 45,053 shares; 2025Q3: 45,519 shares 45,519$6.49M1.09%+466Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,627 shares; 2025Q1: not reported; 2025Q2: 9,507 shares; 2025Q3: 95,790 shares 95,790$4.83M0.81%+86,283Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,539 shares; 2025Q1: 71,507 shares; 2025Q2: 73,387 shares; 2025Q3: 73,392 shares 73,392$3.44M0.58%+5Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,885 shares; 2025Q1: 36,166 shares; 2025Q2: 39,331 shares; 2025Q3: 45,258 shares 45,258$3.14M0.53%+5,927Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,156 shares; 2025Q1: 87,861 shares; 2025Q2: 119,617 shares; 2025Q3: 124,358 shares 124,358$2.79M0.47%+4,741Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,098 shares; 2025Q1: 54,084 shares; 2025Q2: 51,415 shares; 2025Q3: 53,667 shares 53,667$2.72M0.46%+2,252Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,819 shares; 2025Q1: 73,207 shares; 2025Q2: 86,194 shares; 2025Q3: 89,222 shares 89,222$2.7M0.45%+3,028Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,315 shares; 2025Q1: 41,251 shares; 2025Q2: 44,623 shares; 2025Q3: 44,351 shares 44,351$2.01M0.34%-272Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,458 shares; 2025Q1: 37,923 shares; 2025Q2: 40,597 shares; 2025Q3: 41,731 shares 41,731$2.01M0.34%+1,134Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,237 shares; 2025Q1: 14,851 shares; 2025Q2: 11,204 shares; 2025Q3: 11,230 shares 11,230$1.42M0.24%+26Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,047 shares; 2025Q1: 30,912 shares; 2025Q2: 40,047 shares; 2025Q3: 40,047 shares 40,047$863K0.15%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,651 shares; 2025Q1: 13,151 shares; 2025Q2: 16,390 shares; 2025Q3: 19,080 shares 19,080$860K0.14%+2,690Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,636 shares; 2025Q1: 4,000 shares; 2025Q2: 3,462 shares; 2025Q3: 3,209 shares 3,209$817K0.14%-253Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,506 shares; 2025Q1: 1,372 shares; 2025Q2: 1,535 shares; 2025Q3: 1,531 shares 1,531$793K0.13%-4Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,197 shares; 2025Q1: 9,447 shares; 2025Q2: 9,341 shares; 2025Q3: 9,341 shares 9,341$771K0.13%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,260 shares; 2025Q1: 7,131 shares; 2025Q2: 7,887 shares; 2025Q3: 8,663 shares 8,663$764K0.13%+776Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,835 shares; 2025Q1: 14,054 shares; 2025Q2: 14,765 shares; 2025Q3: 17,359 shares 17,359$754K0.13%+2,594Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 805 shares; 2025Q1: 704 shares; 2025Q2: 810 shares; 2025Q3: 812 shares 812$541K0.09%+2Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,254 shares; 2025Q1: 6,717 shares; 2025Q2: 7,260 shares; 2025Q3: 6,705 shares 6,705$432K0.07%-555Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,306 shares; 2025Q1: 10,204 shares; 2025Q2: 10,016 shares; 2025Q3: 10,016 shares 10,016$402K0.07%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,222 shares; 2025Q2: 1,990 shares; 2025Q3: 1,997 shares 1,997$379K0.06%+7Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,834 shares; 2025Q1: 4,209 shares; 2025Q2: 7,465 shares; 2025Q3: 7,641 shares 7,641$378K0.06%+176Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,531 shares; 2025Q1: 6,367 shares; 2025Q2: 6,895 shares; 2025Q3: 6,949 shares 6,949$371K0.06%+54Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,068 shares; 2025Q2: 1,591 shares; 2025Q3: 1,665 shares 1,665$366K0.06%+74Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,667 shares; 2025Q1: 2,776 shares; 2025Q2: 2,598 shares; 2025Q3: 2,605 shares 2,605$359K0.06%+7Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 920 shares 920$327K0.05%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,466 shares; 2025Q2: 1,330 shares; 2025Q3: 1,331 shares 1,331$324K0.05%+1Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,716 shares; 2025Q1: 7,241 shares; 2025Q2: 8,716 shares; 2025Q3: 8,716 shares 8,716$309K0.05%0Timeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 10,115 shares; 2025Q2: 3,596 shares; 2025Q3: 3,595 shares 3,595$264K0.04%-1Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,201 shares; 2025Q1: 10,742 shares; 2025Q2: 21,092 shares; 2025Q3: 19,342 shares 19,342$225K0.04%-1,750Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,165 shares 15,165$221K0.04%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 2,063 shares 2,063$213K0.04%-327Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,207 shares 2,207$206K0.03%newTimeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,256 shares; 2025Q2: not reported; 2025Q3: 2,256 shares 2,256$202K0.03%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ACNACCENTURE PLC IRELAND695$208Kshares
DMDESKTOP METAL INC CLASS A COM159,682$0shares

How Q3 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 0001630939-25-000008 base2025-10-06acceptance time not in the bulk data set