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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 $605,822,186 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-07. Its ten largest share positions make up 84.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630939-26-000003

Period
2025-12-31
Reported value
$606M
Holdings
51
Top 10 weight
84.44%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+32,981$2.44M
IAGGadded+48,605$2.43M
SPTSadded+39,554$1.16M
VTIadded+3,053$1.02M
MUBadded+7,351$787K

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
BILexited-78,686-$7.22M
SPTMreduced-9,164-$756K
ESGVreduced-2,046-$247K
DNAexited-15,165-$221K
VSGXreduced-574-$41.1K

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, Q4 2025

Share positions as resolved from 13F-HR 0001630939-26-000003, largest first. % of portfolio is the value over $605,822,186, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 662,446 shares; 2025Q1: 642,752 shares; 2025Q2: 676,828 shares; 2025Q3: 666,665 shares; 2025Q4: 669,718 shares 669,718$225M37.06%+3,053Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816,301 shares; 2025Q1: 725,675 shares; 2025Q2: 854,729 shares; 2025Q3: 887,904 shares; 2025Q4: 920,885 shares 920,885$68.2M11.26%+32,981Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 998,144 shares; 2025Q1: 941,380 shares; 2025Q2: 1,006,361 shares; 2025Q3: 980,548 shares; 2025Q4: 991,592 shares 991,592$44M7.27%+11,044Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690,338 shares; 2025Q1: 594,562 shares; 2025Q2: 714,668 shares; 2025Q3: 738,557 shares; 2025Q4: 787,162 shares 787,162$39.4M6.5%+48,605Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348,004 shares; 2025Q1: 360,960 shares; 2025Q2: 341,551 shares; 2025Q3: 342,411 shares; 2025Q4: 333,247 shares 333,247$27.5M4.54%-9,164Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 726,663 shares; 2025Q1: 724,694 shares; 2025Q2: 747,610 shares; 2025Q3: 785,241 shares; 2025Q4: 824,795 shares 824,795$24.1M3.99%+39,554Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,228 shares; 2025Q1: 185,519 shares; 2025Q2: 232,865 shares; 2025Q3: 202,880 shares; 2025Q4: 210,231 shares 210,231$22.5M3.72%+7,351Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,407 shares; 2025Q1: 259,208 shares; 2025Q2: 295,689 shares; 2025Q3: 294,861 shares; 2025Q4: 297,682 shares 297,682$21.9M3.61%+2,821Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393,670 shares; 2025Q1: 366,716 shares; 2025Q2: 395,006 shares; 2025Q3: 387,620 shares; 2025Q4: 394,426 shares 394,426$21.2M3.5%+6,806Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 354,342 shares; 2025Q1: 335,826 shares; 2025Q2: 374,051 shares; 2025Q3: 376,264 shares; 2025Q4: 386,674 shares 386,674$18.1M2.99%+10,410Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 589,380 shares; 2025Q1: 551,157 shares; 2025Q2: 612,418 shares; 2025Q3: 633,416 shares; 2025Q4: 664,644 shares 664,644$16.6M2.74%+31,228Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,057 shares; 2025Q1: 3,164 shares; 2025Q2: 81,420 shares; 2025Q3: 81,278 shares; 2025Q4: 81,222 shares 81,222$15.1M2.5%-56Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,316 shares; 2025Q1: 65,843 shares; 2025Q2: 70,374 shares; 2025Q3: 81,171 shares; 2025Q4: 79,125 shares 79,125$9.57M1.58%-2,046Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,505 shares; 2025Q1: 29,837 shares; 2025Q2: 35,187 shares; 2025Q3: 35,804 shares; 2025Q4: 36,741 shares 36,741$7.68M1.27%+937Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,633 shares; 2025Q1: 36,724 shares; 2025Q2: 45,053 shares; 2025Q3: 45,519 shares; 2025Q4: 47,198 shares 47,198$6.76M1.12%+1,679Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,627 shares; 2025Q1: not reported; 2025Q2: 9,507 shares; 2025Q3: 95,790 shares; 2025Q4: 101,384 shares 101,384$5.12M0.85%+5,594Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,539 shares; 2025Q1: 71,507 shares; 2025Q2: 73,387 shares; 2025Q3: 73,392 shares; 2025Q4: 73,428 shares 73,428$3.44M0.57%+36Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,885 shares; 2025Q1: 36,166 shares; 2025Q2: 39,331 shares; 2025Q3: 45,258 shares; 2025Q4: 44,684 shares 44,684$3.2M0.53%-574Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,156 shares; 2025Q1: 87,861 shares; 2025Q2: 119,617 shares; 2025Q3: 124,358 shares; 2025Q4: 132,063 shares 132,063$2.95M0.49%+7,705Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,819 shares; 2025Q1: 73,207 shares; 2025Q2: 86,194 shares; 2025Q3: 89,222 shares; 2025Q4: 92,465 shares 92,465$2.79M0.46%+3,243Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,098 shares; 2025Q1: 54,084 shares; 2025Q2: 51,415 shares; 2025Q3: 53,667 shares; 2025Q4: 55,906 shares 55,906$2.77M0.46%+2,239Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,315 shares; 2025Q1: 41,251 shares; 2025Q2: 44,623 shares; 2025Q3: 44,351 shares; 2025Q4: 44,266 shares 44,266$2.03M0.34%-85Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,458 shares; 2025Q1: 37,923 shares; 2025Q2: 40,597 shares; 2025Q3: 41,731 shares; 2025Q4: 42,216 shares 42,216$2.03M0.33%+485Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,237 shares; 2025Q1: 14,851 shares; 2025Q2: 11,204 shares; 2025Q3: 11,230 shares; 2025Q4: 11,261 shares 11,261$1.45M0.24%+31Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,047 shares; 2025Q1: 30,912 shares; 2025Q2: 40,047 shares; 2025Q3: 40,047 shares; 2025Q4: 46,616 shares 46,616$910K0.15%+6,569Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,651 shares; 2025Q1: 13,151 shares; 2025Q2: 16,390 shares; 2025Q3: 19,080 shares; 2025Q4: 18,969 shares 18,969$872K0.14%-111Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,636 shares; 2025Q1: 4,000 shares; 2025Q2: 3,462 shares; 2025Q3: 3,209 shares; 2025Q4: 3,166 shares 3,166$861K0.14%-43Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,260 shares; 2025Q1: 7,131 shares; 2025Q2: 7,887 shares; 2025Q3: 8,663 shares; 2025Q4: 9,024 shares 9,024$808K0.13%+361Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,197 shares; 2025Q1: 9,447 shares; 2025Q2: 9,341 shares; 2025Q3: 9,341 shares; 2025Q4: 9,515 shares 9,515$805K0.13%+174Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares 3,523$765K0.13%newTimeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,835 shares; 2025Q1: 14,054 shares; 2025Q2: 14,765 shares; 2025Q3: 17,359 shares; 2025Q4: 16,979 shares 16,979$750K0.12%-380Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,506 shares; 2025Q1: 1,372 shares; 2025Q2: 1,535 shares; 2025Q3: 1,531 shares; 2025Q4: 1,491 shares 1,491$721K0.12%-40Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 805 shares; 2025Q1: 704 shares; 2025Q2: 810 shares; 2025Q3: 812 shares; 2025Q4: 825 shares 825$563K0.09%+13Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,466 shares; 2025Q2: 1,330 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares 1,331$418K0.07%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,068 shares; 2025Q2: 1,591 shares; 2025Q3: 1,665 shares; 2025Q4: 1,797 shares 1,797$415K0.07%+132Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,254 shares; 2025Q1: 6,717 shares; 2025Q2: 7,260 shares; 2025Q3: 6,705 shares; 2025Q4: 6,282 shares 6,282$408K0.07%-423Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,531 shares; 2025Q1: 6,367 shares; 2025Q2: 6,895 shares; 2025Q3: 6,949 shares; 2025Q4: 7,335 shares 7,335$392K0.06%+386Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 946 shares 946$375K0.06%+26Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,306 shares; 2025Q1: 10,204 shares; 2025Q2: 10,016 shares; 2025Q3: 10,016 shares; 2025Q4: 9,160 shares 9,160$374K0.06%-856Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,222 shares; 2025Q2: 1,990 shares; 2025Q3: 1,997 shares; 2025Q4: 1,952 shares 1,952$374K0.06%-45Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,667 shares; 2025Q1: 2,776 shares; 2025Q2: 2,598 shares; 2025Q3: 2,605 shares; 2025Q4: 2,604 shares 2,604$367K0.06%-1Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,834 shares; 2025Q1: 4,209 shares; 2025Q2: 7,465 shares; 2025Q3: 7,641 shares; 2025Q4: 6,989 shares 6,989$338K0.06%-652Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,716 shares; 2025Q1: 7,241 shares; 2025Q2: 8,716 shares; 2025Q3: 8,716 shares; 2025Q4: 8,716 shares 8,716$328K0.05%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000$285K0.05%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807 shares 807$279K0.05%newTimeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 10,115 shares; 2025Q2: 3,596 shares; 2025Q3: 3,595 shares; 2025Q4: 3,731 shares 3,731$269K0.04%+136Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,201 shares; 2025Q1: 10,742 shares; 2025Q2: 21,092 shares; 2025Q3: 19,342 shares; 2025Q4: 19,092 shares 19,092$238K0.04%-250Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares 2,063$230K0.04%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,207 shares; 2025Q4: 2,238 shares 2,238$215K0.04%+31Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares 2,466$202K0.03%newTimeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,256 shares; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 4,511 shares 4,511$202K0.03%+2,255Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
BILSPDR SERIES TRUST78,686$7.22Mshares
DNAGINKGO BIOWORKS HOLDINGS INC15,165$221Kshares

How Q4 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 0001630939-26-000003 base2026-01-07acceptance time not in the bulk data set