Filed: 7/2/2025ACC: 0001630939-25-000007
📋 What this filing means
BOSTON STANDARD WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $555.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$555.13M
Total AUM (reported)
7.34M
Total Shares
Allocation by class
TOTAL STK MKT$205.71M37.1%
TOTAL BND MRKT$62.93M11.3%
PORTFOLIO DEVLPD$40.75M7.3%
CORE INTL AGGR$36.51M6.6%
PORTFOLI S&P1500$25.58M4.6%
NATIONAL MUN ETF$24.33M4.4%
PORTFOLIO SH TSR$21.90M3.9%
Portfolio Concentration
Top 3$309.39M55.7%
4–10$163.67M29.5%
11–25$72.80M13.1%
Rest$9.28M1.7%
Top 3 weight
55.7%
Top 10 weight
85.2%
Voting Authority Distribution
Total shares with voting rights: 7.34M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.34M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
VANGUARD INDEX FDS
SOLEShares676.83K
TypeSH
Market value$205.71M
37.06%
Sole
0.00
Shared
0.00
None
676.83K
VANGUARD BD INDEX FDS
SOLEShares854.73K
TypeSH
Market value$62.93M
11.34%
Sole
0.00
Shared
0.00
None
854.73K
SPDR INDEX SHS FDS
SOLEShares1.01M
TypeSH
Market value$40.75M
7.34%
Sole
0.00
Shared
0.00
None
1.01M
ISHARES TR
SOLEShares714.67K
TypeSH
Market value$36.51M
6.58%
Sole
0.00
Shared
0.00
None
714.67K
SPDR SER TR
SOLEShares341.55K
TypeSH
Market value$25.58M
4.61%
Sole
0.00
Shared
0.00
None
341.55K
ISHARES TR
SOLEShares232.87K
TypeSH
Market value$24.33M
4.38%
Sole
0.00
Shared
0.00
None
232.87K
SPDR SER TR
SOLEShares747.61K
TypeSH
Market value$21.90M
3.94%
Sole
0.00
Shared
0.00
None
747.61K
VANGUARD INTL EQUITY INDEX F
SOLEShares295.69K
TypeSH
Market value$19.88M
3.58%
Sole
0.00
Shared
0.00
None
295.69K
VANGUARD INTL EQUITY INDEX F
SOLEShares395.01K
TypeSH
Market value$19.54M
3.52%
Sole
0.00
Shared
0.00
None
395.01K
SPDR SER TR
SOLEShares374.05K
TypeSH
Market value$15.94M
2.87%
Sole
0.00
Shared
0.00
None
374.05K
ISHARES TR
SOLEShares612.42K
TypeSH
Market value$15.13M
2.72%
Sole
0.00
Shared
0.00
None
612.42K
NVIDIA CORPORATION
SOLEShares81.42K
TypeSH
Market value$12.86M
2.32%
Sole
0.00
Shared
0.00
None
81.42K
VANGUARD WORLD FD
SOLEShares70.37K
TypeSH
Market value$7.72M
1.39%
Sole
0.00
Shared
0.00
None
70.37K
VANGUARD INDEX FDS
SOLEShares35.19K
TypeSH
Market value$6.78M
1.22%
Sole
0.00
Shared
0.00
None
35.19K
VANGUARD INTL EQUITY INDEX F
SOLEShares45.05K
TypeSH
Market value$6.05M
1.09%
Sole
0.00
Shared
0.00
None
45.05K
SPDR SER TR
SOLEShares52.35K
TypeSH
Market value$4.80M
0.87%
Sole
0.00
Shared
0.00
None
52.35K
SPDR INDEX SHS FDS
SOLEShares73.39K
TypeSH
Market value$3.14M
0.57%
Sole
0.00
Shared
0.00
None
73.39K
NUSHARES ETF TR
SOLEShares119.62K
TypeSH
Market value$2.66M
0.48%
Sole
0.00
Shared
0.00
None
119.62K
SPDR SER TR
SOLEShares86.19K
TypeSH
Market value$2.60M
0.47%
Sole
0.00
Shared
0.00
None
86.19K
VANGUARD MALVERN FDS
SOLEShares51.41K
TypeSH
Market value$2.58M
0.47%
Sole
0.00
Shared
0.00
None
51.41K
VANGUARD WORLD FD
SOLEShares39.33K
TypeSH
Market value$2.58M
0.46%
Sole
0.00
Shared
0.00
None
39.33K
SPDR SER TR
SOLEShares40.60K
TypeSH
Market value$1.94M
0.35%
Sole
0.00
Shared
0.00
None
40.60K
INVESCO EXCHANGE TRADED FD T
SOLEShares44.62K
TypeSH
Market value$1.81M
0.33%
Sole
0.00
Shared
0.00
None
44.62K
ISHARES TR
SOLEShares11.20K
TypeSH
Market value$1.30M
0.23%
Sole
0.00
Shared
0.00
None
11.20K
ABRDN ETFS
SOLEShares40.05K
TypeSH
Market value$832.0K
0.15%
Sole
0.00
Shared
0.00
None
40.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 676.83K | SH | $205.71M 37.06% | 0.00 | 0.00 | 676.83K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 854.73K | SH | $62.93M 11.34% | 0.00 | 0.00 | 854.73K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 1.01M | SH | $40.75M 7.34% | 0.00 | 0.00 | 1.01M |
ISHARES TRSOLE | CORE INTL AGGR | 714.67K | SH | $36.51M 6.58% | 0.00 | 0.00 | 714.67K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 341.55K | SH | $25.58M 4.61% | 0.00 | 0.00 | 341.55K |
ISHARES TRSOLE | NATIONAL MUN ETF | 232.87K | SH | $24.33M 4.38% | 0.00 | 0.00 | 232.87K |
SPDR SER TRSOLE | PORTFOLIO SH TSR | 747.61K | SH | $21.90M 3.94% | 0.00 | 0.00 | 747.61K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 295.69K | SH | $19.88M 3.58% | 0.00 | 0.00 | 295.69K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 395.01K | SH | $19.54M 3.52% | 0.00 | 0.00 | 395.01K |
SPDR SER TRSOLE | PORTFOLIO S&P600 | 374.05K | SH | $15.94M 2.87% | 0.00 | 0.00 | 374.05K |
ISHARES TRSOLE | GLOBAL REIT ETF | 612.42K | SH | $15.13M 2.72% | 0.00 | 0.00 | 612.42K |
NVIDIA CORPORATIONSOLE | COM | 81.42K | SH | $12.86M 2.32% | 0.00 | 0.00 | 81.42K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 70.37K | SH | $7.72M 1.39% | 0.00 | 0.00 | 70.37K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 35.19K | SH | $6.78M 1.22% | 0.00 | 0.00 | 35.19K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 45.05K | SH | $6.05M 1.09% | 0.00 | 0.00 | 45.05K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 52.35K | SH | $4.80M 0.87% | 0.00 | 0.00 | 52.35K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 73.39K | SH | $3.14M 0.57% | 0.00 | 0.00 | 73.39K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 119.62K | SH | $2.66M 0.48% | 0.00 | 0.00 | 119.62K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 86.19K | SH | $2.60M 0.47% | 0.00 | 0.00 | 86.19K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 51.41K | SH | $2.58M 0.47% | 0.00 | 0.00 | 51.41K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 39.33K | SH | $2.58M 0.46% | 0.00 | 0.00 | 39.33K |
SPDR SER TRSOLE | NUVEEN BLMBRG SH | 40.60K | SH | $1.94M 0.35% | 0.00 | 0.00 | 40.60K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 44.62K | SH | $1.81M 0.33% | 0.00 | 0.00 | 44.62K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 11.20K | SH | $1.30M 0.23% | 0.00 | 0.00 | 11.20K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 40.05K | SH | $832.0K 0.15% | 0.00 | 0.00 | 40.05K |
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