BOSTON STANDARD WEALTH MANAGEMENT, LLC

Filed: 10/6/2025ACC: 0001630939-25-000008

📋 What this filing means

BOSTON STANDARD WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $594.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$594.70M

Total AUM (reported)

7.39M

Total Shares

Allocation by class

TOTAL STK MKT$218.78M36.8%

TOTAL BND MRKT$66.03M11.1%

PORTFOLIO DEVLPD$41.96M7.1%

CORE INTL AGGR$37.84M6.4%

PORTFOLI S&P1500$27.61M4.6%

PORTFOLIO SH TSR$23.02M3.9%

NATIONAL MUN ETF$21.61M3.6%

Portfolio Concentration

Top 3$326.77M54.9%

4–10$169.55M28.5%

11–25$87.24M14.7%

Rest$11.14M1.9%

Top 3 weight

54.9%

Top 10 weight

83.5%

Voting Authority Distribution

Total shares with voting rights: 7.39M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.39M

% of voting shares100.0%

Investment Discretion (by position count)

Sole49

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings49

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares666.66K

TypeSH

Market value$218.78M

36.79%

Sole

0.00

Shared

0.00

None

666.66K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares887.90K

TypeSH

Market value$66.03M

11.10%

Sole

0.00

Shared

0.00

None

887.90K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares980.55K

TypeSH

Market value$41.96M

7.06%

Sole

0.00

Shared

0.00

None

980.55K

ISHARES TR

SOLE

CORE INTL AGGR

Shares738.56K

TypeSH

Market value$37.84M

6.36%

Sole

0.00

Shared

0.00

None

738.56K

SPDR SER TR

SOLE

PORTFOLI S&P1500

Shares342.41K

TypeSH

Market value$27.61M

4.64%

Sole

0.00

Shared

0.00

None

342.41K

SPDR SER TR

SOLE

PORTFOLIO SH TSR

Shares785.24K

TypeSH

Market value$23.02M

3.87%

Sole

0.00

Shared

0.00

None

785.24K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares202.88K

TypeSH

Market value$21.61M

3.63%

Sole

0.00

Shared

0.00

None

202.88K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares294.86K

TypeSH

Market value$21.04M

3.54%

Sole

0.00

Shared

0.00

None

294.86K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares387.62K

TypeSH

Market value$21.00M

3.53%

Sole

0.00

Shared

0.00

None

387.62K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares376.26K

TypeSH

Market value$17.43M

2.93%

Sole

0.00

Shared

0.00

None

376.26K

ISHARES TR

SOLE

GLOBAL REIT ETF

Shares633.42K

TypeSH

Market value$16.19M

2.72%

Sole

0.00

Shared

0.00

None

633.42K

NVIDIA CORPORATION

SOLE

COM

Shares81.28K

TypeSH

Market value$15.16M

2.55%

Sole

0.00

Shared

0.00

None

81.28K

VANGUARD ESG US STOCK ETF

SOLE

ESGV

Shares81.17K

TypeSH

Market value$9.61M

1.62%

Sole

0.00

Shared

0.00

None

81.17K

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares35.80K

TypeSH

Market value$7.50M

1.26%

Sole

0.00

Shared

0.00

None

35.80K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares78.69K

TypeSH

Market value$7.22M

1.21%

Sole

0.00

Shared

0.00

None

78.69K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares45.52K

TypeSH

Market value$6.49M

1.09%

Sole

0.00

Shared

0.00

None

45.52K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares95.79K

TypeSH

Market value$4.83M

0.81%

Sole

0.00

Shared

0.00

None

95.79K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares73.39K

TypeSH

Market value$3.44M

0.58%

Sole

0.00

Shared

0.00

None

73.39K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares45.26K

TypeSH

Market value$3.14M

0.53%

Sole

0.00

Shared

0.00

None

45.26K

NUSHARES ETF TR

SOLE

NUVEEN ESG US

Shares124.36K

TypeSH

Market value$2.79M

0.47%

Sole

0.00

Shared

0.00

None

124.36K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares53.67K

TypeSH

Market value$2.72M

0.46%

Sole

0.00

Shared

0.00

None

53.67K

SPDR SER TR

SOLE

PORTFOLIO SHORT

Shares89.22K

TypeSH

Market value$2.70M

0.45%

Sole

0.00

Shared

0.00

None

89.22K

INVESCO EXCHANGE TRADED FD T

SOLE

RAFI US 1500

Shares44.35K

TypeSH

Market value$2.01M

0.34%

Sole

0.00

Shared

0.00

None

44.35K

SPDR SER TR

SOLE

NUVEEN BLMBRG SH

Shares41.73K

TypeSH

Market value$2.01M

0.34%

Sole

0.00

Shared

0.00

None

41.73K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares11.23K

TypeSH

Market value$1.42M

0.24%

Sole

0.00

Shared

0.00

None

11.23K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	666.66K	SH	$218.78M 36.79%	666.66K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	887.90K	SH	$66.03M 11.10%	887.90K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	980.55K	SH	$41.96M 7.06%	980.55K
ISHARES TRSOLE	CORE INTL AGGR	738.56K	SH	$37.84M 6.36%	738.56K
SPDR SER TRSOLE	PORTFOLI S&P1500	342.41K	SH	$27.61M 4.64%	342.41K
SPDR SER TRSOLE	PORTFOLIO SH TSR	785.24K	SH	$23.02M 3.87%	785.24K
ISHARES TRSOLE	NATIONAL MUN ETF	202.88K	SH	$21.61M 3.63%	202.88K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	294.86K	SH	$21.04M 3.54%	294.86K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	387.62K	SH	$21.00M 3.53%	387.62K
SPDR SER TRSOLE	PORTFOLIO S&P600	376.26K	SH	$17.43M 2.93%	376.26K
ISHARES TRSOLE	GLOBAL REIT ETF	633.42K	SH	$16.19M 2.72%	633.42K
NVIDIA CORPORATIONSOLE	COM	81.28K	SH	$15.16M 2.55%	81.28K
VANGUARD ESG US STOCK ETFSOLE	ESGV	81.17K	SH	$9.61M 1.62%	81.17K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	35.80K	SH	$7.50M 1.26%	35.80K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	78.69K	SH	$7.22M 1.21%	78.69K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	45.52K	SH	$6.49M 1.09%	45.52K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	95.79K	SH	$4.83M 0.81%	95.79K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	73.39K	SH	$3.44M 0.58%	73.39K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	45.26K	SH	$3.14M 0.53%	45.26K
NUSHARES ETF TRSOLE	NUVEEN ESG US	124.36K	SH	$2.79M 0.47%	124.36K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	53.67K	SH	$2.72M 0.46%	53.67K
SPDR SER TRSOLE	PORTFOLIO SHORT	89.22K	SH	$2.70M 0.45%	89.22K
INVESCO EXCHANGE TRADED FD TSOLE	RAFI US 1500	44.35K	SH	$2.01M 0.34%	44.35K
SPDR SER TRSOLE	NUVEEN BLMBRG SH	41.73K	SH	$2.01M 0.34%	41.73K
ISHARES TRSOLE	ESG MSCI KLD 400	11.23K	SH	$1.42M 0.24%	11.23K

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