Boston Standard Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Winchester, MA
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
49
Total value ($000)
$594,700
Net value change ($000)
+39,568 (7.1%)
New positions
3
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/2/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 13,071 6.4%
JMUB 4,363 924.4%
BND 3,099 4.9%
BIL 2,418 50.4%
NVDA 2,302 17.9%
SPTM 2,036 8.0%
ESGV 1,898 24.6%
SPSM 1,494 9.4%
VWO 1,464 7.5%
IAGG 1,324 3.6%
Top Reduces (Value $000, Stocks/ETFs)
MUB -2,725 -11.2%
ACN -208 -100.0%
WMT -21 -9.0%
AOR -15 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type