Boston Standard Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Winchester, MA
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$605,822
Net value change ($000)
+11,122 (1.9%)
New positions
4
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 5,757 2.6%
BND 2,177 3.3%
SPDW 2,079 5.0%
IAGG 1,530 4.0%
SPTS 1,127 4.9%
MUB 913 4.2%
VEU 853 4.1%
BA 765 NEW
SPSM 691 4.0%
REET 393 2.4%
Top Reduces (Value $000, Stocks/ETFs)
BIL -7,220 -100.0%
DNA -221 -100.0%
SPTM -122 -0.4%
MSFT -72 -9.1%
ESGV -43 -0.4%
BNDX -40 -10.6%
GWX -28 -7.0%
AOR -24 -5.6%
NVDA -17 -0.1%
RSP -5 -1.3%
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