Boston Standard Wealth Management, LLC
All 13F Filings
- Location
- Winchester, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 695,883
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 57 | 695,883 | 13F-HR | Boston Standard Wealth Management, LLC |
| Q2 2026 | 7/6/2026 | 59 | 689,345 | 13F-HR | Boston Standard Wealth Management, LLC |
| Q1 2026 | 4/20/2026 | 56 | 610,856 | 13F-HR | Boston Standard Wealth Management, LLC |
| Q4 2025 | 1/7/2026 | 51 | 605,822 | 13F-HR | Boston Standard Wealth Management, LLC |
| Q3 2025 | 10/6/2025 | 49 | 594,700 | 13F-HR | Boston Standard Wealth Management, LLC |
| Q2 2025 | 7/2/2025 | 48 | 555,132 | 13F-HR | Boston Standard Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.99 K | 3.6% | 2.547 K | 0 | 2.547 K |
| ETFs | 670.9 K | 96.4% | 3.991 K | 0 | 3.991 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
695,883
Holdings
57
QoQ value change ($000)
6,538
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.