§ 13F · FUND PROFILE
Boston Standard Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $555.1T (13F)Positions · 48Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 670K | $224.5T | 37.1% | ±0% |
| 2 | BND | VANGUARD BD INDEX FDS | 921K | $68.2T | 11.3% | +4% |
| 3 | SPDW | SPDR INDEX SHS FDS | 992K | $44.0T | 7.3% | +1% |
| 4 | IAGG | ISHARES TR | 787K | $39.4T | 6.5% | +7% |
| 5 | SPTM | SPDR SERIES TRUST | 333K | $27.5T | 4.5% | −3% |
| 6 | SPTS | SPDR SERIES TRUST | 825K | $24.1T | 4.0% | +5% |
| 7 | MUB | ISHARES TR | 210K | $22.5T | 3.7% | +4% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 298K | $21.9T | 3.6% | +1% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 394K | $21.2T | 3.5% | +2% |
| 10 | SPSM | SPDR SERIES TRUST | 387K | $18.1T | 3.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOSTON SIGNAL
AC read
Boston Standard Wealth Management, LLC is a Other fund managing $555132.0 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed