Boston Standard Wealth Management, LLC - Portfolio Stock Holdings
Boston Standard Wealth Management, LLC disclosed 63 stock positions in a recent SEC 13F filing. $695,879,411 of stock holdings were filed, with the largest holdings including VTI, VCRB, and SPDW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $647,622,502 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
63Est. Stock Holding Value:
$695,879,411Top Stock Holdings By Sector
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Portfolio Stock Holdings - Boston Standard Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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