Boston Standard Wealth Management, LLC - Portfolio Stock Holdings
Boston Standard Wealth Management, LLC disclosed 61 stock positions in a recent SEC 13F filing. $691,300,317 of stock holdings were filed, with the largest holdings including VTI, SPDW, and IAGG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $647,622,502 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
61Est. Stock Holding Value:
$691,300,317Top 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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