Boston Standard Wealth Management, LLC
All 13F Filings
- Location
- Winchester, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 605,822
- Description
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- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 511.6 K | 84.4% | 0 | 979 | -979 |
| ETFs | 94.23 K | 15.6% | 12.1 K | 0 | 12.1 K |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
605,822
Holdings
51
QoQ value change ($000)
11,122
(1.9%)
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.