Boston Standard Wealth Management, LLC
Strategy in plain words
auto-generated from filingsBoston Standard Wealth Management, LLC is a wealth-management firm allocating client money, specialised in technology (85% of the long book), running a $610.9M US long book across 56 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD TOTAL BOND MARKET, STE STR SPDR PT DW EU ETF, ISHARES INTL AGGREGATE BOND, SS SPDR P S&P 1500 COMP ETF.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Boston Standard own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 81.2K | $14.3M | 2.3% | -0.1% |
| AAPL APPLE INC | Technology | 3.1K | $791K | 0.1% | -1.6% |
| BA BOEING CO/THE | Industrials | 3.5K | $733K | 0.1% | Held |
| MSFT MICROSOFT CORP | Technology | 1.5K | $566K | 0.1% | +2.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.9K | $400K | 0.1% | +5.5% |
| MU MICRON TECHNOLOGY INC | Technology | 1.0K | $364K | 0.1% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.2K | $355K | 0.1% | -9.3% |
| AVGO BROADCOM INC | Technology | 1.0K | $321K | 0.1% | +26.9% |
| WMT WALMART INC | Consumer discretionary | 2.1K | $255K | 0.0% | Held |
| HAS HASBRO INC | Other | 2.5K | $221K | 0.0% | Held |
| DNA GINKGO BIOWORKS HOLDINGS INC | Healthcare | 15.2K | $97K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 56 | $610.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 7, 2026 | 51 | $605.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 6, 2025 | 49 | $594.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 2, 2025 | 48 | $555.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 8, 2025 | 48 | $505.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 48 | $514.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 48 | $513.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 10, 2024 | 47 | $454.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 11, 2024 | 46 | $441.6M | canonical | SEC ↗ |