Boston Standard Wealth Management, LLC
RIA/Wealth
Boston Standard Wealth Management, LLC is a RIA/Wealth based in Winchester, MA led by Zachary Conover Bouchard, managing $590.8M across 44 long positions as of Q3 2025 with 97% ETF concentration, 84% concentrated in top 10 holdings, and 37% allocation to VTI.
CCOZachary Conover Bouchard
- Portfolio Value
- $590.8M
- Positions
- 44
- Top Holding
- VTI at 37.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Boston Standard Wealth Management, LLC's portfolio (84% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $218.8M | 37.03% | -$3.3M Sold | — 666.7K shares | |
ETF ETF | $66.0M | 11.18% | +$2.5M Bought | — 887.9K shares | |
ETF ETF | $42.0M | 7.10% | -$1.1M Sold | — 980.5K shares | |
ETF ETF | $37.8M | 6.40% | +$1.2M Bought | — 738.6K shares | |
ETF ETF | $27.6M | 4.67% | +$69.4K Bought | — 342.4K shares | |
ETF ETF | $23.0M | 3.90% | +$1.1M Bought | — 785.2K shares | |
ETF ETF | $21.6M | 3.66% | -$3.2M Sold | — 202.9K shares | |
ETF ETF | $21.0M | 3.56% | -$59.1K Sold | — 294.9K shares | |
ETF ETF | $21.0M | 3.55% | -$400.2K Sold | — 387.6K shares | |
ETF ETF | $17.4M | 2.95% | +$102.5K Bought | — 376.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Boston Standard Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+907.57% | |
+50.31% | |
+17.57% | |
+16.41% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-13.68% | |
-12.88% | |
-7.64% |
Analytics
Portfolio insights and performance metrics for Boston Standard Wealth Management, LLC
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