Boston Standard Wealth Management, LLC Portfolio Holdings
Q3 2025•44 long positions•$590.8M portfolio value
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Holding46 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $218.8M 37.03% | -$3.3M Sold | — 666.7K shares | 676.8K → 666.7K −$3.3M | -1.5% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $66.0M 11.18% | +$2.5M Bought | — 887.9K shares | 854.7K → 887.9K +$2.5M | +3.88% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $42.0M 7.1% | -$1.1M Sold | — 980.5K shares | 1.0M → 980.5K −$1.1M | -2.56% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $37.8M 6.4% | +$1.2M Bought | — 738.6K shares | 714.7K → 738.6K +$1.2M | +3.34% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $27.6M 4.67% | +$69.4K Bought | — 342.4K shares | 341.6K → 342.4K +$69.4K | +0.25% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $23.0M 3.9% | +$1.1M Bought | — 785.2K shares | 747.6K → 785.2K +$1.1M | +5.03% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $21.6M 3.66% | -$3.2M Sold | — 202.9K shares | 232.9K → 202.9K −$3.2M | -12.88% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $21.0M 3.56% | -$59.1K Sold | — 294.9K shares | 295.7K → 294.9K −$59.1K | -0.28% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $21.0M 3.55% | -$400.2K Sold | — 387.6K shares | 395.0K → 387.6K −$400.2K | -1.87% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $17.4M 2.95% | +$102.5K Bought | — 376.3K shares | 374.1K → 376.3K +$102.5K | +0.59% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $16.2M 2.74% | +$536.7K Bought | — 633.4K shares | 612.4K → 633.4K +$536.7K | +3.43% | — — | Q3 2018 Held for 7y 2m | |
Semiconductors Technology | $15.2M 2.57% | -$26.5K Sold | 0.0% 81.3K shares | 81.4K → 81.3K −$26.5K | -0.17% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.6M 1.63% | +$1.3M Bought | — 81.2K shares | 70.4K → 81.2K +$1.3M | +15.34% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $7.5M 1.27% | +$129.2K Bought | — 35.8K shares | 35.2K → 35.8K +$129.2K | +1.75% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $7.2M 1.22% | +$2.4M Bought | — 78.7K shares | 52.3K → 78.7K +$2.4M | +50.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.5M 1.1% | +$66.4K Bought | — 45.5K shares | 45.1K → 45.5K +$66.4K | +1.03% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $4.8M 0.818% | +$4.4M Bought | — 95.8K shares | 9.5K → 95.8K +$4.4M | +907.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 0.581% | +$234.1 Bought | — 73.4K shares | 73.4K → 73.4K +$234.1 | +0.01% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $3.1M 0.531% | +$411.2K Bought | — 45.3K shares | 39.3K → 45.3K +$411.2K | +15.07% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.7M 0.46% | +$114.0K Bought | — 53.7K shares | 51.4K → 53.7K +$114.0K | +4.38% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.7M 0.457% | +$91.7K Bought | — 89.2K shares | 86.2K → 89.2K +$91.7K | +3.51% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $2.0M 0.341% | -$12.4K Sold | — 44.4K shares | 44.6K → 44.4K −$12.4K | -0.61% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $2.0M 0.341% | +$54.7K Bought | — 41.7K shares | 40.6K → 41.7K +$54.7K | +2.79% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $1.4M 0.239% | +$3.3K Bought | — 11.2K shares | 11.2K → 11.2K +$3.3K | +0.23% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $862.6K 0.146% | — | — 40.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $860.1K 0.146% | +$121.3K Bought | — 19.1K shares | 16.4K → 19.1K +$121.3K | +16.41% | — — | Q2 2020 Held for 5y 5m | |
Consumer Electronics Technology | $817.1K 0.138% | -$64.4K Sold | 0.0% 3.2K shares | 3.5K → 3.2K −$64.4K | -7.31% | $3.78T Mega Cap | Q2 2019 Held for 6y 5m | |
Software - Infrastructure Technology | $793.0K 0.134% | -$2.1K Sold | 0.0% 1.5K shares | 1.5K → 1.5K −$2.1K | -0.26% | $3.85T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $771.4K 0.131% | — | — 9.3K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $763.6K 0.129% | +$68.4K Bought | — 8.7K shares | 7.9K → 8.7K +$68.4K | +9.84% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $753.7K 0.128% | +$112.6K Bought | — 17.4K shares | 14.8K → 17.4K +$112.6K | +17.57% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $540.9K 0.092% | +$1.3K Bought | — 812.0 shares | 810.0 → 812.0 +$1.3K | +0.25% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $431.7K 0.073% | -$35.7K Sold | — 6.7K shares | 7.3K → 6.7K −$35.7K | -7.64% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $402.4K 0.068% | — | — 10.0K shares | — | — | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $378.8K 0.064% | +$1.3K Bought | — 2.0K shares | 2.0K → 2.0K +$1.3K | +0.35% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $377.9K 0.064% | +$8.7K Bought | — 7.6K shares | 7.5K → 7.6K +$8.7K | +2.36% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $370.7K 0.063% | +$2.9K Bought | — 6.9K shares | 6.9K → 6.9K +$2.9K | +0.78% | — — | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $365.6K 0.062% | +$16.2K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$16.2K | +4.65% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $359.0K 0.061% | +$964.6 Bought | — 2.6K shares | 2.6K → 2.6K +$964.6 | +0.27% | — — | Q3 2018 Held for 7y 2m | |
Internet Content & Information Communication Services | $324.2K 0.055% | +$243.5 Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$243.5 | +0.08% | $2.95T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $263.9K 0.045% | -$73.4 Sold | — 3.6K shares | 3.6K → 3.6K −$73.4 | -0.03% | — — | Q3 2018 Held for 7y 2m | |
Discount Stores Consumer Defensive | $212.6K 0.036% | -$33.7K Sold | 0.0% 2.1K shares | 2.4K → 2.1K −$33.7K | -13.68% | $821.68B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $206.1K 0.035% | +$206.1K New | — 2.2K shares | 0 → 2.2K +$206.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $201.6K 0.034% | +$201.6K Bought | — 2.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
Information Technology Services Technology | - — | -$207.7K Sold | — - shares | 695.0 → 0 −$207.7K | Sold | $187.30B Large Cap | Q1 2022 Held for 3y 8m | |
Computer Hardware Technology | - — | - Sold | — - shares | 159.7K → 0 −- | Sold | — — | Q3 2025 Held for 2 months |
