Boston Standard Wealth Management, LLC
Net buyer this quarter
$6.89B
17
+$1.2M
7.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2026 | |||||
 SPTS | $24.8M | 4.06% | Not reported | +3.4% | Q1 2018 |
 NVDA | $14.3M | 2.34% | 0.00% | -0.1% | Q1 2024 |
 AAPL | $791K | 0.13% | 0.00% | -1.6% | Q3 2015 |
 BA | $733K | 0.12% | 0.00% | Not reported | Q4 2025 |
 MSFT | $566K | 0.09% | 0.00% | +2.2% | Q1 2023 |
| SPY | $542K | 0.09% | Not reported | +0.2% | Q3 2023 |
 DJP | $413K | 0.07% | Not reported | Not reported | Q3 2015 |
| GLD | $411K | 0.07% | 0.00% | Not reported | Q2 2025 |
 AMZN | $400K | 0.07% | 0.00% | +5.5% | Q2 2024 |
 MU | $364K | 0.06% | 0.00% | Not reported | Q4 2025 |
 GOOG | $355K | 0.06% | Not reported | -9.3% | Q1 2024 |
 AVGO | $321K | 0.05% | 0.00% | +26.9% | Q4 2025 |
 WMT | $255K | 0.04% | 0.00% | Not reported | Q2 2025 |
 SLV | $230K | 0.04% | 0.00% | New | Q1 2026 |
 HAS | $221K | 0.04% | 0.00% | Not reported | Q4 2025 |
 JMIA | $144K | 0.02% | 0.01% | +9.4% | Q2 2024 |
 DNA | $96.8K | 0.02% | 0.02% | Not reported | Q1 2023 |
| Q4 2025 | |||||
| SPTS | $24.1M | 3.99% | Not reported | +5.0% | Q1 2018 |
| NVDA | $15.1M | 2.50% | 0.00% | -0.1% | Q1 2024 |
| AAPL | $861K | 0.14% | 0.00% | -1.3% | Q3 2015 |
| BA | $765K | 0.13% | 0.00% | New | Q4 2025 |
| MSFT | $721K | 0.12% | 0.00% | -2.6% | Q1 2023 |
| SPY | $563K | 0.09% | Not reported | +1.6% | Q3 2023 |
| GOOG | $418K | 0.07% | Not reported | Not reported | Q1 2024 |
| AMZN | $415K | 0.07% | 0.00% | +7.9% | Q2 2024 |
| GLD | $375K | 0.06% | 0.00% | +2.8% | Q2 2025 |
| DJP | $328K | 0.05% | Not reported | Not reported | Q3 2015 |
| MU | $285K | 0.05% | 0.00% | New | Q4 2025 |
| AVGO | $279K | 0.05% | 0.00% | New | Q4 2025 |
| JMIA | $238K | 0.04% | 0.01% | -1.3% | Q2 2024 |
| WMT | $230K | 0.04% | 0.00% | Not reported | Q2 2025 |
| HAS | $202K | 0.03% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SPTS | $23M | 3.87% | Not reported | +5.0% | Q1 2018 |
| NVDA | $15.2M | 2.55% | 0.00% | -0.2% | Q1 2024 |
| AAPL | $817K | 0.14% | 0.00% | -7.3% | Q3 2015 |
| MSFT | $793K | 0.13% | 0.00% | -0.3% | Q1 2023 |
| SPY | $541K | 0.09% | Not reported | +0.3% | Q3 2023 |
| AMZN | $366K | 0.06% | 0.00% | +4.7% | Q2 2024 |
| GLD | $327K | 0.05% | 0.00% | Not reported | Q2 2025 |
| GOOG | $324K | 0.05% | Not reported | +0.1% | Q1 2024 |
| DJP | $309K | 0.05% | Not reported | Not reported | Q3 2015 |
| JMIA | $225K | 0.04% | 0.01% | -8.3% | Q2 2024 |
| DNA | $221K | 0.04% | 0.03% | Not reported | Q1 2023 |
| WMT | $213K | 0.04% | 0.00% | -13.7% | Q2 2025 |
| Q2 2025 | |||||
| SPTS | $21.9M | 3.94% | Not reported | Not reported | Q1 2018 |
| NVDA | $12.9M | 2.32% | 0.00% | Not reported | Q1 2024 |
| MSFT | $763K | 0.14% | 0.00% | Not reported | Q1 2023 |
| AAPL | $710K | 0.13% | 0.00% | Not reported | Q3 2015 |
| SPY | $500K | 0.09% | Not reported | Not reported | Q3 2023 |
| AMZN | $349K | 0.06% | 0.00% | Not reported | Q2 2024 |
| DJP | $296K | 0.05% | Not reported | Not reported | Q3 2015 |
| GLD | $280K | 0.05% | 0.00% | New | Q2 2025 |
| GOOG | $236K | 0.04% | Not reported | Not reported | Q1 2024 |
| WMT | $234K | 0.04% | 0.00% | New | Q2 2025 |
 ACN | $208K | 0.04% | 0.00% | Not reported | Q1 2023 |
| JMIA | $85K | 0.02% | 0.01% | Not reported | Q2 2024 |