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Manager record

Boston Standard Wealth Management, LLC

Winchester, MA · CIK 1630939 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$695.88MReported 13F valueQ3 2026 · as filed
58Holdings listed
-89.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $555.1M$555.1MQ2 202548 holdingsQ3 2025: $594.7M$594.7MQ3 202549 holdingsQ4 2025: $605.8M$605.8MQ4 202551 holdingsQ1 2026: $610.9M$610.9MQ1 202656 holdingsQ2 2026: $6.9B$6.9BQ2 202660 holdingsQ3 2026: $695.9M$695.9MQ3 202658 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 07 2026 13F-HR · period Q3 2026

$695.88M · 58 holdings listed · View original SEC filing ↗
Jul 06 2026 13F-HR · period Q2 2026

$6.89B · 60 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$610.86M · 56 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$605.82M · 51 holdings listed · View original SEC filing ↗
Oct 06 2025 13F-HR · period Q3 2025

$594.70M · 49 holdings listed · View original SEC filing ↗
Jul 02 2025 13F-HR · period Q2 2025

$555.13M · 48 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 07, 2026 · Change methodology