Managers / Q1 2020 · view latest →
Boston Standard Wealth Management, LLC
CIK 0001630939 · 31 CHURCH STREET, SUITE 3, WINCHESTER, MA, 01890 · 781-721-0072
Reported Value
$184.0B
Q1 2020
Positions
32
Filings on Record
31
2019–present window
Filed
Apr 13, 2020
original filing
Summary
Boston Standard Wealth Management, Llc reported $184.0B in U.S.-listed holdings across 32 positions for Q1 2020.
The portfolio is heavily concentrated: SPTM alone accounts for 29.0% of reported value.
Compared with Q4 2019, the fund opened 1 new position and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $689M | 59 | Jul 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $611M | 56 | Apr 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $606M | 51 | Jan 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $595M | 49 | Oct 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $555M | 48 | Jul 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $455M | 47 | Apr 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $515M | 47 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $514M | 47 | Oct 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $455M | 47 | Jul 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $442M | 46 | Apr 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $379M | 43 | Jan 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $379M | 43 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $391M | 41 | Jul 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $348M | 40 | Apr 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $337.0B | 40 | Jan 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $297.6B | 37 | Oct 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $310.7B | 39 | Jul 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $348.8B | 40 | Apr 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $358.6B | 39 | Jan 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $334.6B | 40 | Oct 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $330.5B | 37 | Jul 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $307.4B | 37 | Apr 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $268.6B | 35 | Jan 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $237.3B | 36 | Oct 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $221.3B | 34 | Jul 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $184.0B | 32 | Apr 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $223.9B | 31 | Jan 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $207.4B | 29 | Oct 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $204.5B | 33 | Jul 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $192.2B | 32 | Apr 11, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $168.1B | 29 | Jan 10, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.