• 13F History

Boston Standard Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$455M
Signature - Title
Zachary Bouchard - Managing Partner
Location
Winchester, MA
Summary
This page shows a list of all the recent 13F filings made by Boston Standard Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boston Standard Wealth Management, LLC reported 47 stock holdings with total value $455M as of Q1 2025. Top holdings included VTI, BND, SPDW, IAGG, and SPTM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 47 $455M +$2.6M -$42.8M -$40.2M VTI, BND, SPDW, IAGG, SPTM 13F-HR 4/8/2025, 03:23 PM
Q4 2024 47 $515M +$18.3M -$9.96M +$8.3M VTI, BND, IAGG, SPDW, SPTM 13F-HR 1/27/2025, 08:49 AM
Q3 2024 47 $514M +$41.2M -$13M +$28.2M VTI, BND, SPDW, IAGG, SPTM 13F-HR 10/7/2024, 08:56 AM
Q2 2024 47 $455M +$13M -$3.51M +$9.45M VTI, BND, SPDW, IAGG, SPTM 13F-HR 7/10/2024, 05:07 PM
Q1 2024 46 $442M +$20.5M -$8.71M +$11.7M VTI, BND, SPDW, IAGG, SPTM 13F-HR 4/11/2024, 09:18 AM
Q4 2023 42 $376M VTI, BND, SPDW, IAGG, SPTS 13F-HR 1/8/2024, 03:21 PM
Q3 2023 43 $379M +$11M -$8.7M +$2.33M VTI, BND, SPDW, IAGG, SPTS 13F-HR 10/10/2023, 10:49 AM
Q2 2023 41 $391M +$31.3M -$1.38M +$29.9M VTI, BND, SPDW, IAGG, SPTM 13F-HR 7/6/2023, 10:49 AM
Q1 2023 39 $348M +$832K -$6.02M -$5.19M VTI, BND, SPDW, IAGG, SPTM 13F-HR 4/4/2023, 02:22 PM
Q4 2022 40 $337M +$24M -$187K +$23.8M VTI, BND, SPDW, IAGG, SPTM 13F-HR 1/10/2023, 12:16 PM
Q3 2022 37 $298M +$9.57M -$2.38M +$7.19M VTI, BND, SPDW, IAGG, SPTM 13F-HR 10/13/2022, 02:20 PM
Q2 2022 39 $311M +$42.6M -$36.8M +$5.86M VTI, BND, SPDW, IAGG, SPTM 13F-HR 7/12/2022, 01:29 PM
Q1 2022 40 $349M +$12.9M -$156M -$143M VTI, SPAB, SPDW, IAGG, SPTM 13F-HR 4/12/2022, 01:17 PM
Q4 2021 38 $341M +$12.2M -$2.4M +$9.84M VTI, SPAB, SPDW, IAGG, SPTM 13F-HR 1/18/2022, 12:39 PM
Q3 2021 40 $335M +$9.09M -$1.59M +$7.5M VTI, SPAB, SPDW, IAGG, SPTS 13F-HR 10/7/2021, 02:14 PM
Q2 2021 37 $331M +$15M -$7.84M +$7.2M VTI, SPAB, SPDW, IAGG, SPTM 13F-HR 7/13/2021, 10:35 AM
Q1 2021 37 $307M +$43M -$14.4M +$28.6M VTI, SPAB, SPDW, SPTM, IAGG 13F-HR 4/19/2021, 10:01 AM
Q4 2020 35 $269M +$49M -$42.5M +$6.54M VTI, SPTM, SPAB, SPDW, IAGG 13F-HR 1/12/2021, 07:35 AM
Q3 2020 36 $237M +$13.6M -$8.67M +$4.88M SPTM, VTI, SPAB, SPDW, IAGG 13F-HR 10/20/2020, 10:45 AM
Q2 2020 34 $221M +$7.61M -$861K +$6.75M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 7/6/2020, 02:43 PM
Q1 2020 32 $184M +$5.01M -$2.85M +$2.16M SPTM, SPAB, IAGG, SPDW, VTI 13F-HR 4/13/2020, 10:09 AM
Q4 2019 31 $224M +$6.24M -$605K +$5.64M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 1/6/2020, 10:40 AM
Q3 2019 29 $207M +$6.4M -$236K +$6.16M SPTM, SPAB, SPDW, IAGG, VTI 13F-HR 10/8/2019, 11:38 AM
Q2 2019 33 $204M +$10.6M -$15.5M -$4.83M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 7/9/2019, 09:34 AM
Q1 2019 31 $191M +$9.03M -$15.5M -$6.5M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 4/11/2019, 10:43 AM
Q4 2018 27 $167M +$8.54M -$6.27M +$2.27M SPTM, SPAB, SPDW, IAGG, VTI 13F-HR 1/10/2019, 10:44 AM
Q3 2018 30 $184M +$26.5M -$6.03M +$20.5M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 10/3/2018, 11:43 AM
Q1 2018 28 $160M +$7.45M -$3.51M +$3.94M SPTM, SPAB, VTI, SPDW, IAGG Restatement 4/10/2018, 09:40 AM
Q4 2017 29 $157M +$111M -$103M +$7.61M SPTM, SPAB, VTI, SPDW, IAGG 13F-HR 1/9/2018, 02:01 PM
Q3 2017 21 $150M +$2.03M -$622K +$1.4M VTI, VEU, BND, BNDX, VXF 13F-HR 10/12/2017, 12:46 PM
Q2 2017 21 $144M +$5.99M -$1.6M +$4.39M VTI, VEU, BND, BNDX, VXF 13F-HR 7/7/2017, 12:11 PM
Q1 2017 19 $129M +$6.31M -$1.52M +$4.79M VTI, VEU, BND, BNDX, VXF 13F-HR 4/6/2017, 10:06 AM
Q4 2016 20 $126M +$4.47M -$1.1M +$3.37M VTI, VEU, BND, BNDX, VXF 13F-HR 1/12/2017, 08:08 AM
Q3 2016 22 $123M +$6.83M -$460K +$6.37M VTI, VEU, BND, BNDX, VXF 13F-HR 10/11/2016, 12:52 PM
Q2 2016 23 $114M +$7.59M -$3.11M +$4.48M VTI, VEU, BND, BNDX, VXF 13F-HR 7/11/2016, 01:58 PM
Q1 2016 23 $108M +$9.98M -$4.49M +$5.49M VTI, VEU, BND, BNDX, BSV 13F-HR 4/7/2016, 01:15 PM
Q4 2015 16 $98.1M +$3.49M -$3.26M +$229K VTI, VEU, BND, BNDX, BSV 13F-HR 1/7/2016, 02:33 PM
Q3 2015 22 $98.3M +$3.33M -$1.23M +$2.1M VTI, VEU, BND, BNDX, BSV 13F-HR 10/9/2015, 10:50 AM
Q2 2015 26 $107M +$10.2M -$1.49M +$8.7M VTI, VEU, BND, BNDX, DJP 13F-HR 7/13/2015, 11:31 AM
Q1 2015 24 $105M +$11.1M -$2.29M +$8.81M VTI, VEU, BND, BNDX, DJP 13F-HR 4/15/2015, 04:16 PM
Q4 2014 26 $99M VTI, VEU, BND, BNDX, BSV 13F-HR 1/21/2015, 01:08 PM