Boston Standard Wealth Management, LLC reported 15 positions worth $24.37M for the quarter ended Sep 30, 2026, up 14.3% on the prior quarter. It opened 2 new positions, added to 4, trimmed 7 and exited 1. Its largest holding is Nvidia Corp at 76% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | +5,916 | – | $280.10K | 1.15% |
| SPCX Space Exploration Technologies Corp | +1,334 | – | $201.25K | 0.826% |
| GLD Spdr Gold Trust | +427 | +45.1% | $162.72K | 2.15% |
| AVGO Broadcom Inc. | +162 | +13.3% | $56.92K | 1.99% |
| JMIA Jumia Technologies AG | +2,500 | +11.9% | $16.63K | 0.644% |
| AAPL Apple Inc. | +28 | +1.7% | $9.33K | 2.33% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WMT Walmart Inc. | -2,063 | -100.0% | $221.64K | Exited |
| MU Micron Technology Inc | -200 | -28.6% | $213.02K | 2.19% |
| DJP Barclays Bank Plc | -1,302 | -14.9% | $67.08K | 1.57% |
| NVDA Nvidia Corp | -53 | -0.1% | $12.10K | 75.98% |
| GOOG Alphabet Inc. | -27 | -2.2% | $9.20K | 1.69% |
| MSFT Microsoft Corp | -16 | -1.0% | $8.21K | 3.21% |
| AMZN Amazon Com Inc | -7 | -0.4% | $1.74K | 1.9% |
| HAS Hasbro, Inc. | -9 | -0.4% | $789.12 | 0.887% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WMT Walmart Inc. | -2,063 | $221.64K | 1.04% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 81.1K | $18.52M | 75.98% | -53 | -0.1% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 1,526 | $783.19K | 3.21% | -16 | -1.0% | Reduced | 0% |
| 3 | BA Boeing Co | Industrials | 3,523 | $655.45K | 2.69% | 0 | 0.0% | Unchanged | 0% |
| 4 | AAPL Apple Inc. | Technology | 1,707 | $568.72K | 2.33% | +28 | +1.7% | Added | 0% |
| 5 | MU Micron Technology Inc | Technology | 500 | $532.56K | 2.19% | -200 | -28.6% | Reduced | 0% |
| 6 | GLD Spdr Gold Trust | Financial Services | 1,373 | $523.22K | 2.15% | +427 | +45.1% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 1,381 | $485.26K | 1.99% | +162 | +13.3% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 1,860 | $463.42K | 1.9% | -7 | -0.4% | Reduced | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 1,207 | $411.30K | 1.69% | -27 | -2.2% | Reduced | 0% |
| 10 | DJP Barclays Bank Plc | Financial Services | 7,414 | $381.97K | 1.57% | -1,302 | -14.9% | Reduced | 0% |
| 11 | IBIT iShares Bitcoin Trust ETF | Others | 5,916 | $280.10K | 1.15% | +5,916 | – | New | 0% |
| 12 | HAS Hasbro, Inc. | Consumer Discretionary | 2,466 | $216.22K | 0.887% | -9 | -0.4% | Reduced | 0% |
| 13 | SPCX Space Exploration Technologies Corp | Industrials | 1,334 | $201.25K | 0.826% | +1,334 | – | New | 0% |
| 14 | DNA Ginkgo Bioworks Holdings, Inc. | Healthcare | 15.2K | $194.57K | 0.798% | 0 | 0.0% | Unchanged | 0.03% |
| 15 | JMIA Jumia Technologies AG | Technology | 23.6K | $156.83K | 0.644% | +2,500 | +11.9% | Added | 0.02% |
Tip. Select a row to see that position’s full history at Boston Standard Wealth Management.
As of its Q3 2026 13F filing, Boston Standard Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 76.0%, Microsoft Corp (MSFT) at 3.2%, Boeing Co (BA) at 2.7%, Apple Inc. (AAPL) at 2.3%, Micron Technology Inc (MU) at 2.2% of the reported portfolio.
Boston Standard Wealth Management, LLC reported a 13F portfolio worth $24.37M across 15 positions for Q3 2026. That is up 14.3% from the previous quarter.
Its largest purchases by value were iShares Bitcoin Trust ETF ($280.10K), Space Exploration Technologies Corp ($201.25K), Spdr Gold Trust ($162.72K). It opened 2 new positions.
Its largest sales by value were Walmart Inc. ($221.64K), Micron Technology Inc ($213.02K), Barclays Bank Plc ($67.08K). It exited 1 positions entirely.
From the Form 13F-HR reports Boston Standard Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.