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Boston Standard Wealth Management, LLC
hedge fundUpdated 29 days agoManaged by Boston Standard Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$695.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $605.8M |
| Q1 2026 | $610.9M |
| Q2 2026 | $689.3M |
| Q3 2026 | $695.9M |
Top holdings
57 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $252M | 673.5K | 36.22% | Added(+0.9%) | |
| 2 | ? N/A VANGUARD MALVERN FDS | $72M | 978.5K | 10.35% | Added(+132.3%) |
| 3 | $47.6M | 948.3K | 6.84% | Added(+0.2%) | |
| 4 | $32.2M | 349.3K | 4.62% | Added(+2.8%) | |
| 5 | $30.6M | 645.4K | 4.39% | — | |
| 6 | $27.2M | 948.3K | 3.91% | Added(+5.9%) | |
| 7 | $27M | 548.1K | 3.87% | Trimmed(-35.5%) | |
| 8 | $24.8M | 298.8K | 3.56% | Added(+0.6%) | |
| 9 | $23M | 388.0K | 3.31% | Added(+1.3%) | |
| 10 | $19.9M | 376.2K | 2.86% | Trimmed(-0.2%) | |
| 11 | $19.8M | 216.4K | 2.85% | Trimmed(-20.7%) | |
| 12 | $18.5M | 81.1K | 2.66% | Trimmed(-0.1%) | |
| 13 | $17.8M | 691.0K | 2.56% | Added(+1.6%) | |
| 14 | $17.7M | 378.5K | 2.55% | Added(+5918.7%) | |
| 15 | $10.8M | 79.6K | 1.55% | Trimmed(-0.4%) | |
| 16 | $8.5M | 36.9K | 1.23% | Added(+1.3%) | |
| 17 | $6.9M | 44.2K | 0.99% | Added(+0.2%) | |
| 18 | $3.9M | 74.9K | 0.56% | Added(+2.8%) | |
| 19 | $3.5M | 42.8K | 0.50% | Added(+0.1%) | |
| 20 | $3.4M | 68.1K | 0.48% | Added(+9.8%) |