Boston Standard Wealth Management, LLC

Portfolio Overview

Boston Standard Wealth Management, LLC reported a significant expansion in its 13F filing for the period ending December 31, 2025. The total portfolio value surged by 188.6%, growing from approximately $209.92 million in the prior quarter to $605.82 million. This dramatic increase in assets under management (AUM) suggests substantial net capital inflows or a consolidation of reporting entities. The portfolio consists of 51 holdings, demonstrating a highly diversified appr...