Boston Standard Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 58 distinct companies.
The report lists the firm’s address as 31 Church Street, Suite 3, Winchester, MA 01890. Zachary Bouchard, identified as the Managing Partner, is listed as the authorized signatory for the report.
The portfolio is dominated by large-cap exchange-traded funds (ETFs), with the top holdings including the SPDR S&P 500 ETF Trust (78463X889) and the Vanguard Total Stock Market ETF (922908769). The firm also holds significant positions in the iShares Core MSCI Total International Stock ETF (46432F834) and the Vanguard International Equity Index Fund (922042775).
Among individual equities, the filing shows a position in NVIDIA Corporation (67066G104) with 81,081 shares. Other individual stock holdings include Alphabet Inc. Class C (02079K107) with 1,207 shares, Amazon.com Inc. (023135106) with 1,860 shares, and Apple Inc. (037833100) with 1,707 shares. The firm also lists positions in Micron Technology Inc. (595112103) and Microsoft Corporation (594918104).
The portfolio includes exposure to various sectors and asset classes, including energy, healthcare, and precious metals. Notable positions include the SPDR Gold Trust (78463V107) and the Invesco Exchange Traded Fund T-RAFI US 1500 (46137V597). The filing indicates that all positions are held as sole voting and dispositive power.
