Portfolio (Quarterly) Guide ↗

Boston Standard Wealth Management, LLC

· CIK 0001630939

13F Portfolio $606M AUM 51 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 4 New 26 Added 12 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BIL	SPDR SER TR	—	78,686	$7.2M	1.21%	SOLD
2	DNA	GINKGO BIOWORKS HLDG CLASS A	Healthcare	15,165	$221K	0.04%	SOLD

Sector Allocation

Technology 83.0%

Financial Services 6.1%

Consumer Cyclical 4.1%

Industrials 3.7%

Communication Services 2.0%

Consumer Defensive 1.1%