Long-term investor
Boston Standard Wealth Management, LLC @bostonstandardwealthmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001630939).
Record
- Tracked since 2025-06-30 (465 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months +0.1% · 1 year -0.4% · all -0.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 36.2% · long · since 2025-09-30
- 922020748 · 10.4% · long · since 2026-03-31
- 78463X889 · 6.8% · long · since 2025-09-30
- 78464A805 · 4.6% · long · since 2025-09-30
- 922907746 · 4.4% · long · since 2026-09-30
- 78468R101 · 3.9% · long · since 2025-09-30
- 46435G672 · 3.9% · long · since 2025-09-30
- 922042775 · 3.6% · long · since 2025-09-30
- 922042858 · 3.3% · long · since 2025-09-30
- 78468R853 · 2.9% · long · since 2025-09-30
- 78468R663 · 2.8% · long · since 2025-09-30
- NVDA · 2.7% · long · since 2025-09-30