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Zachary Bouchard

Boston Standard Wealth Management, Llc

Assets Managed
$689.345M
Holdings
59
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
12.85%(2Q avg: 6.84%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Boston Standard Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Boston Standard Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 689.345M in assets, with a quarterly growth rate of 12.85% and a 2-quarter average growth rate of 6.84%. The portfolio is managed by Zachary Bouchard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.1%
35.86%
$247.186M
667,332 shares@ $370.41 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -1.42%
6.85%
$47.217M
946,137 shares@ $49.91 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 4.46%
6.19%
$42.637M
849,268 shares@ $50.21 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -30.55%
5.88%
$40.503M
554,009 shares@ $73.11 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 181.37%
4.7%
$32.379M
421,187 shares@ $76.88 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 1.06%
4.48%
$30.878M
339,708 shares@ $90.9 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 4.95%
3.76%
$25.888M
895,179 shares@ $28.92 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 171.25%
3.62%
$24.941M
272,895 shares@ $91.4 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.67%
3.58%
$24.633M
296,966 shares@ $82.95 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 6.25%
3.52%
$24.199M
225,728 shares@ $107.21 avg price

1-10 of 59