Boston Standard Wealth Management 13F annual report
Boston Standard Wealth Management is an investment fund managing more than $455 billion ran by Zachary Bouchard. There are currently 25 companies in Mr. Bouchard’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Bd Index Fds, together worth $229 billion.
$455 billion Assets Under Management (AUM)
As of 3rd July 2024, Boston Standard Wealth Management’s top holding is 672,589 shares of Vanguard Index Fds currently worth over $177 billion and making up 38.9% of the portfolio value.
In addition, the fund holds 725,675 shares of Vanguard Bd Index Fds worth $52.3 billion.
The third-largest holding is Spdr Index Shs Fds worth $36 billion and the next is Ishares Tr worth $67 billion, with 1,399,017 shares owned.
Currently, Boston Standard Wealth Management's portfolio is worth at least $455 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Boston Standard Wealth Management
The Boston Standard Wealth Management office and employees reside in Winchester, Massachusetts. According to the last 13-F report filed with the SEC, Zachary Bouchard serves as the Managing Partner at Boston Standard Wealth Management.
Recent trades
In the most recent 13F filing, Boston Standard Wealth Management revealed that it had opened a new position in
Desktop Metal and bought 206,081 shares worth $851 million.
This means they effectively own approximately 0.1% of the company.
Desktop Metal makes up
40.1%
of the fund's Technology sector allocation and has grown its share price by 182.6% in the past year.
The investment fund also strengthened its position in Vanguard Index Fds by buying
5,567 additional shares.
This makes their stake in Vanguard Index Fds total 672,589 shares worth $177 billion.
On the other hand, there are companies that Boston Standard Wealth Management is getting rid of from its portfolio.
Boston Standard Wealth Management closed its position in Desktop Metal on 10th July 2024.
It sold the previously owned 2,060,825 shares for $1.81 billion.
Zachary Bouchard also disclosed a decreased stake in Vanguard World Fd by approximately 0.1%.
This leaves the value of the investment at $8.43 billion and 102,009 shares.
One of the average hedge funds
The two most similar investment funds to Boston Standard Wealth Management are Bellwether Advisors and Diameter Capital Partners L.P.. They manage $455 billion and $455 billion respectively.
Zachary Bouchard investment strategy
Boston Standard Wealth Management’s portfolio is diversified across 4 sectors.
Currently, their heaviest sector is Technology — making up 0.5% of
the total portfolio value.
The fund focuses on investments in the United States as
24.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
20% of the total holdings value.
On the other hand, small-cap stocks make up only 4.0% of the portfolio.
The average market cap of the portfolio companies is close to $693 billion.
The complete list of Boston Standard Wealth Management trades based on 13F SEC filings
These positions were updated on July 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
0.83%
672,589
|
$176,978,000,000 | 38.90% |
| Vanguard Bd Index Fds |
6.56%
725,675
|
$52,285,000,000 | 11.49% |
| Spdr Index Shs Fds |
0.70%
1,023,091
|
$36,042,000,000 | 7.92% |
| Ishares Tr |
3.38%
1,399,017
|
$66,991,000,000 | 14.73% |
| Spdr Ser Tr |
2.27%
1,569,444
|
$66,164,000,000 | 14.54% |
| Vanguard Intl Equity Index F |
2.38%
665,424
|
$35,876,000,000 | 7.89% |
| Vanguard World Fd |
0.23%
102,009
|
$8,433,000,000 | 1.85% |
| Vanguard Malvern Fds |
6.66%
54,084
|
$2,625,000,000 | 0.58% |
| Nushares Etf Tr |
8.62%
87,861
|
$1,917,000,000 | 0.42% |
| Desktop Metal, Inc. |
Closed
2,060,825
|
$1,814,000,000 | |
| Invesco Exchange Traded Fd T |
0.84%
42,473
|
$1,774,000,000 | 0.39% |
| Desktop Metal, Inc. |
Opened
206,081
|
$851,000,000 | 0.19% |
| Apple Inc |
11.52%
4,000
|
$843,000,000 | 0.19% |
| Abrdn Etfs |
No change
30,912
|
$628,000,000 | 0.14% |
| Microsoft Corporation |
20.23%
1,372
|
$613,000,000 | 0.13% |
| Ishares Inc |
3.24%
14,054
|
$471,000,000 | 0.10% |
| NVIDIA Corp |
994.81%
3,164
|
$391,000,000 | 0.09% |
| Spdr Sp 500 Etf Tr |
0.28%
704
|
$383,000,000 | 0.08% |
| Alphabet Inc |
11.95%
1,466
|
$269,000,000 | 0.06% |
| Accenture Plc Ireland |
No change
840
|
$255,000,000 | 0.06% |
| Barclays Bank PLC |
No change
7,241
|
$232,000,000 | 0.05% |
| Target Corp |
Closed
1,170
|
$207,000,000 | |
| Amazon.com Inc. |
Opened
1,068
|
$206,000,000 | 0.05% |
| Select Sector Spdr Tr |
No change
2,256
|
$206,000,000 | 0.05% |
| Vanguard Charlotte Fds |
1.57%
4,209
|
$205,000,000 | 0.05% |
| Ginkgo Bioworks Holdings Inc |
No change
606,634
|
$203,000,000 | 0.04% |
| Jumia Technologies Ag |
Opened
10,742
|
$75,000,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 27 holdings | |||
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