Boston Standard Wealth Management

Latest statistics and disclosures from Boston Standard Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, SPDW, IAGG, BND, VCRB, and represent 59.47% of Boston Standard Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VCRB (+$21M), BIL (+$16M), IAGG, MUB, SPTS, VEU, NUBD, SPTM, FYX, SCHG.
  • Started 4 new stock positions in FYX, VGT, SCHG, FNX.
  • Reduced shares in these 10 stocks: BND (-$18M), SPDW, SPSM, AAPL, MU, VWO, VTI, VSS, , VXF.
  • Sold out of its position in SLV.
  • Boston Standard Wealth Management was a net buyer of stock by $23M.
  • Boston Standard Wealth Management has $689M in assets under management (AUM), dropping by 12.85%.
  • Central Index Key (CIK): 0001630939

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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 59 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 35.9 $247M 667k 370.41
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Spdr Index Shs Fds State Street Spd (SPDW) 6.8 $47M 946k 49.91
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Ishares Tr Core Intl Aggr (IAGG) 6.2 $43M +4% 849k 50.20
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Vanguard Bd Index Fds Total Bnd Mr (BND) 5.9 $41M -30% 554k 73.11
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Vanguard Malvern Fds Core Bd Etf (VCRB) 4.7 $32M +181% 421k 76.88
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Spdr Index Shs Fds State Street Spd (SPTM) 4.5 $31M 340k 90.89
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Spdr Series Trust St Sho Treas Etf (SPTS) 3.8 $26M +4% 895k 28.92
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Spdr Series Trust St Str Blo 1 Etf (BIL) 3.6 $25M +171% 273k 91.39
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $25M 297k 82.95
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Ishares Tr National Mun Etf (MUB) 3.5 $24M +6% 226k 107.20
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $23M 383k 59.41
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Spdr Series Trust ST STR SP600 SML (SPSM) 3.2 $22M -2% 377k 57.89
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Ishares Tr Global Reit Etf (REET) 2.7 $19M 680k 27.64
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NVIDIA Corporation (NVDA) 2.3 $16M 81k 195.99
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Vanguard World Esg Us Stk Etf (ESGV) 1.5 $11M 80k 132.78
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $9.0M 36k 246.50
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $6.8M -3% 44k 154.37
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.8 $5.5M +3% 110k 50.45
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Spdr Index Shs Fds State Street Spd (SPEM) 0.5 $3.8M 73k 51.52
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $3.5M 43k 81.56
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $3.3M +11% 150k 22.04
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $3.1M +5% 62k 49.58
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Spdr Series Trust St Shor Corp Etf (SPSB) 0.4 $3.1M +5% 102k 29.90
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.3 $2.4M +2% 42k 55.95
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Spdr Series Trust St Nuve Term Etf (SHM) 0.3 $2.0M 42k 47.85
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Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.6M 11k 142.32
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Ishares Tr Esg Aware Msci (ESML) 0.2 $1.0M -2% 19k 55.85
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $1.0M 47k 22.26
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Ishares Tr Core Msci Total (IXUS) 0.1 $912k 9.6k 94.65
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $827k 8.5k 97.57
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Ishares Tr Esg Awr Msci Em (ESGE) 0.1 $824k -5% 15k 53.47
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Boeing Company (BA) 0.1 $764k 3.5k 216.73
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Micron Technology (MU) 0.1 $741k -30% 700.00 1058.04
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $671k +8% 898.00 746.61
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Microsoft Corporation (MSFT) 0.1 $594k 1.5k 385.41
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Apple (AAPL) 0.1 $495k -46% 1.7k 294.90
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Amazon (AMZN) 0.1 $453k 1.9k 242.62
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Broadcom (AVGO) 0.1 $453k +19% 1.2k 371.27
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Alphabet Cap Stk Cl C (GOOG) 0.1 $441k +2% 1.2k 357.43
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $433k +9% 2.8k 156.59
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $431k +2% 2.0k 214.25
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Ishares Tr Core 60/40 Balan (AOR) 0.1 $408k 5.9k 69.37
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Ishares Tr New York Mun Etf (NYF) 0.1 $399k 7.4k 53.72
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Spdr Index Shs Fds State Street Spd (GWX) 0.1 $393k 9.0k 43.89
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $380k 8.7k 43.60
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Spdr Gold Tr Gold Shs (GLD) 0.1 $355k 946.00 375.39
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $304k -19% 6.3k 48.28
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Select Sector Spdr Tr State Street Ene (XLE) 0.0 $271k 5.1k 52.70
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $254k +15% 3.6k 70.54
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $249k 3.8k 66.14
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $247k +6% 2.4k 103.12
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First Tr Exchange-traded A Com Shs (FYX) 0.0 $233k NEW 1.6k 144.41
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $227k NEW 6.6k 34.19
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Wal-Mart Stores (WMT) 0.0 $222k 2.1k 107.43
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Vanguard World Inf Tech Etf (VGT) 0.0 $212k NEW 1.8k 117.86
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First Tr Exchange-traded A Com Shs (FNX) 0.0 $204k NEW 1.4k 145.88
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Hasbro (HAS) 0.0 $204k 2.5k 82.44
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Ginkgo Bioworks Holdings Cl A New (DNA) 0.0 $165k 15k 10.88
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Jumia Technologies Sponsored Ads (JMIA) 0.0 $155k 21k 7.33
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Past Filings by Boston Standard Wealth Management

SEC 13F filings are viewable for Boston Standard Wealth Management going back to 2014

View all past filings