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, BND, SPDW, IAGG, SPTM, and represent 63.26% of Boston Standard Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VCRB (+$12M), BIL (+$9.2M), IAGG, SPTS, REET, MUB, SPTM, SLV, JMUB, VEA.
  • Started 5 new stock positions in DNA, VEA, VCRB, SLV, BIL.
  • Reduced shares in these 10 stocks: BND (-$9.0M), SPDW, VTI, VEU, VWO, VSS, PRFZ, VSGX, SPEM, AOA.
  • Boston Standard Wealth Management was a net buyer of stock by $12M.
  • Boston Standard Wealth Management has $611M in assets under management (AUM), dropping by 0.83%.
  • Central Index Key (CIK): 0001630939

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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 35.4 $216M 668k 323.32
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Vanguard Bd Index Fds Total Bnd Mr (BND) 9.6 $59M -13% 798k 73.44
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Spdr Index Shs Fds State Street Spd (SPDW) 7.3 $45M -3% 960k 46.39
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Ishares Tr Core Intl Aggr (IAGG) 6.6 $41M +3% 813k 49.86
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Spdr Index Shs Fds State Street Spd (SPTM) 4.4 $27M 336k 79.64
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Spdr Series Trust State Street Spd (SPTS) 4.1 $25M +3% 853k 29.09
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Ishares Tr National Mun Etf (MUB) 3.7 $23M 213k 106.23
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $22M 292k 76.10
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $21M 387k 54.30
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Spdr Series Trust State Street Spd (SPSM) 3.1 $19M 387k 48.70
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Ishares Tr Global Reit Etf (REET) 2.8 $17M 676k 25.36
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NVIDIA Corporation (NVDA) 2.3 $14M 81k 176.24
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Vanguard Malvern Fds Core Bd Etf (VCRB) 1.9 $12M NEW 150k 77.14
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Spdr Series Trust State Street Spd (BIL) 1.5 $9.2M NEW 101k 91.39
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Vanguard World Esg Us Stk Etf (ESGV) 1.5 $9.0M 79k 113.22
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $7.6M 37k 207.93
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $6.7M -3% 46k 148.00
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $5.3M +4% 106k 50.01
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Spdr Index Shs Fds State Street Spd (SPEM) 0.6 $3.4M -2% 72k 47.12
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $3.1M -3% 43k 72.64
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $3.0M 134k 22.15
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.9M +4% 59k 49.89
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Spdr Series Trust State Street Spd (SPSB) 0.5 $2.9M +5% 97k 29.98
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Spdr Series Trust State Street Spd (SHM) 0.3 $2.0M 42k 47.77
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.3 $1.9M -6% 42k 46.36
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Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.4M 11k 122.20
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $1.1M 47k 23.94
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Ishares Tr Esg Aware Msci (ESML) 0.1 $904k 19k 47.51
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Ishares Tr Core Msci Total (IXUS) 0.1 $835k 9.5k 87.70
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Apple (AAPL) 0.1 $791k 3.1k 254.06
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $750k -6% 8.4k 88.98
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Ishares Tr Esg Awr Msci Em (ESGE) 0.1 $747k -4% 16k 45.94
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Boeing Company (BA) 0.1 $733k 3.5k 208.18
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Microsoft Corporation (MSFT) 0.1 $566k +2% 1.5k 371.60
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $542k 827.00 655.22
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $413k 8.7k 47.35
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Spdr Gold Tr Gold Shs (GLD) 0.1 $411k 946.00 434.85
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Amazon (AMZN) 0.1 $400k +5% 1.9k 210.88
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Ishares Tr New York Mun Etf (NYF) 0.1 $392k 7.4k 53.16
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Spdr Index Shs Fds State Street Spd (GWX) 0.1 $386k -2% 8.9k 43.15
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $377k 2.0k 192.43
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Ishares Tr Core 60/40 Balan (AOR) 0.1 $376k -7% 5.8k 64.75
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $373k +11% 7.8k 48.00
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Micron Technology (MU) 0.1 $364k 1.0k 363.88
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Alphabet Cap Stk Cl C (GOOG) 0.1 $355k -9% 1.2k 294.30
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $354k -2% 2.5k 139.68
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Broadcom (AVGO) 0.1 $321k +26% 1.0k 313.04
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Select Sector Spdr Tr State Street Ene (XLE) 0.0 $300k +12% 5.1k 58.91
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $266k 3.7k 71.18
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Wal-Mart Stores (WMT) 0.0 $255k 2.1k 123.65
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Ishares Silver Tr Ishares (SLV) 0.0 $230k NEW 3.4k 67.77
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Hasbro (HAS) 0.0 $221k 2.5k 89.77
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $221k 2.2k 98.59
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $203k NEW 3.1k 65.09
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Jumia Technologies Sponsored Ads (JMIA) 0.0 $144k +9% 21k 6.91
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Ginkgo Bioworks Holdings Cl A New (DNA) 0.0 $97k NEW 15k 6.38
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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