Boston Standard Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 6, 2026, Boston Standard Wealth Management, Llc disclosed 59 stock positions valued at approximately $689.34M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, SPDR INDEX SHS FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $689.34M
Holdings by Sector
Boston Standard Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 35.86% | 667,332 | -721 | -0.11% | $247,186,302 |
| SPDR INDEX SHS FDS | SPDW | Other | 6.85% | 946,137 | -13,633 | -1.42% | $47,216,952 |
| ISHARES TR | IAGG | Other | 6.19% | 849,268 | +36,210 | +4.45% | $42,637,479 |
| VANGUARD BD INDEX FDS | BND | Other | 5.88% | 554,009 | -243,777 | -30.56% | $40,502,825 |
| VANGUARD MALVERN FDS | VCRB | Other | 4.70% | 421,187 | +271,492 | +181.36% | $32,378,737 |
| SPDR INDEX SHS FDS | SPTM | Other | 4.48% | 339,708 | +3,538 | +1.05% | $30,877,753 |
| SPDR SERIES TRUST | SPTS | Other | 3.76% | 895,179 | +42,181 | +4.95% | $25,887,684 |
| SPDR SERIES TRUST | BIL | Other | 3.62% | 272,895 | +172,287 | +171.25% | $24,941,221 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.57% | 296,966 | +4,861 | +1.66% | $24,633,301 |
| ISHARES TR | MUB | Other | 3.51% | 225,728 | +13,269 | +6.25% | $24,199,122 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.30% | 382,829 | -4,541 | -1.17% | $22,745,534 |
| SPDR SERIES TRUST | SPSM | Other | 3.16% | 376,832 | -10,012 | -2.59% | $21,812,944 |
| ISHARES TR | REET | Other | 2.73% | 679,938 | +3,637 | +0.54% | $18,796,873 |
| NVIDIA CORPORATION | NVDA | Technology | 2.31% | 81,134 | -36 | -0.04% | $15,901,481 |
| VANGUARD WORLD FD | ESGV | Other | 1.54% | 79,946 | +774 | +0.98% | $10,614,869 |
| VANGUARD INDEX FDS | VXF | Other | 1.30% | 36,406 | -361 | -0.98% | $8,973,982 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.99% | 44,087 | -1,519 | -3.33% | $6,805,653 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.80% | 109,873 | +4,185 | +3.96% | $5,543,619 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.54% | 72,835 | +1,026 | +1.43% | $3,752,645 |
| VANGUARD WORLD FD | VSGX | Other | 0.51% | 42,746 | -468 | -1.08% | $3,486,333 |
| NUSHARES ETF TR | NUBD | Other | 0.48% | 149,955 | +15,805 | +11.78% | $3,304,995 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.45% | 61,986 | +3,285 | +5.60% | $3,073,264 |
| SPDR SERIES TRUST | SPSB | Other | 0.44% | 102,413 | +5,275 | +5.43% | $3,062,437 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.34% | 42,387 | +896 | +2.16% | $2,371,556 |
| SPDR SERIES TRUST | SHM | Other | 0.29% | 42,429 | -16 | -0.04% | $2,030,238 |
| ISHARES TR | DSI | Other | 0.23% | 11,312 | +22 | +0.19% | $1,609,978 |
| ISHARES TR | ESML | Other | 0.15% | 18,625 | -394 | -2.07% | $1,040,222 |
| ABRDN ETFS | BCI | Other | 0.15% | 46,616 | - | - | $1,037,896 |
| ISHARES TR | IXUS | Other | 0.13% | 9,637 | +122 | +1.28% | $912,097 |
| ISHARES TR | AOA | Other | 0.12% | 8,480 | +50 | +0.59% | $827,412 |
Showing 30 of 59 holdings in the latest reporting period.