Boston Standard Wealth Management, Llc Portfolio Stock Holdings
Boston Standard Wealth Management, Llc disclosed 59 stock positions valued at approximately $689.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, SPDR INDEX SHS FDS, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 6, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $689.3M
Holdings by Sector
Boston Standard Wealth Management, Llc Portfolio Holdings in Q2 2026
59 holdings in the latest reporting period.
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| 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 |
| ISHARES TR | ESGE | Other | 0.12% | 15,405 | -851 | -5.23% | $823,760 |
| BOEING CO | BA | Industrials | 0.11% | 3,523 | - | - | $763,540 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.11% | 700 | -300 | -30.00% | $740,628 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.10% | 898 | +71 | +8.59% | $670,460 |
| MICROSOFT CORP | MSFT | Technology | 0.09% | 1,542 | +18 | +1.18% | $594,300 |
| APPLE INC | AAPL | Technology | 0.07% | 1,679 | -1,435 | -46.08% | $495,136 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.07% | 1,867 | -28 | -1.48% | $452,974 |
| BROADCOM INC | AVGO | Technology | 0.07% | 1,219 | +195 | +19.04% | $452,580 |
| ALPHABET INC | GOOG | Communication Services | 0.06% | 1,234 | +27 | +2.24% | $441,065 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.06% | 2,768 | +231 | +9.11% | $433,444 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.06% | 2,012 | +53 | +2.71% | $431,076 |
| ISHARES TR | AOR | Other | 0.06% | 5,877 | +70 | +1.21% | $407,692 |
| ISHARES TR | NYF | Other | 0.06% | 7,430 | +58 | +0.79% | $399,124 |
| SPDR INDEX SHS FDS | GWX | Other | 0.06% | 8,960 | +11 | +0.12% | $393,225 |
| BARCLAYS BANK PLC | DJP | Other | 0.06% | 8,716 | - | - | $380,018 |
| SPDR GOLD TR | GLD | Other | 0.05% | 946 | - | - | $355,119 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.04% | 6,288 | -1,482 | -19.07% | $303,606 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.04% | 5,132 | +37 | +0.73% | $270,464 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.04% | 3,599 | +474 | +15.17% | $253,876 |
| ISHARES TR | WOOD | Other | 0.04% | 3,765 | +34 | +0.91% | $249,027 |
| ISHARES TR | EFA | Other | 0.04% | 2,392 | +154 | +6.88% | $246,668 |
| FIRST TR EXCHANGE-TRADED ALP | FYX | Other | 0.03% | 1,611 | +1,611 | +100.00% | $232,650 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.03% | 6,644 | +6,644 | +100.00% | $227,181 |
| WALMART INC | WMT | Consumer Defensive | 0.03% | 2,063 | - | - | $221,638 |
| VANGUARD WORLD FD | VGT | Other | 0.03% | 1,800 | +1,800 | +100.00% | $212,139 |
| FIRST TR EXCHANGE-TRADED ALP | FNX | Other | 0.03% | 1,400 | +1,400 | +100.00% | $204,238 |
| HASBRO INC | HAS | Consumer Cyclical | 0.03% | 2,475 | +9 | +0.36% | $204,027 |
| GINKGO BIOWORKS HOLDINGS INC | DNA | Other | 0.02% | 15,165 | - | - | $164,995 |
| JUMIA TECHNOLOGIES AG | JMIA | Consumer Cyclical | 0.02% | 21,084 | +192 | +0.92% | $154,594 |