Boston Standard Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 7, 2026, Boston Standard Wealth Management, Llc disclosed 57 stock positions valued at approximately $695.88M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD MALVERN FDS, and SPDR INDEX SHS FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $695.88M
Holdings by Sector
Boston Standard Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 36.22% | 673,489 | +6,157 | +0.92% | $252,046,876 |
| VANGUARD MALVERN FDS | VCRB | Other | 10.35% | 978,493 | +557,306 | +132.32% | $72,036,668 |
| SPDR INDEX SHS FDS | SPDW | Other | 6.84% | 948,310 | +2,173 | +0.23% | $47,614,651 |
| SPDR SERIES TRUST ETF | SPTM | Other | 4.62% | 349,333 | +9,625 | +2.83% | $32,156,143 |
| VANGUARD MUN BD FDS | VTEB | Other | 4.39% | 645,412 | +645,412 | +100.00% | $30,566,714 |
| SPDR SERIES TRUST | SPTS | Other | 3.91% | 948,260 | +53,081 | +5.93% | $27,186,639 |
| ISHARES TR | IAGG | Other | 3.87% | 548,060 | -301,208 | -35.47% | $26,964,590 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.56% | 298,767 | +1,801 | +0.61% | $24,788,708 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.31% | 387,977 | +5,148 | +1.34% | $23,010,940 |
| SPDR SERIES TRUST | SPSM | Other | 2.86% | 376,161 | -671 | -0.18% | $19,883,881 |
| SPDR SERIES TRUST | BIL | Other | 2.85% | 216,366 | -56,529 | -20.71% | $19,827,836 |
| NVIDIA CORPORATION | NVDA | Technology | 2.66% | 81,081 | -53 | -0.07% | $18,517,312 |
| ISHARES TR | REET | Other | 2.56% | 690,979 | +11,041 | +1.62% | $17,813,464 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.55% | 378,454 | +372,166 | +5918.67% | $17,738,141 |
| VANGUARD WORLD FD | ESGV | Other | 1.55% | 79,634 | -312 | -0.39% | $10,792,905 |
| VANGUARD INDEX FDS | VXF | Other | 1.23% | 36,871 | +465 | +1.28% | $8,540,627 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.99% | 44,166 | +79 | +0.18% | $6,856,878 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.56% | 74,904 | +2,069 | +2.84% | $3,877,038 |
| VANGUARD WORLD FD | VSGX | Other | 0.50% | 42,788 | +42 | +0.10% | $3,468,839 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.48% | 68,070 | +6,084 | +9.82% | $3,350,452 |
| NUSHARES ETF TR | NUBD | Other | 0.47% | 152,962 | +3,007 | +2.01% | $3,238,212 |
| SPDR SERIES TRUST | SPSB | Other | 0.46% | 108,792 | +6,379 | +6.23% | $3,219,182 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.30% | 40,300 | -2,087 | -4.92% | $2,108,942 |
| SPDR SERIES TRUST | SHM | Other | 0.29% | 43,420 | +991 | +2.34% | $2,025,583 |
| VANGUARD BD INDEX FDS | BND | Other | 0.26% | 26,060 | -527,949 | -95.30% | $1,828,155 |
| ISHARES TR | DSI | Other | 0.24% | 11,337 | +25 | +0.22% | $1,657,371 |
| ABRDN ETFS | BCI | Other | 0.17% | 46,615 | -1 | -0.00% | $1,205,945 |
| ISHARES TR | ESML | Other | 0.14% | 18,641 | +16 | +0.09% | $969,344 |
| ISHARES TR | IXUS | Other | 0.13% | 9,636 | -1 | -0.01% | $915,385 |
| ISHARES TR | AOA | Other | 0.12% | 8,579 | +99 | +1.17% | $834,528 |
Showing 30 of 57 holdings in the latest reporting period.