Boston Standard Wealth Management, Llc Portfolio Stock Holdings
Boston Standard Wealth Management, Llc disclosed 56 stock positions valued at approximately $610.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and SPDR INDEX SHS FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 56
- Portfolio Value
- $610.9M
Holdings by Sector
Boston Standard Wealth Management, Llc Portfolio Holdings in Q1 2026
56 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 35.36% | 668,053 | -1,665 | -0.25% | $215,994,949 |
| VANGUARD BD INDEX FDS | BND | Other | 9.59% | 797,786 | -123,099 | -13.37% | $58,589,425 |
| SPDR INDEX SHS FDS | SPDW | Other | 7.29% | 959,770 | -31,822 | -3.21% | $44,523,752 |
| ISHARES TR | IAGG | Other | 6.64% | 813,058 | +25,896 | +3.29% | $40,538,987 |
| SPDR INDEX SHS FDS | SPTM | Other | 4.38% | 336,170 | +2,923 | +0.88% | $26,774,271 |
| SPDR SERIES TRUST | SPTS | Other | 4.06% | 852,998 | +28,203 | +3.42% | $24,809,457 |
| ISHARES TR | MUB | Other | 3.69% | 212,459 | +2,228 | +1.06% | $22,568,474 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.64% | 292,105 | -5,577 | -1.87% | $22,229,210 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.44% | 387,370 | -7,056 | -1.79% | $21,034,179 |
| SPDR SERIES TRUST | SPSM | Other | 3.08% | 386,844 | +170 | +0.04% | $18,837,696 |
| ISHARES TR | REET | Other | 2.81% | 676,301 | +11,657 | +1.75% | $17,154,380 |
| NVIDIA CORPORATION | NVDA | Technology | 2.34% | 81,170 | -52 | -0.06% | $14,305,250 |
| VANGUARD MALVERN FDS | VCRB | Other | 1.89% | 149,695 | +149,695 | +100.00% | $11,547,503 |
| SPDR SERIES TRUST | BIL | Other | 1.51% | 100,608 | +100,608 | +100.00% | $9,194,573 |
| VANGUARD WORLD FD | ESGV | Other | 1.47% | 79,172 | +47 | +0.06% | $8,963,827 |
| VANGUARD INDEX FDS | VXF | Other | 1.25% | 36,767 | +26 | +0.07% | $7,644,785 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.10% | 45,606 | -1,592 | -3.37% | $6,749,718 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.87% | 105,688 | +4,304 | +4.25% | $5,285,969 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.55% | 71,809 | -1,619 | -2.20% | $3,383,660 |
| VANGUARD WORLD FD | VSGX | Other | 0.51% | 43,214 | -1,470 | -3.29% | $3,139,254 |
| NUSHARES ETF TR | NUBD | Other | 0.49% | 134,150 | +2,087 | +1.58% | $2,971,423 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.48% | 58,701 | +2,795 | +5.00% | $2,928,562 |
| SPDR SERIES TRUST | SPSB | Other | 0.48% | 97,138 | +4,673 | +5.05% | $2,912,683 |
| SPDR SERIES TRUST | SHM | Other | 0.33% | 42,445 | +229 | +0.54% | $2,027,809 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.31% | 41,491 | -2,775 | -6.27% | $1,923,545 |
| ISHARES TR | DSI | Other | 0.23% | 11,290 | +29 | +0.26% | $1,379,622 |
| ABRDN ETFS | BCI | Other | 0.18% | 46,616 | - | - | $1,116,210 |
| ISHARES TR | ESML | Other | 0.15% | 19,019 | +50 | +0.26% | $903,599 |
| ISHARES TR | IXUS | Other | 0.14% | 9,515 | - | - | $834,454 |
| APPLE INC | AAPL | Technology | 0.13% | 3,114 | -52 | -1.64% | $791,128 |
| ISHARES TR | AOA | Other | 0.12% | 8,430 | -594 | -6.58% | $750,132 |
| ISHARES TR | ESGE | Other | 0.12% | 16,256 | -723 | -4.26% | $746,794 |
| BOEING CO | BA | Industrials | 0.12% | 3,523 | - | - | $733,418 |
| MICROSOFT CORP | MSFT | Technology | 0.09% | 1,524 | +33 | +2.21% | $566,321 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.09% | 827 | +2 | +0.24% | $541,867 |
| BARCLAYS BANK PLC | DJP | Other | 0.07% | 8,716 | - | - | $412,724 |
| SPDR GOLD TR | GLD | Other | 0.07% | 946 | - | - | $411,370 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.07% | 1,895 | +98 | +5.45% | $399,627 |
| ISHARES TR | NYF | Other | 0.06% | 7,372 | +37 | +0.50% | $391,871 |
| SPDR INDEX SHS FDS | GWX | Other | 0.06% | 8,949 | -211 | -2.30% | $386,171 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.06% | 1,959 | +7 | +0.36% | $376,979 |
| ISHARES TR | AOR | Other | 0.06% | 5,807 | -475 | -7.56% | $375,975 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.06% | 7,770 | +781 | +11.17% | $372,926 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.06% | 1,000 | - | - | $363,880 |
| ALPHABET INC | GOOG | Communication Services | 0.06% | 1,207 | -124 | -9.32% | $355,219 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.06% | 2,537 | -67 | -2.57% | $354,372 |
| BROADCOM INC | AVGO | Technology | 0.05% | 1,024 | +217 | +26.89% | $320,550 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.05% | 5,095 | +584 | +12.95% | $300,168 |
| ISHARES TR | WOOD | Other | 0.04% | 3,731 | - | - | $265,576 |
| WALMART INC | WMT | Consumer Defensive | 0.04% | 2,063 | - | - | $255,089 |
| ISHARES SILVER TR | SLV | Other | 0.04% | 3,390 | +3,390 | +100.00% | $229,757 |
| HASBRO INC | HAS | Consumer Cyclical | 0.04% | 2,466 | - | - | $221,373 |
| ISHARES TR | EFA | Other | 0.04% | 2,238 | - | - | $220,635 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.03% | 3,125 | +3,125 | +100.00% | $203,396 |
| JUMIA TECHNOLOGIES AG | JMIA | Consumer Cyclical | 0.02% | 20,892 | +1,800 | +9.43% | $144,364 |
| GINKGO BIOWORKS HOLDINGS INC | DNA | Other | 0.02% | 15,165 | +15,165 | +100.00% | $96,771 |