Boston Standard Wealth Management: Portfolio Shifts Highlighted in Q2 2026 Holdings Report

Boston Standard Wealth Management, LLC has released its latest portfolio activity report for the period ending June 30, 2026. The firm's total portfolio value stands at $689 million as of this date.

Key Portfolio Changes

The investor made notable adjustments to several holdings during Q2:

• Purchasing VANGUARD MALVERN FDS (VCRB): Boston Standard Wealth Management increased its position in Vanguard's Malvern fund by 181%, indicating a strong confidence in this specific investment.
• Increasing SPDR SERIES TRUST (BIL): The investor boosted the holdings of BIL ETF, which focuses on short-term investment grade corporate bonds. This increase was substantial at 171% year-over-year growth.
• Growing SCHWAB STRATEGIC TR (SCHG): Boston Standard added to its position in Schwab Strategic Trust fund by acquiring shares that represented a nearly 100% allocation increase during the quarter.
• Adding NUSHARES ETF TR (NUBD): The investor established a new position with Vanguard's New Ultra Short Bond ETF, increasing it by approximately 12%. This suggests diversification into fixed income strategies.

In contrast to these additions:

• Reducing SPDR INDEX SHS FDS (SPDW): Boston Standard decreased its position in the SPDR S&P 500 ETF by about 1.4% year-over-year.
• Selling off VANGUARD BD INDEX FDS (BND): The investor significantly reduced their holdings of BND, a broad market bond fund, with an approximately 30.6% decrease during the quarter.

Strategic Focus Areas

Boston Standard Wealth Management appears to be strategically balancing its portfolio between equities and fixed income assets:

• The investor maintained a heavy allocation in broad market index funds, primarily through VANGUARD INDEX FDS (VTI) at 35.86%.
• International exposure remains significant via the holdings of VANGUARD INTL EQUITY INDEX FUND (VEU).
• The portfolio includes several SPDR Series Trust ETFs, highlighting a continued interest in exchange-traded products from this provider.

This quarter's activity shows Boston Standard selectively increasing positions in specific funds while strategically reducing others. The firm continues to demonstrate its investment approach through these quarterly holdings changes.

Investment Insights

The portfolio adjustments made by Boston Standard Wealth Management this quarter offer insights into their current market outlook:

• The substantial increase in VCRB (Vanguard Small Cap Value Index Fund) suggests confidence in small-cap value stocks.
• BIL's significant allocation growth indicates a potential tilt towards short-term corporate bonds, possibly reflecting favorable interest rate expectations or credit opportunities.
• Adding SCHG implies an interest in strategic sector rotation through the Schwab trust platform.

The decision to reduce BND positions while maintaining other broad market exposures could signal a nuanced view on fixed income markets. Boston Standard's selective approach demonstrates their tailored investment strategy for managing client portfolios effectively during this period.