Boston Standard Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1630939 · latest 13F-HR filed 2026-04-20
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$610.9M
Long-equity book
Holdings
56
Distinct positions
Period
2026-03-31
Filed 2026-04-20
Q/Q Activity
+5 / −0 / ↑10 / ↓10
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ABRDN ETFS$205.8K +22.6%
- VANGUARD MALVERN FDS$163.5K +5.9%
- SELECT SECTOR SPDR TR$98.5K +48.8%
- BARCLAYS BANK PLC$84.9K +25.9%
- MICRON TECHNOLOGY INC$78.5K +27.5%
Top Trims
- VANGUARD BD INDEX FDS-$9.6M -14.1%
- NVIDIA CORPORATION-$842.6K -5.6%
- VANGUARD WORLD FD-$607.1K -6.3%
- MICROSOFT CORP-$154.9K -21.5%
- INVESCO EXCHANGE TRADED FD T-$107.8K -5.3%
New Positions
- VANGUARD MALVERN FDS$11.5M
- SPDR SERIES TRUST$9.2M
- ISHARES SILVER TR$229.8K
- VANGUARD TAX-MANAGED FDS$203.4K
- GINKGO BIOWORKS HOLDINGS INC$96.8K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $216.0M | 35.36% | 668,053 | SH |
| 2 | VANGUARD BD INDEX FDS | BND | 921937835 | $58.6M | 9.59% | 797,786 | SH |
| 3 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $44.5M | 7.29% | 959,770 | SH |
| 4 | ISHARES TR | IAGG | 46435G672 | $40.5M | 6.64% | 813,058 | SH |
| 5 | SPDR INDEX SHS FDS | SPTM | 78464A805 | $26.8M | 4.38% | 336,170 | SH |
| 6 | SPDR SERIES TRUST | SPTS | 78468R101 | $24.8M | 4.06% | 852,998 | SH |
| 7 | ISHARES TR | MUB | 464288414 | $22.6M | 3.69% | 212,459 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $22.2M | 3.64% | 292,105 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $21.0M | 3.44% | 387,370 | SH |
| 10 | SPDR SERIES TRUST | SPSM | 78468R853 | $18.8M | 3.08% | 386,844 | SH |
| 11 | ISHARES TR | REET | 46434V647 | $17.2M | 2.81% | 676,301 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $14.3M | 2.34% | 81,170 | SH |
| 13 | VANGUARD MALVERN FDS | VCRB | 922020748 | $11.5M | 1.89% | 149,695 | SH |
| 14 | SPDR SERIES TRUST | BIL | 78468R663 | $9.2M | 1.51% | 100,608 | SH |
| 15 | VANGUARD WORLD FD | ESGV | 921910733 | $9.0M | 1.47% | 79,172 | SH |
| 16 | VANGUARD INDEX FDS | VXF | 922908652 | $7.6M | 1.25% | 36,767 | SH |
| 17 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $6.7M | 1.10% | 45,606 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $5.3M | 0.87% | 105,688 | SH |
| 19 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $3.4M | 0.55% | 71,809 | SH |
| 20 | VANGUARD WORLD FD | VSGX | 921910725 | $3.1M | 0.51% | 43,214 | SH |
| 21 | NUSHARES ETF TR | NUBD | 67092P870 | $3.0M | 0.49% | 134,150 | SH |
| 22 | VANGUARD MALVERN FDS | VTIP | 922020805 | $2.9M | 0.48% | 58,701 | SH |
| 23 | SPDR SERIES TRUST | SPSB | 78464A474 | $2.9M | 0.48% | 97,138 | SH |
| 24 | SPDR SERIES TRUST | SHM | 78468R739 | $2.0M | 0.33% | 42,445 | SH |
| 25 | INVESCO EXCHANGE TRADED FD T | PRFZ | 46137V597 | $1.9M | 0.31% | 41,491 | SH |
| 26 | ISHARES TR | DSI | 464288570 | $1.4M | 0.23% | 11,290 | SH |
| 27 | ABRDN ETFS | BCI | 003261104 | $1.1M | 0.18% | 46,616 | SH |
| 28 | ISHARES TR | ESML | 46435U663 | $903.6K | 0.15% | 19,019 | SH |
| 29 | ISHARES TR | IXUS | 46432F834 | $834.5K | 0.14% | 9,515 | SH |
| 30 | APPLE INC | AAPL | 037833100 | $791.1K | 0.13% | 3,114 | SH |
| 31 | ISHARES TR | AOA | 464289859 | $750.1K | 0.12% | 8,430 | SH |
| 32 | ISHARES TR | ESGE | 46434G863 | $746.8K | 0.12% | 16,256 | SH |
| 33 | BOEING CO | BA | 097023105 | $733.4K | 0.12% | 3,523 | SH |
| 34 | MICROSOFT CORP | MSFT | 594918104 | $566.3K | 0.09% | 1,524 | SH |
| 35 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $541.9K | 0.09% | 827 | SH |
| 36 | BARCLAYS BANK PLC | DJP | 06738C778 | $412.7K | 0.07% | 8,716 | SH |
| 37 | SPDR GOLD TR | GLD | 78463V107 | $411.4K | 0.07% | 946 | SH |
| 38 | AMAZON COM INC | AMZN | 023135106 | $399.6K | 0.07% | 1,895 | SH |
| 39 | ISHARES TR | NYF | 464288323 | $391.9K | 0.06% | 7,372 | SH |
| 40 | SPDR INDEX SHS FDS | GWX | 78463X871 | $386.2K | 0.06% | 8,949 | SH |
| 41 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $377.0K | 0.06% | 1,959 | SH |
| 42 | ISHARES TR | AOR | 464289867 | $376.0K | 0.06% | 5,807 | SH |
| 43 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $372.9K | 0.06% | 7,770 | SH |
| 44 | MICRON TECHNOLOGY INC | MU | 595112103 | $363.9K | 0.06% | 1,000 | SH |
| 45 | ALPHABET INC | GOOG | 02079K107 | $355.2K | 0.06% | 1,207 | SH |
| 46 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $354.4K | 0.06% | 2,537 | SH |
| 47 | BROADCOM INC | AVGO | 11135F101 | $320.6K | 0.05% | 1,024 | SH |
| 48 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $300.2K | 0.05% | 5,095 | SH |
| 49 | ISHARES TR | WOOD | 464288174 | $265.6K | 0.04% | 3,731 | SH |
| 50 | WALMART INC | WMT | 931142103 | $255.1K | 0.04% | 2,063 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $610.9M | 56 | 0001630939-26-000004 |
| 2025-12-31 | 2026-01-07 | $605.8M | 51 | 0001630939-26-000003 |