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Boston Standard Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1630939 · latest 13F-HR filed 2026-10-07

Backtest portfolio

Boston Standard Wealth Management, LLC manages $695.9M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VTI (36.22%), VCRB (10.35%), SPDW (6.84%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 4 new positions and exited 6; 15 existing positions rose in reported value and 11 fell.

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
$695.9M

Long-equity book

Holdings
57

Distinct positions

Period
2026-09-30

Filed 2026-10-07

Q/Q Activity
+4 / −6 / ↑15 / ↓11

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VTI36.2% · +1%VCRB10.4% · +132%SPDW6.8% · +0%SPTM4.6% · +3%VTEB4.4% · newSPTS3.9% · +6%IAGG3.9% · -36%VEU3.6% · +1%VWO3.3% · +1%SPSM2.9% · -0%BIL2.8% · -21%NVDA2.7% · -0%REET2.6% · +2%BNDX2.5% · +5919%ESGV1.6% · -0%VXF1.2% · +1%VSS1.0% · +0%SPEM0.6% · +3%VSGX0.5% · +0%VTIP0.5% · +10%NUBD0.5% · +2%SPSB0.5% · +6%PRFZ0.3% · -5%SHM0.3% · +2%BND0.3% · -95%DSI0.2% · +0%BCI0.2% · -0%ESML0.1% · +0%IXUS0.1% · -0%AOA0.1% · +1%ESGE0.1% · -1%MSFT0.1% · -1%SPY0.1% · +0%BA0.1% · 0%AAPL0.1% · +2%MU0.1% · -29%GLD0.1% · +45%AVGO0.1% · +13%AMZN0.1% · -0%VT0.1% · -1%RSP0.1% · +0%GOOG0.1% · -2%GWX0.1% · -0%AOR0.1% · -3%DJP0.1% · -15%XLE0.0% · +1%MUNY0.0% · newIBIT0.0% · newVEA0.0% · +0%WOOD0.0% · 0%EFA0.0% · -0%VGT0.0% · 0%FYX0.0% · 0%HAS0.0% · -0%SPCX0.0% · newDNA0.0% · 0%JMIA0.0% · +12%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 79.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 3, 2026.

Assets Under Management
$647.6M
Discretionary
$647.6M
Employees
6
Accounts
1,620
Address
31 CHURCH ST. #3
WINCHESTER, MA 01890
Phone
(781) 721-0072
Website
Name Title / Status Ownership Type
BOUCHARD, ZACHARY, CONOVER ControlMANAGING MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER
since Jul 2011
25–50%Individual
EUDY, LEE, GRAHAM ControlPRINCIPAL, MANAGING MEMBER
since Jul 2011
25–50%Individual
TAFURI, ROBERT, WALTER ControlPRINCIPAL, MANAGING MEMBER
since Jul 2011
25–50%Individual
Ownership & leadership changes · 3 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 9, 2026 filing
  • ChangedEUDY, LEE, GRAHAM · title PRINCIPAL → PRINCIPAL, MANAGING MEMBER
  • ChangedTAFURI, ROBERT, WALTER · title PRINCIPAL → PRINCIPAL, MANAGING MEMBER
Jan 31, 2026 filing
  • No longer listedBOUCHARD, ZACHARY, CONOVER · MANAGING MEMBER · 75% or more · indirect via ZACHARY C BOUCHARD CONSULTING, LLC · control person · listed since Jul 2011
  • No longer listedEUDY, LEE, GRAHAM · MANAGING MEMBER · 75% or more · indirect via LEE G EUDY PLANNING, LLC · control person · listed since Jul 2011
  • No longer listedLEE G EUDY PLANNING, LLC · MANAGING MEMBER · 25–50% · control person · listed since Sep 2011
  • No longer listedROBERT W TAFURI CONSULTING, LLC · MANAGING MEMBER · 25–50% · control person · listed since Sep 2011
  • No longer listedTAFURI, ROBERT, WALTER · MANAGING MEMBER · 75% or more · indirect via ROBERT W TAFURI CONSULTING, LLC · control person · listed since Jul 2011
  • No longer listedZACHARY C BOUCHARD CONSULTING, LLC · MANAGING MEMBER · 25–50% · control person · listed since Sep 2011
  • ChangedBOUCHARD, ZACHARY, CONOVER · title CHIEF COMPLIANCE OFFICER → MANAGING MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER; ownership Less than 5% → 25–50%
  • ChangedEUDY, LEE, GRAHAM · ownership Less than 5% → 25–50%
  • ChangedTAFURI, ROBERT, WALTER · ownership Less than 5% → 25–50%
Jun 7, 2012 filing
  • AddedEUDY, LEE, GRAHAM · PRINCIPAL · Less than 5% · control person
  • AddedTAFURI, ROBERT, WALTER · PRINCIPAL · Less than 5% · control person
Mar 30, 2012 filing (earliest on record)
  • ListedBOUCHARD, ZACHARY, CONOVER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedBOUCHARD, ZACHARY, CONOVER · MANAGING MEMBER · 75% or more · indirect via ZACHARY C BOUCHARD CONSULTING, LLC · control person
  • ListedEUDY, LEE, GRAHAM · MANAGING MEMBER · 75% or more · indirect via LEE G EUDY PLANNING, LLC · control person
  • ListedLEE G EUDY PLANNING, LLC · MANAGING MEMBER · 25–50% · control person
  • ListedROBERT W TAFURI CONSULTING, LLC · MANAGING MEMBER · 25–50% · control person
  • ListedTAFURI, ROBERT, WALTER · MANAGING MEMBER · 75% or more · indirect via ROBERT W TAFURI CONSULTING, LLC · control person
  • ListedZACHARY C BOUCHARD CONSULTING, LLC · MANAGING MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Boston Standard Wealth Management, LLC Holdings (2026-09-30)

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 $252.0M 36.22% 673,489 SH
2 VANGUARD MALVERN FDS VCRB 922020748 $72.0M 10.35% 978,493 SH
3 SPDR INDEX SHS FDS SPDW 78463X889 $47.6M 6.84% 948,310 SH
4 SPDR SERIES TRUST ETF SPTM 78464A805 $32.2M 4.62% 349,333 SH
5 VANGUARD MUN BD FDS VTEB 922907746 $30.6M 4.39% 645,412 SH
6 SPDR SERIES TRUST SPTS 78468R101 $27.2M 3.91% 948,260 SH
7 ISHARES TR IAGG 46435G672 $27.0M 3.87% 548,060 SH
8 VANGUARD INTL EQUITY INDEX F VEU 922042775 $24.8M 3.56% 298,767 SH
9 VANGUARD INTL EQUITY INDEX F VWO 922042858 $23.0M 3.31% 387,977 SH
10 SPDR SERIES TRUST SPSM 78468R853 $19.9M 2.86% 376,161 SH
11 SPDR SERIES TRUST BIL 78468R663 $19.8M 2.85% 216,366 SH
12 NVIDIA CORPORATION NVDA 67066G104 $18.5M 2.66% 81,081 SH
13 ISHARES TR REET 46434V647 $17.8M 2.56% 690,979 SH
14 VANGUARD CHARLOTTE FDS BNDX 92203J407 $17.7M 2.55% 378,454 SH
15 VANGUARD WORLD FD ESGV 921910733 $10.8M 1.55% 79,634 SH
16 VANGUARD INDEX FDS VXF 922908652 $8.5M 1.23% 36,871 SH
17 VANGUARD INTL EQUITY INDEX F VSS 922042718 $6.9M 0.99% 44,166 SH
18 SPDR INDEX SHS FDS SPEM 78463X509 $3.9M 0.56% 74,904 SH
19 VANGUARD WORLD FD VSGX 921910725 $3.5M 0.50% 42,788 SH
20 VANGUARD MALVERN FDS VTIP 922020805 $3.4M 0.48% 68,070 SH
21 NUSHARES ETF TR NUBD 67092P870 $3.2M 0.47% 152,962 SH
22 SPDR SERIES TRUST SPSB 78464A474 $3.2M 0.46% 108,792 SH
23 INVESCO EXCHANGE TRADED FD T PRFZ 46137V597 $2.1M 0.30% 40,300 SH
24 SPDR SERIES TRUST SHM 78468R739 $2.0M 0.29% 43,420 SH
25 VANGUARD BD INDEX FDS BND 921937835 $1.8M 0.26% 26,060 SH
26 ISHARES TR DSI 464288570 $1.7M 0.24% 11,337 SH
27 ABRDN ETFS BCI 003261104 $1.2M 0.17% 46,615 SH
28 ISHARES TR ESML 46435U663 $969.3K 0.14% 18,641 SH
29 ISHARES TR IXUS 46432F834 $915.4K 0.13% 9,636 SH
30 ISHARES TR AOA 464289859 $834.5K 0.12% 8,579 SH
31 ISHARES INC ESGE 46434G863 $829.5K 0.12% 15,314 SH
32 MICROSOFT CORP MSFT 594918104 $783.2K 0.11% 1,526 SH
33 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $688.4K 0.10% 902 SH
34 BOEING CO BA 097023105 $655.5K 0.09% 3,523 SH
35 APPLE INC AAPL 037833100 $568.7K 0.08% 1,707 SH
36 MICRON TECHNOLOGY INC MU 595112103 $532.6K 0.08% 500 SH
37 SPDR GOLD TR GLD 78463V107 $523.2K 0.08% 1,373 SH
38 BROADCOM INC AVGO 11135F101 $485.3K 0.07% 1,381 SH
39 AMAZON COM INC AMZN 023135106 $463.4K 0.07% 1,860 SH
40 VANGUARD INTL EQUITY INDEX F VT 922042742 $431.3K 0.06% 2,732 SH
41 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $419.8K 0.06% 2,018 SH
42 ALPHABET INC GOOG 02079K107 $411.3K 0.06% 1,207 SH
43 SPDR INDEX SHS FDS GWX 78463X871 $407.8K 0.06% 8,949 SH
44 ISHARES TR AOR 464289867 $390.9K 0.06% 5,705 SH
45 BARCLAYS BANK PLC DJP 06738C778 $382.0K 0.05% 7,414 SH
46 SELECT SECTOR SPDR TR XLE 81369Y506 $317.5K 0.05% 5,162 SH
47 VANGUARD NY TAX FREE FDS MUNY 92204H400 $302.8K 0.04% 3,110 SH
48 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $280.1K 0.04% 5,916 SH
49 VANGUARD TAX-MANAGED FDS VEA 921943858 $254.6K 0.04% 3,606 SH
50 ISHARES TR WOOD 464288174 $253.1K 0.04% 3,765 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-07 $695.9M 57 0001630939-26-000007
2026-06-30 2026-07-06 $689.3M 59 0001630939-26-000006
2026-03-31 2026-04-20 $610.9M 56 0001630939-26-000004
2025-12-31 2026-01-07 $605.8M 51 0001630939-26-000003
Filer Information
Address
31 CHURCH STREET
SUITE 3
WINCHESTER, MA 01890
Phone
(781) 721-0072
Filing Manager
Boston Standard Wealth Management, LLC
WINCHESTER, MA
Signatory
Zachary Bouchard
Managing Partner