Boston Standard Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1630939 · latest 13F-HR filed 2026-07-06
Boston Standard Wealth Management, LLC manages $689.3M in 13F-reported U.S. long-equity assets across 59 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (35.86%), SPDW (6.85%), IAGG (6.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 36, and trimmed 10.
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.
SUITE 3
WINCHESTER, MA 01890
$689.3M
Long-equity book
59
Distinct positions
2026-06-30
Filed 2026-07-06
+4 / −1 / ↑36 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$31.2M +14.4%
- VANGUARD MALVERN FDS$20.8M +180.4%
- SPDR SERIES TRUST$15.7M +171.3%
- SPDR INDEX SHS FDS$4.1M +15.3%
- SPDR SERIES TRUST$3.0M +15.8%
Top Trims
- VANGUARD BD INDEX FDS-$18.1M -30.9%
- APPLE INC-$296.0K -37.4%
- ABRDN ETFS-$78.3K -7.0%
- VANGUARD CHARLOTTE FDS-$69.3K -18.6%
- SPDR GOLD TR-$56.3K -13.7%
New Positions
- FIRST TR EXCHANGE-TRADED ALP$232.7K
- SCHWAB STRATEGIC TR$227.2K
- VANGUARD WORLD FD$212.1K
- FIRST TR EXCHANGE-TRADED ALP$204.2K
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 | $247.2M | 35.86% | 667,332 | SH |
| 2 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $47.2M | 6.85% | 946,137 | SH |
| 3 | ISHARES TR | IAGG | 46435G672 | $42.6M | 6.19% | 849,268 | SH |
| 4 | VANGUARD BD INDEX FDS | BND | 921937835 | $40.5M | 5.88% | 554,009 | SH |
| 5 | VANGUARD MALVERN FDS | VCRB | 922020748 | $32.4M | 4.70% | 421,187 | SH |
| 6 | SPDR INDEX SHS FDS | SPTM | 78464A805 | $30.9M | 4.48% | 339,708 | SH |
| 7 | SPDR SERIES TRUST | SPTS | 78468R101 | $25.9M | 3.76% | 895,179 | SH |
| 8 | SPDR SERIES TRUST | BIL | 78468R663 | $24.9M | 3.62% | 272,895 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $24.6M | 3.57% | 296,966 | SH |
| 10 | ISHARES TR | MUB | 464288414 | $24.2M | 3.51% | 225,728 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $22.7M | 3.30% | 382,829 | SH |
| 12 | SPDR SERIES TRUST | SPSM | 78468R853 | $21.8M | 3.16% | 376,832 | SH |
| 13 | ISHARES TR | REET | 46434V647 | $18.8M | 2.73% | 679,938 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.9M | 2.31% | 81,134 | SH |
| 15 | VANGUARD WORLD FD | ESGV | 921910733 | $10.6M | 1.54% | 79,946 | SH |
| 16 | VANGUARD INDEX FDS | VXF | 922908652 | $9.0M | 1.30% | 36,406 | SH |
| 17 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $6.8M | 0.99% | 44,087 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $5.5M | 0.80% | 109,873 | SH |
| 19 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $3.8M | 0.54% | 72,835 | SH |
| 20 | VANGUARD WORLD FD | VSGX | 921910725 | $3.5M | 0.51% | 42,746 | SH |
| 21 | NUSHARES ETF TR | NUBD | 67092P870 | $3.3M | 0.48% | 149,955 | SH |
| 22 | VANGUARD MALVERN FDS | VTIP | 922020805 | $3.1M | 0.45% | 61,986 | SH |
| 23 | SPDR SERIES TRUST | SPSB | 78464A474 | $3.1M | 0.44% | 102,413 | SH |
| 24 | INVESCO EXCHANGE TRADED FD T | PRFZ | 46137V597 | $2.4M | 0.34% | 42,387 | SH |
| 25 | SPDR SERIES TRUST | SHM | 78468R739 | $2.0M | 0.29% | 42,429 | SH |
| 26 | ISHARES TR | DSI | 464288570 | $1.6M | 0.23% | 11,312 | SH |
| 27 | ISHARES TR | ESML | 46435U663 | $1.0M | 0.15% | 18,625 | SH |
| 28 | ABRDN ETFS | BCI | 003261104 | $1.0M | 0.15% | 46,616 | SH |
| 29 | ISHARES TR | IXUS | 46432F834 | $912.1K | 0.13% | 9,637 | SH |
| 30 | ISHARES TR | AOA | 464289859 | $827.4K | 0.12% | 8,480 | SH |
| 31 | ISHARES TR | ESGE | 46434G863 | $823.8K | 0.12% | 15,405 | SH |
| 32 | BOEING CO | BA | 097023105 | $763.5K | 0.11% | 3,523 | SH |
| 33 | MICRON TECHNOLOGY INC | MU | 595112103 | $740.6K | 0.11% | 700 | SH |
| 34 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $670.5K | 0.10% | 898 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $594.3K | 0.09% | 1,542 | SH |
| 36 | APPLE INC | AAPL | 037833100 | $495.1K | 0.07% | 1,679 | SH |
| 37 | AMAZON COM INC | AMZN | 023135106 | $453.0K | 0.07% | 1,867 | SH |
| 38 | BROADCOM INC | AVGO | 11135F101 | $452.6K | 0.07% | 1,219 | SH |
| 39 | ALPHABET INC | GOOG | 02079K107 | $441.1K | 0.06% | 1,234 | SH |
| 40 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $433.4K | 0.06% | 2,768 | SH |
| 41 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $431.1K | 0.06% | 2,012 | SH |
| 42 | ISHARES TR | AOR | 464289867 | $407.7K | 0.06% | 5,877 | SH |
| 43 | ISHARES TR | NYF | 464288323 | $399.1K | 0.06% | 7,430 | SH |
| 44 | SPDR INDEX SHS FDS | GWX | 78463X871 | $393.2K | 0.06% | 8,960 | SH |
| 45 | BARCLAYS BANK PLC | DJP | 06738C778 | $380.0K | 0.06% | 8,716 | SH |
| 46 | SPDR GOLD TR | GLD | 78463V107 | $355.1K | 0.05% | 946 | SH |
| 47 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $303.6K | 0.04% | 6,288 | SH |
| 48 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $270.5K | 0.04% | 5,132 | SH |
| 49 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $253.9K | 0.04% | 3,599 | SH |
| 50 | ISHARES TR | WOOD | 464288174 | $249.0K | 0.04% | 3,765 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |