Q2 2026 13F · SEC CIK 1630939

Boston Standard Wealth Management, LLC

Wealth managerFiled 2026-07-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $689.3M
Reported positions: 59
Top holdings a year, 3 yrs: +12.6%
Assets under management: $647.6M

Boston Standard Wealth Management, LLC is a wealth manager that reported 59 positions worth $689.3M in its Q2 2026 13F, filed 2026-07-06. Its largest holdings were Vanguard Index Fds (VTI, 35.9%), SPDR Portfolio Developed World (SPDW, 6.8%), iShares International Aggregate Bond Fun (IAGG, 6.2%). A portfolio copying its top holdings returned 12.6% a year over the last 3 years, against 20.4% for the S&P 500.

Boston Standard Wealth Management, LLC holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boston Standard Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	35.9%	35.4%	667,332	-0.1%	$247.2M
SPDWSPDR Portfolio Developed World	6.8%	7.3%	946,137	-1.4%	$47.2M
IAGGiShares International Aggregate Bond Fun	6.2%	6.6%	849,268	+4.5%	$42.6M
BNDVanguard Total Bond Market ETF	5.9%	9.6%	554,009	-30.6%	$40.5M
VCRBVanguard Malvern Fds	4.7%	1.9%	421,187	+181.4%	$32.4M
SPTMSpdr Series Trust	4.5%	4.4%	339,708	+1.1%	$30.9M
SPTSSpdr Series Trust	3.8%	4.1%	895,179	+4.9%	$25.9M
BILSPDR Brcy1-3 Ser	3.6%	1.5%	272,895	+171.2%	$24.9M
VEUVanguard FTSE All	3.6%	3.6%	296,966	+1.7%	$24.6M
MUBIshares National Muni Bond ETF	3.5%	3.7%	225,728	+6.2%	$24.2M
VWOVanguard Intl Equity Index F	3.3%	3.4%	382,829	-1.2%	$22.7M
SPSMSpdr Series Trust	3.2%	3.1%	376,832	-2.6%	$21.8M
REETIshares Tr	2.7%	2.8%	679,938	+0.5%	$18.8M
NVDANvidia Corporation Com	2.3%	2.3%	81,134	-0.0%	$15.9M
ESGVVanguard World Fd	1.5%	1.5%	79,946	+1.0%	$10.6M
VXFVanguard Index Fds	1.3%	1.3%	36,406	-1.0%	$9.0M
VSSVanguard Intl Equity Index F	1.0%	1.1%	44,087	-3.3%	$6.8M
JMUBJ P Morgan Exchange Traded F	0.8%	0.9%	109,873	+4.0%	$5.5M
SPEMState Street Spdr Portfolio Emerging Mar	0.5%	0.6%	72,835	+1.4%	$3.8M
VSGXVanguard ESG International Stoc	0.5%	0.5%	42,746	-1.1%	$3.5M
NUBDNushares ETF Tr	0.5%	0.5%	149,955	+11.8%	$3.3M
VTIPVanguard Malvern Fds	0.4%	0.5%	61,986	+5.6%	$3.1M
SPSBSpdr Series Trust	0.4%	0.5%	102,413	+5.4%	$3.1M
PRFZInvesco Exchange Traded Fd T	0.3%	0.3%	42,387	+2.2%	$2.4M
SHMState Street ETF/USA	0.3%	0.3%	42,429	-0.0%	$2.0M
DSIiShares ESG MSCI KLD 400 ETF	0.2%	0.2%	11,312	+0.2%	$1.6M
ESMLIshares Tr	0.2%	0.1%	18,625	-2.1%	$1.0M
BCIAbrdn Etfs	0.2%	0.2%	46,616	+0.0%	$1.0M
IXUSIshares Core Msci Total International St	0.1%	0.1%	9,637	+1.3%	$912K
AOAiShares Core Aggressive Allocation ETF	0.1%	0.1%	8,480	+0.6%	$827K
ESGEIshares Inc	0.1%	0.1%	15,405	-5.2%	$824K
BABoeing Co	0.1%	0.1%	3,523	+0.0%	$764K
MUMicron Technology Inc	0.1%	0.1%	700	-30.0%	$741K
SPYSpdr S&p 500 ETF Tr	0.1%	0.1%	898	+8.6%	$670K
MSFTMicrosoft Corp	0.1%	0.1%	1,542	+1.2%	$594K
AAPLApple Inc	0.1%	0.1%	1,679	-46.1%	$495K
AMZNAmazon Com Inc Com	0.1%	0.1%	1,867	-1.5%	$453K
AVGOBroadcom Inc	0.1%	0.1%	1,219	+19.0%	$453K
GOOGAlphabet Inc	0.1%	0.1%	1,234	+2.2%	$441K
VTVanguard Total World Stock Index Fund Et	0.1%	0.1%	2,768	+9.1%	$433K
RSPInvesco S&p 500 Equal Weight ETF	0.1%	0.1%	2,012	+2.7%	$431K
AORIshares Tr	0.1%	0.1%	5,877	+1.2%	$408K
NYFIshares Tr	0.1%	0.1%	7,430	+0.8%	$399K
GWXSpdr Index Shs Fds	0.1%	0.1%	8,960	+0.1%	$393K
DJPIpath Bloomberg Commodity Index Total Re	0.1%	0.1%	8,716	+0.0%	$380K
GLDSpdr Gold Shares	0.1%	0.1%	946	+0.0%	$355K
BNDXVanguard Charlotte Fds	0.0%	0.1%	6,288	-19.1%	$304K
XLEState Street Energy Select Sector Spdr E	0.0%	0.0%	5,132	+0.7%	$270K
VEAVanguard Tax-Managed Fds	0.0%	—	3,599	—	$254K
WOODIshares Tr	0.0%	0.0%	3,765	+0.9%	$249K

What Boston Standard Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.6% /yr; S&P 500 +20.1%
3 years: +12.6% /yr; S&P 500 +20.4%
5 years: +5.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$689.3M	59
Q1 2026	$610.9M	56
Q4 2025	$605.8M	51
Q3 2025	$594.7M	49
Q2 2025	$555.1M	47
Q1 2025	$454.9M	47
Q4 2024	$514.6M	47
Q3 2024	$513.6M	47
Q2 2024	$454.9M	47
Q1 2024	$441.6M	46
Q4 2023	$378.8M	43
Q3 2023	$378.8M	43

Questions about Boston Standard Wealth Management, LLC's portfolio

What stocks does Boston Standard Wealth Management, LLC own?

Boston Standard Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 6, 2026, lists 59 positions worth $689.3M. The largest are Vanguard Index Fds (VTI) at 35.9%, SPDR Portfolio Developed World (SPDW) at 6.8%, iShares International Aggregate Bond Fun (IAGG) at 6.2%, Vanguard Total Bond Market ETF (BND) at 5.9% and Vanguard Malvern Fds (VCRB) at 4.7%.

What did Boston Standard Wealth Management, LLC buy last quarter?

In Q2 2026, Boston Standard Wealth Management, LLC added Vanguard Malvern Fds (VCRB) (+181.4% shares), SPDR Brcy1-3 Ser (BIL) (+171.2% shares) and Broadcom Inc (AVGO) (+19.0% shares), compared with its Q1 2026 filing.

What did Boston Standard Wealth Management, LLC sell last quarter?

In Q2 2026, Boston Standard Wealth Management, LLC cut from its top 50 Walmart Inc (WMT), Apple Inc (AAPL) (-46.1% shares), Vanguard Total Bond Market ETF (BND) (-30.6% shares) and Micron Technology Inc (MU) (-30.0% shares), compared with its Q1 2026 filing.

How has Boston Standard Wealth Management, LLC's portfolio performed?

A portfolio copying Boston Standard Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.6% against +20.1%. Over 5 years: +5.1% a year against +11.6%.

When is Boston Standard Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boston Standard Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boston Standard Wealth Management, LLC manage?

Boston Standard Wealth Management, LLC reported $647.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $689.3M.