BS
Boston Standard Wealth Management, LLC 13F Disclosure (Q3 2026) — Portfolio & Holdings
Boston Standard Wealth Management, LLCCIK: 0001630939
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$695.9M
Reporting period: 2026-09-30 · Number of holdings: 57
Boston Standard Wealth Management, LLC disclosed 57 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $695.9M and a quarterly turnover rate of 28.2%.
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Personality snowflake
- Concentration
- 64.14
- Portfolio Stability
- 28.21
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 71.22
Boston Standard Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.160 — mathematically equivalent to about 6 equally-sized positions, well below its 57 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.88), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VCRB
+132.3% $39.7M
Trim BND
-95.3% -$38.7M
New buy VTEB
Sold out MUB
Add BNDX
+5918.7% $17.4M
Trim IAGG
-35.5% -$15.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 36.22% | +0.36% | +0.92% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 10.35% | +5.65% | +132.32% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.84% | -0.01% | +0.23% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.62% | +0.14% | +2.83% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.39% | +4.39% | NEW | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.91% | +0.15% | +5.93% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.87% | -2.32% | -35.47% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.56% | -0.01% | +0.61% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.31% | +0.01% | +1.34% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.86% | -0.30% | -0.18% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.85% | -0.77% | -20.71% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +0.35% | -0.07% | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 2.56% | -0.17% | +1.62% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.55% | +2.51% | +5918.67% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.55% | +0.01% | -0.39% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.23% | -0.07% | +1.28% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.99% | — | +0.18% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | +0.02% | +2.84% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.50% | -0.01% | +0.10% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.48% | +0.03% | +9.82% | |
| 21 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.47% | -0.01% | +2.01% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.46% | +0.02% | +6.23% | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.30% | -0.04% | -4.92% | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.29% | — | +2.34% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | -5.62% | -95.30% | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.24% | +0.01% | +0.22% | |
| 27 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.17% | +0.02% | -0.00% | |
| 28 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | -0.01% | +0.09% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.13% | — | -0.01% | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +1.17% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.12% | — | -0.59% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.02% | -1.04% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +0.45% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.09% | -0.02% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.08% | +0.01% | +1.67% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.08% | -0.03% | -28.57% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | +0.03% | +45.14% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | — | +13.29% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -0.37% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | -1.30% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | — | +0.30% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | -2.19% | |
| 43 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.06% | — | -0.12% | |
| 44 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.06% | — | -2.93% | |
| 45 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.05% | -0.01% | -14.94% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.05% | +0.01% | +0.58% | |
| 47 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 0.04% | +0.04% | NEW | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.04% | +0.04% | NEW | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.04% | — | +0.19% | |
| 50 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.04% | — | — |
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Portfolio Performance
Performance for Q4 2026
+1.5%
Performance Last 4 Quarters
+10.5%
- Stdev
- +9.3%
- Beta
- +0.73
- Alpha
- -0.2%
- Max Drawdown
- -4.7%
- Annualized Perf
- +17.3%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +3.78
- Stutzer
- +0.52
- Treynor
- +0.23
- Sterling
- +1.22
- Calmar
- +3.66
- Information Ratio
- -1.5
- Tracking Error
- +4.3%
- Stdev Down
- +4.4%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +25.9%
- Worst 12 Months
- +5.2%
- Efficiency Ratio
- +0.71
- Sharpe
- +1.77
- Stdev Sectors
- +38.8%
- Skewness
- -0.05
- Kurtosis
- +0.13
- Upside Potential
- +5.2
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 57 | $695.9M | 28 | ||
| 2026 Q2 | 59 | $689.3M | 18 | ||
| 2026 Q1 | 56 | $610.9M | 8 | ||
| 2025 Q4 | 51 | $605.8M | 4 | ||
| 2025 Q3 | 49 | $594.7M | 25 | ||
| 2025 Q2 | 48 | $555.1M | 0 | ||
| 2025 Q1 | 47 | $454.9M | 100 | ||
| 2024 Q4 | 47 | $514.6M | 0 | ||
| 2024 Q3 | 47 | $513.6M | 0 | ||
| 2024 Q2 | 47 | $454.9M | 0 | ||
| 2024 Q1 | 46 | $441.6M | 0 | ||
| 2023 Q4 | 43 | $378.8M | 0 | ||
| 2023 Q3 | 43 | $378.8M | 0 | ||
| 2023 Q2 | 41 | $391.0M | 0 | ||
| 2023 Q1 | 40 | $348.4M | 0 | ||
| 2022 Q4 | 40 | $337.0M | 0 | ||
| 2022 Q3 | 37 | $297.6M | 0 | ||
| 2022 Q2 | 39 | $310.7M | 0 | ||
| 2022 Q1 | 40 | $348.8M | 0 | ||
| 2021 Q4 | 39 | $358.6M | 0 | ||
| 2021 Q3 | 40 | $334.6M | 0 | ||
| 2021 Q2 | 37 | $330.5M | 96 | ||
| 2021 Q1 | 37 | $307.4M | 22 | ||
| 2020 Q4 | 35 | $268.6M | 39 | ||
| 2020 Q3 | 36 | $237.3M | 9 | ||
| 2020 Q2 | 34 | $221.4M | 19 | ||
| 2020 Q1 | 32 | $184.0M | 22 | ||
| 2019 Q4 | 31 | $223.9M | 8 | ||
| 2019 Q3 | 29 | $207.4M | 5 | ||
| 2019 Q2 | 33 | $204.5M | 9 | ||
| 2019 Q1 | 32 | $192.2M | 15 | ||
| 2018 Q4 | 29 | $168.1M | 16 | ||
| 2018 Q3 | 30 | $183.9M | 21 | ||
| 2018 Q1 | 28 | $159.8M | 6 | ||
| 2017 Q4 | 29 | $157.2M | 100 | ||
| 2017 Q3 | 21 | $149.6M | 5 | ||
| 2017 Q2 | 21 | $143.7M | 12 | ||
| 2017 Q1 | 21 | $130.3M | 14 | ||
| 2016 Q4 | 21 | $126.3M | 6 | ||
| 2016 Q3 | 23 | $123.7M | 10 | ||
| 2016 Q2 | 24 | $114.9M | 11 | ||
| 2016 Q1 | 24 | $109.1M | 13 | ||
| 2015 Q4 | 18 | $101.3M | 18 | ||
| 2015 Q3 | 23 | $100.4M | 10 | ||
| 2015 Q2 | 26 | $106.9M | 17 | ||
| 2015 Q1 | 25 | $107.2M | 23 | ||
| 2014 Q4 | 27 | $101.2M | 0 |
Holding changes this quarter
Boston Standard Wealth Management, LLC's most significant position changes for 2026-09-30: New buy: Vanguard Tax-exempt Bond ETF (VTEB); Sold out: Ishares National Muni Bond E (MUB); Sold out: Jpmorgan Municipal ETF (JMUB); Sold out: Ishares New York Muni Bond E (NYF); New buy: Vanguard Ny Tax-ex Bond (MUNY).
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Filing History
FAQ
What is Boston Standard Wealth Management, LLC and what type of investor is it?
Boston Standard Wealth Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $695.9M, spread across 57 disclosed positions.
What are Boston Standard Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Boston Standard Wealth Management, LLC's top holdings by market value are:
1. Vanguard Total Stock Mkt ETF (VTI) — $252.0M (36.2%)
2. Vanguard Core Bond ETF (VCRB) — $72.0M (10.3%)
3. Ste Str Spdr Pt Dw EU ETF (SPDW) — $47.6M (6.8%)
4. Ss Spdr P S&p 1500 Comp ETF (SPTM) — $32.2M (4.6%)
5. Vanguard Tax-exempt Bond ETF (VTEB) — $30.6M (4.4%)
What changes did Boston Standard Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Boston Standard Wealth Management, LLC made 58 notable position adjustments: 4 new positions were initiated, 28 existing holdings were added to, 20 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: Vanguard Tax-exempt Bond ETF (VTEB); Sold out: Ishares National Muni Bond E (MUB); Sold out: Jpmorgan Municipal ETF (JMUB); Sold out: Ishares New York Muni Bond E (NYF); New buy: Vanguard Ny Tax-ex Bond (MUNY)
What sectors does Boston Standard Wealth Management, LLC focus on?
Boston Standard Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 92.3%
• Consumer Discretionary: 3.0%
• Industrials: 2.9%
• Communication Services: 1.8%
Investment Profile
Boston Standard Wealth Management, LLC returned an annualized 17.3% over the trailing 36 months — underperforming the S&P 500 by 0.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.73 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 92.3% of the portfolio concentrated in Information Technology.
It has added to its VCRB position over the past two quarters (+$60.5M, now $72.0M), while trimming BND over the same stretch (-$56.8M, still holding $1.8M).
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