BS
Boston Standard Wealth Management, LLC 13F Disclosure (Q2 2026) — Portfolio & Holdings
Boston Standard Wealth Management, LLCCIK: 0001630939
Sector-focusedMomentum followerLong-term holder
Total reported value
$689.3M
Reporting period: 2026-06-30 · Number of holdings: 59
Boston Standard Wealth Management, LLC disclosed 59 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $689.3M and a quarterly turnover rate of 17.9%.
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Personality snowflake
- Concentration
- 61.64
- Portfolio Stability
- 17.9
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 71.31
Boston Standard Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.154 — mathematically equivalent to about 6 equally-sized positions, well below its 59 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 2.87), 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.govTrim BND
-30.6% -$18.1M
Add VCRB
+181.4% $20.8M
Add BIL
+171.2% $15.7M
Add VTI
-0.1% $31.2M
Trim IAGG
+4.5% $2.1M
Trim SPDW
-1.4% $2.7M
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 | 35.86% | +0.50% | -0.11% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.85% | -0.44% | -1.42% | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.19% | -0.45% | +4.45% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.88% | -3.71% | -30.56% | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-Other | 4.70% | +2.81% | +181.36% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.48% | +0.10% | +1.05% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.76% | -0.30% | +4.95% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.62% | +2.11% | +171.25% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.57% | -0.07% | +1.66% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 3.51% | -0.18% | +6.25% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.30% | -0.14% | -1.17% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.16% | +0.08% | -2.59% | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 2.73% | -0.08% | +0.54% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -0.03% | -0.04% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.54% | +0.07% | +0.98% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.30% | +0.05% | -0.98% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.99% | -0.11% | -3.33% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.80% | -0.07% | +3.96% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.54% | -0.01% | +1.43% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.51% | — | -1.08% | |
| 21 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.48% | -0.01% | +11.78% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.45% | -0.03% | +5.60% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.44% | -0.04% | +5.43% | |
| 24 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.34% | +0.03% | +2.16% | |
| 25 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.29% | -0.04% | -0.04% | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.23% | — | +0.19% | |
| 27 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.15% | — | -2.07% | |
| 28 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.15% | -0.03% | — | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.13% | -0.01% | +1.28% | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +0.59% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.12% | — | -5.24% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.11% | -0.01% | — | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.11% | +0.05% | -30.00% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.01% | +8.59% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | +1.18% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.07% | -0.06% | -46.08% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -1.48% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | +0.02% | +19.04% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | +2.24% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | +9.11% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | — | +2.71% | |
| 42 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.06% | — | +1.21% | |
| 43 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.06% | — | +0.79% | |
| 44 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.06% | — | +0.12% | |
| 45 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.06% | -0.01% | — | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.02% | — | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.04% | -0.02% | -19.07% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.04% | -0.01% | +0.73% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.04% | +0.01% | +15.17% | |
| 50 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.04% | — | +0.91% |
1–50 of 59
Portfolio Performance
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+16.2%
- Stdev
- +9.8%
- Beta
- +0.73
- Alpha
- +0.1%
- Max Drawdown
- -4.7%
- Annualized Perf
- +15.2%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +2.97
- Stutzer
- +0.44
- Treynor
- +0.2
- Sterling
- +1.07
- Calmar
- +3.22
- Information Ratio
- -1.2
- Tracking Error
- +4.4%
- Stdev Down
- +4.9%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +25.9%
- Worst 12 Months
- +5.2%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.5
- Stdev Sectors
- +34.9%
- Skewness
- -0.08
- Kurtosis
- -0.19
- Upside Potential
- +4.52
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: First Trust Small Cap Core A (FYX); Sold out: Ishares Silver Trust (SLV); New buy: Schwab US Large-cap Growth (SCHG); New buy: Vanguard Info Tech ETF (VGT); New buy: First Trust Mid Cap Core Alp (FNX).
1–50 of 60
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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $689.3M, spread across 59 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) — $247.2M (35.9%)
2. Ste Str Spdr Pt Dw EU ETF (SPDW) — $47.2M (6.8%)
3. Ishares Intl Aggregate Bond (IAGG) — $42.6M (6.2%)
4. Vanguard Total Bond Market (BND) — $40.5M (5.9%)
5. Vanguard Core Bond ETF (VCRB) — $32.4M (4.7%)
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 54 notable position adjustments: 4 new positions were initiated, 33 existing holdings were added to, 16 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: First Trust Small Cap Core A (FYX); Sold out: Ishares Silver Trust (SLV); New buy: Schwab US Large-cap Growth (SCHG); New buy: Vanguard Info Tech ETF (VGT); New buy: First Trust Mid Cap Core Alp (FNX)
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: 89.7%
• Industrials: 3.8%
• Consumer Discretionary: 3.2%
• Communication Services: 2.2%
• Consumer Staples: 1.1%
Investment Profile
Boston Standard Wealth Management, LLC returned an annualized 15.2% over the trailing 36 months — outperforming the S&P 500 by 0.1 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 36% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 89.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 18 over the past 4 quarters — a shift toward more active trading.
It has added to its SPSM position over the past two quarters (+$3.7M, now $21.8M), while trimming BND over the same stretch (-$27.7M, still holding $40.5M).
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