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CIK: 0001630939
Total reported value
$695.9M
$695.9M
59 檔
58.9%
As reported in its official Q2 2026 Form 13F filing, Boston Standard Wealth Management, LLC's tracked investment portfolio stood at $695.9M with 59 total positions.
In Q2 2026, Boston Standard Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 35.86% | +0.36% | -0.11% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.85% | -0.01% | -1.42% | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.19% | -2.32% | +4.45% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.88% | -5.62% | -30.56% | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-Other | 4.70% | +5.65% | +181.36% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.48% | +0.14% | +1.05% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.76% | +0.15% | +4.95% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.62% | -0.77% | +171.25% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.57% | -0.01% | +1.66% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 3.51% | -3.51% | EXIT | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.30% | +0.01% | -1.17% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.16% | -0.30% | -2.59% | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 2.73% | -0.17% | +0.54% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.35% | -0.04% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.54% | +0.01% | +0.98% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.30% | -0.07% | -0.98% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.99% | — | -3.33% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.80% | -0.80% | EXIT | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.54% | +0.02% | +1.43% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.51% | -0.01% | -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% | +0.02% | +5.43% | |
| 24 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.34% | -0.04% | +2.16% | |
| 25 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.29% | — | -0.04% | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.23% | +0.01% | +0.19% | |
| 27 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.15% | -0.01% | -2.07% | |
| 28 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.15% | +0.02% | — | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.13% | — | +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% | -0.02% | — | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.11% | -0.03% | -30.00% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +8.59% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | +0.02% | +1.18% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.07% | +0.01% | -46.08% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -1.48% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | — | +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% | -0.06% | EXIT | |
| 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% | +0.03% | — | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.04% | +2.51% | -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% | — | +15.17% | |
| 50 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.04% | — | +0.91% |
According to official SEC Form 13F filings, Boston Standard Wealth Management, LLC reported a total U.S. public equity portfolio value of $695.9M across 59 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SPDW, IAGG) accounted for 58.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
FYX
市值: $232.7K
Top Position Liquidated / Trimmed
SLV
前期市值: $229.8K
During Q2 2026, Boston Standard Wealth Management, LLC's top holdings by market value included VTI (35.9%)、SPDW (6.8%)、IAGG (6.2%). The largest single position, VTI, represented 35.9% of total portfolio value.
In Q2 2026, Boston Standard Wealth Management, LLC made 54 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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