Boston Standard Wealth Management, LLC — Inside Their 13F Portfolio

CIK: 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/Contrarian: 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.

Recent moves

Trim 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
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%
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%	—	—
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%	—	+0.73%
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

+1.4%

Performance Last 4 Quarters

+9.4%

Based on 52% of reported portfolio value with available pricing

Stdev: +8.1%
Beta: +0.5
Alpha: -0.3%
Max Drawdown: -4.3%
Annualized Perf: +7.9%
Batting Avg vs S&P: +41.7%
Sortino: +1.86
Stutzer: +0.29
Treynor: +0.16
Sterling: +0.56
Calmar: +1.82
Information Ratio: -1.04
Tracking Error: +8%
Stdev Down: +4.2%
Winning Months %: +62.5%
Losing Months %: +37.5%
Best 12 Months: +17.2%
Worst 12 Months: +3.4%
Efficiency Ratio: +0.34
Sharpe: +0.97
Stdev Sectors: +34.9%
Skewness: +0.18
Kurtosis: -0.59
Upside Potential: +3.72

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	59	$689.3M	18	1VTI 2SPDW 3IAGG Top holdings2026-06-30 1.VTI 2.SPDW 3.IAGG 4.BND 5.VCRB 6.SPTM 7.SPTS 8.BIL 9.VEU 10.MUB
2026-03-31	56	$610.9M	8	1VTI 2BND 3SPDW Top holdings2026-03-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VEU 9.VWO 10.SPSM
2025-12-31	51	$605.8M	4	1VTI 2BND 3SPDW Top holdings2025-12-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VEU 9.VWO 10.SPSM
2025-09-30	49	$594.7M	25	1VTI 2BND 3SPDW Top holdings2025-09-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VEU 9.VWO 10.SPSM
2025-06-30	48	$555.1M	0	1VTI 2BND 3SPDW Top holdings2025-06-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.MUB 7.SPTS 8.VEU 9.VWO 10.SPSM
2025-03-31	47	$454.9M	100	1VTI 2BND 3SPDW Top holdings2025-03-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2024-12-31	47	$514.6M	0	1VTI 2BND 3IAGG Top holdings2024-12-31 1.VTI 2.BND 3.IAGG 4.SPDW 5.SPTM 6.MUB 7.SPTS 8.VWO 9.NVDA 10.VEU
2024-09-30	47	$513.6M	0	1VTI 2BND 3SPDW Top holdings2024-09-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.MUB 7.SPTS 8.VWO 9.VEU 10.SPSM
2024-06-30	47	$454.9M	0	1VTI 2BND 3SPDW Top holdings2024-06-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2024-03-31	46	$441.6M	0	1VTI 2BND 3SPDW Top holdings2024-03-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2023-12-31	43	$378.8M	0	1VTI 2BND 3SPDW Top holdings2023-12-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTS 6.SPTM 7.MUB 8.VWO 9.VEU 10.SPSM
2023-09-30	43	$378.8M	0	1VTI 2BND 3SPDW Top holdings2023-09-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTS 6.SPTM 7.MUB 8.VWO 9.VEU 10.SPSM
2023-06-30	41	$391.0M	0	1VTI 2BND 3SPDW Top holdings2023-06-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2023-03-31	40	$348.4M	0	1VTI 2BND 3SPDW Top holdings2023-03-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2022-12-31	40	$337.0M	0	1VTI 2BND 3SPDW Top holdings2022-12-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2022-09-30	37	$297.6M	0	1VTI 2BND 3SPDW Top holdings2022-09-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.SPSM 10.VEU
2022-06-30	39	$310.7M	0	1VTI 2BND 3SPDW Top holdings2022-06-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2022-03-31	40	$348.8M	0	1VTI 2SPAB 3SPDW Top holdings2022-03-31 1.VTI 2.SPAB 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.REET 9.SPSM 10.VEU
2021-12-31	39	$358.6M	0	1VTI 2SPAB 3SPDW Top holdings2021-12-31 1.VTI 2.SPAB 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.REET 9.SPSM 10.VEU
2021-09-30	40	$334.6M	0	1VTI 2SPAB 3SPDW Top holdings2021-09-30 1.VTI 2.SPAB 3.SPDW 4.IAGG 5.SPTS 6.SPTM 7.MUB 8.SPSM 9.REET 10.VEU
2021-06-30	37	$330.5M	96	1VTI 2SPAB 3SPDW Top holdings2021-06-30 1.VTI 2.SPAB 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.SPSM 9.REET 10.VEU
2021-03-31	37	$307.4M	22	1VTI 2SPAB 3SPDW Top holdings2021-03-31 1.VTI 2.SPAB 3.SPDW 4.SPTM 5.IAGG 6.SPTS 7.SPSM 8.MUB 9.VEU 10.REET
2020-12-31	35	$268.6M	39	1VTI 2SPTM 3SPAB Top holdings2020-12-31 1.VTI 2.SPTM 3.SPAB 4.SPDW 5.IAGG 6.SPTS 7.SPSM 8.SPEM 9.REET 10.MUB
2020-09-30	36	$237.3M	9	1SPTM 2VTI 3SPAB Top holdings2020-09-30 1.SPTM 2.VTI 3.SPAB 4.SPDW 5.IAGG 6.SPTS 7.SPEM 8.SPSM 9.MUB 10.REET
2020-06-30	34	$221.4M	19	1SPTM 2SPAB 3SPDW Top holdings2020-06-30 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPTS 7.MUB 8.SPEM 9.SPSM 10.REET
2020-03-31	32	$184.0M	22	1SPTM 2SPAB 3IAGG Top holdings2020-03-31 1.SPTM 2.SPAB 3.IAGG 4.SPDW 5.VTI 6.SPTS 7.MUB 8.SPEM 9.SPSM 10.REET
2019-12-31	31	$223.9M	8	1SPTM 2SPAB 3SPDW Top holdings2019-12-31 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPTS 7.SPSM 8.SPEM 9.REET 10.MUB
2019-09-30	29	$207.4M	5	1SPTM 2SPAB 3SPDW Top holdings2019-09-30 1.SPTM 2.SPAB 3.SPDW 4.IAGG 5.VTI 6.SPTS 7.SPSM 8.SPEM 9.REET 10.MUB
2019-06-30	33	$204.5M	9	1SPTM 2SPAB 3SPDW Top holdings2019-06-30 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPTS 7.SPEM 8.SPSM 9.REET 10.MUB
2019-03-31	32	$192.2M	15	1SPTM 2SPAB 3SPDW Top holdings2019-03-31 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPTS 7.SPEM 8.SPSM 9.REET 10.MUB
2018-12-31	29	$168.1M	16	1SPTM 2SPAB 3SPDW Top holdings2018-12-31 1.SPTM 2.SPAB 3.SPDW 4.IAGG 5.VTI 6.SPTS 7.SPEM 8.SPSM 9.REET 10.MUB
2018-09-30	30	$183.9M	21	1SPTM 2SPAB 3SPDW Top holdings2018-09-30 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPSM 7.SPEM 8.REET 9.VEU 10.MUB
2018-03-31	28	$159.8M	6	1SPTM 2SPAB 3VTI Top holdings2018-03-31 1.SPTM 2.SPAB 3.VTI 4.SPDW 5.IAGG 6.SPSM 7.SPEM 8.VEU 9.REET 10.SPTS
2017-12-31	29	$157.2M	100	1SPTM 2SPAB 3VTI Top holdings2017-12-31 1.SPTM 2.SPAB 3.VTI 4.SPDW 5.IAGG 6.SPSM 7.VEU 8.SPEM 9.REET 10.SPTS
2017-09-30	21	$149.6M	5	1VTI 2VEU 3BND Top holdings2017-09-30 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.VWO 8.DJP 9.RWO 10.MUB
2017-06-30	21	$143.7M	12	1VTI 2VEU 3BND Top holdings2017-06-30 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.RWO 8.DJP 9.VWO 10.MUB
2017-03-31	21	$130.3M	14	1VTI 2VEU 3BND Top holdings2017-03-31 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.DJP 7.RWO 8.VWO 9.WOOD 10.MUB
2016-12-31	21	$126.3M	6	1VTI 2VEU 3BND Top holdings2016-12-31 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.DJP 8.RWO 9.VWO 10.STPZ
2016-09-30	23	$123.7M	10	1VTI 2VEU 3BND Top holdings2016-09-30 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.DJP 8.RWO 9.STPZ 10.VWO
2016-06-30	24	$114.9M	11	1VTI 2VEU 3BND Top holdings2016-06-30 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.DJP 8.RWO 9.STPZ 10.VWO
2016-03-31	24	$109.1M	13	1VTI 2VEU 3BND Top holdings2016-03-31 1.VTI 2.VEU 3.BND 4.BNDX 5.BSV 6.VXF 7.RWO 8.DJP 9.STPZ 10.VWO
2015-12-31	18	$101.3M	18	1VTI 2VEU 3BND Top holdings2015-12-31 1.VTI 2.VEU 3.BND 4.BNDX 5.BSV 6.DJP 7.RWO 8.VXF 9.STPZ 10.73935x
2015-09-30	23	$100.4M	10	1VTI 2VEU 3BND Top holdings2015-09-30 1.VTI 2.VEU 3.BND 4.BNDX 5.BSV 6.DJP 7.RWO 8.STPZ 9.73935X 10.BWX
2015-06-30	26	$106.9M	17	1VTI 2VEU 3BND Top holdings2015-06-30 1.VTI 2.VEU 3.BND 4.BNDX 5.DJP 6.BSV 7.73935X 8.RWO 9.STPZ 10.BWX
2015-03-31	25	$107.2M	23	1VTI 2VEU 3BND Top holdings2015-03-31 1.VTI 2.VEU 3.BND 4.BNDX 5.721937 6.DJP 7.73935X 8.RWO 9.STPZ 10.BWX
2014-12-31	27	$101.2M	0	1VTI 2VEU 3BND Top holdings2014-12-31 1.VTI 2.VEU 3.BND 4.BNDX 5.BSV 6.DJP 7.RWO 8.STPZ 9.BWX 10.73935X

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).

Position changes disclosed by Boston Standard Wealth Management, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VCRB	Vanguard Core Bond ETF	+2.8%	+181.36%	Add
2	BIL	Ss Spdr Bb 1-3m T-bill ETF	+2.1%	+171.25%	Add
3	VTI	Vanguard Total Stock Mkt ETF	+0.5%	-0.11%	Trim
4	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.1%	+1.05%	Add
5	SPSM	Ss Spdr P S&p 600 Small Cap	+0.1%	-2.59%	Trim
6	ESGV	Vanguard Esg US Stock ETF	+0.1%	+0.98%	Add
7	VXF	Vanguard Extended Market ETF	+0.1%	-0.98%	Trim
8	MU	Micron Technology INC	+0.1%	-30.00%	Trim
9	PRFZ	Inv Rafi US 1500 Sm-usd INC	0%	+2.16%	Add
10	FYX	First Trust Small Cap Core A	0%	NEW	New buy
11	SCHG	Schwab US Large-cap Growth	0%	NEW	New buy
12	VGT	Vanguard Info Tech ETF	0%	NEW	New buy
13	FNX	First Trust Mid Cap Core Alp	0%	NEW	New buy
14	AVGO	Broadcom INC	0%	+19.04%	Add
15	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+8.59%	Add
16	VEA	Vanguard Ftse Developed ETF	0%	+15.17%	Add
17	VSGX	Vanguard Esg Intl Stock ETF	—	-1.08%	Trim
18	DSI	Ishares Esg Msci Kld 400 ETF	—	+0.19%	Add
19	ESML	Ishares Esg Aware Msci USA S	—	-2.07%	Trim
20	GOOG	Alphabet Inc-cl C	—	+2.24%	Add
21	VT	Vanguard Tot World Stk ETF	—	+9.11%	Add
22	AOA	Ishares Core 80/20 Aggressiv	—	+0.59%	Add
23	ESGE	Ishares INC Ishares Esg Awar	—	-5.24%	Trim
24	DNA	Ginkgo Bioworks Holdings INC	—	—	Unchanged
25	RSP	Invesco S&p 500 Equal Weight	—	+2.71%	Add
26	AMZN	Amazon.com INC	—	-1.48%	Trim
27	AOR	Ishares Core 60/40 Balanced	—	+1.21%	Add
28	SPEM	State Street Sp Ptf Em ETF	0%	+1.43%	Add
29	NUBD	Nuveen Esg US Aggregate Bond	0%	+11.78%	Add
30	IXUS	Ishares Core Intl Stock ETF	0%	+1.28%	Add
31	WMT	Walmart INC	0%	—	Unchanged
32	DJP	Ipath Bloomberg Commodity In	0%	—	Unchanged
33	BNDX	Vanguard Total Intl Bond ETF	0%	-19.07%	Trim
34	GLD	Spdr Gold Shares	0%	—	Unchanged
35	NVDA	Nvidia CORP	0%	-0.04%	Trim
36	VTIP	Vanguard Short-term Tips	0%	+5.60%	Add
37	BCI	Abrdn Bloomberg All Commodit	0%	—	Unchanged
38	SLV	Ishares Silver Trust	0%	EXIT	Sold out
39	SPSB	Ss Spdr P St C CORP ETF	0%	+5.43%	Add
40	AAPL	Apple INC	-0.1%	-46.08%	Trim
41	VEU	Vanguard Ftse All-world Ex-u	-0.1%	+1.66%	Add
42	JMUB	Jpmorgan Municipal ETF	-0.1%	+3.96%	Add
43	REET	Ishares Global Reit ETF	-0.1%	+0.54%	Add
44	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	-3.33%	Trim
45	VWO	Vanguard Ftse Emerging Marke	-0.1%	-1.17%	Trim
46	MUB	Ishares National Muni Bond E	-0.2%	+6.25%	Add
47	SPTS	Ss Spdr P St Term Tsy ETF	-0.3%	+4.95%	Add
48	SPDW	Ste Str Spdr Pt Dw EU ETF	-0.4%	-1.42%	Trim
49	IAGG	Ishares Intl Aggregate Bond	-0.5%	+4.45%	Add
50	BND	Vanguard Total Bond Market	-3.7%	-30.56%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-06	13F-HR	View on EDGAR
2026-03-31	2026-04-20	13F-HR	View on EDGAR
2025-12-31	2026-01-07	13F-HR	View on EDGAR
2025-09-30	2025-10-06	13F-HR	View on EDGAR
2025-06-30	2025-07-02	13F-HR	View on EDGAR
2025-03-31	2025-04-08	13F-HR	View on EDGAR
2024-12-31	2025-01-27	13F-HR	View on EDGAR
2024-09-30	2024-10-07	13F-HR	View on EDGAR
2024-06-30	2024-07-10	13F-HR	View on EDGAR
2024-03-31	2024-04-11	13F-HR	View on EDGAR
2023-12-31	2024-01-08	13F-HR	View on EDGAR
2023-09-30	2023-10-10	13F-HR	View on EDGAR
2023-06-30	2023-07-06	13F-HR	View on EDGAR
2023-03-31	2023-04-04	13F-HR	View on EDGAR
2022-12-31	2023-01-10	13F-HR	View on EDGAR
2022-09-30	2022-10-13	13F-HR	View on EDGAR
2022-06-30	2022-07-12	13F-HR	View on EDGAR
2022-03-31	2022-04-12	13F-HR	View on EDGAR
2021-12-31	2022-01-18	13F-HR	View on EDGAR
2021-09-30	2021-10-07	13F-HR	View on EDGAR
2021-06-30	2021-07-13	13F-HR	View on EDGAR
2021-03-31	2021-04-19	13F-HR	View on EDGAR
2020-12-31	2021-01-12	13F-HR	View on EDGAR
2020-09-30	2020-10-20	13F-HR	View on EDGAR
2020-06-30	2020-07-06	13F-HR	View on EDGAR
2020-03-31	2020-04-13	13F-HR	View on EDGAR
2019-12-31	2020-01-06	13F-HR	View on EDGAR
2019-09-30	2019-10-08	13F-HR	View on EDGAR
2019-06-30	2019-07-09	13F-HR	View on EDGAR
2019-03-31	2019-04-11	13F-HR	View on EDGAR
2018-12-31	2019-01-10	13F-HR	View on EDGAR
2018-09-30	2018-10-03	13F-HR	View on EDGAR
2018-03-31	2018-04-10	Amendment	View on EDGAR
2018-03-31	2018-04-09	13F-HR	View on EDGAR
2017-12-31	2018-01-09	13F-HR	View on EDGAR
2017-09-30	2017-10-12	13F-HR	View on EDGAR
2017-06-30	2017-07-07	13F-HR	View on EDGAR
2017-03-31	2017-04-06	13F-HR	View on EDGAR
2016-12-31	2017-01-12	13F-HR	View on EDGAR
2016-09-30	2016-10-11	13F-HR	View on EDGAR
2016-06-30	2016-07-11	13F-HR	View on EDGAR
2016-03-31	2016-04-07	13F-HR	View on EDGAR
2015-12-31	2016-01-07	13F-HR	View on EDGAR
2015-09-30	2015-10-09	13F-HR	View on EDGAR
2015-06-30	2015-07-13	13F-HR	View on EDGAR
2015-03-31	2015-04-15	13F-HR	View on EDGAR
2014-12-31	2015-01-21	13F-HR	View on EDGAR

FAQ

What is Boston Standard Wealth Management, LLC and what type of investor is it?

Boston Standard Wealth Management, LLC is a 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 45 notable position adjustments: 4 new positions were initiated, 25 existing holdings were added to, 15 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%

Peer Institutions

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Chatham Capital Group, INC.

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Total reported value

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Concentration6.1

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Sector conviction54.1

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Quantitative Advantage, LLC

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Total reported value

$689.4M

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Platinum Paramount Investment LTD.

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Total reported value

$689.2M

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Concentration100.0

Portfolio Stability22.0

Sector conviction100.0

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Similar Holdings Style

Institutions with overlapping top holdings

Morningstar Investment Services LLC

CIK 0001478215

Total reported value

$546.0M

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Concentration17.3

Portfolio Stability100.0

Sector conviction54.3

3 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF

View detail

Allworth Financial LP

CIK 0001555170

Total reported value

$24.7B

5,192 stks

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Concentration12.7

Portfolio Stability11.9

Sector conviction47.8

3 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF

View detail

Values Added Financial LLC

CIK 0001973921

Total reported value

$237.7M

134 stks

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Concentration11.5

Portfolio Stability15.2

Sector conviction77.2

3 of the top 5 holdings overlap, including Ste Str Spdr Pt Dw EU ETF

View detail

Boston Standard Wealth Management, LLC — Inside Their 13F Portfolio

CIK: 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%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 61.64
Portfolio Stability: 17.9
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 71.31

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.

Recent moves

Trim 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
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%
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%	—	—
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%	—	+0.73%
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

+1.4%

Performance Last 4 Quarters

+9.4%

Based on 52% of reported portfolio value with available pricing

Stdev: +8.1%
Beta: +0.5
Alpha: -0.3%
Max Drawdown: -4.3%
Annualized Perf: +7.9%
Batting Avg vs S&P: +41.7%
Sortino: +1.86
Stutzer: +0.29
Treynor: +0.16
Sterling: +0.56
Calmar: +1.82
Information Ratio: -1.04
Tracking Error: +8%
Stdev Down: +4.2%
Winning Months %: +62.5%
Losing Months %: +37.5%
Best 12 Months: +17.2%
Worst 12 Months: +3.4%
Efficiency Ratio: +0.34
Sharpe: +0.97
Stdev Sectors: +34.9%
Skewness: +0.18
Kurtosis: -0.59
Upside Potential: +3.72

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	59	$689.3M	18	1VTI 2SPDW 3IAGG Top holdings2026-06-30 1.VTI 2.SPDW 3.IAGG 4.BND 5.VCRB 6.SPTM 7.SPTS 8.BIL 9.VEU 10.MUB
2026-03-31	56	$610.9M	8	1VTI 2BND 3SPDW Top holdings2026-03-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VEU 9.VWO 10.SPSM
2025-12-31	51	$605.8M	4	1VTI 2BND 3SPDW Top holdings2025-12-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VEU 9.VWO 10.SPSM
2025-09-30	49	$594.7M	25	1VTI 2BND 3SPDW Top holdings2025-09-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VEU 9.VWO 10.SPSM
2025-06-30	48	$555.1M	0	1VTI 2BND 3SPDW Top holdings2025-06-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.MUB 7.SPTS 8.VEU 9.VWO 10.SPSM
2025-03-31	47	$454.9M	100	1VTI 2BND 3SPDW Top holdings2025-03-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2024-12-31	47	$514.6M	0	1VTI 2BND 3IAGG Top holdings2024-12-31 1.VTI 2.BND 3.IAGG 4.SPDW 5.SPTM 6.MUB 7.SPTS 8.VWO 9.NVDA 10.VEU
2024-09-30	47	$513.6M	0	1VTI 2BND 3SPDW Top holdings2024-09-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.MUB 7.SPTS 8.VWO 9.VEU 10.SPSM
2024-06-30	47	$454.9M	0	1VTI 2BND 3SPDW Top holdings2024-06-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2024-03-31	46	$441.6M	0	1VTI 2BND 3SPDW Top holdings2024-03-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2023-12-31	43	$378.8M	0	1VTI 2BND 3SPDW Top holdings2023-12-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTS 6.SPTM 7.MUB 8.VWO 9.VEU 10.SPSM
2023-09-30	43	$378.8M	0	1VTI 2BND 3SPDW Top holdings2023-09-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTS 6.SPTM 7.MUB 8.VWO 9.VEU 10.SPSM
2023-06-30	41	$391.0M	0	1VTI 2BND 3SPDW Top holdings2023-06-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2023-03-31	40	$348.4M	0	1VTI 2BND 3SPDW Top holdings2023-03-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2022-12-31	40	$337.0M	0	1VTI 2BND 3SPDW Top holdings2022-12-31 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2022-09-30	37	$297.6M	0	1VTI 2BND 3SPDW Top holdings2022-09-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.SPSM 10.VEU
2022-06-30	39	$310.7M	0	1VTI 2BND 3SPDW Top holdings2022-06-30 1.VTI 2.BND 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.VWO 9.VEU 10.SPSM
2022-03-31	40	$348.8M	0	1VTI 2SPAB 3SPDW Top holdings2022-03-31 1.VTI 2.SPAB 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.REET 9.SPSM 10.VEU
2021-12-31	39	$358.6M	0	1VTI 2SPAB 3SPDW Top holdings2021-12-31 1.VTI 2.SPAB 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.REET 9.SPSM 10.VEU
2021-09-30	40	$334.6M	0	1VTI 2SPAB 3SPDW Top holdings2021-09-30 1.VTI 2.SPAB 3.SPDW 4.IAGG 5.SPTS 6.SPTM 7.MUB 8.SPSM 9.REET 10.VEU
2021-06-30	37	$330.5M	96	1VTI 2SPAB 3SPDW Top holdings2021-06-30 1.VTI 2.SPAB 3.SPDW 4.IAGG 5.SPTM 6.SPTS 7.MUB 8.SPSM 9.REET 10.VEU
2021-03-31	37	$307.4M	22	1VTI 2SPAB 3SPDW Top holdings2021-03-31 1.VTI 2.SPAB 3.SPDW 4.SPTM 5.IAGG 6.SPTS 7.SPSM 8.MUB 9.VEU 10.REET
2020-12-31	35	$268.6M	39	1VTI 2SPTM 3SPAB Top holdings2020-12-31 1.VTI 2.SPTM 3.SPAB 4.SPDW 5.IAGG 6.SPTS 7.SPSM 8.SPEM 9.REET 10.MUB
2020-09-30	36	$237.3M	9	1SPTM 2VTI 3SPAB Top holdings2020-09-30 1.SPTM 2.VTI 3.SPAB 4.SPDW 5.IAGG 6.SPTS 7.SPEM 8.SPSM 9.MUB 10.REET
2020-06-30	34	$221.4M	19	1SPTM 2SPAB 3SPDW Top holdings2020-06-30 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPTS 7.MUB 8.SPEM 9.SPSM 10.REET
2020-03-31	32	$184.0M	22	1SPTM 2SPAB 3IAGG Top holdings2020-03-31 1.SPTM 2.SPAB 3.IAGG 4.SPDW 5.VTI 6.SPTS 7.MUB 8.SPEM 9.SPSM 10.REET
2019-12-31	31	$223.9M	8	1SPTM 2SPAB 3SPDW Top holdings2019-12-31 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPTS 7.SPSM 8.SPEM 9.REET 10.MUB
2019-09-30	29	$207.4M	5	1SPTM 2SPAB 3SPDW Top holdings2019-09-30 1.SPTM 2.SPAB 3.SPDW 4.IAGG 5.VTI 6.SPTS 7.SPSM 8.SPEM 9.REET 10.MUB
2019-06-30	33	$204.5M	9	1SPTM 2SPAB 3SPDW Top holdings2019-06-30 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPTS 7.SPEM 8.SPSM 9.REET 10.MUB
2019-03-31	32	$192.2M	15	1SPTM 2SPAB 3SPDW Top holdings2019-03-31 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPTS 7.SPEM 8.SPSM 9.REET 10.MUB
2018-12-31	29	$168.1M	16	1SPTM 2SPAB 3SPDW Top holdings2018-12-31 1.SPTM 2.SPAB 3.SPDW 4.IAGG 5.VTI 6.SPTS 7.SPEM 8.SPSM 9.REET 10.MUB
2018-09-30	30	$183.9M	21	1SPTM 2SPAB 3SPDW Top holdings2018-09-30 1.SPTM 2.SPAB 3.SPDW 4.VTI 5.IAGG 6.SPSM 7.SPEM 8.REET 9.VEU 10.MUB
2018-03-31	28	$159.8M	6	1SPTM 2SPAB 3VTI Top holdings2018-03-31 1.SPTM 2.SPAB 3.VTI 4.SPDW 5.IAGG 6.SPSM 7.SPEM 8.VEU 9.REET 10.SPTS
2017-12-31	29	$157.2M	100	1SPTM 2SPAB 3VTI Top holdings2017-12-31 1.SPTM 2.SPAB 3.VTI 4.SPDW 5.IAGG 6.SPSM 7.VEU 8.SPEM 9.REET 10.SPTS
2017-09-30	21	$149.6M	5	1VTI 2VEU 3BND Top holdings2017-09-30 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.VWO 8.DJP 9.RWO 10.MUB
2017-06-30	21	$143.7M	12	1VTI 2VEU 3BND Top holdings2017-06-30 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.RWO 8.DJP 9.VWO 10.MUB
2017-03-31	21	$130.3M	14	1VTI 2VEU 3BND Top holdings2017-03-31 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.DJP 7.RWO 8.VWO 9.WOOD 10.MUB
2016-12-31	21	$126.3M	6	1VTI 2VEU 3BND Top holdings2016-12-31 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.DJP 8.RWO 9.VWO 10.STPZ
2016-09-30	23	$123.7M	10	1VTI 2VEU 3BND Top holdings2016-09-30 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.DJP 8.RWO 9.STPZ 10.VWO
2016-06-30	24	$114.9M	11	1VTI 2VEU 3BND Top holdings2016-06-30 1.VTI 2.VEU 3.BND 4.BNDX 5.VXF 6.BSV 7.DJP 8.RWO 9.STPZ 10.VWO
2016-03-31	24	$109.1M	13	1VTI 2VEU 3BND Top holdings2016-03-31 1.VTI 2.VEU 3.BND 4.BNDX 5.BSV 6.VXF 7.RWO 8.DJP 9.STPZ 10.VWO
2015-12-31	18	$101.3M	18	1VTI 2VEU 3BND Top holdings2015-12-31 1.VTI 2.VEU 3.BND 4.BNDX 5.BSV 6.DJP 7.RWO 8.VXF 9.STPZ 10.73935x
2015-09-30	23	$100.4M	10	1VTI 2VEU 3BND Top holdings2015-09-30 1.VTI 2.VEU 3.BND 4.BNDX 5.BSV 6.DJP 7.RWO 8.STPZ 9.73935X 10.BWX
2015-06-30	26	$106.9M	17	1VTI 2VEU 3BND Top holdings2015-06-30 1.VTI 2.VEU 3.BND 4.BNDX 5.DJP 6.BSV 7.73935X 8.RWO 9.STPZ 10.BWX
2015-03-31	25	$107.2M	23	1VTI 2VEU 3BND Top holdings2015-03-31 1.VTI 2.VEU 3.BND 4.BNDX 5.721937 6.DJP 7.73935X 8.RWO 9.STPZ 10.BWX
2014-12-31	27	$101.2M	0	1VTI 2VEU 3BND Top holdings2014-12-31 1.VTI 2.VEU 3.BND 4.BNDX 5.BSV 6.DJP 7.RWO 8.STPZ 9.BWX 10.73935X

Holding changes this quarter

Position changes disclosed by Boston Standard Wealth Management, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VCRB	Vanguard Core Bond ETF	+2.8%	+181.36%	Add
2	BIL	Ss Spdr Bb 1-3m T-bill ETF	+2.1%	+171.25%	Add
3	VTI	Vanguard Total Stock Mkt ETF	+0.5%	-0.11%	Trim
4	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.1%	+1.05%	Add
5	SPSM	Ss Spdr P S&p 600 Small Cap	+0.1%	-2.59%	Trim
6	ESGV	Vanguard Esg US Stock ETF	+0.1%	+0.98%	Add
7	VXF	Vanguard Extended Market ETF	+0.1%	-0.98%	Trim
8	MU	Micron Technology INC	+0.1%	-30.00%	Trim
9	PRFZ	Inv Rafi US 1500 Sm-usd INC	0%	+2.16%	Add
10	FYX	First Trust Small Cap Core A	0%	NEW	New buy
11	SCHG	Schwab US Large-cap Growth	0%	NEW	New buy
12	VGT	Vanguard Info Tech ETF	0%	NEW	New buy
13	FNX	First Trust Mid Cap Core Alp	0%	NEW	New buy
14	AVGO	Broadcom INC	0%	+19.04%	Add
15	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+8.59%	Add
16	VEA	Vanguard Ftse Developed ETF	0%	+15.17%	Add
17	VSGX	Vanguard Esg Intl Stock ETF	—	-1.08%	Trim
18	DSI	Ishares Esg Msci Kld 400 ETF	—	+0.19%	Add
19	ESML	Ishares Esg Aware Msci USA S	—	-2.07%	Trim
20	GOOG	Alphabet Inc-cl C	—	+2.24%	Add
21	VT	Vanguard Tot World Stk ETF	—	+9.11%	Add
22	AOA	Ishares Core 80/20 Aggressiv	—	+0.59%	Add
23	ESGE	Ishares INC Ishares Esg Awar	—	-5.24%	Trim
24	DNA	Ginkgo Bioworks Holdings INC	—	—	Unchanged
25	RSP	Invesco S&p 500 Equal Weight	—	+2.71%	Add
26	AMZN	Amazon.com INC	—	-1.48%	Trim
27	AOR	Ishares Core 60/40 Balanced	—	+1.21%	Add
28	SPEM	State Street Sp Ptf Em ETF	0%	+1.43%	Add
29	NUBD	Nuveen Esg US Aggregate Bond	0%	+11.78%	Add
30	IXUS	Ishares Core Intl Stock ETF	0%	+1.28%	Add
31	WMT	Walmart INC	0%	—	Unchanged
32	DJP	Ipath Bloomberg Commodity In	0%	—	Unchanged
33	BNDX	Vanguard Total Intl Bond ETF	0%	-19.07%	Trim
34	GLD	Spdr Gold Shares	0%	—	Unchanged
35	NVDA	Nvidia CORP	0%	-0.04%	Trim
36	VTIP	Vanguard Short-term Tips	0%	+5.60%	Add
37	BCI	Abrdn Bloomberg All Commodit	0%	—	Unchanged
38	SLV	Ishares Silver Trust	0%	EXIT	Sold out
39	SPSB	Ss Spdr P St C CORP ETF	0%	+5.43%	Add
40	AAPL	Apple INC	-0.1%	-46.08%	Trim
41	VEU	Vanguard Ftse All-world Ex-u	-0.1%	+1.66%	Add
42	JMUB	Jpmorgan Municipal ETF	-0.1%	+3.96%	Add
43	REET	Ishares Global Reit ETF	-0.1%	+0.54%	Add
44	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	-3.33%	Trim
45	VWO	Vanguard Ftse Emerging Marke	-0.1%	-1.17%	Trim
46	MUB	Ishares National Muni Bond E	-0.2%	+6.25%	Add
47	SPTS	Ss Spdr P St Term Tsy ETF	-0.3%	+4.95%	Add
48	SPDW	Ste Str Spdr Pt Dw EU ETF	-0.4%	-1.42%	Trim
49	IAGG	Ishares Intl Aggregate Bond	-0.5%	+4.45%	Add
50	BND	Vanguard Total Bond Market	-3.7%	-30.56%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-06	13F-HR	View on EDGAR
2026-03-31	2026-04-20	13F-HR	View on EDGAR
2025-12-31	2026-01-07	13F-HR	View on EDGAR
2025-09-30	2025-10-06	13F-HR	View on EDGAR
2025-06-30	2025-07-02	13F-HR	View on EDGAR
2025-03-31	2025-04-08	13F-HR	View on EDGAR
2024-12-31	2025-01-27	13F-HR	View on EDGAR
2024-09-30	2024-10-07	13F-HR	View on EDGAR
2024-06-30	2024-07-10	13F-HR	View on EDGAR
2024-03-31	2024-04-11	13F-HR	View on EDGAR
2023-12-31	2024-01-08	13F-HR	View on EDGAR
2023-09-30	2023-10-10	13F-HR	View on EDGAR
2023-06-30	2023-07-06	13F-HR	View on EDGAR
2023-03-31	2023-04-04	13F-HR	View on EDGAR
2022-12-31	2023-01-10	13F-HR	View on EDGAR
2022-09-30	2022-10-13	13F-HR	View on EDGAR
2022-06-30	2022-07-12	13F-HR	View on EDGAR
2022-03-31	2022-04-12	13F-HR	View on EDGAR
2021-12-31	2022-01-18	13F-HR	View on EDGAR
2021-09-30	2021-10-07	13F-HR	View on EDGAR
2021-06-30	2021-07-13	13F-HR	View on EDGAR
2021-03-31	2021-04-19	13F-HR	View on EDGAR
2020-12-31	2021-01-12	13F-HR	View on EDGAR
2020-09-30	2020-10-20	13F-HR	View on EDGAR
2020-06-30	2020-07-06	13F-HR	View on EDGAR
2020-03-31	2020-04-13	13F-HR	View on EDGAR
2019-12-31	2020-01-06	13F-HR	View on EDGAR
2019-09-30	2019-10-08	13F-HR	View on EDGAR
2019-06-30	2019-07-09	13F-HR	View on EDGAR
2019-03-31	2019-04-11	13F-HR	View on EDGAR
2018-12-31	2019-01-10	13F-HR	View on EDGAR
2018-09-30	2018-10-03	13F-HR	View on EDGAR
2018-03-31	2018-04-10	Amendment	View on EDGAR
2018-03-31	2018-04-09	13F-HR	View on EDGAR
2017-12-31	2018-01-09	13F-HR	View on EDGAR
2017-09-30	2017-10-12	13F-HR	View on EDGAR
2017-06-30	2017-07-07	13F-HR	View on EDGAR
2017-03-31	2017-04-06	13F-HR	View on EDGAR
2016-12-31	2017-01-12	13F-HR	View on EDGAR
2016-09-30	2016-10-11	13F-HR	View on EDGAR
2016-06-30	2016-07-11	13F-HR	View on EDGAR
2016-03-31	2016-04-07	13F-HR	View on EDGAR
2015-12-31	2016-01-07	13F-HR	View on EDGAR
2015-09-30	2015-10-09	13F-HR	View on EDGAR
2015-06-30	2015-07-13	13F-HR	View on EDGAR
2015-03-31	2015-04-15	13F-HR	View on EDGAR
2014-12-31	2015-01-21	13F-HR	View on EDGAR