Boston Standard Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 6, 2026), Boston Standard Wealth Management, LLC reported 59 stock positions worth $689.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 35.9% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 6.8%) and iShares Intl Aggregate Bond (IAGG, 6.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 1, added to 33 and reduced 16. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +181%) and the biggest sale Vanguard Total Bond Market (BND, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $689.3M (Q2 2026)
- SEC Filing
- 0001630939-26-000006 ↗ filed Jul 6, 2026
Holdings Value
Holdings 59 stocks · $689.3M
| VTI VG Morningstar TS MKT ETF-US | 35.86% | 667,332 | $247.2M | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 6.85% | 946,137 | $47.2M | Reduce -1.4% |
| IAGG iShares Intl Aggregate Bond | 6.19% | 849,268 | $42.6M | Add +4.5% |
| BND Vanguard Total Bond Market | 5.88% | 554,009 | $40.5M | Reduce -30.6% |
| VCRB Vanguard Core Bond ETF | 4.70% | 421,187 | $32.4M | Add +181.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.48% | 339,708 | $30.9M | Add +1.1% |
| SPTS SS SPDR P St Term TSY ETF | 3.76% | 895,179 | $25.9M | Add +5.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.62% | 272,895 | $24.9M | Add +171.3% |
| VEU Vanguard Ftse All-World Ex-U | 3.57% | 296,966 | $24.6M | Add +1.7% |
| MUB iShares National Muni Bond E | 3.51% | 225,728 | $24.2M | Add +6.3% |
| VWO Vanguard Ftse Emerging Marke | 3.30% | 382,829 | $22.7M | Reduce -1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.16% | 376,832 | $21.8M | Reduce -2.6% |
| REET iShares Global REIT ETF | 2.73% | 679,938 | $18.8M | Add +0.5% |
| NVDA Nvidia Corp. | 2.31% | 81,134 | $15.9M | Reduce -0.0% |
| ESGV Vanguard ESG US Stock ETF | 1.54% | 79,946 | $10.6M | Add +1.0% |
| VXF Vanguard Extended Market ETF | 1.30% | 36,406 | $9.0M | Reduce -1.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.99% | 44,087 | $6.8M | Reduce -3.3% |
| JMUB JPMorgan Municipal ETF | 0.80% | 109,873 | $5.5M | Add +4.0% |
| SPEM State Street SP PTF Em ETF | 0.54% | 72,835 | $3.8M | Add +1.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.51% | 42,746 | $3.5M | Reduce -1.1% |
| NUBD Nuveen ESG US Aggregate Bond | 0.48% | 149,955 | $3.3M | Add +11.8% |
| VTIP Vanguard Short-Term Tips | 0.45% | 61,986 | $3.1M | Add +5.6% |
| SPSB SS SPDR P St C Corp. ETF | 0.44% | 102,413 | $3.1M | Add +5.4% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.34% | 42,387 | $2.4M | Add +2.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.29% | 42,429 | $2.0M | Reduce -0.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.23% | 11,312 | $1.6M | Add +0.2% |
| ESML iShares ESG Aware MSCI USA S | 0.15% | 18,625 | $1.0M | Reduce -2.1% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.15% | 46,616 | $1.0M | No change |
| IXUS iShares Core Intl Stock ETF | 0.13% | 9,637 | $912K | Add +1.3% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 8,480 | $827K | Add +0.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 15,405 | $824K | Reduce -5.2% |
| BA The Boeing Co. | 0.11% | 3,523 | $764K | No change |
| MU Micron Technology Inc. | 0.11% | 700 | $741K | Reduce -30.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 898 | $670K | Add +8.6% |
| MSFT Microsoft Corp. | 0.09% | 1,542 | $594K | Add +1.2% |
| AAPL Apple Inc. | 0.07% | 1,679 | $495K | Reduce -46.1% |
| AMZN Amazon.com Inc. | 0.07% | 1,867 | $453K | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.07% | 1,219 | $453K | Add +19.0% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,234 | $441K | Add +2.2% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,768 | $433K | Add +9.1% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 2,012 | $431K | Add +2.7% |
| AOR iShares Core 60/40 Balanced | 0.06% | 5,877 | $408K | Add +1.2% |
| NYF iShares New York Muni Bond E | 0.06% | 7,430 | $399K | Add +0.8% |
| GWX State Street SPDR S&P Intern | 0.06% | 8,960 | $393K | Add +0.1% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.06% | 8,716 | $380K | No change |
| GLD SPDR Gold Shares | 0.05% | 946 | $355K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 6,288 | $304K | Reduce -19.1% |
| XLE SS Energy Select Sector | 0.04% | 5,132 | $270K | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 3,599 | $254K | Add +15.2% |
| WOOD iShares Global Timber & Fore | 0.04% | 3,765 | $249K | Add +0.9% |
| EFA iShares MSCI Eafe ETF | 0.04% | 2,392 | $247K | Add +6.9% |
| FYX First Trust Small Cap Core A | 0.03% | 1,611 | $233K | New |
| SCHG Schwab US Large-Cap Growth | 0.03% | 6,644 | $227K | New |
| WMT Walmart Inc. | 0.03% | 2,063 | $222K | No change |
| VGT Vanguard Info Tech ETF | 0.03% | 1,800 | $212K | New |
| FNX First Trust Mid Cap Core Alp | 0.03% | 1,400 | $204K | New |
| HAS Hasbro Inc. | 0.03% | 2,475 | $204K | Add +0.4% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.02% | 15,165 | $165K | No change |
| JMIA Jumia Technologies AG-ADR | 0.02% | 21,084 | $155K | Add +0.9% |
Portfolio Sells Q1 2026 → Q2 2026
| BND Vanguard Total Bond Market | Reduce -30.6% | 5.88% | −3.72 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.4% | 6.85% | −0.44 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.2% | 3.30% | −0.14 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.3% | 0.99% | −0.12 |
| AAPL Apple Inc. | Reduce -46.1% | 0.07% | −0.06 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.04 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.0% | 0.29% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.0% | 2.31% | −0.04 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -19.1% | 0.04% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -1.1% | 0.51% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -5.2% | 0.12% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 0.07% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -2.1% | 0.15% | +0.00 |
| MU Micron Technology Inc. | Reduce -30.0% | 0.11% | +0.05 |
| VXF Vanguard Extended Market ETF | Reduce -1.0% | 1.30% | +0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.6% | 3.16% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 35.86% | +0.50 |
Portfolio Buys Q1 2026 → Q2 2026
| VCRB Vanguard Core Bond ETF | Add +181.4% | 4.70% | +2.81 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +171.3% | 3.62% | +2.11 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +1.1% | 4.48% | +0.10 |
| ESGV Vanguard ESG US Stock ETF | Add +1.0% | 1.54% | +0.07 |
| FYX First Trust Small Cap Core A | New | 0.03% | +0.03 |
| SCHG Schwab US Large-Cap Growth | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | New | 0.03% | +0.03 |
| FNX First Trust Mid Cap Core Alp | New | 0.03% | +0.03 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +2.2% | 0.34% | +0.03 |
| AVGO Broadcom Inc. | Add +19.0% | 0.07% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.6% | 0.10% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.2% | 0.23% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.06% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +9.1% | 0.06% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +15.2% | 0.04% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +2.7% | 0.06% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +6.9% | 0.04% | −0.00 |
| JMIA Jumia Technologies AG-ADR | Add +0.9% | 0.02% | −0.00 |
| AOR iShares Core 60/40 Balanced | Add +1.2% | 0.06% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +0.6% | 0.12% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Add +1.3% | 0.13% | −0.00 |
| GWX State Street SPDR S&P Intern | Add +0.1% | 0.06% | −0.01 |
| NYF iShares New York Muni Bond E | Add +0.8% | 0.06% | −0.01 |
| MSFT Microsoft Corp. | Add +1.2% | 0.09% | −0.01 |
| HAS Hasbro Inc. | Add +0.4% | 0.03% | −0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Add +11.8% | 0.48% | −0.01 |
| WOOD iShares Global Timber & Fore | Add +0.9% | 0.04% | −0.01 |
| SPEM State Street SP PTF Em ETF | Add +1.4% | 0.54% | −0.01 |
| XLE SS Energy Select Sector | Add +0.7% | 0.04% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.4% | 0.44% | −0.03 |
| VTIP Vanguard Short-Term Tips | Add +5.6% | 0.45% | −0.03 |
| JMUB JPMorgan Municipal ETF | Add +4.0% | 0.80% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.7% | 3.57% | −0.07 |
| REET iShares Global REIT ETF | Add +0.5% | 2.73% | −0.08 |
| MUB iShares National Muni Bond E | Add +6.3% | 3.51% | −0.18 |
| SPTS SS SPDR P St Term TSY ETF | Add +5.0% | 3.76% | −0.31 |
| IAGG iShares Intl Aggregate Bond | Add +4.5% | 6.19% | −0.45 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $689.3M | VTI, SPDW, IAGG, BND, VCRB |
| Q1 2026 | 56 | $610.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q4 2025 | 51 | $605.8M | VTI, BND, SPDW, IAGG, SPTM |
| Q3 2025 | 49 | $594.7M | VTI, BND, SPDW, IAGG, SPTM |
| Q2 2025 | 48 | $555.1M | VTI, BND, SPDW, IAGG, SPTM |
| Q1 2025 | 47 | $454.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q4 2024 | 47 | $514.6M | VTI, BND, IAGG, SPDW, SPTM |
| Q3 2024 | 47 | $513.6M | VTI, BND, SPDW, IAGG, SPTM |
| Q2 2024 | 47 | $454.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q1 2024 | 46 | $441.6M | VTI, BND, SPDW, IAGG, SPTM |